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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: I am a 75 year old RIF investor and generally invest conservatively in dividend paying companies, but I do like to allot a portion of the investment to something that might fly.

I have previously owned GC and TSGI, but sold both at a loss and bought LVS, which at least pays a dividend. It too, has been a loser, so I would like to know whether There is more chance of recovery with GC or TSGI than LVS, or whether I should just stay the course.

What are your thoughts?
Read Answer Asked by John on January 08, 2019
Q: Do you know when is Apple next earnings call ? I would like to see some analyst challenge CEO Cook about outrageous pricing that pushes them out of the market. Did he mislead the investor on November first when he said that “business in China was very strong?” If things goes really bad is it possible that the board could remove Cook as CEO before the end of 2019 ?
Read Answer Asked by Martin on January 08, 2019
Q: Ross Healy, on Market Call Tonight, said that Visa was way overpriced, and that he wouldn't even begin to have an interest in it unless it fell a further 40%. What is your take?
He also echoed a theme I keep hearing which I don't understand; that this market is "old". It's "old, old, old, worn out" as if the market were a human and about to keel over due to longevity. I get that boom markets don't last forever, but my understanding is they die due to weakening economic circumstances not old age. Don't they? He said that as the S&P had fallen below 2500 the next stop was 2000. What is your take?
Read Answer Asked by John on January 04, 2019
Q: Good Morning,

What are your thoughts on Apples recent downward guidance, stock is now down 38% from its highs a few months ago, it is as you know a very cheap stock for a "tech" company. Do you feel that this is way overblown... I understand the trade war concerns but this has to be a short term concern (1-2 years).

Is this not a very compelling price at its current valuation with the cash hoard they have and stock buybacks, services revenue increasing, etc.

I do not own Apple but I have been waiting for a good time to buy some and now seems like a good opportunity to maybe buy half a position and see how it goes? Would you think Apple would be a good stock to buy for a grandchild's RESP money not needed for 15 plus years?
Read Answer Asked by Michael on January 04, 2019
Q: SQ share price has basically been cut in half as of late. Do you see this as overdone? I am interested in the long term prospects in this company. Do you see it as a good entry point for this name? Also, if the US economy is slowing, do you still feel SQ will keep up its rapid pace of growth and is this company "here to stay" so to speak. It seems like this company still has a long runway of potential here globally, would you agree? Thanks for your comments.
Read Answer Asked by Shane on January 04, 2019
Q: I just saw Tesla’s Q4 production and deliveries numbers in an article on Cleantechnica. It looks to me like they were excellent and it sounds from coverage I’ve followed that they’ve maintained and grown numbers that impressed in Q3 and also have solved a number of issues in Q4 that should enable better production outcomes in future quarters.

On the end user side, the cars seem to be crushing the competition - Safety ratings are a step change vs. ICE cars and the performance of model 3 seems to beat luxury competitors or at least match with lower Running costs. Data is showing that they are stealing share from competitors rather than cannabilizing Model S and X sales.

My question for 5i: is this becoming a good company to invest in? I still fear the debt but Mr. Musk says they intend to pay it down substantially in the near future. Me. Musk seems to have settled down and recognized his importance to the company and the importance of his behaviour but I do fear that if something horrible happens to him that the stick gets crushed. What are 5i thoughts given the latest?
Read Answer Asked by Marc on January 03, 2019