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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,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks
Read Answer Asked by Marco on February 08, 2021
Q: Do you consider Kohls worth holding? The company pays a good dividend but does it offer potential for moderate growth? I own about 1/2 as position.
This is the question I asked in Oct 2019. Litte did we know what 2020 would bring. I have held on to this stock thinking it might recover. The stock price has recovered well. It appears the company has returned to positive earnings. Not sure when the company will begin paying a dividend.
Is this stock worth holding or should I move on?
Thank you for your great service.
Stephen
Read Answer Asked by J Stephen on February 08, 2021
Q: Dear 5i
I`m reading that sports betting will grow at a rapid rate over the next 3-5 years or more . That being said , i`m contemplating between PENN and DKNG as two good choices . I'm seeing that Penn has a much better growth rate than DKNG so I'm leaning that way . Would you agree with this or would you recommend something else ?
Thanks
Bill C
Read Answer Asked by Bill on February 08, 2021
Q: I was wondering if there are any shipping container companies that you would recommend for investment consideration?
Canadian options?
Thanks, Calvin
Read Answer Asked by Calvin on February 08, 2021
Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you


Read Answer Asked by Terry on February 08, 2021
Q: I want to hold IWO and SPY etf's, I am a canadian resident.
Are there any tax, exchange rate implications for me in holding these ( or any other US stocks )?

If yes, then suggest a equivalent Canadian ETF.
Read Answer Asked by HARRY on February 08, 2021
Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John
Read Answer Asked by John on February 08, 2021
Q: AVL has been doing extremely well recently and I’d like to know if you think its performance is likely to continue, and what you think about it in general. As of Feb 3rd, it’s 20 cents a share. Do you see it ever getting near its 2011 peak of $9 again?

Also wondering if you could comment briefly on the outlook for CIT, a financial name in the USA. Thanks.
Read Answer Asked by Brian on February 05, 2021
Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.
Read Answer Asked by Justin on February 05, 2021
Q: I'm wondering if you have strong feelings about the prospects of any of these or similar mega cap tech stocks, in terms of their values against each other or others similar. I own most of these but on their own they are fairly small holdings. Could you please rank, and which would be worth trading up for the others? Also how many would you recommend holding?
Read Answer Asked by Peter on February 05, 2021
Q: I have MDT whose shares have been in a muted trading range for more than a year. Understandable reasons— e.g. postponement of elective surgeries &c.). However I then checked the 10-year performance of the medical equipment ETF , IHI.us, with that of MDT. To my surprise, MDT has not outperformed IHI in ANY part of an entire decade (I used charts at Scotia’s FlightDesk for this).

Several analyst shops seems to favor MDT, as do you. Has something changed in recent months to boost the prospects of MDT?

If this is a good time to add to one’s holding in MDT, please comment on whether the following metrics from GuruFocus are correct:
TTM P/E : 42.98 and ROE less than 7%. Further, I see y-y EBITDA Growth Rate % of [gasp] minus -30.10 and PEG of 11.45.
Can this be correct for a well-regarded company ? Kindly give your data for forward P/E , PEG , and please confirm whether cash flow from operations is adequate for operations and to meet debt obligations.


Read Answer Asked by Adam on February 05, 2021
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