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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: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?
Read Answer Asked by Paul on September 28, 2020
Q: What's your favorite pick for travel, when this COVID finally ends. MAR has future earnings forcast to grow 53% from what i have read, but coming off terrible numbers maybe that isn't so great.
thanks
Read Answer Asked by Gordon on September 28, 2020
Q: With an increase in air filtration and virus filtration for subways, planes and private homes, what companies do you recommend?
Read Answer Asked by James on September 28, 2020
Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,
Read Answer Asked by Peter on September 28, 2020
Q: If a graphene test for covid 19 is developing at UofA and currently preparing to test at the YEG airport do you think there is an opportunity for investment? If so which company?
Read Answer Asked by Lynn on September 25, 2020
Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason
Read Answer Asked by Jason on September 25, 2020
Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom
Read Answer Asked by Tom on September 25, 2020
Q: You have mentioned J quite a bit in the last few weeks. My son’s portfolio is short industrials and US stocks. At what point would you pull the trigger and buy J. I noticed earlier today that you said you were still watching it. He owns SIS, TFII and CAE and it seems J would be an excellent fit for his portfolio. Thanks
Read Answer Asked by Paul on September 24, 2020
Q: Can You give your opinion on these two stocks in terms of valuation and potential returns within the next three years
would you advise to buy ?
I noticed altimeter capital has these two stocks as
a large percentage of the portfolio at approximately current prices
thank you
Read Answer Asked by Indra on September 24, 2020
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