Investment Q&A

Q: Hi please advise - several highly regarded analysts (including Dennis Guartman are forecasting that the Canadian dollar will strengthen against US dollar. Forecast is $115 - $120 by year end - do you support this theory or? should I convert my RBC direct investing US shares to CAD? or ? also apple is selling long term bonds what is you view on buying and how would I go about purchasing these 30 yr bonds / whats the risk?- Deduct credits as you see fit ...thanks

Q: Any idea why the drop in price last week for Guardant? Would you suggest using this is a buying opportunity for a long term hold type investment?
Thanks

Q: Crowdstrike and Rapid7 seem interesting to me but quite expensive. If we experience a broad selloff, what price range for these companies would make them an attractive buy for a long-ish (5 year) term hold?

thanks

Q: I've owned Illumina about 18 months, I bought for the long term, safe holding, but since last earnings, it's been a terrible performer. It makes 3% of my total holdings and I'm now back to even on my investment.

I really like ILMN for its price history and growth of revenue, EPS, stock price, equity as well as great management. Honestly, I wanted to increase my position to 5% but with this terrible momentum I'm wondering if I should exit (in whole or in part) and wait for the price to settle.

Your thoughts on ILMN long term outlook please and if I should sit and stay, get i further in or out?

Q: Could you please explain the private offering OKTA announced today and what are your thoughts on it.

Q: I recently came back from a vacation in the US and thought it might be a good time to make an initial investment in the diabetes space.
Given the extensive research that you do can you recommend two or three top ideas for currently investing in this space for a medium to higher risk investor. I know you do not specialize in non-Canadian equities but country does not matter.
Thanks for all you do!!!

Q: Hey,
What do you know about (dates, price etc) and what are your thoughts on the Peloton ipo?

Thanks

Q: The stock down 11% but i can't find a reason. The rumour about Amgen was a week ago and Alxn's fundamentals look solid. Any ideas?

Q: If you could choose only one company between CSU or MSFT, which would you recommend for a long term hold. I am leaning towards MSFT.

Clayton

Q: after hitting a high of 112 after its earnings, stock has gotten smashed down to 89.
i cannot find any news , have not sold a share.
i know its volatile anything i am missing to account for this downdraft. dave

Q: I was taking a look at this company. The dividend is huge. The company is cheap, with higher debt but in a staple industry that should be defensive. What are the other risks that I should consider beyond this?

Q: Peter and His Wonder Team
I see that an outside company wants to buy all the common shares of CTG. What does this mean for current share holders. Is it good news or not? What implications does this have for CTG in general? Your opinion please! Thank you!

Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?

Q: Am thinking of selling JNJ due to ongoing legal issues and replacing with either CVS or RTN. I have other health care exposure with ABT and BMY but nothing in defence sector. Thoughts?

Q: Hi team,
Your thoughts pls. on: AnywhereCommerce Files Patent Infringement Lawsuit Against Square

The lawsuit, filed in the California federal court (case number 3:19-cv-04311) on July 26, 2019, asserts the unauthorized use of patented technologies, which is prohibited by law, and is intended to protect AnywhereCommerce's significant investment in its innovative mPOS technology which is regarded and recognized as the de facto patent family relating to a variety of payment card reading apparatuses tethered to a smartphone or tablet.

The complaint asserts that Square has knowingly infringed these patents for years despite previously acknowledging the priority of these patents in various filings before the United States Patent Office and continues to willfully infringe these patents today. Among the patents at issue is U.S. Patent No. 8,281,998, issued on October 9, 2012, which is ironically cited as prior art in a patent later issued to Square founder Jack Dorsey.

Per Oliver Griffin, lead counsel for Kutak Rock representing AnywhereCommerce, "Square simply took that same technology for itself, becoming one of the largest and most famous companies in the world by falsely holding itself out as the originator of technology allowing the use of smartphones and tablets to accept credit card payments."

AnywhereCommerce approached Square in January in the hope that Square, "given all of its market share and business success, it might find it appropriate to compensate AnywhereCommerce for the use of AnywhereCommerce's technology on which Square's business was largely built."

Knowing about this lawsuit, do you think prudent to add to a position?
Thx!

Q: I've been shopping at Costco for 20 years but never bought the stock, stupid me. Watching the news and seeing they have opened a store in China and the huge demand there. It appears Costco may have a long runway for growth in China and Internationally. With the run up in price lately, would you start a position now?

Q: With the huge drop in the last few months, do you think this is a better buy now for long term aggressive position?

Q: Hi- could I have your thoughts on results and if you would recommend
a full or half position on this pullback

Q: Hi - could I get your thoughts on ENPH?

Q: This year I have been watching Jim Cramer on CNBC/Mad Money and doing very well with his recommendations. Can you give m your thoughts on these 2 as well as ENPH?

Thanks as always for your Fantastic Service! Austin