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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: Good morning. I hold some WFC as a value play. Your thoughts? Would you prefer another US financial. Could you rank MS, JPM, GS, BAC, C, WFC as a preferred holding.

Thanks, M
Read Answer Asked by Mark on April 19, 2021
Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!
Read Answer Asked by Tristan on April 19, 2021
Q: What percent of the float is the short interest for these two Reddit companies? Is it worth putting in some speculative money in one of these stocks as short squeeze play. Which company would be more rewarding squeeze play?
Read Answer Asked by satish on April 19, 2021
Q: Hi Team,
I was looking at trimming 1/3 of my CRM (as its only down 0.5% today) to raise funds to add to PINS (-9% as of time of writing on no news). Would this make sense long term? Do you see CRM or PINS having more upside in the next few years? Thanks
Shane.
Read Answer Asked by Shane on April 19, 2021
Q: What's your opinion of AMD, buy or sell, and why?
Thanks very much!

Leo
Read Answer Asked by Le on April 19, 2021
Q: With more and more US states moving to legalize marijuana I feel it is just a matter of time before that is done at the federal level. I have a large position in these 3 names. I assume they will shift from big tobacco to big marijuana once it is legalized. I think there is big growth potential here. Would you agree with that assessment? Would there be something that could stop this from happening ie government not allowing these big players to dominate that industry?
Read Answer Asked by Edward on April 19, 2021
Q: Greetings. This company is in the same industry as Zoetis I'm told but is cheaper on valuation and obviously lessor known. You haven't been asked about this one so could you provide any thoughts you might have on it including whether you would recommend a position in it and your view of holding it versus a position in Zoetis. Mucho gracias! Ken
Read Answer Asked by Ken on April 19, 2021
Q: Hi team,
Which are your favorites Cdn and U.S financials for growth at this time ?

What are your views on Cowen, in particular ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on April 16, 2021
Q: Good afternoon folks
BNTX has been doing very well as of late. I am up 35% ish. Also my entire health sector weighting is 6.85%...all US$...BNTX is 2% of this total. I also own MDT, DXCM, ZTS, GH, & VEEV. I have too many stocks in general throughout all sectors and am trying to sell off several slowly but surely. ( I have 66 stocks). The problem being I fall in love with each of them...(yes....very bad I know)...as they have mostly been carefully chosen and watched over almost every day.
My question is should I sell all of my BNTX or shave but sell any of the others mentioned above,
Thanks as always for your sound advice.
Read Answer Asked by El-ann on April 16, 2021
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