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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: Hi 5i

Would like your thoughts on the scary four letter word DEBT. The US is at $22 trillion and counting. I asked a chief market strategist of a major brokerage firm if I should worry about this and was told China's debt is more worrisome right now. they also said that the US may have a problem in 5 years. It seems the world is drowning in debt. A recent Forbes article said global debt is 251 trillion, 3 times global GDP.
How concerned are you about this? How can we protect our capital and when should we start? The Forbes article sited four countries Brazil, Italy, Greece and Argentina. I will call them BIGA because similar to the worries about PIIGS a few years ago, we could have a BIGA problem if any of them head towards default.
I look forward to reading your comments.
Read Answer Asked by Greg on December 09, 2019
Q: I need to increase my allocation to financials.
Should I go with the US banks which currently have "Momentum" on their side .... plus great new jobs numbers in the US.

Or the Canadian banks which have been hurting and the only "M" seems to be down .... or are they in Value territory? (of course we in Canada just saw 70K jobs disappear).

Or is there a third option?

Thanks for your help in sorting this out?
Read Answer Asked by Donald on December 09, 2019
Q: Hi Team,
I was contemplating buying either TTD, ROKU, or perhaps both. I understand both of these are a play on online advertising, which is no doubt set to be long term trend as more and more of the world gets online. Which do you prefer of these 2 names? And are they too expensive to buy at these levels? Any concerns with either of them at this point? My other part of this question will also be: I already own FB. Given that most if its revenue comes from social media advertising, and they are doing great at what they are doing, is there any reason to buy the other 2 names mentioned for exposure to the future of online advertising? Other than simply diversification? Thanks
Shane.
Read Answer Asked by Shane on December 09, 2019
Q: A bit of info re: Alex's question about selling Canadian gold coins. Current 1 oz coins are .9999 percent gold and the banks will buy them. The coin will marked with its purity. Older coins were minted to only .999 percent purity and some banks (at least TD) will not accept them. Those need to be sold at a "cash for gold" place, in which case, definitely shop around for pricing.
Read Answer Asked by David on December 09, 2019
Q: I'm interested in researching US financial institutions for new investment ideas. Could you provide me with a shortlist of 4 to 5 US companies (e.g., chartered banks and any other financial institutions) that I might consider. Many thanks.
Read Answer Asked by RANDALL on December 09, 2019
Q: I am trying to quantify the new political risk owning this name. With the transaction for GBT being in Brazilian Reals I expect most of its revenue is in Brazil, however your report mentions Argentina and Chile as potentially unstable and there is a total of 10 Latin countries it operates in.
Can you break down the revenue sources for GBT by country please?
Read Answer Asked by Jeff on December 09, 2019
Q: Hello Peter and Team,

Cloudera just had another earnings beat quarter. Do you think that this may be a good buying opportunity, now that the buyout of Hortonworks appears to be integrated and the chart is starting to move in the right direction? Relative to other cloud companies, doesn't it seem inexpensive?

Thanks.

Brad
Read Answer Asked by Bradley on December 09, 2019
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