Investment Q&A

Q: Please comment on the review from a new book from Michio Kaku and how the coming of quantum computing would affect companies in the SOX index such as NVDA. Are there any public or private companies at the forefront of this advance?

"The runaway success of the microchip processor may be reaching its end. Running up against the physical constraints of smaller and smaller sizes, traditional silicon chips are not likely to prove useful in solving humanity's greatest challenges, from climate change, to global starvation, to incurable diseases. But the quantum computer, which harnesses the power and complexity of the atomic realm, already promises to be every bit as revolutionary as the transistor and microchip once were. "

Apparently the auto industry and medical research areas are already using it.

Q: Why the announcement combination of SOX and BDT resulted on SOX going down by more than half. I hold SOX in a registered account at a huge loss. Do you think it is time just to bail out or wait for the transaction to take place? What is the incentive to the board of directors to agree on a transaction that results in such a drastic devaluation of stock price?

Thanks

Q: Your thoughts on Bird’s offer, please.

Q: What would be your opinion of this company if oil prices averaged $70wti in 2020?

Q: Hi,
I am keeping an eye on Stuart Olsen for a possible tax loss selling trade. Would you step in here or perhaps a bit lower in anticipation of a dead cat bounce?

Thanks

Q: May I have your assessment of the recent results, please. Can you see a turn-around in the next year or two?

Q: After that 70 million convertible debenture financing. I believe it works out to about 14.3 million shares at a conversion price at $4.87.
Would this be a considerable negative factor on the stock ever getting above the conversion price considering its roughly a 80 million market cap?
thanks Gordie

Q: Peter and His Wonder Team
SOX hitting a new low. Is it a buy or hold at this price? Or is it a value trap? Thanks for your opinion!

Q: Peter and His Wonder Team
In light of this Quarter Report how would you rate this company...a sell, a hold or a contrarian buy?

Q: What do you think of SOX’s report. Did they really need to cut the dividend? Do you think it will recover from the initial sell off or better to bail now?

Q: I've been looking at this stock. I've read the most recent comments on your posts. I'm wondering if things might be different with the current proposed changes to the board that seem to be a bit of a battle in the company. Nice dividend and pretty healthy balance sheet, what do you think of a possible takeover bid coming?

Q: I bought both of these for dividend. But of course I'm not comfortable with the huge losses. Both are down significantly and not recovering well. Are there any reasons to hold these or should the money be put elsewhere?

Thanks,

John

Q: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak

Q: I am down considerably with Stuart Olsen. Is this a hold? Is a recovery in the works or should I exit and move on?

Q: Do you think Earnings report on Nov. 6 will help the stock any or should I dump it now?

Q: would/could added activity due to LNG in the west benefit SOX . The proposed project is massive and will generate a lot of investment ?????

Q: How would explain the stock drop after good quarterly result? Would you consider the drop as an opportunity to add to my holding?

Thanks.

Q: I don't expect that you have a crystal ball, but I am sure your guess would be much better than mine.
What is your expectation for these two companies? Do you see on the horizon a takeover or merger for them and by whom?

Thanks.

Q: Can you provide your thoughts on SOX's 4Q and YEAR end results, please? Does the drop-off in backlog concern you? Has mgmt finally turned this company around?

Q: Because I cannot contribute new funds to my LIRA, I have a number of high-yield stocks to generate income that can be reinvested in growth. Full position in PDC for diversification and smoothing effect, half position in everything else. How safe are these utility and REITs dividends with 7-9.5 % yields? Alternative suggestions for 10 year plus strategy? (Please deduct as many credits as required)