Investment Q&A

Q: Could you please give me your analysis/view on BlackRock Health Sciences CEF (BME). It appears to have a very good income and performance track record.

Q: I am pleasantly surprised at SQ performance. Visa is one of the most steady stock and have done well for me . I am considering trimming the gains of V to initate a half position on SQ. Would you consider this a reasonable move

Q: Intel looking really cheap on fwd PE. ROE:19% with a 2.6% dividend. Revenue growth of 10%, beaten earnings last 5 quarters, low debt. Grew dividend 9% yoy. Price momentum is poor. Good opportunity to go to a full position at current price? Would you rank it ahead of AVGO?

Q: I own Premium would like to possible do one of two things add more to it or consider maple. How would you rate these two companies and where would you put your money. also open to another similar company should if you recommend one, u.s. or cdn. Thank you. Maureen

Q: Recently I have sold my position in QCOM and now my equity portfolio has only about a 5% exposure to Technology. The main holding being XLK.
From your growth portfolio, I was considering a small position in PHO. The stock seems to be in decline. Is now a good entry point or should I wait for things to settle?
What Tech stocks or ETFs would you suggest?

Q: Could you please comment on their results and outlook?
Is it worth holding?

Thanks,
Milan

Q: I’m down 40 percent on SNAP. Is this a buying opportunity? What is your outlook/thoughts on snap for the next 5 years?

Q: I am interested in the cyclicality of this sector, not necessarily seasonal issues, and curious as to the reasons for the pullback in these and I gather other US issues. Can you comment please and provide the names of four or five other major gaming companies. Is there an ETF which represents the sector? Thank you

Q: What do you think of Cool Holdings as a proxy to buying apple or would you just buy apple?

Q: I've been to the AmazonGo cashierless store in Seattle and it is very cool. (This is the cashierless variety store where you just put stuff in your bag and walk out). It is the future. I saw yesterday that someone was mentioning or leaking that they plan 3000 stores in the near future. https://www.bloomberg.com/news/articles/2018-09-19/amazon-is-said-to-plan-up-to-3-000-cashierless-stores-by-2021 .
There are several companies working on this cashierless technology including Microsoft for Walmart.
Should ATD.B be worried about this? Or I am thinking that Cashierless technology will be an adopted technology by all and will simply be a monthly software bill to the retail business.
I own Amazon and bought more after returning from visiting the AmazonGo.
Any thoughts?

Q: Your thoughts on this stock and the cloud sector.

Thank you

Q: Good morning all
Would you chose TEAM or SPOT today. I've been watching them for awhile. I'm looking for 3 to 5 years growth. Which one might weather a correction or recession fairly well?
Thank you.

Q: What is your opinion on NTAP.
What is better buy at this time NTAP or TEAM.

Thanks,
Milan

Q: This seems very cheap for large Co. (p/e 7 ? ). Appreciate any thoughts you may have, especially on poor performance in past month . Thanks Jim

Q: Abbvie has not done well since my relatively recent purchase. Down approcimately 7%. Would you suggest selling and making another purchase in the same sector?
With appeciation.
Ed

Q: Stumbled across this stock which seems to be going crazy on the market today. Do you know anything about it? My online trading account doesn't recognize it.

Q: Good run recently. How do you feel about longer term prospects in ballyhood IoT space?

Q: Do you see any likelihood of a strong recovery in Facebook in the short term?? I recently sold and am contemplating going back in if/when there seems to be a bottom. Thanks Jim

Q: There have been no questions about this company in a year.
And the two most recent, elicited more-or-less opposite responses.
Could you provide a current opinion, when the dividend was last cut or increased and what the current short position is.
If you like something better, I would be interested to know.
Thanks,
Kyle

Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks