Investment Q&A

Q: Good Morning,

What are your thoughts on Apples recent downward guidance, stock is now down 38% from its highs a few months ago, it is as you know a very cheap stock for a "tech" company. Do you feel that this is way overblown... I understand the trade war concerns but this has to be a short term concern (1-2 years).

Is this not a very compelling price at its current valuation with the cash hoard they have and stock buybacks, services revenue increasing, etc.

I do not own Apple but I have been waiting for a good time to buy some and now seems like a good opportunity to maybe buy half a position and see how it goes? Would you think Apple would be a good stock to buy for a grandchild's RESP money not needed for 15 plus years?

Q: SQ share price has basically been cut in half as of late. Do you see this as overdone? I am interested in the long term prospects in this company. Do you see it as a good entry point for this name? Also, if the US economy is slowing, do you still feel SQ will keep up its rapid pace of growth and is this company "here to stay" so to speak. It seems like this company still has a long runway of potential here globally, would you agree? Thanks for your comments.

Q: Is today a good day to sell Celgene?

Q: Would you buy Apple today?

Q: SQ, RPD, TTD, ILMN, OKTA -- they are all down farther than the market average is down. When do you see that these will be getting closer to where they were in August of 2018? Thanks for being around during this market disaster. Dennis

Q: I just saw Tesla’s Q4 production and deliveries numbers in an article on Cleantechnica. It looks to me like they were excellent and it sounds from coverage I’ve followed that they’ve maintained and grown numbers that impressed in Q3 and also have solved a number of issues in Q4 that should enable better production outcomes in future quarters.

On the end user side, the cars seem to be crushing the competition - Safety ratings are a step change vs. ICE cars and the performance of model 3 seems to beat luxury competitors or at least match with lower Running costs. Data is showing that they are stealing share from competitors rather than cannabilizing Model S and X sales.

My question for 5i: is this becoming a good company to invest in? I still fear the debt but Mr. Musk says they intend to pay it down substantially in the near future. Me. Musk seems to have settled down and recognized his importance to the company and the importance of his behaviour but I do fear that if something horrible happens to him that the stick gets crushed. What are 5i thoughts given the latest?

Q: Would you sell Celgene at this price?

Q: Hi foks, Bonne Anne from Quebec. Update & thoughts on Vegas Spec buy on maxar. Decimated in tax loss to $13 and now off the lows. Besides debt,what are the biggest drawbacks to the massive selloff, and do they still have a viable business plan heading into 2019. Thanks as always, jb Piedmont

Q: Obviously Apple is taking a big hit today and will likely continue to struggle for some time. How do you feel the news on Apple will affect Microsoft and Keysight and Canadian stocks such as Constellation Software and Descartes? Thank You.

Q: I hold Ratheon and Honeywell. Would you recommend selling these for a new holding in Boeing?

Q: THESE ARE HIGH DIVIDEND PAYING STOCKS.WHICH 5 ARE SAFEST ONE TO BUY AT THI TIME
ALA 16% MLPX 6 %
AMLP 9% POW 6 %
CFX 12% QCOM 5%
FN 9% QQQX 8%
GOV 25% RDS.A 5%
MFT 6% VET 8%
THANK YOU
EBRAHIM

Q: Which of these three companies are preferred going forward for 2019? Should we hold all?

Q: After stock price meltdown, would you see current price of Weyerhaeuser as a good long term entry point for this forestry blue chip, and would you consider current dividend as sustainable?

Q: I have VGT $5500 to fund vacation in US this winter. Would like your views to switch to the best US growth options for a 2 month gain before cashing out of my TFSA or leave as is. Your best guess of 3 investments, thanks.

Q: I know it's not your core area, but was wondering what you thought Apple's revenue warning might mean for the company, the tech sector, the US economy, international trade, and the universe going forward.

Q: can you please tell me why the performance difference between vfv and xsp which I believe have the same index and holdings....thanks...gene

Q: Considering bitcoins' drop in value, does anyone have an idea of what percentage of nvdia's business is tied to Bitcoin mining? What other customer streams does Nvidia have and what percentages might they be? What has been nvidia's primary growth catalyst the last 3 years? Does nvidia's prospects continue to be bright going forward?

Q: About half a year after spinning off its electrical business, and now concentrating more on the water / filtration side, would you now consider Pentair a better investment than when the two businesses were combined ? I realize this isn't a Canadian stock.

The P/E has come down quite a bit since that time. They only raised their dividend 3% this year. Although they have a long history of increases, this one isn't great.

Thanks,

Jim

Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?

Q: Can you please provide a list of 5 US stocks which have been unduly punished in the recent market turmoil and could be poised for a bounce back over time. Thx