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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: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?
Read Answer Asked by Gigi on March 30, 2020
Q: I feel I am over exposed in the Canadian Financial sector with TD and BNS making up 9% and 11% of my portfolio respectively. I also hold 20% VRGO. I wish to sell one bank and increase some of my US equity positions such as MA, V, CRM, MSFT, AMZN for more growth and capital gains. Long term outlook is 5+ years. Does this plan sound reasonable in regards to timing and outlook, and which bank would you prefer to hold?
Read Answer Asked by Shawn on February 04, 2020
Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Read Answer Asked by Shawn on February 04, 2020
Q: I was planning to sell DFS but stopped when the stock price fell almost 10% after earnings release. Were the results THAT bad? The company stated its expenses were significantly higher than budgeted. There is insufficient information in the release or the call transcript for me to determine if the high expenditure is INVESTING in the business ---or just very poor management .

What is wrong with this idiot management... To wit: the company claimed expenses will be high due to tech. But the need for financial institutions to spend on technology is not new--- that’s been known for decades!

Earnings grew by 22% last year but are forecast not to grow at all next year.... does this sound correct or is the company setting a low bar for itself? Shares are now some 45% below fair value , it seems (?)

Can management be trusted after the incredibly poor budgeting and even worse marketing ? To quote Warren Buffet, “...be aware idiots will one day run the company you invest in” ( Source is the book “Snowball”). My efforts to escape dumb managements the world over have proven to be as futile as attempts to escape gravity.
Notwithstanding my above-noted frustrations, do you think its fine as a continuing hold based on:
PEG ; ROE ; ROCI and other measures like FCF etc

Read Answer Asked by Adam on January 27, 2020
Q: Can you explain how GPN was better than the newer fintech plays like SQ + PYPL last year?

Is this a trend that will continue?

What's going on in this space?

Thanks as always.
Read Answer Asked by Mark on January 22, 2020
Q: I want to get a position in the cc area on the cashless system as we use very little cash and feel the future for Visa ,amex ,PayPal etc.is very bright. Please advise which you consider the best company for capital preservation as well as appreciation.
Cheers,Doug
Read Answer Asked by Doug on January 15, 2020
Q: Hello

I read MA is to acquire tech firm for an undisclosed sum. Since then, the stock has been dipping down .
Would you see this acquisition a plus to the company and would you recommend buying some stock here?
MX - stock is down drastically since Dec2018 and did not recover yet.
The company stated they reached an 5 year agreement with ENAP for natural gas supply to its Chile operations.
What is your outlook on the company in general and do you see the stock recover soon ?

Thank you
Read Answer Asked by Kristelle on October 25, 2019
Q: Thank you for your terrific website. I need to add funds for my U.S. non registered account. I presently have IWD, DVY and SPY.
How would you compare the performance and outlook for the above funds? 5 year minimal hold.
Read Answer Asked by Lorraine on July 02, 2019
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