Investment Q&A

Q: I am wondering about what stocks in the US you would see as cratering upon the announcement of an effective vaccine for covid. I see a significant vaccine breakthrough happening sometime within the next 6 months (or sooner) albeit with its attendant issues such as who gets it first, distribution, quantities, cost, etc but at least step 1 would be having the vaccine. I mean, just consider the gigantic effort being put into vaccine development. In particular, I'm wondering about buying ZOOM which now has a P/E in the 600 to 700(!) plus range depending on where you look. CNBC lists Zoom's peers among others as TEAM and DOCU which I already have full positions in. These all look wonderful to me now in a heavily covid world, but are they set up for a huge decline upon a significant vaccine announcement? Thank you.

Q: Thoughts on GNSS:US?

Q: Ther has been a big drop in Regi in the last few days. No information could be found for the drop. Do you have any news

Thanks
Thomas

Q: Hello %i and Thank you for your great service.
Is there anything you can tell me about the decline in Vertex Pharma to-day. It is down 20%. Would you consider this a good entry point??
Thank you
Steve

Q: Your thought on the LOOP short seller report ? I am wondering how such a small and unproven technology have managed to get listed on NASDAQ.
Thanks ! Martin

Q: It is falling today hard, is there any news?
Would you hold it?

Thanks,
Milan

Q: Re todays acquisition announcement I assume this should prove to be a positive move for the company, and I assume the share issue is needed to complete the takeover. However, I am puzzled and do not understand the forward purchase arrangements that appear to accompany the deal. Can you explain the latter please and comment on their acquisition. Thank you.

Q: I am looking to deploy some U.S. dollars into a basket
of U.S. smaller cap stocks with growth potential as that
appears to be what you recommend in Canadian holdings.
That strategy appears productive. Would you be willing to
identify candidates for such a basket?
Thank you, Calvin

Q: How significant is the Roche deal made on Monday ? Thanks.

Q: Hi,
I was considering a small position in FSLY but didn’t get to buy my position. Luckily for me, I now see that the stock is down over 27% after hours, ( Oct 14th).

How bad does their guidance seem to you and is the stock still a buy once the dust settles?

Thanks and stay safe !,

Q: What would be your choice for the 5 best non-IT US companies for long-term hold (not high risk)?

Q: What are your thoughts about this company?its been very volatile lately ,but would you see an opportunity here?
The dividend is high,how safe is it.
Would you be a buyer?

Q: What do you think of the financials of this company ? It has had a tremendous price increase in the last few years . Buy more ? Sell some ? Hold ? Thanks.

Q: Hello,

What are your thoughts on Celsius Holdings, could it be the next potential Monster? It has had quite the run up this year.

Thanks,
Raj

Q: Is this company good investment with demand going up for Natural Gas. Dividend safe?..
Thanks
CEC

Q: Last week Morningstar ran a video highlighting Consumer Defensive stock TAP essentially stating that despite legacy beverage labels being in stress/decline, its link to wide-moat KO, and TAP's hard seltzer line combined for a five star undervalue rating. I note the stock has had a recent price target upgrade from Guggenheim. If so undervalued, would this be a reasonable Buy at current levels from both COVID second/third surge perspective and a post-COVID perspective? Your thoughts please.

Thank you for your valuable work.

Q: I am looking to add ETSY to my portfolio. Would this be a positive move or could the esteemed 5I crew suggest alternatives?

Peter

Q: hi folks:

this came up on a screen

i suppose the backstory being travel inside the confines or the USA vs jumping on a plane

appears to be a well run company, and the chart looks close to a long term breakout above $24

can you offer any insight for me

thanks

Q: I have a 100 of each and want to increase my holding before the merger. Which is the better one to add to?
Thanks.

Q: I have US$ in my TFSA account, I would like to invest in some US technology stocks, say 3 stocks. I can take high risks in this account.