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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: Would you consider this a momentum stock? Please state your reasons for a yes or no.
Read Answer Asked by Elaine or Gerry on May 17, 2019
Q: Hi team,

It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?

Thanks again.
Dave
Read Answer Asked by Dave on May 17, 2019
Q: Hi team,
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!
Read Answer Asked by Issaku on May 17, 2019
Q: Good morning,

If you had to keep 3 of the 6 listed companies, which ones would you choose. The goal is for pure growth over next 10 years assuming all companies continue to grow and execute on their existing business and outlooks etc. No sector concerns but I want to keep 1 Canadian and 2 US companies. Thank you for the continued advice!
Read Answer Asked by Michael on May 17, 2019
Q: As I understand matters the money laundering enquiry has caused an exit of high rollers from GC tables. Can you tell from the timing of events such as the beginning of the enquiry, actions taken etc., and GC earnings periods, whether it is likely or unlikely that GC current earnings statements reflect exhaustion of this exodus or only part of it. Look forward to your reply. Thank you
Read Answer Asked by Mike on May 17, 2019
Q: I realize that BEP.UN could have US tax implications if not held in a RRSP\RIF. Does Bam.A have any similar tax implications or is it treated the same as most other Canadian stocks.
Would the maximum recommended holding for BAM.A be be at about 7.5% of the portfolio or since it is diversified by the other Brookfield companies would it be higher and if so what would the recommended limit be.
Ron
Read Answer Asked by Ron on May 17, 2019