Investment Q&A

Q: What would your top 3 picks in Canada and the US be for the Consumer Defensive sector?

Q: Could you comment on the short position by Citron? Would you buy more, sell or hold if one has already invested in PLTR shares, assuming the money is not needed any time soon?

Q: With the surge in this stock (which I missed by "watching") is it too late. I see target prices are $14.00 - Have I missed the boat?

Q: Can you please comment on the dividend reliability and prospects for this infrastructure firm? Are there similar Cdn. Or US firms you are aware of?

Q: Going green may be the way to go with future investing within one’s portfolio. Might you rank these Green stocks for potential growth over the next 2-3 years. Thanks. Dennis

Q: I am an experienced investor and for years have been selling short strangles, in the money puts and out of the money calls around some of my core position stocks, such MSFT, UNH, SRPT etc with good success.
Last week, I sold naked positions around NFLX, picking Jan 15/2021 expiration, which is before they report earnings and expecting NFLX to be substantially range bound until then.

Sold  NFLX 01/15/21 455 PUT at 15.10
Sold  NFLX 01/15/21 515 CALL at 16.10

The trade is profitable between $424 and $546 and in an unlimited loss position outside the range (a risk I am prepared to accept).

My question is, do you have any stock recommendations, for stocks whose prices are not likely to fluctuate a great deal over a a defined period of time, or any screening methods to identify such stocks, so as to trade puts and calls as I described?

Thanks in advance for your insights.

Q: Pinterest has been advised of a class action suit due to some activities several years ago! Have been watching for some kind of sell-off as a result.
Does not seem to curtail stock activity or growth.
What are your thoughts on this suit? Is it "pie-in-the-sky" or is there merit.

Q: Hi Peter,
What do you think regards the price movement between now and year end after the Citron short report? Would you recommend booking profits now and step in somewhere around Citron's targeted price of $20, perhaps year end or in Jan?
As always, appreciate your opinion.
Regards

Q: Hi gang what’s is the difference between this two funds? Is this wouldn’t be a buy ? Why? Thanks
Alnoor

Q: Hi, what do you think about this news about Microsoft Cloud Provider AvePoint Going Public Via Apex Technology SPAC ? It a SAAS provider for Microsoft 365 customers and it has plans to grow 25% or more and it have EBIT margins of 10%. I did not understand the symbols, it will start with AXPT and after it will change to AVPT ?

https://m.benzinga.com/article/18489999?utm_referrer=https%3A%2F%2Fwww.google.com%2F&utm_source=https%3A%2F%2Fwww.google.com%2F

Q: Can you comment on URI. It is up over 35% ytd. Is it still a good long term investment, or has it got ahead of itself and it’s time to move on.
Thanks
Gord

Q: has had a recent run up seems to be in the right end of the technology industry your opinion please

Q: Hi folks, with Liberals announcing today that they will de-criminalizing, & allow on-line sports betting in Canada...would Nuvei be the leader in process payments?? They recently won authorizations/contracts for sports betting in Colorado, Tennessee & West Virginia. Would Lightspeed be in similar position?? Hold position in nvei/t & appreciate your general thoughts on company going forward. Merci beaucoup, jb Piedmont QC

Q: While favouring ENB and PPL, I can’t help but find some of the U.S. pipelines of interest. Is HESM an acceptable alternative? Which others? Thanks!

Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.

Q: looks good to me yet little movement can you give your opinion thanks

Q: Hi 5i
Work had quite a move up yesterday, about 37%, on the news of a possible buyout by Salesforce.
In your opinion :
1. What would you consider possible as an offer price? Is share price likely to go higher than currently. Close to 52 week high?

2. Would you continue to hold?
Thx
Jim

Q: PBD (Global Clean Energy Invesco ETF) is up 100% this year. Your opinion pls. I would like to buy an ETF to complement my BEPC, AQN. Is there another clean energy/renewable ETF that you like better?

Q: What do think of this company as a short and longer term investment

Q: Would you start a position at these levels?
I know they recalled the Lotus Aortic valve but it doesn’t represent a significant earnings miss at all.
I know you like MDT over BSX and JNJ &SYK are also great company’s that you may want to think about in this equation if we wanted to buy 2 of them in the Medical device space.
Thank you,
Nick