Investment Q&A

Q: Keysight is down big time today after it's earnings announcement. It has been fairly flat in 2020. I am still up on this stock but am thinking of moving on. Can I please have your thoughts on Keysight and any comments you may have. If I sell I would put 50% of the proceeds into REAL and the other 50% into Well. Thank You.

Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?

Q: With Tesla scheduled to split shares this week, do you see any opportunity for any profits to be made in the short term?

Q: Hello 5i members,
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks

Q: Since Apple would be splitting 4 ways on August 31, would that mean that the share will be cheaper to get in. Would you suggest if some one wants to invest $5,000 canadian would it be a good time to enter at that time and do you see it still going very strong.

Q: Hi guy's : I bought one share of TSLA on aug. 24 ; will I still get 4 extra shares 0n aug.31 or what becomes of the price of that one share on the 31first. thanks Gary

Q: Hello 5i,
Could I have your assessment of Shift4 Payments? Also, how does it compare to Paypal and Square?
Thank you
Dave

Q: Can you comment on their recent results (obviously missed expectations)....would this be an opportunity to add?

Q: Can I get your thoughts on this company please?

Thanks

Q: Hello,
I read somewhere that AAPL took 42 years to reach a 1 trillion market cap and only took 2 years to reach 2 trillion! Sounds like compounding at work. How common is it for mature companies like AAPL to grow at this rate? Which of the other FAANGM companies would you expect some thing like this? Thanks.

Regards,

Shyam

Q: You listed ROP as a favourite Ind. In a globe piece on u,s Industrals FASTis listed ahead of ROP. please compare which would be better buy today

Q: Good day...if one was to invest in div in a cash account is the only concern the 15% hold back on the U.S. dividend...the large dividend at a reasonable fee is attracting me along with the holdings that are in the sectors that are out of favor...could you please give your opinion on this for a 10% exposure in my portfolio...Gene

Q: Berkshire Hathaway is now the single biggest owner of AAPL, and AAPL is now a substantial fraction of Berkshire's value. With the spectacular recent run-up in the AAPL share price, why hasn't BRK.B risen more? Thanks.

Q: Good morning
We currently own the above US stocks and would like to add 1 or 2 more.
What would you suggest to add to the above list
Thks
Marse

Q: Hi guys,

I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?

Thanks in advance.

Q: Hello. I just wanted to get an updated view from you on ESTC. They seem to have an impressive customer base. But the stock doesn't seem to have had a "crazy" run like other tech names. Thank you.

Q: IRTC has had a strong move up this year. What is the reason for the recent momentum and is the share price justified at level.

Q: Hi group can you please recommend a stock and an ETF for Cyber Security also a stock and an ETF for semi conductor space thanks for your guidance

Q: I have both BAC & RF both of them are slightly higher than my cost. I would appreciate your opinion if selling both of them and buying SCHW would result in a better growth opportunity.
Thanks

Q: I have been and continue to be a believer in BRK and have no concern about succession plans there. Although BRK’s performance has been dull in the past ten years, I am aware that a value style has done very poorly compared to a growth orientation. My holdings in BRKb represent an appropriate allocation and I will not make changes there. I reviewed Markel after I saw it included in “RBC Top Global Ideas for 3Q-2020” .
I reviewed both BRK and MKL and found:

Over 10 years MKL has beaten both BRK and S&P (BRK did not beat S&P in the past 10 years.
Over 5 years BRK beat MKL but not S&P
Over 3 years S&P beat both companies
Over 1 year S&P beat both companies

I have reviewed a past question and am looking for an update. Would your deep look at MKL prompt you to rate this a buy? Some regard it as a “mini Berkshire” . Based on the holdings would you agree? Would you give it a higher grade than BRKb in terms of price appreciation over the next 3 years?

I tend to buy on noticeable dips. IF you would rate MKL a buy, what would you consider a reasonable entry price?