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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: Can I get your thoughts on this company please?

Thanks
Read Answer Asked by Scott on August 24, 2020
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
Read Answer Asked by Shyam on August 24, 2020
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
Read Answer Asked by gene on August 24, 2020
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
Read Answer Asked by Marcel on August 24, 2020
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.
Read Answer Asked by Peter on August 24, 2020
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
Read Answer Asked by Saad on August 21, 2020
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?
Read Answer Asked by Adam on August 20, 2020
Q: Any suggestion for US income stocks that still represent good value ? Thanks.
Read Answer Asked by Robert on August 20, 2020
Q: I have been "trolling" for financially stable dividend payers in the insurance business to find quite a disparity in the perception of value for various firms. While Sun life seems to be the pre-emptive "favourite", can you recommend other insurers of similar quality whether from this list or elsewhere? Stable income is the main attraction but some inflation resistant growth would be a valuable plus.
Read Answer Asked by David on August 20, 2020
Q: Morning 5iTeam,
GT stock had dropped by about 1/3 year to day while its competitor CTB's stock is up10% ytd and that was before Trump's call to Americans to stop buying GT products. Your thoughts please on reasons for GT's pullback and your comments going forward for this stock. Would GT would be a buy, hold or sell.
Again thanks for your great work.
Cheers,
Read Answer Asked by Harry on August 20, 2020
Q: I would like to invest in one of these companies,
for a 5 years hold. Which one is has more upside momentum going forward, and why?
Thanks
Read Answer Asked by Fernando on August 20, 2020
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