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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: Baby boomers,remember the song with the lyrics,"fly me to the moon". NIO began its ascension to the moon in mid year,say June 1 @ US$4.26,to reaching its peak in the morning of Nov 13 @ $54.20(Nov 12 $48.30 ) before a short attack.The notorious & powerful short seller,Citron(whose principal,Andrew Left was reputed to be a part time farmer) striked citing that Tesla's cutting prices of its EV in China a few times will have a negative impact on NIO & assigned a $25 target price.As a result Nio closed at $44.56 down $3.74 with a low of $40.55 on an astounding vol.of 579.1m(vs 3 mo.average of 143.6m),Nio is set to report Q results on Nov17 & good results are expected. Thinking of buying at lower prices.Please comment on the situation & your expert opinion going forward.Txs for u usual great services & views. Looking forward to seeing Peter on BNN on Nov 17
Read Answer Asked by Peter on November 16, 2020
Q: No question on CoStar (CSGP) in the database.

Great Cash Flows, low Cap Ex. Grew Reneues and EPS roughly at 10x in 10 year with only ~2x share count increase. Something good is happening here. However, on P/E basis, it is really expensive.

With Gross Margin at 80% and 20% Net Margin I don't understand why ROE is so low (<10%).

Balance sheet is fine with very little debt. Digitizing conservative industry (real-estate), which appears to have good long term growth opportunities.

Is that a US version of Altus Group? What do you think of the Name?
Read Answer Asked by Jennifer on November 16, 2020
Q: Good morning,
I just completed my annual portfolio review to identify potential tax loss harvesting candidates for the 2020 tax year and given that both KEY and ENB are both underwater, I am considering the option of selling both stocks and repurchasing them in 30 days.
My first question is which stock, stocks or ETF would you recommend I purchase to replace KEY and ENB for the next 30 days before repurchasing both KEY and ENB if that is indeed my best course of action.
My second question is whether or not these two pipeline stocks continue to have a place in an income generating non registered account portfolio or should I simply replace them now with some other income generating stock and if so which one or two stocks would you recommend.
I thank you in advance and look forward to hearing your response.
Francesco
Read Answer Asked by Francesco on November 16, 2020
Q: Hello, I have a 2 part question:
1> I currently own a 5% position in LSPD and 2% position in KXS, ENGH SHOP. and QSR . which one(s) would you sell now as a vaccine will emerge soon? and which one(s) keep long term.
2> Could you provide 3-4 names of Value stocks that pay a dividend, and that will benefit when the economy re-opens. And, will benefit from inflation.
Thanks for your great service
Carlo
Read Answer Asked by Carlo on November 16, 2020
Q: I am looking for a few stocks that are good for day trading. I know this is not something you guys really do but can you list a couple stocks that would be good day traders?

Thanks
Read Answer Asked by sean on November 16, 2020
Q: Thank you so much for your recommendation on WYNN, GC, BKNG, LUV. They went up a lot.
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!
Read Answer Asked by Yongwei on November 16, 2020
Q: Hello again 5i,

Just a follow up to my previous question yesterday, regarding monthly payout etf's above 4%. Could you list for me a collection of Blue Chip equities that payout dividends above 4% each month of the year, January through December? Preferably Canadian equities?
Thanks again for your help.
Stephen

Read Answer Asked by Stephen on November 16, 2020
Q: With your help from May2017 to now I am up 132%. Love your advice but tend to think it's aimed at young and middle aged people, which is probably most of your readers.
I am 71 and have Shopify which has done well for as have KL, Real and Brookfields to name a few. Have some cash and was wondering if you could give me some growth , yes I know the risk, that won't take 10 years to see action on.
Read Answer Asked by Bonnie on November 16, 2020
Q: According to a TD Waterhouse report issued on Nov 10th, the valuation of BIP.UN using forward P/FFO looks very attractive over the next two years in comparison to 2020:
2020E 16.1x, 2021E 13.7x, 2022E 12.5x
As long as it can maintain it's current multiple over the same period I should be able to experience capital appreciation.
How much confidence should I have in these forecasts? Do these forecasts seem reasonable for the stock?
Thank-you.
Read Answer Asked by Albert on November 16, 2020
Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on November 15, 2020
Q: Greetings,

Thanks for the great information.

I am looking to add a couple of names to my portfolio in the consumer cyclical and consumer discretionary sectors. Can you provide me with 4 names in each that you feel have strong balance sheets going forward, and are currently undervalued in your opinion.

Thank you,
KEN
Read Answer Asked by KEN on November 13, 2020
Q: Good morning and thank you again and again and again for your precious enlighted comments. In the context of the light at the end of the tunnel. I'm currently underweight in Basic materials (own 3 gold miners) Energy (own key and tou) Helathcare (own veev and gud) Real estate (own dir) Where would you add first and would you please add suggestions as to how to complete my weithings.

Thanks as always.
Read Answer Asked by Yves on November 13, 2020
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