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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: Hi Team,
Over the past four/five years I have benefitted immensely from your guidance on Canadian and US equities. Many thanks for that. I was wondering if you entertain the thought of having US equities portfolios similar to growth/balanced/income for canadian equities.
Thanks
RR
Read Answer Asked by Rajinder on April 23, 2021
Q: Hi folks, can please ask for relevant info & your opinion on Danimer Scientific dnmr/q....concept of achieving bio-degradable plastics...instead of them winding up in a landfill....stock price all over the map....any thoughts would be greatly appreciated....and is it worth a small, spec position....thanks as always, JB, Piedmont QC
Read Answer Asked by John on April 22, 2021
Q: Hi 5i,
You have SNAP as a sell and PINS as a buy. Those are my thoughts as well. What always puzzles me is that every quarter, the analysts always look at SNAP’s earnings as a harbinger of what PINS may report. That makes no sense to me. They have very little in common except for on-line advertising. SNAP is a “disappearing picture” site for the younger demographic. PINS is a hobbies and pre-shopping site for all demographics, but more so for women. What weight if any do you put in this thesis that as SNAP goes, so goes PINS? SNAP reports today and PINS next Tuesday.
Thanks for the insight.
Dave
Read Answer Asked by Dave on April 22, 2021
Q: Can I get your opinion on NEP please. It has been increasing its dividend every quarter for a while now. and cash flow recently has been burgeoning It has pulled back recently, as have most of the renewable stocks, so I am wondering if this is a good entry point. Can you also tell me when there next quarterly report is scheduled for?
Read Answer Asked by arnold on April 22, 2021
Q: Am I correct in concluding from my calculations that investors place a lower value on GS shares than they do on firms like MS and JPM? If yes, is GS’ share price discounted because GS carries a higher risk than its peers ? For GS my calculations have ROE at 16%, and PEG at 1.25. I cannot work out ROCI— I come up with a bizarre number. What are your ratios for all these please?

Other than a high debt level, would you have concerns about GS that amateurs would not see? Is GS a reasonably good investment based on both its own projections, its actual history, and projections by the more insightful “Mike Mayo type” analysts? (I don't have access to Mayo’s research) .

I am fully allocated to financials, but that seems to be one of the few sectors that possibly has some value. Correct? I find worrying about “diversification” and “allocations” rather tiresome. Do you find time spent on “proper” allocation worth while on your own PERSONAL accounts ? Really?
Read Answer Asked by Adam on April 22, 2021
Q: Would you say the slide in shares of NFLX post-earnings today is overdone? I think it is the only FANG member that has rested on its laurel this calendar year whilst other members of that club have whizzed by (with the possible exception of AAPL) . At the now reduced price, down some 10% I think , is NFLX now at a price that one may top up a one-third already held?

If you have an *enthusiastic* yes, please advise what you see for the following metrics: ROE, PEG and ROCI— all based on the latest financials please.
Read Answer Asked by Adam on April 22, 2021
Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,
Read Answer Asked by ilie on April 21, 2021
Q: SLX Hi what do you think about this etf for exposure to steel/recovering economy. Too late? Thanks Bill.
Read Answer Asked by Bill on April 21, 2021
Q: Hello,
I am looking at the equipment manufacturers and auto industry as possible directions for new investments. The above names are ones I have been considering but am interested in knowing what you think about heavy equipment versus automotive and within those categories, what you think might be the better choices.

Many thanks,
V
Read Answer Asked by V on April 21, 2021
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