Investment Q&A

Q: Good morning,

On April 17th you mentioned some U.S. and global names you currently liked. Could you please briefly give your thesis including the risks vs opportunities for Veolia Environment and Lazard.

Thanks in advance

Q: do you know this company.
it keeps ripping higher everyday.
would you buy it.
dave

Q: Hi 5i , Thanks for all the recent guidance on stock picks in your flash report.
I read an article stating that Cruise booking for 2021 is already 40% more than 2019 bookings.
My question is which of the cruise companies have least dept and in a position to survive this downturn.

Q: I am looking to begin to sell puts on the scarier parts of the US economy. Not the scariest, so no cruise lines, but airlines, entertainment, hospitality, automakers, restaurants would be fair game. I can't even look at Tesla and I know that LUV has been your preference among US airlines. Given that the chief criteria of this trade is that the company survive is LUV still your preferred recommendation among airlines? Can you recommend any other beaten down stocks in these sectors that you are reasonably sure will come through the other end of this, whenever that is. US listed companies only please due to option liquidity. Thank-you, once again, for all your sage advice!

Q: Good morning,

I saw you referenced either owning or liking Flir, Veoey, XYL, and Lazard in your questions section. Can you please briefly describe your thesis, with risk/reward scenario for each? Please feel free to charge however many question credits are appropriate.

Thanks in advance

Q: Hi, do you have an updated opinion on KR? I'm trying to round out a top 5 list (US or CAN, doesn't matter) for Consumer Staples. The other 4 are above.
Anything obvious missing? that you would pick over the above 5?

Q: I have used Remed CPAP products for thirty years and have been impressed by the continued innovation enabling me to now contact from home with my Cleveland Clinic physician.Does the Covid-19 challenge open up new opportunities for RMD?
Thanks
Bob Rose

Q: In your opinion what would be a good way to buy the Nasdaq 100

Q: hi there,

I have owned this for a long time in my US 401K. It has recovered very quickly. Where does it go from here - i was looking to add to my position but missed the opportunity as i was surprised it recovered so quickly. Thoughts on adding to this position in a well diversified portfolio.

Cheers

Q: Hi Peter and Staff

As luck would have it after being under water for two years on GILD I dumped it at $63.

It’s gone straight since then mostly because of a possible covid vaccine . I note you like it and while I obviously hope they or someone has a vaccine soon , I wonder about your thoughts for it going forward if they do not come up with a vaccine for covid .

Thanks for all you do
Dennis

Q: Down 65%, I am considering selling for tax loss opportunities this year (and last). Since it appears to be the dominant producer in its space, do you have any suggested proxies (or other near proxy approaches) ?

Q: 1st question on ENB , I see lots of recommendations on ENB. I understand that this co. has mostly take or pay contracts (I am also aware of their investments in renewables etc.) however, it looks like there is a possibility of oil storage filling to capacity, if this does happen many pipelines will have basically slow to a trickle or even stop for a while, if this were to happen would this not give energy cos. stuck with take or pay an out as their contracts wouldn't be honored, it seems like a very risky situation to me for all the pipelines, what is your take on this?
2nd question would you endorse buying ZQQ for a 1 stop tech exposure ( I like the idea of being hedged) or would you prefer something else. I was also looking at the ARK etf's F W K ( tesla seems heavy in some of these) which of these would you prefer in combo with a ZQQ or instead of? dock as many as needed as I don't use many, lol. Thanks for your perspectives and all the work you do.
Tom

Q: Would you sell xuu etf and replace with zqq etf? Looks like zqq has outperformed xuu over the short and long term?

Q: I would like to purchase QQQ but in Canadian funds and not hedged. I think that QQQ.F.CA or XQQ are options. But I notice that QQQ shows about 10% better price increase over the last 3 years than the CDN options.
Are there other pros and cons of purchasing say XQQ instead of converting my cash to USD and buying QQQ?

Q: Currently have ZQQ. Is there a more concentrated hedged ETF with just the FAANG stocks & a few others?

Q: HiTeam:

Good day!

I am holding SCHW & SBNY with some 30% loss, and COLD some 7% loss. Should I let go the first two and hold the COLD?

Please take the points for each one as I have 3 companies in question.

Thank you.

Louisa

Q: Hi,

Which would you buy for the long term or is there a better choice? I'm surprised at the low beta of both ATVI and TTWO as I don't like volatility.
Would you wait or buy now?

Q: Since the March lows DG has gone up 35% and the same comparison, DOL has gone up 20%.

Any reason for the large discrepency?

Thanks

Sheldon

Q: Good morning folks
I bought more SQ at $39.00. I shaved a bit on the up. Raymond James downgraded it to a SELL with a future price of $41.00. What is your take on the near term ( 1 to 2 years)? If it does drop I will buy a bit more. Yes..I am putting on my "trading Hat".
Thank you for your guidance during these troublesome times. Stay safe ..

Q: I own Truist Financial (formerly BBT) and ever since it merged with Sun Trust it seems to have struggled. Now, with Covid-19, it is taking an inordinate beating. I'm wondering if taking on Sun Trust has been bad timing now because of the virus crisis. I also own BAC and they have a similar looking Balance sheet only with much bigger numbers. Can you have a look at their fundamentals to ascertain if they are healthy enough to survive this pandemic and be able to get to the other side or should I be cutting it loose.
Thanks, Carl