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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 please get your thoughts on AMTD? What percentage of revenues came from trading commissions? Do you think that revenue can be replaced by selling order flows or by other means in the short term (~18 months)?

The company seems to be incredibly profitable and has a large net cash position as well. The recent large drop appears overdone. I am considering purchasing a 4% long term position in a registered account for preferable dividend treatment. Thanks.
Read Answer Asked by Marco on October 22, 2019
Q: Concerning the 4 stocks that I own above - are they all cut from the same mold? It seems these and others in the same category are all down between 20 and 30% in the last 3 months according to the information Globe Investor supplies me. Is this the cause of investors panicking or is it something else? I watch BNN all the time and have heard things such as the S&P will be down another 10% within the next 6 months. Thank you. Dennis
Read Answer Asked by Dennis on October 21, 2019
Q: I understand that Softbank's WeWork troubles might require it to unload some of its Guardant Health stake, but: shouldn't this be priced-in (to Guardant's share price) by now? Or are the details of Softbank's response to WeWork so all-over-the-place that nobody can guesstimate the collateral damage? Or has Guardant's decline put it in an end-of-year tax-loss vortext, such that it doesn't matter, now, what Softbank does?
Read Answer Asked by John on October 21, 2019
Q: Hi,
I've owned ONEX in the past but currently don't have any exposure to private equity and I'm looking to get back into this space. Should an average long term growth investor have some exposure to this asset class? Looking to make PE 3-5% of my total portfolio. Can you rank the mentioned stocks from best to worst and which ones are best for long term growth and capital appreciation. Any other suggestions or advice would be welcome. Thanks!
Read Answer Asked by Keith on October 21, 2019
Q: Wondering if you have any info/thoughts on the lawsuits (current and future) re BA and the Max issue. Specifically, I anticipate that the airlines which fly the Max will be suing Boeing for lost revenue/extra costs as they compensate for not having the Max fleet in the air (more lawsuits once the return to service date is determined (if returned to service). I read more and more airlines are planning to not use the Max until Jan/Feb 2020 pending FAA approval. Still considerable uncertainty. Essentially a question on the impact of future lawsuits from major airlines.
Read Answer Asked by Bob on October 21, 2019
Q: I’m considering starting a 2% position in this company for a 10 year hold in my rrsp.

I like the space they’re in but it seems like they have a lot of debt and the dividend payout is >100% (according to yahoo). Is this accurate / concerning at this point?

I’d appreciate your thoughts.

Cheers

Also it shows they only have 50 employees. Do you see that as a risk in itself? If a competing company poached 3 or 4 employees that is a big hit to their workforce.
Read Answer Asked by Dennis on October 17, 2019
Q: Hi 5i Team,

Between AYX and TEAM which stock would you hold onto for a RESP with over 10 years left until the funds are needed?

Between Guardant Health, Cadence Design Systems and Paysign what would your ranking be in order of confidence in the company for the long-term?

Thanks in advance,
Jon
Read Answer Asked by Jonathan on October 16, 2019
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