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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: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Read Answer Asked by Don on February 17, 2021
Q: I thought CVS was a reasonably good value at or below its recent price in the mid-70 dollars. It reported results today February 16, and tumbled ~ 5%. Before release of those latest results, I had calculated ROE just under 15% and PEG at ~2.4. (1) Do you have updates to key metrics, in addition to the above-noted ones (incorporating the latest results). (2) CVS’ acquisition of Aetna did cause indigestion, but I thought things were much better now. Not so? (3) I had also thought CVS’ participation in the administration of vaccines would very likely enhance impulse sales also. I am wrong on that too? ( So far, I am scoring zero out of 10, yes?)

Am I wrong about CVS? If it is not worth adding to my position, should I sell or leave my half position in peace for now and just monitor?
Read Answer Asked by Adam on February 17, 2021
Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!
Read Answer Asked by Matthew on February 17, 2021
Q: Hi,
I also held on to the LTRX shares that I rec'd via ITC because they have been in business for a long time, their products are in a diverse range of industries, the SaaS and IoT aspects and a big backlog. I interpret the backlog as partly due to factors beyond their control so this could be a negative.
You stated in a previous answer that good growth is expected this year. Do you still see good growth and what is your take on the recent results? Thank you.
Read Answer Asked by Gayle on February 16, 2021
Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.
Read Answer Asked by Tim on February 16, 2021
Q: I know that Square, Paypal and MicroStrategy have Bitcoin on their balance sheets. How much of an influence do you think this is having on each companies share price? What is the per share value of the Bitcoin that each company holds? Thank you.
Read Answer Asked by Glenn on February 16, 2021
Q: The U.S. Federal Trade Commission has opened an in-depth probe into Nvidia Corp's agreement to acquire Arm Ltd. Alphabet Inc, Qualcomm Inc and Microsoft Corp have complained to U.S. antitrust regulators about the deal. Arm Holdings supplies intellectual property to Apple, Qualcomm and a host of others for chips that power nearly all of the world's smartphones.
Should I be concerned? I was of the opinion that this deal is key to NVDA's growth not to mention the global shortage of chips.
Carl
Read Answer Asked by Carl on February 16, 2021
Q: Your thoughts on Kubient Inc.(kbnt on nasdaq).Thanks.
Read Answer Asked by maurice on February 16, 2021
Q: Hello,
In the consumer discretionary sector would you consider COTY or ULTA to be attractive? Which one would you pick?

COTY was an offshoot of PG I believe..TOI is from CSU..Does Mark Leonard have any say in the management of TOI? If Topicus were to follow in CSU's footsteps (framework) they would do very well. Are there any such precedents where offshoots have done very well? Why do companies sell of portions of the company? Thanks and happy family day. No rush to answer these questions. Cheers, Shyam
Read Answer Asked by Shyam on February 16, 2021
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