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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: 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.
Read Answer Asked by David on January 28, 2022
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
Read Answer Asked by Tyler on January 28, 2022
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?
Read Answer Asked by Mike on January 27, 2022
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.
Read Answer Asked by Henry on January 27, 2022
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
Read Answer Asked by Ronald on January 27, 2022
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.
Read Answer Asked by Shane on January 27, 2022
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?
Read Answer Asked by Scott on January 27, 2022
Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!
Read Answer Asked by Michael on January 27, 2022
Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal
Read Answer Asked by cal on January 27, 2022
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