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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,
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You
Read Answer Asked by Shane on August 20, 2020
Q: Safehold realty (SAFE) was a top pick of real estate expert Michelle Wearing recently. Can I get your opinion on this relatively new stock and your opinion on their business model. She likened it to a hundred year bond, yet if they can achieve their goal of increasing the distribution at twice the rate of inflation that is obviously better than a bond, safety comparisons aside.

As a US REIT the majority of the distribution is return of capital. Am I correct that this would be the same tax treatment as a Canadian Reit, lowering my adjusted cost base. And how would the remainder of the distribution be taxed?
Finally what do you think of their major shareholder getting management fees, while many don’t like those sort of arrangements I have owned some similar companies where it has worked out well for me..
Geoff
Read Answer Asked by Geoff on August 19, 2020
Q: News from the US today on UNC going to strictly online learning has to be the first of many such stories. I know CHEGG is a prominent US name that could benefit from schools scrambling to move online but I would like to ask if you can provide some names of companies that will benefit if either elementary, secondary or post secondary schools are hastily shut down? I listed a few that might do well on the headlines and would like your thoughts on each but also would like to know who will be fuelling the transition if it happens (cloud, security etc). To put it another way, who else stands to benefit if "back to school" is quickly reversed. Deduct as you see to be fair please.
Read Answer Asked by Tim on August 19, 2020
Q: (not on your list? - trades on nasdaq) reported Q2 earnings 11 Aug. I am trying to get a handle on its prospects. Aside from the first five years the past ten have been volatile or depressed, but improving in response to the current pandemic demands. Can you comment please on the current valuation and if possible indicate whether the recovery might be sustainable. Thank you.
Read Answer Asked by Mike on August 19, 2020
Q: Could I have your thoughts on Maxar at present ( I know it is now a U.S. company but a lot of the assets are the same as when domiciled in Canada.
The earth intelligence segment continues to perform well as it always has with recurring revenues. Since Jablonsky ( former Digital Globe CEO) took over as CEO at Maxr the stock is up 400 % plus. There is 80% institutional ownership and the debt is looking much more manageable now. Would you consider Maxr a moat type company? The list of clients is impressive. Every Google map I see has been done by Digital Globe. Moving forward would you consider this a good investment? Thx
Read Answer Asked by blake on August 18, 2020
Q: Could you please tell me a little bit about this company?
Why was it trading so high a few years ago? Was it all froth?
Cell phone app patent to emit UV to wipe out covid? Really??
Thanks
Read Answer Asked by Carlo on August 18, 2020
Q: I want to build a stock portfolio of US Tech/Healthcare Stocks today with 20 Stocks for the next 10 years with growth being the main driver preferably with low debt, what companies would you recommend. Thanks for your useful advice.
Read Answer Asked by Imtiaz on August 17, 2020
Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX

RAK
Read Answer Asked by bob on August 17, 2020
Q: According to an Aug. 14 news release Berkshire Hathaway has sold US Bank shares and also QSR . They have bought Barrick gold. Do you read much into this? Comments please. Thanks as always. Frank
Read Answer Asked by Frank on August 17, 2020