Investment Q&A

Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?

Q: Haven't heard much about Alteryx lately. I'm thinking of adding it to my portfolio. Do you think this is a good time to start a position? Also, could you give me a concrete example of a company that. would use its service and how that would help the company to become more successful?

Q: What are your thoughts on AMWL at this much lower price?

Q: i have held this for about 5 years and it has basically done nothing despite all the promises from management for change/consolidation etc. Would you support continuing to hold or am i better switching to a better growth name. i am retired so i like a bit of income in addition to share price appreciation. i already own ABBV and MDT and do not want to add to these positions. i am better off in Merck or PFE?

Q: Would you see any possible long term value in this company which fell by more than half following the insolvency of a large holder of the stock. Looks like the fundamentals have not changed really. Your thoughts?
Thank you.

Q: What is your opinion of this company trading at 6x pe and 20% roi ? Is it a buy now?

Q: Hi 5i
I've been asleep at the wheel with Roku - looking for pullbacks and yet to start a position. What are your thoughts on it currently? Would you expect any further pullbacks, that is, do I stay patient or bite the bullet already! ?
I generally hold positions long term - sometimes too long to my detriment.
Thanks
Mike E

Q: Hi 5i
Considering these two, which would you prefer for growth at this time? The aim is for growth with some income as a backup in case the intended growth doesn't materialize (fast enough :) ).
Thanks
Mike

Q: Hi 5i
In the content space would you expect Disney or Netflix to outperform the other ? I'm leaning towards DIS for the content + 'everything else' that DIS has to offer - or has it recovered sufficiently and should I reign in my expectations ?
Expecting a 2-4 year hold, longer if all goes well.

Thanks
Mike

Q: Hi Gang, can you please give me any information about this company? How would you rate it for2-3 years hold. Is the price of GEVO today you would buy? Is the company cheap? Thanks
Alnoor

Q: Can I have your opinion of this plant base frozen food company please ?

There is a december investor presentation on their web site and they plan a pretty agressive expansion over the coming years.

This market (frozen food) is pretty crowded in my opinion and do you think they have a special product ? I know they are integrated vertically and have factories in Italy and California. Costco Wall Mart and Target are big clients for them.

Thanks !

Q: Peter, your comments please in regards to UCTT public offering of common shares. Is now a good time to initiate a 1% position. Thanks

Q: Hi Guys
Can you comment on the above Company, and do you see it as a good long term Hold
Thanks

Q: Hello, I am thinking about swapping BMY for Nucor. Any red flags or reasons not to do so?

Q: Hello Team. I got a position in SVB Financial after being identified by the team as a good value at that time. It has done extremely well however it has corrected about 20% recently.
Last quarter seemed to be very good. What do you see going forward. Buy, hold or sell.
Thanks

Q: Could you provide an evaluation of these two US based, related companies, particularly concerning their potential regarding infrastructure spending.

Q: Hope you and yours have so far successfully avoiding covid-19.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Fin Svcs 38% - BNS, GSY, RY, SHOP, SLF, US:BAM, US:JPM, US:MCO, US:V
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%

All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects aren’t worth the wait.
We’d appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.

Q: I am interested in investing a portion of my portfolio USA market. It seems to me that the safest way to do this is through good quality ETFs with minimal dividend payout. Their stock market is far too large for me to consider managing individual stocks.
It is my preference not to buy a broad market index with thousands of stocks, rather to purchase ETF’s covering specific sectors that together more or less cover the major components.
At this time, which ETFs would you choose for ...
1.Health Care
2.Industry
3.Cyclicals
4.Value
5.Small Cap
6.Technology. ?
Financials and Resources are well covered in Canada.
Thanking you in advance.

Catherine

Q: I tend to like boring predictable companies. As far as U.S. self storage companies go, how would you rate NSA on the NYSE. Are there others you would prefer.

Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.