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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: Peter, Ryan and gang: a couple of weeks ago AYX took a dive and currently is trying slowly to regain its former price levels. What are your thoughts, hang in there or move on?
If your advice is move on, could you suggest two or three US stocks, maybe “cloud “ or “i t “ . I have a good risk tolerance and await your reply
John
Read Answer Asked by John on September 02, 2020
Q: I am puzzled by your July 16, 2020 comments in response to a question on JPM vs. MS. You wrote “.... we would not consider them very different overall. JPM is significantly larger” ; “ business mix is very similar”. JPM and MS look different to me. MS has no retail business . MS has or will have an even larger presence in wealth management after its announced acquisition of eTrade. The deal was announced early 2020. The transaction has been approved and is expected to close before end of year 2020. Further, the above is an all-stock deal and although that affects capital structure, it should have little impact on MS’ debt level. However I may have missed things in which case your clarification would be welcome.
If I am correct: is MS a holding that is well worth adding to? I have a full allocation to US financials but hold only a modest position in MS. I am thinking of reducing BAC, OR another US banks and add to MS. My reasoning primarily: MS is not much exposed to loan losses; the brokerage and wealth management businesses seem poised for much growth in the US; its business model looks more attractive for the next two to 3 years. Would you agree or am I missing some important factors?
Read Answer Asked by Adam on September 02, 2020
Q: How can I obtain information on what price warrants can be exchanged at and for what period of time? Currently, I would like that information on AESEW, but I would like to find sites that provide that information on other warrants. Thanks for you help.
Read Answer Asked by George on September 02, 2020
Q: I am considering to start investing in the 5 G technology companies ( 2/3 companies for 3 to 5 years) . What are your thoughts on which sector: hardware, software... and which companies would be a good start. I realize this is a broad question, please take as many credits as needed.
Thank you!
Read Answer Asked by Jacques on September 01, 2020
Q: Recent article in the Van.Sun states that big tech could bail out long-suffering value investor citing 2 examples. 1)Google invested US$450m in ADT resulting in a more than 60% increase for ADT. 2)Amazon is rumored to be in talks with Simon Property leading to a 10% rise for the latter. On Aug 28 it was reported that MSFT & WMT are jointly bidding for the US assets of Tit Tok. And a source says that it will have positive impact on PINS. Please indentify potential candidates(value stocks,smaller tech like Pins etc) for big tech with short comments.Txs for u usual great services & views
Read Answer Asked by Peter on September 01, 2020
Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?
Read Answer Asked by Kim on September 01, 2020
Q: Hi Folks, my question is on GILD. I purchased this back in June - I am down about 15% as of today. What has happened to this stock to justify this decrease ALSO would you still recommend holding on to GILD or is it time to sell ? Greatly appreciate your comments.
Thanks
Read Answer Asked by JOHN on August 31, 2020
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