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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: Thank you all 5I staff for your precious support.
My question is more about Nat gas in general. There is a rise in the price of nat gas as a commodity and also with the related companies . What do you think is behind the rise ? Do you see this move as a momentum move or more secular and sustainable? What would you think about completing my energy exposure with the 2 companies above. I'm retired and own Enbridge in sufficient value.

Yves
Read Answer Asked by Yves on August 19, 2020
Q: Hello Peter,
In the US cannabis space, Curaleaf seems to be doing well. Any comments on the company and recent financial results? Would you consider Tecsys as a smaller version of Kinaxis and is it a good time to put some money in Tecsys? Any idea why wellness health is surging? Lastly, is it too late to buy Goodfood market? Thanks
Read Answer Asked by umedali on August 19, 2020
Q: News from the US today on UNC going to strictly online learning has to be the first of many such stories. I know CHEGG is a prominent US name that could benefit from schools scrambling to move online but I would like to ask if you can provide some names of companies that will benefit if either elementary, secondary or post secondary schools are hastily shut down? I listed a few that might do well on the headlines and would like your thoughts on each but also would like to know who will be fuelling the transition if it happens (cloud, security etc). To put it another way, who else stands to benefit if "back to school" is quickly reversed. Deduct as you see to be fair please.
Read Answer Asked by Tim on August 19, 2020
Q: I would like to thank Paul L for his reference on August 10th to a Seeking Alpha article about factor investing. I have since read both the Seeking Alpha article and the associated book "Your Complete Guide to Factor-Based Investing" by Andrew Berkin and Larry Swedroe.

This book contains historical charts which plot the premiums over time for the main factors (i.e. market beta, size, value, momentum, profitability and quality). Based on these charts, it appears that factors work for several years before their success switches to its opposite factor (e.g. value outperforms for a number of years, then there is a switch, and growth outperforms). Given that the factors outperform for a number of years, the charts can be viewed as long-term trend charts. On these long-term charts, it appears fairly easy to see when the switchover takes place. Unfortunately, the charts in the book only cover the period of 1927 to 2015.

Do you know where I can find updated chart information which clearly shows factor premiums? I would like to understand which factors are "working" now, and where they are in the cycle so that I can properly position for any switchover. For example, although value and size outperformed in the decade of 2000, for the last several years, large US growth firms are dominant. On a long term factor chart, based on historicals, it may be possible to predict when the switchover will take place again, and a portfolio should be positioned for small, value stocks.

Do you agree with this approach? Do you know where I can find this information?

Thank you for this excellent service.
Read Answer Asked by Dale on August 19, 2020
Q: (not on your list? - trades on nasdaq) reported Q2 earnings 11 Aug. I am trying to get a handle on its prospects. Aside from the first five years the past ten have been volatile or depressed, but improving in response to the current pandemic demands. Can you comment please on the current valuation and if possible indicate whether the recovery might be sustainable. Thank you.
Read Answer Asked by Mike on August 19, 2020
Q: Hi,
DOC: I am looking at cloud md as a speculative growth buy. It is in the same space as WELL and recently closed an acquisition. Financials expected end of month. (comments on anticipated results appreciated) I know it is early days but I think it has potential. Any insights on the potential for this sector generally and the company in particular are much appreciated.. As always thanks for the services you provide.
Read Answer Asked by Erna on August 19, 2020
Q: Thank you for your previous answer for a recommendation on a Precious Metals fund that trades in US$. But the McKenzie Precious Metals US$ fund is unfortunately capped. Do you have any other suggestions? I want to use my US$ that I am sitting on. Thanks
Read Answer Asked by Martin on August 19, 2020
Q: As Verde posts a second quarter of exponential sales and are derisking themselves as a profitable company I would really appreciate your expertise. What is the best way to value this company?

I would also appreciate your thoughts on Belarus and Russia as it pertains to fertilizer. Together those two countries make up 50% of the worlds supply of potash which seems from a macro perspective to be a huge amount of political clout for Russia when the product is integral for modern farming.

Thank you.


Read Answer Asked by Frederick on August 19, 2020
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