Investment Q&A

Q: I am very pleased with the increased value of UTX. What is your opinion on whether to continue to hold it or is it time to take profits.

Thanks.

Q: I note in your reply to Mark today you say that COLD is expensive; the question from an investment standpoint is how expensive are they? It seems that earnings expectations are all over the place for fiscal '19 and '20. First Call seems to expect over $1 in '20, TR 0.67, while PE ratios presented are anything between almost 300 and 130, which doesn't compute, and on top of that should COLD be evaluated as a REIT AFFO or other criteria or as an ordinary industrial equity? I also note that COLD has failed to meet earnings expectations for the past four consecutive quarters.

Taking into account actual earnings and volume growth could you please fill in some of these gaps and provide a basis for reasoned evaluation of this company's share pricing. The price run down in recent days could provide an attractive entry into an enterprise which appears to have significant prospects because of industry needs as well as fragmentation. Thank you.

Q: Hi Folks,
Do you think this is a good time to start a position in US financials? If so, can you give me 2 or 3 names that you like. Or is there an ETF that you prefer?
Dennis

Q: I've been active in DIY investing for 7 years. Have chosen only CDN listed stocks and, with 5i's help, have been reasonably satisfied with returns over that period. However, despite my stubborn resistance to the US, I cannot continue to ignore that market. So I have 5 forced-choice questions for you. I will invest in 5 of the 11 listed. I'd like your opinion about which one in each group to invest. These are LT holds (5+ years). I'm not expecting a detailed rationale, but would appreciate knowing if your preferences are strong. Or not. Thanks!
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM

Q: Would you hold on to this stock? I have a 48% gain. I don’t mind holding for the long term if you advise so.
Thanks
Karim.

Q: Morning guys:
Please comment on recent quarter .
Thank u
Mark

Q: Could you please comment briefly on earnings from the above three stocks. TTD seems to be getting hit, is it because YoY revenue growth is slowing slightly?

Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price

I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?

Thank you

Sheldon

Q: Expedia just got knocked down to 2015 prices, I'll likely wait for prices to settle a bit, but do you find it attractive at these levels? Were earnings really that bad?

Q: Do you think there is much upside left in Microsoft or
is it time to take profits? I have done extremely well with it in the last number of years.

Q: Do you think that Guardant's Q3 results and increased guidance will give the stock price a lift? Is Softbank still unloading shares or are they now past this?
What do you think about their results. Your thoughts please.
Thanks

Q: I was in Halifax this summer and for the first time and saw a payment machine called Clover at several restaurants since that time I have seen them in more and more places around Ottawa. Can you tell me anything about the company that owns these machines Worth investing ?
Thanks Terry

Q: Hello
What are your outlook on Starbucks? Would you recommend and is it a good entry point ?
Do you see the stock bouncing back in Q4?
Thank you

Q: What are your thoughts on Avalara? Is this a 5+ year hold? My investment thesis is over the long term online cross border shopping and digital currencies will require sophisticated taxation software. Governments will eventually require sale tax filings at point of sale which this software can accommodate. Thanks!

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: Good Morning,

Is Roku still a long-term hold based on potential for advertising revenue, or do the recent quarterly results and share sell-off change your opinion of this company?

Thanks.

Q: Hi
I am looking at purchasing a consumer discretionary type stock or ETF. Why would you recommend each one of the above and in which order? Thanks

Q: Which biopharma company is the “Best of Breed” to hold for at least 10 years. I am focused on total return over the holding period rather than dividend yield. Also please provide your views on Biogen, Amgen and Celgene. Thanks,

Q: Could you comment on their latest quarter and do you think it’s a buy at these lower levels,is this a strong seasonality for the company now and your overall thoughts on the company thanks a bunch Greg

Q: Hello,
Could you please comment on SQ earning results and outlook. The guidance seems a little low? Also is the valuation high compared to its past/peers?
Thanks
Victor