Investment Q&A

• Tortoise Acquisition Corp. Class A (SHLL)
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Q: Peter,

Do you have an opinion / information on Tortoise (NYSE- SHLL) and the upcoming merger with Hyllion.

Thanks

Paul

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Read Answer Asked by paul on October 01, 2020

• Omnicom Group Inc. (OMC)
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Q: Any thoughts on this company?

Seems cheap and also dividend seems nice and plump.

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Read Answer Asked by Eugene on October 01, 2020

• Veeva Systems Inc. Class A (VEEV)
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• Simulations Plus Inc. (SLP)
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Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

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Read Answer Asked by Cameron on October 01, 2020

• Microsoft Corporation (MSFT)
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• Apple Hospitality REIT Inc. (APLE)
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Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views

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Read Answer Asked by Peter on October 01, 2020

• Air Products and Chemicals Inc. (APD)
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• Linde plc (LIN)
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Q: Which of these two companies would you prefer now and why? Thanks for your service!

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Read Answer Asked by Michael on September 30, 2020

• JFrog Ltd. (FROG)
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Q: This company recently did an IPO and its share price is increasing nicely. Can you provide a quick synopsis of the metrics for this firm and its future prospects?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on September 30, 2020

• Sunrun Inc. (RUN)
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Q: RUN seems to run up every day. Too late to get in? I do hold TAN, but it crawls up.
Thanks! :)

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Read Answer Asked by Austin on September 30, 2020

• Innodata Inc. (INOD)
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Q: Peter and His Wonder Team
This company has spiked 35% today on high volume...something must be happening...any news? Your comments please.

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Read Answer Asked by Ernest on September 29, 2020

• Amazon.com Inc. (AMZN)
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Q: I am looking at investing a small amount in Amazon, just for the heck of it and because I use it regularly (I am retired and living off Canadian dividends). Despite the stock growth in 2020, is this a good time to do so? Is there a seasonality pattern I should be aware of, e.g. around Prime day, Thanksgiving, etc.? Thanks.

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Read Answer Asked by Martin on September 29, 2020

• Virgin Galactic Holdings, Inc. (SPCE)
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Q: Hi Peter and Rayan,
Like to know your thoughts and valuation of this company. Do you think it has future potential?
Thanks

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Read Answer Asked by Yousef on September 29, 2020

• Scotts Miracle-Gro Company (The) (SMG)
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Q: Do you have any current comments on Scott's or other US cannabis stocks?
Thanks, Doug

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Read Answer Asked by Douglas on September 29, 2020

• Wix.com Ltd. (WIX)
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Q: What are your thoughts about this company ? Thanks.

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Read Answer Asked by Norman on September 29, 2020

• Vanguard Growth ETF (VUG)
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Q: Would you have any ETF or Mutual fund that compare to this Vanguard US Growth fund investor Shares (VWUSX). It seems that Vanguard does not sell this fund in Canada, Thanks

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Read Answer Asked by Saad on September 28, 2020

• Nuance Communications Inc. (NUAN)
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Q: What is your opinion of Nuance? It seems to be doing well since early this year.
Thanks for your input.
John

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Read Answer Asked by John on September 28, 2020

• Real Matters Inc. (REAL)
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• SVB Financial Group (SIVB)
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• Cannae Holdings Inc. (CNNE)
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• SciPlay Corporation (SCPL)
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• BellRing Brands Inc. (BRBR)
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Q: Please suggest your top 5 non-dividend paying value stocks. And I stress non-dividend paying for tax reasons. Thanks very much.

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Read Answer Asked by David on September 28, 2020

• Annaly Capital Management Inc. (NLY)
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Q: Would NLY be a good buy for its dividend?
Phil

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Read Answer Asked by philip on September 28, 2020

• British American Tobacco p.l.c. (BTI)
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Q: Hello Team,
What percent growth per year would you expect on this company.
Thank You,
Barry

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Read Answer Asked by Barry on September 28, 2020

• Air Products and Chemicals Inc. (APD)
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• Pfizer Inc. (PFE)
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• Moderna Inc. (MRNA)
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• BioNTech SE (BNTX)
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Q: I've learned recently that mRNA-based vaccines require extra cold storage (-70C; dry ice temperature). This will be a logistical challenge if such vaccines are approved. Two-part question:

1. Your thoughts on the impact of this logistical challenge on PFE/BNTX and MRNA?

2. Dry ice (solid CO2) lasts only about 3 days in insulated packages. Widespread mRNA vaccine distribution might depend on having a lot more dry ice produced at facilities near airports, shipping hubs, and smaller distribution centers. Any ideas for a play on dry ice via companies selling dry ice production equipment?

Many thanks! New subscriber this year and very satisfied!

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Read Answer Asked by Mark on September 28, 2020

• Medtronic plc. (MDT)
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• Veeva Systems Inc. Class A (VEEV)
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• DexCom Inc. (DXCM)
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• Guardant Health Inc. (GH)
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Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?

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Read Answer Asked by Paul on September 28, 2020

• Invitae Corporation (NVTA)
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Q: Good Morning... what are your thoughts on NVTA? Would you be buyers or sellers heading into the merger? Does the future seem bright and profitable to you for the combined company and the space they're in?

thanks, Mark

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Read Answer Asked by Mark on September 28, 2020