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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 Peter and Ryan.
The market is a bit crazy lately, with many tech companies reaching all time high, as if the covid-19 has never happened. I think there should be good companies that are still worth to buy. I am wondering how you think about the listed three companies (e.g. CAR, EXPE, LUV).

Thank you,
Yiwen
Read Answer Asked by Yiwen on June 12, 2020
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.

CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.

Thanks for the great service.
Read Answer Asked by Hector on June 12, 2020
Q: With apologies to the members who do not appreciate US content, I am hopeful to get your thoughts on Quidel. How would you assess its potential for capital appreciation in the next year or two? There is a Covid angle which is almost a reason not to buy in my opinion (it has to end right?) but other business opportunities as well. Thoughts on whether to buy, sell or hold and why if you can please.
Read Answer Asked by Tim on June 12, 2020
Q: These are the US holdings in my RSP. All have done well except for SYK down about 8% with a limited outlook for the rest of 2020 based on the Covid pandemic. Regardless of sector weighting, what are your favorite 2 or 3 US equities for growth over the next 5 years? I'm okay with a moderate risk.
Thanks in advance,
Greg.
Read Answer Asked by Greg on June 11, 2020
Q: Hi any info on this company, are the warrants worth a punt?
Read Answer Asked by Cameron on June 10, 2020
Q: Sorrento Therapeutics Inc. is hot on the Vaccine trail. along with MRNA & NVAX. Would you have an opinion on it?

Thanks! Austin
Read Answer Asked by Austin on June 10, 2020
Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
Read Answer Asked by David on June 10, 2020
Q: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton
Read Answer Asked by Clayton on June 09, 2020
Q: Can you tell me about this company.
Is is a Buy today?
Read Answer Asked by patricia on June 09, 2020
Q: Good Morning
Do you see an apparent rotation away from tech stocks as a concern? There has been current weakness in some of your favourites such DOCU, VEEV, TEAM and AYX despite recently posting good numbers. Would you lighten up on any particular names or do you see the basic growth thesis intact.
Thank you
Read Answer Asked by Marty on June 08, 2020
Q: Hi,
I would be interested in your comments on this company. It seems to be growing well, with a recent announcement of a big increase in earnings. However I am somewhat concerned about the fact that Huawei is on their stated list of customers. Will the recent threat from Trump to limit sales to Huawei have a large negative effect on Inphi? As a small cap, do they have a lot of debt? I found a Debt/Equity figure of 1.37 on Finviz.com, but am not sure how to interpret that, given that they currently show a negative income. Many thanks for all you do to keep us on the right track!
Dawn
Read Answer Asked by Dawn on June 08, 2020