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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: MKL has been described as a "mini" Berkshire Hathaway. Looking at specialty insurance sub-sector for value component of our portfolio - some growth with a margin of safety for long-term holding. Would you advise MKL or another with similar attributes for an initial position?
Read Answer Asked by sam on August 11, 2020
Q: Good day!

I have in the past bought an interlisted Canadian stock on a major US exchange within my TFSA. I've done this when I've seen an opportunity but don't have enough cash in my CAD account. I don't want to exchange USD to CAD as I'm trying to grow my USD account.

I've been looking into Quarterhill, but notice that it trades on the OTCQX in the U.S. The only immediately noticeable difference is that the volumes are much lower. I understand that as far as OTC exchanges go, OCTQX has higher standards.

Are there any other risks I should be aware of? Appreciate your insights, as always.

Marc.

Are there any risks
Read Answer Asked by Marc on August 11, 2020
Q: Hi 5i
Macy’s is approaching earnings release Aug 12 with a corresponding rapid increase in share price over past several days. What would you attribute this to and do you think it is significant?

I realize most analysts rate this stock as sell, and as current owner of this stock I am trying to decide if this is my “selling opportunity “ or should continue to hold. That is to say is there a faint hope for this stock to recover somewhat from this price point and if so over what time frame?

Thx
Read Answer Asked by jim on August 11, 2020
Q: I just listened to a Podcast from Business Casual about online education. This discussion resonated with me in looking into the future and changes that Covid has forced to our brick and mortar Universities to adjust to. What are other companies & ETF's in this space. My understanding is that it is a $700B/yr business and companies together have in excess of $100B market cap.
Read Answer Asked by Richard on August 11, 2020
Q: with COVID likely to last longer and sports betting and betting in general probably going to be stronger this winter , what gambling companies can you recommend?
thanks, Jean
Read Answer Asked by Jean on August 11, 2020
Q: It appears that a potential US ban on TikTok, and MSFT's pursuit of TikTok, have impacted FSLY's recent share price because TikTok is such a large customer of theirs. Are there other factors driving down its market price at the moment? In light of all these factors do you rate FSLY sell, hold or buy at its current price for a 3-5 year horizon? I am not concerned about diversification or risk exposure in the rest of my portfolio. Thanks.
Read Answer Asked by Ben on August 10, 2020
Q: Can you please explain your view on the impact of US aluminum tariffs as they apply to Alcoa and Rio Tinto stocks. If the aluminum distribution south to one of the major users, what precautions might one consider?
Are there ancillary "fallout" repercussions on other stocks that might be a concern going forward?

Thank you as always
Read Answer Asked by Peter on August 10, 2020
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