Investment Q&A

Q: Thoughts on the quarter please. Is their 5% profit margin sustainable in the future?
thank you

Q: Hello. Would you be more optimistic about CTS after their 2Q results? Also being named as a top fast growth company? I am considering adding to my position. Thank you.

Q: Good morning 5i folks. Apparently, I've fallen behind on my financial acronym homework . I guess I need to bone up.
Can you enlighten me as to what constitutes a SPAC ?
Thanks, David

Q: With the pending vaccine and inoculations to come, just wondering if you may have a lead on a syringe manufacturer? It may be a good investment direction to consider. Thanks
Dennis

Q: Hi Team
BNTX seems to be tanking with lots of positive news for vaccines.
Do you still consider this a good hold until at least year end ?
I hold in registered accounts so cap loss / gain is not an issue.
Thanks, Peter

Q: what is your take on stocks that look good for recovery plays in the US?.....asking this because I read your take on those in Canada.

Q: Can you comment on reasons for recent weakness. Would you hold on or take a loss ? I’m patient and willing to wait 12-18 months if you feel this is worthwhile.

Q: What do you think of Nuvei IPO?

Q: Hi guys : could you give me your opinion on the above stocks Thanks Gary

Q: What do you think if this company. If memory serves me well you had mentioned it as potential high flyer, notwithstanding it’s high risk profile.
Would you add new funds to it today?
Thanks

Q: ABBV is being subpoena by congress about drug pricing and not cooperating as asked.
Down 4% this morning.Is this going to be a damper on the stock for a while? Thinking about selling when i am still even on stock.
tnx u..........

Q: I have both GOOG and GOOGL . I used to see the voting stock GOOGL trade above the non-voting GOOG. Lately however prices have reversed . This morning for example the voting shares are some $7 BELOW the non-voting class. This strikes one as odd, notwithstanding that votes have little meaning in companies where founders have controlling blocks. Has something changed in the definitions of the Classes? I did not see anything in the financial journals.

Q: Peter, Ryan and gang: a couple of weeks ago AYX took a dive and currently is trying slowly to regain its former price levels. What are your thoughts, hang in there or move on?
If your advice is move on, could you suggest two or three US stocks, maybe “cloud “ or “i t “ . I have a good risk tolerance and await your reply
John

Q: I am puzzled by your July 16, 2020 comments in response to a question on JPM vs. MS. You wrote “.... we would not consider them very different overall. JPM is significantly larger” ; “ business mix is very similar”. JPM and MS look different to me. MS has no retail business . MS has or will have an even larger presence in wealth management after its announced acquisition of eTrade. The deal was announced early 2020. The transaction has been approved and is expected to close before end of year 2020. Further, the above is an all-stock deal and although that affects capital structure, it should have little impact on MS’ debt level. However I may have missed things in which case your clarification would be welcome.
If I am correct: is MS a holding that is well worth adding to? I have a full allocation to US financials but hold only a modest position in MS. I am thinking of reducing BAC, OR another US banks and add to MS. My reasoning primarily: MS is not much exposed to loan losses; the brokerage and wealth management businesses seem poised for much growth in the US; its business model looks more attractive for the next two to 3 years. Would you agree or am I missing some important factors?

Q: Hi,
To enhance growth potential in the low-interest and slow-growth environment, I am thinking of selling JPM to buy either V, MA or PYPL. Any suggestion and comment? I already own half position of V in my other account.
Thanks,
Martin

Q: How can I obtain information on what price warrants can be exchanged at and for what period of time? Currently, I would like that information on AESEW, but I would like to find sites that provide that information on other warrants. Thanks for you help.

Q: Hi gang, how would you rate AdI as a
Company overall. Is It expensive are the dividend safe? 3-5 years hold. Or other better semi conductor company’s? Thanks. Alnoor

Q: this stock is showing a bit of momentum can kodk recover or is it best to stay clear thanks

Q: Hi folks
I was going to buy a small amount but missed my window...drats!. Am I too late to the party? Is there another equivalent that you could suggest?
Thanks for keeping me on track.

Q: I am considering to start investing in the 5 G technology companies ( 2/3 companies for 3 to 5 years) . What are your thoughts on which sector: hardware, software... and which companies would be a good start. I realize this is a broad question, please take as many credits as needed.
Thank you!