Investment Q&A

Q: Why has this Co. done so well in the last year?

Would it be risky to buy now.?

Q: DOCU has continued to drift lower since you last commented a few weeks ago. Do you see it forming a bottom and do you see this as a good entry point? Any change in your somewhat positive view of the company?

Q: What would your firm suggest as good US oil and gas stock?

Q: Do theses etf's ie HXT & HXS require the 1035 US tax form to be completed?
Thank you for your service

Q: I would like your opinion on the news release yesterday. Thanks.

Q: COR, the US data center REIT, is down 7% in the first 2 hours today . There was one downgrade---just one analyst (Cowen). I have searched for other news and found none. I don't have the Cowen report; perhaps you have access? Other analysts have not reported anything negative. And neither is there any other news [ yet] that I could find to justify the suden report. Granted, based on just numbers alone COR did look overvalued, and Robos did conclude that as they are based on just robotic (automated) analytics. So, what has changed? It is tempting to buy COR.(the Ex-div is a couple of days yet holders are dumping). Clearly , the market knows something that has not yet been reported. What gives, do you know/can you tell? Does Cowen have THIS much impact? I doubt that, so there must be something else surely? What is your view on today’s price on this US REIT? You have favored COR.us in the recent past.

Q: I need to add health care to my portfolio. What would you suggest. Probably with some growth with dividend income.

Q: In my cash account, I am down 22% on BABA, up 52% on ALGN and up 54% on TRHC . Would you claim a loss on BABA and buy either ALGN or TRHC? Sectors are not an issue. I do like BABA, but the war between Trump and China seems not to be resolved in the near future.

Q: Hi 5i,
I know very little about the video game and e-sports industry in general so I would like to get your thoughts on it.

As a possible entry into this area Activision Blizzard has been mentioned a couple of times over the last few days on BNN. Would this be one of the better stocks to invest in in this sector?

I have also heard mention of EA and TTWO but once again I know very little about this sector and these stocks so I would like to get your opinion. Are they worth considering?

Thanks. Love your service!
Brian

Q: I made an investment in Blackstone some time ago as a source of fairly high and reasonably secure income. It also offered me diversification into private equity and additional investment in the US.
It's now had a significant move up and I'm inclined to "stay the course" for the reasons given. While I understand that you don't concentrate on US investments I would still appreciate your current opinion on this one.

Q: Can I please get your comments on Cool Holdings (NASDAQ:AWSM).

Thank You

Q: I have Johnson&Johnson and Gilead Sciences thus is Insulet PODD worth a good, small investment or is it to speclativeÉé

Q: I have CNR and TFII for transportation and shipping on the Canadian side of my portfolio. I would like to diversify into US and was thinking of FDX or UPS. Which of the US would you prefer at this time. How is the labour situation at UPS compared with the labour situation at FDX?
Thank you!
Albert

Q: Hi Team,
Can you explain why MU price keep sliding since mid Jun,
The PE at 3.9X with market cap of 51 B. is it a BUY ?
Thank you as always,
Tak

Q: Any update or change of opinion since I asked about this company earlier this year?

Q: Medical technology was mentioned as high growth in a recent article, do you have any comments on companies this area and specifically Teladoc..
Love your service

Bill

Q: Considering potential growth and possible risk, what % position would you think prudent for ATVI? My holdings are fairly balanced except 0% in BM.
Thank you.

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?