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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: Sir, I find myself down 25-60 % in ALL of the above companies. In keeping with your BUY MORE, HOLD, SELL SOME or all, I would appreciate your thoughts on the above companies. I have some capital gains to off set so all is not lost- yet. Thanks- JP
Read Answer Asked by James on June 22, 2020
Q: Hi there,

Wondering what your thoughts are on food service or food provider companies? Their exposure is fairly broad (across both Canada and the US). Stock price will presumably fluctuate with opening decisions. If you had a choice of the two, which one? Thanks.
Read Answer Asked by Zhengran on June 19, 2020
Q: Given the extremely large Fairfax/Hamblin Watsa presence in ATCO (aka "Seaspan") and its seemingly "o.k." numbers, is it a worthwhile position for Income? How does it stack up against SFL:us and CMRE:us in this respect?
Read Answer Asked by David on June 19, 2020
Q: Shopify got an immediate boost from the announcement of its partnership with Walmart. It sounds like the two are vying to compete with Amazon, selling third party goods on the Walmart website. I had been thinking that the best way to play this for a more conservative investor would be to buy Walmart's more reasonable valuation. Interestingly, the deal did little or nothing for Walmart's stock. Is the deal insignificant from Walmart's perspective?
Read Answer Asked by Ken on June 19, 2020
Q: I'm looking for a US or Canadian company to compliment American Towers and semiconductor stock, like Qualcomm because of the 5G theme. Wondering if there is a quality company with growth potential that would complement the existing positions that you would suggest I consider
.....Thanks....Tom
Read Answer Asked by Tom on June 19, 2020
Q: Hi Ryan and Peter.
BIIB was beat hard lately. I want to buy a couple of big names in Health care and am wondering whether this is a good timing. I am watching REGN, VEEV, ABBV, GILD too. I only have cash for one stock only.

Thank you,
Yiwen
Read Answer Asked by Yiwen on June 19, 2020
Q: Can you please give me your thoughts on FSLY. It was on the news
" Fastly could be the biggest winner from Shopify Deal with Walmart."

Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.

Thanks for the great service
Read Answer Asked by Hector on June 18, 2020
Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.
Read Answer Asked by Michael on June 18, 2020
Q: I have a follow up question on NKLA (thanks for the very quick response by the way).

Just wondering how you would interpret the fact that the there is such a divergence between the at the money put and call prIces. For example, at $65 strike, July call last traded at $7.20 while put traded at $31.20. Is option market telling you something quite different than stock market? Is such divergence from put-call parity common?

Thx,

Steven

Read Answer Asked by Steven on June 18, 2020
Q: Will the new arrangement SHOP has with WMT hurt it's business with AMZN? and why?

Steven Roach was speaking yesterday and says that he feels that with what the fed actions are and have been he sees the US$ retracing by 35% in the future. Do you agree and why? Also, what do you reccommend 5i readers do if they have substantial money invested in US equities?

Thanks

Sheldon
Read Answer Asked by Sheldon on June 18, 2020
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