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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please comment on Mgni's Q1 results released on May 4,& guidance. Apparently Rev & Eps beat estimates. On May 5 it closed at $10.94 + 0.32 despite great Bear attack on the markets.On may 6 dropped $1.07 to $9.87.Any reasons. Txs for u usual great services & views.May have asked similiar Q earlier
Read Answer Asked by Peter on May 09, 2022
Q: I am down about 30% with Keysight. I am thinking of selling it to harvest the loss and purchasing Qualcomm in place.

QCOM is much bigger and has a noticeably lower P/E (14.87 v. 27.10) somewhat better Price to Cash Flow (17.9 v. 21.3);

But QCOM has a higher P/B (12.18 v. 6.87) and while not worrisome, a noticeably higher Debt / Equity ratio( 1.8 v. 0.53).

Which matrix would you use to evaluate these 2 companies?

Which of the 2 do you see having a better prospect going forward?

Thank you for your excellent service.
Read Answer Asked by Leonard on May 06, 2022
Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton
Read Answer Asked by Jane on May 06, 2022
Q: I know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.
Read Answer Asked by Gregory on May 05, 2022
Q: Hi,
I'm currently holding all of these at a loss, mostly in RSP's - so the loss, if taken, won't be helpful tax wise. I'm aware you are still recommending GSY, but assume that is because at this point it is a reasonably buy. It has been a particular disappointment for me, as I purchased near the recent highs, so I wonder if the remaining capital I have might be better in the energy sector, as I do hold other financials. SNAP and SBUX are looking a bit more like they will take a very long time to show positive momentum - would you agree? Or do you feel it is worth holding onto all of these? I don't need the cash, I'm just wondering if it would be more prudent to stop the day by day reduction in principal, in particular when there are options such as ENB that pay a sizeable dividend in a more positive sector.
Many thanks for your thoughts, as they are always appreciated.
Dawn
Read Answer Asked by Dawn on May 05, 2022
Q: Hi Folks
I am looking to add to my Health Sector, currently holding ABBV, PFE, GILD and WELL in various accounts. I have CVS and MRK in mind to add - which one would you recommend at this time and why ? Appreciate your comments.
Thanks
Read Answer Asked by JOHN on May 05, 2022
Q: Can you please rank the following cancer related stocks based from best to worst based on your understanding of which are currently under appreciated based on their potential to cure or prevent cancer? To put it another way, do any of them have technology that could become significantly larger businesses than they are today in treating or detecting cancer?
Please add one name that I have not listed that may have higher potential.
Read Answer Asked by Tim on May 05, 2022
Q: I think I may have timed out before submitting this question earlier.

I wanted to know your views on swapping DHR for ISRG in my health care allocation, which currently includes SYK and WELL. I know you like ISRG today, perhaps more than you did a couple of years ago when you had concerns about their business in China. Is China a significant part of their business? And your DHR concerns seem centred on their higher levels of debt which are being paid down.

I have done well with DHR but I am wondering if ISRG's growth profile is considered higher without taking on a significant increase in risk. Or would one of my other holdings be a better swap? Or is "do nothing" the best course?

Appreciate your insight.


Paul F.
Read Answer Asked by Paul on May 04, 2022
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