Investment Q&A

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

Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.

Shyam

Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?

Q: Anaplan quarter thoughts please.
Thank You, Peter

Q: This company has quite a move in the last 5days. What do you think of the company and any reason for the big jump?

Thx.. Mike

Q: Hi guys,
Please provide a recap on their latest quarter. Do you still like this company?

thanks

Q: Hi team,

I have had some recent success in the large cap consumer space in the U.S. with WMT, TGT and HD, with the first two, in particular, getting good traction in their on-line sales. It seems like the consumer is alive and well in the U.S. and recession fears are certainly not showing in large cap retail. I like to stay with what is working in the market until it doesn’t. So, that brings me to BBY. It also has been moving into on-line sales but had a few stumbles a couple of years ago, if I recall. On the tariff front, I am not sure if it sources a lot of electronics from China or not. I really don’t have a strong view on BBY, and while it looks like good value here, I am not a really a value guy. What are your thoughts?

Thanks again.
Dave H

Q: Jeff Parent on BNN put a $4 target on Kingsway Financial (now domiciled in Delaware), which, indeed, has shown six months of good momentum. Fully valued, or room to grow further?

Q: What 5 companies each in US and Canada do you think have mutlibagger potential like SHOP?

Q: Hello Peter
I have currently investment in Master Card and I am very happy with.
I want to invest in similar companies Like MA or V in Canada.
Please give mi some names of individual stocks or ETFs available to invest on Canadian market in CAD.

Thanks Andrew

Q: I would appreciate your advice on PFE at this time. A buy, hold or sell. Thank you as always. Barbara

Q: Hi 5iTeam,
RTN and UTX agreed to a merger as per announcement this past June. I am thinking of taking a position in RTN and would like to get your thoughts on this.
Cheers,

Q: Hi there,

Your take on Cisco please? It was a top pick last night with the following comments:

"It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)"

Do you like this? Is it a buy and why?

Q: i own ayx, would you own rpd as well, do you prefer one over the other.
team you seem to really like this one,all 3 are cloud based saas, how do you rank them or own all 3.
and unrelated real matters keeps hitting 52 week highs, would you buy it today.dave