Investment Q&A

• Microsoft Corporation (MSFT)
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• Xilinx Inc. (XLNX)
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• Medtronic plc. (MDT)
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• Pfizer Inc. (PFE)
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Q: Could you please give me 2 US healthcare and 2 US technology stocks i am trying to follow your asset allocation suggestions! Thanks. Dimitrios

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Read Answer Asked by Dimitrios on April 01, 2019

• Lyft Inc. (LYFT)
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Q: I don't think any questions have been asked on LYFT...what is your opinion of the stock?

Thanks!
Dave

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Read Answer Asked by David on April 01, 2019

• Vertex Pharmaceuticals Incorporated (VRTX)
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Q: What is your opinion on VRTX?

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Read Answer Asked by Arthur on April 01, 2019

• BlackBerry Limited (BB)
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• The Trade Desk Inc. (TTD)
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• Rapid7 Inc. (RPD)
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Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.

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Read Answer Asked by Andrew on March 29, 2019

• Applied Materials Inc. (AMAT)
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• NVIDIA Corporation (NVDA)
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Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on March 29, 2019

• Netflix Inc. (NFLX)
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Q: I need a push to just sell this stock and be done with it. Can you provide said push. I'm basically even at this point. (Looking to replace with Fiera Capital)

Thank you!
Harrison

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Read Answer Asked by Harrison on March 29, 2019

• Alphabet Inc. (GOOG)
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Q: Thank you.Why is dropping down last few days
Ebrahim

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Read Answer Asked by ebrahim on March 29, 2019

• STMicroelectronics N.V. (STM)
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Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.

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Read Answer Asked by ROB on March 29, 2019

• Cloudera Inc. (CLDR)
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Q: very curious about this company- what do u think?

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Read Answer Asked by Jarrod on March 29, 2019

• Activision Blizzard Inc (ATVI)
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• NVIDIA Corporation (NVDA)
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• Open Text Corporation (OTEX)
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• Electronic Arts Inc. (EA)
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Q: I am interested in adding one more E Sports company to my portfolio. I already own NVDA and OTEXT. Which would you choose, EA or ATVI? Or, if there is another that you would recommend instead?
Thanks for your great service....
Jen

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Read Answer Asked by Jennifer on March 28, 2019

• Eaton Vance Enhance Equity Income Fund II (EOS)
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Q: Your feelings on EOS please

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Read Answer Asked by Tom on March 28, 2019

• Agree Realty Corporation (ADC)
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Q: Bot in Oct. 2018 = currently up 22%. What is your opinion of this company/stock ? , a hold or a sell ?

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Read Answer Asked by Gerald on March 28, 2019

• Tanger Inc. (SKT)
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Q: Your opinion please - down 10%

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Read Answer Asked by Gerald on March 28, 2019

• Alcoa Corporation (AA)
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Q: Hi Team,
May I please have your thoughts your AA for a half to a full position? Thanks.
Harry

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Read Answer Asked by Harry on March 27, 2019

• iRhythm Technologies Inc. (IRTC)
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Q: IRTC has plunged today.. what has caused this?

Thanks,
Susan

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Read Answer Asked by Susan on March 27, 2019

• Nike Inc. (NKE)
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Q: Is NKE still attractive as a medium-long term buy after the pullback? Seems like they are still doing well in China in spite over all the trade issues going on.

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Read Answer Asked by David on March 27, 2019

• Keysight Technologies Inc. (KEYS)
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Q: can you give us your thoughts on KEYS as related to 5G and its position in the supply chain and growth prospects? Thanks as ever

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Read Answer Asked by michael on March 27, 2019

• Markel Group Inc. (MKL)
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Q: Curious to hear your thoughts on starting a position in Markel (about a 3% position). The stock has got beaten up lately and from what I've read some of this weakness seems to be from the Equities they hold being down with the rest of the market when they reported earnings last. Many of these have recovered well. It looks like a good US stock for a TFSA because it doesn't pay a dividend. Planning to hold for 15+ years.

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Read Answer Asked by Dennis on March 27, 2019

• Verizon Communications Inc. (VZ)
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• Xcel Energy Inc. (XEL)
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Q: I realize these companies market caps are quite far apart,but I consider them both utilities which one would you buy for a 2-4 year hold and why ,could you me tell about both as far as management,cash flow and growth thank you

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Read Answer Asked by Greg on March 27, 2019

• Infinera Corporation (INFN)
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Q: i would like to know you idea about buying the stock of Infinera (INFN:US), as the price has continuously dropped recently, do you think if it is a good point to jump in or not.

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Read Answer Asked by john on March 27, 2019