Investment Q&A

Q: What happened to Cascades today, down 8%?

Q: Good evening

Are there any data centre REITs that you would recommend. This is a growth dsector, but P/Es are very high. Alternatively, are there other REIT sub-sectors [such as gaming, 5G towers] that you would prefer. I am looking for REITs that can sustain high interest rates sand continue to grow and throw off decent yield.
Thx
Sam

Thx

Q: Good evening
Given recent results, is this a good time to take an initial position in COST? Or, are there other consumer defensive stocks you would prefer?
Thx

Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.

Q: I got a little caught up in the hype on this one a few months back. Do you feel it is worth continuing to hold at these levels for the company prospects as it looks like the chart has broken down significantly? Thanks again.

Q: Can I get your opinion on Stanley Black and Decker? I’m looking to diversify into the industrial space, would now be a good entry point?

Q: Hello team, Is this company worth looking at this level?

Q: Do you have any information/insight you can share about Cool Holdings in the US?

Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Q: Anything serious going on with Ebix? A huge drop today, apparently on change of auditor.

Q: Would you have any interest in this U.S. company at this time? I like the customer and it looks cheap. THANKS

Q: Hello,
Can you please suggest an ETF for the Nasdaq Index in Canadian dollars and unhedged? Please also provide the past performance and fees charged. If there are a few, please recommend the one that you think is better. Thank you in advance!
Rossana.

Q: Hi Folks

Any news on TEAM? It has taken a bit of a hit. I know there was a downgrade on it but do you see anything to be aware of that may become an issue?
Also should we be buy more oil/energy comapnies now? Which are your favorites? What total weighting for 2 to 5 years?
Thank you once again.

Q: Hi team,
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave

Q: Should I sell CLDR or stay with HDP merger ? TXS

Q: Good day team,

Two years ago you weren't too positive about VRTX. What do you think of it now? Would you be a buyer based on its momentum and valuation?

Thank you for your insight!

Q: With all the subsidies benefiting US car industry. Do you think it is beneficial to start a position on a company like GM?
Or, Would it be better to invest in companies which develop autonomous cars? Can you suggest any such names of software or hardware for autonomous vehicles? I already have a half position in MG.

Q: I have done well on IAT. I know this is not your area of expertise but generally
could I have your view on US Regional Banks going forward. Thanks.

Q: May I please have your opinion and analysis on A.O. Smith, a company that was just downgraded by Goldman Sachs. Also, is Edwards Lifesciences worth holding or do you have an alternative choice in the sector?
With appreciation,
Ed