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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: Hi team,

ROKU crashed last fall with a lot of tech. It is a very volatile stock, even for tech, as it reacts to every headline. I bought a small position again a couple of weeks ago, before the CES, expecting some positive announcements. There were several, including active users and streaming hours up nicely, a new partnership with Westinghouse TV and a new partnership with TCL on 8K TVs. Then, as usual, the rally was cut short by Andrew Left with a negative tweet about it regarding further AMZN inroads. He keeps going long or short on ROKU, I assume just after he bought or sold short.

Cord-cutting keeps accelerating, and ROKU has a strong position but in a highly competitive field with AMZN, NFLX and now Hulu gaining traction. It is also viewed in the M&A picture for a bigger tech/media player this year. What are your thoughts on it at this point?

Thanks again,
Dave
Read Answer Asked by Dave on January 15, 2019
Q: I read somewhere that the world airlines will need 100,000 new pilots in future years . China is a factor with so many Chinese travelling. Do you like CAE. Flight Simulators Any others?

Also Baby Boombers aging and taking Cruises. Who benefits the most here ? . Do you like this industry ?
RAK
Read Answer Asked by bob on January 14, 2019
Q: I have been watching Weight Watchers (WTW) ever since Oprah put her considerable marketing support behind the company and it seemed to beat estimates quarter after quarter. I felt like I missed the boat when it went from $12 to $105 from Jan 2017 - June 2018. Ever since it has dropped like a rock to its present $35 price. My questions are 1) what caused this huge fall and is it over sold? 2) what are the current EPS estimates and PE? 3) when do they report next? 4) what is their debt load and is it manageable? and finally 5) do you think it offers a compelling entry point?

Many thanks
Scott
Read Answer Asked by Scott on January 14, 2019
Q: I'm wondering if you can give your thoughts on TTOO? Company history, growth, acquisition record, management, balance sheet, cashflow and earnings? Risks? Do they meet forecasts?

Read Answer Asked by Gregory on January 14, 2019
Q: I hold both these U.S. banks which I bought back when "everybody needed to hold a US bank" which was only several months ago but seems like ancient history. This morning BBT was downgraded from a buy to underperform. Can I get your opinion on whether to continue to hold or take my losses and dump them.

Thanks, Carl
Read Answer Asked by Carl on January 14, 2019
Q: Hi there,

For real estate exposure in the US i have held AMT for 10 years at about a 2% position. With the 5G rollout i beleive these tower services will become significantly more profitable as they sell 'extra space on the existing infrastructure. Your thoughts on this theme and if you were going to add would you add to AMT or CCI. AMT has performed better but has a lower yield. As well, CCI had lower earnings last quarter while AMTs earnings have been growing consistently. I am approaching retirement (next 5 years) so i like a decent dividend with a bit of growth. Thanks for all you do!
Read Answer Asked by kelly on January 11, 2019
Q: Hi team,

I had a position in ATVI in the fall and took a loss on it. If I recall on the last Q, it had weaker guidance than expected and was taking a hit from Fortnite hooking a lot of gamers. I have not heard much recent news other than NFLX and SQ each poaching a top executive from ATVI. They were recently replaced internally today. Gee, I am not saying much positive about it. It seems to have recently bottomed around $45 or so on a technical basis and may be breaking out again. I think the gaming market has a lot of growth ahead of it and ATVI is a major player. What are your thoughts at this point on ATVI or would others in the space be a better pick?

Thanks again,
Dave
Read Answer Asked by Dave on January 11, 2019
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