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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: If you had $75k US to deploy in a TFSA, what 5 US stocks would you consider given today's market & recent run up? Investor profile is Growth with a 5 year time horizon.
Thank you!
Read Answer Asked by Greg on December 07, 2020
Q: Hi
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?

Thanks
Kristelle


Read Answer Asked by Kristelle on December 07, 2020
Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom
Read Answer Asked by Tom on December 07, 2020
Q: I have noticed that you have started to recommend TT in the last month or so and it has also appeared on your disclosure list when asked about US stocks. Can you tell me what about this company makes you recommend it when it is at close to a 40xp/e in the industrial sector. I am thinking of replacing SIS with it as I am overweight Canadian stocks and underweight US stocks according to portfolio analytics.
Read Answer Asked by Paul on December 04, 2020
Q: What can you comment about the impact on NFI of Lion Electric's latest news?
From my preliminary research, it appears Lion is not public and no details are available about it's financial position/results to date, although the move to New York via NGA Corp looks to position it as a ~$1.9 billion market cap (vs ~$1.2 billion for NFI).
It appears that Lion does not actually sell anything yet? (they're taking "pre-orders"), supposedly has capacity to build ~6,500 units per year (vs ~2,500 for NFI).
Any news or thoughts about their announced plans to build electric delivery vehicles for Amazon fit with Amazon's announced "plans" to purchase 100,000 electric delivery vehicles from Rivian/Ford?
Read Answer Asked by Lotar on December 04, 2020
Q: Hi I am a holder of CVS. Within the past few weeks the price has risen sharply from mid-60.00 to 72.00 range on 2 occasions. First time was on vaccine news but dropped sharply a few days later on Amazon announcement of online drug sales. Within the past week it’s back today at 72.52. Are there underlying fundamentals to take it higher, and/or do you think their “full service” health service model will be involved with the vaccine rollout and administration and hence share price continue to move higher? Thanks
Read Answer Asked by Robert on December 04, 2020
Q: I am really liking my initial impressions of Marten Transport (MRTN). It's relative lack of correlation to my current pipeline, bank and insurance company-centric portfolio plus its dividend (admittedly American...) make it attractive. What is your perception of MRTN? Do you see equivalent quality growth and dividend prospects among Canadian transport stocks?
Read Answer Asked by David on December 03, 2020
Q: i have a highly leveraged account .
Thanks to the good markets i like to add one highperformer with modest downsiide.
Sectors etc not a conccern
Suggest one with why you chose this one
Read Answer Asked by thambirajah on December 03, 2020
Q: I believe Regis could be the ultimate Covid recovery stock in some respects; however, do you perceive that they have sufficient financial strength to take full advantage? Do you see other non-airline firms best positioned for a true Covid recovery?
Read Answer Asked by David on December 03, 2020
Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.
Read Answer Asked by Stefan on December 03, 2020
Q: Hi Guys
I noticed that Ray Dalio had this ETF as a 7.5% weighting in his all weather portfolio, just wondering if you guys could comment on it. As they say what performed well in the last 10 years , isn't usually what performs well in the next decade.
Would there be an alternative, or would this etf suit the purpose.
Thanks !
Read Answer Asked by Gordon on December 03, 2020
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