Investment Q&A

Q: I have been following a gradual dollar-cost averaging type approach to adding cash into the markets over the past several months.
With the US presidential election coming in the fall and a possibility of substantial political volatility there, would you advise deviating from this general approach? ie, is there a substantial chance of this event causing a market drop, that would merit changing a market approach?
Are there specific events that you are watching for that may act as triggers for coming market movements? The one that is holding my attention is Trump's overtures that he may not cede power if he loses, or if the election decision is unclear.

Thanks for your valued input,

Peter

Q: Further to the question earlier today, it was not clear to me which one you preferred between FAST and ROP, please advise.

Q: I am intrigued by this company's business model of owning ground leases and working cooperatively with the owners of the business on top of that land. They say they collected 100% of payments during COVID and are essentially COVID and recession-proof.

In Geoff's previous question, he noted that it was "...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."

Safety comparisons not aside, I'm interested in your views. It seems like raising capital and debt would be the main concerns. They seem to raise capital by offering more shares. How sustainable is that model?

All in all, can you assess the company in terms of safety and their claim to be more in the fixed income category than in the equity category. I actually like that they conserve dividend payments as it seems to justify this claim.

Q: Hello again your thoughts on Store Capital

Q: Keysight is down big time today after it's earnings announcement. It has been fairly flat in 2020. I am still up on this stock but am thinking of moving on. Can I please have your thoughts on Keysight and any comments you may have. If I sell I would put 50% of the proceeds into REAL and the other 50% into Well. Thank You.

Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?

Q: With Tesla scheduled to split shares this week, do you see any opportunity for any profits to be made in the short term?

Q: Hello 5i members,
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks

Q: Since Apple would be splitting 4 ways on August 31, would that mean that the share will be cheaper to get in. Would you suggest if some one wants to invest $5,000 canadian would it be a good time to enter at that time and do you see it still going very strong.

Q: Hi guy's : I bought one share of TSLA on aug. 24 ; will I still get 4 extra shares 0n aug.31 or what becomes of the price of that one share on the 31first. thanks Gary

Q: Hello 5i,
Could I have your assessment of Shift4 Payments? Also, how does it compare to Paypal and Square?
Thank you
Dave

Q: Can you comment on their recent results (obviously missed expectations)....would this be an opportunity to add?

Q: Can I get your thoughts on this company please?

Thanks

Q: Hello,
I read somewhere that AAPL took 42 years to reach a 1 trillion market cap and only took 2 years to reach 2 trillion! Sounds like compounding at work. How common is it for mature companies like AAPL to grow at this rate? Which of the other FAANGM companies would you expect some thing like this? Thanks.

Regards,

Shyam

Q: You listed ROP as a favourite Ind. In a globe piece on u,s Industrals FASTis listed ahead of ROP. please compare which would be better buy today

Q: Good day...if one was to invest in div in a cash account is the only concern the 15% hold back on the U.S. dividend...the large dividend at a reasonable fee is attracting me along with the holdings that are in the sectors that are out of favor...could you please give your opinion on this for a 10% exposure in my portfolio...Gene

Q: Berkshire Hathaway is now the single biggest owner of AAPL, and AAPL is now a substantial fraction of Berkshire's value. With the spectacular recent run-up in the AAPL share price, why hasn't BRK.B risen more? Thanks.

Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse

Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.

Q: Hello. I just wanted to get an updated view from you on ESTC. They seem to have an impressive customer base. But the stock doesn't seem to have had a "crazy" run like other tech names. Thank you.