Investment Q&A

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: I am buying KEG shares here is Canada and I am wondering if you have any recommendations for dine-in restaurants in the US that will benefit from re-opening. Thanks.

Q: On Wednesday this week I bought a 1/2 position in Netflix. My intention was to view it as a trade rather than a long term investment. I've done this before when the high flying techs crashed and I caught a bounce. Nortel being one example. In reality I'm mainly a value investor that's in the typical stocks that you don't even read the news releases on. Like, who cares that TD bank is handing out bags of candy to the Panda bears in China.

I have a problem now. I think my trade, in less than a day, may have gone long term due to Pershing Square having stepped in and picked up 3.1 m shares of NFLX.

My question isn't about NXLX, it's about Pershing Square. What's your read on their intentions? I'm guessing you have a pretty good handle on their Modis operandi and can give me some insite into what might happen.

I appreciate your opinion and will give it full consideration but realize the final decision and responsibility is mine.

Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.

Q: Hello Team,
Which would you prefer going forward, Google or Microsoft and why.
Thanks,
Barry

Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.

Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks

Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

Q: not sure i get the decline in amd from 164 to 104 in 4 weeks.
great ceo in lisa su, the merger with xilinx should close soon, is this overdone or justified.
would you be a buyer. dave

Q: They release their earnings next week. Stock down a lot recently (back to spring '21 levels). Do you think it is already pricing in expected weak earnings (Omicron)? In other words, is it oversold and you would hold (if already long and ignoring other portfolio factors)?

Q: I own a 1/3 position of each of the following: ANRG, GRN, and DNMR, and considering adding a little more to my environmental sector stocks. Your thoughts on these companies and is now a good time to do this? If so, do you like adding to all the above, or something else?

Thx again.

Q: I am down 25% on this investment. Wondering what your thoughts are in this market, and going forward. Hold on, or move on? TIA

Q: Hi Team, CSV has come down quite a bit from the high of $66 it reached after its last earnings release. Now around $50. Do you like it today?

Q: With the upcoming rate hikes, when would be the best time to take a position in big tech?

Also, GOOG or GOOGL?

Q: Want to trade JNJ out of my US dividend growth portfolio (retired, live on divys) as to not be in a complicated tax situation when the company splits up. What is a good trade for JNJ? Dividend amount and growth is important. Thanks Ron

Q: Hi,
United Rentals, Inc. (NYSE:URI) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The company intends to complete the repurchase program in 2022.

is the time to buy United Rentals URI
thanks
jean guy

Q: Would you prefer Morgan Stanley or Goldman Sachs today.
Thank You,
Barry

Q: Your thoughts on the large drop. I do hold the stock and have some cash for stock picking when things settle out. Is this an opportunity or better use of money elsewhere.

Q: Hi Team,
SQ is being hit extra hard again today, apparantly in big part to Apple coming out with their ability to allow essentially turn their iphone into a payments terminal. Is this real bad news for SQ? Or is the reaction today overblown? Should I be selling SQ ? Or should I hold on to it here? The selling has been relentless, as with many names. Thanks

Shane.

Q: Hi- interested in your thoughts on the Apple move to direct payments through the Iphone. This would seem to be a real headwind for competitors like SQ and PYPL and others? Between SQ and PYPL which would you choose for best growth forward?