Investment Q&A

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

Q: Pls disregard my previous question - here goes again.
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam

Q: I understand, above a certain amount, it is NOW more complicated to hold non-sheltered American stocks. Please explain.

Paul

Q: Why the jump in Ceridian? Is this a good 5 year investment?

Q: I have a US portfolio that I'm doing my dog on best to model a balanced portfolio. It is diversified over 7 sectors of the S&P and represents 17% of my Cdn balanced and income portfolios. There are 20 positions and I am rebalancing and re-deploying 13% cash. At this time of the cycle and going forward with a 5 plus year timeframe and to complement CDN holdings, what weightings would you suggest I consider for these sectors - Communications, Consumer Discretionary, Consumer Staples. Health Care, Industrial and Technology?...thanks for all the guidance......Tom

Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom

Q: Hello 5i,
I currently hold both of the above ETF's at approximately 4.90 % (ZDI) and 5.5% (CYH). My primary concern is income along with diversification. However, I was wondering if you feel I am well-served by having both at a total of 10.5 % of my PF? Is there an alternative approach that you would recommend? Pare down to just one or switch to something else altogether, or stay the course? In particular, I would be interested in some alternative suggestions for my international exposure given my focus on income.
Thanks for any assistance you can provide.
Cheers,
Mike

Q: i am looking for a Chartwell type comparable in the US. Would you consider ventas a good alternative. Understand that it has a broader investment base outside of retirement homes but would suspect this positions the Reit for a bit better growth? Looking for dividend with a bit of growth. If not Ventas, can you recommend an alternative.

Q: Hi Team,

What are your thoughts on using DGRO as a core holding in an RRSP account to cover U.S dividend growers?

Thanks