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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: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Read Answer Asked by James on October 12, 2018
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
Read Answer Asked by Dave on October 11, 2018
Q: Hi Team. As a Honeywell shareholder, I received a few Garrett Motion Technology shares, in a spin-off. Of course, I'm down immediately, but the question is, would you sell, or hold, or consider adding more?

Read Answer Asked by Susan on October 11, 2018
Q: Could I have your thoughts on the current worldwide market sell off, what is driving this and how bad can it get? Is it a short term correction or something bigger to worry about?
Read Answer Asked by george on October 11, 2018
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.
Read Answer Asked by Brian on October 11, 2018
Q: Good morning
Based on current climate and uncertainty, I started to liquidate some holding or at least profits over the last few weeks....about 30% cash...however, I would like to place some cash in income producing stocks (REIT/XHY) or other such stable stocks...I fully understand we are in volatile market..but was wondering which you would recommend 5 or 6 names for income with what we would be considered less volatile in this environment..+4%..yields...when things settle will deploy back into my core holdings...thanks
Read Answer Asked by Matthew on October 11, 2018