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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: Can I get your thoughts on Shoe Carnival(SCVL)?
Read Answer Asked by Nino on October 15, 2018
Q: Hi Peter/Ryan,

Are any of the below tech stocks a good buy or they are still overvalued.

AAPL
GOOG
MSFT
NVDA
QCOM
V
CSCO
TXN
ADBE

Thanks for your great service.

Thanks
Ninad
Read Answer Asked by Ninad on October 12, 2018
Q: Based on Moez's comments this morning, what are 3 Canadian and 3 US names you would be keen to add to on this sell-off now and/or if it extends lower?
Read Answer Asked by CAMERON on October 12, 2018
Q: Do you see any bargains in mid-large cap US company. This is for my mother who's 60 and will need to start using her money in 10 years. No tech names (already 20%), maybe more in finance, healthcare, consumers disc. or industrials.
I was thinking of Visa/ MasterCard as an example.
She sold 20% of her portfolio this summer to have cash on hands for a pullback, would you start using it ?
Read Answer Asked by Olivier on October 12, 2018
Q: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Read Answer Asked by James on October 12, 2018
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
Read Answer Asked by Dave on October 11, 2018
Q: Hi Team. As a Honeywell shareholder, I received a few Garrett Motion Technology shares, in a spin-off. Of course, I'm down immediately, but the question is, would you sell, or hold, or consider adding more?

Read Answer Asked by Susan on October 11, 2018
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.
Read Answer Asked by Brian on October 11, 2018
Q: Can you think of any reason why Visa is being hit harder then the S&P of late? Is there any specific thesis that ties Visa to the negative sentiment surrounding raising bond yields? I've been looking to buy this company for a very long time hoping for a pull back and finally bought a little. Would you continue to add or wait for further pull back. My only other US financial is Blackstone and it has also taken a beating lately. Thanks
Read Answer Asked by Scott on October 11, 2018
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