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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: I eventually will be bringing each of these stocks up to a full position. Can you suggest in what order I should do this as cash becomes available?
Read Answer Asked by David on May 30, 2018
Q: Along the same lines as my previous question about FNMA, does SLM (Sallie Mae) offer superior quality? Conceptually, I am optimistic for its prospects, given the state of the interest rate; however, it was "tarred with the same brush as Fannie Mae and Freddie Mac" at one time. Is it an Investment or, more properly, a speculation at this point?
Read Answer Asked by David on May 30, 2018
Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim
Read Answer Asked by James on May 30, 2018
Q: Why would KML stock price be down today and why would it not reflect the intrinsic value of the purchase? They have just been offered $4.5 billion for its interest in the controversial pipeline which looks like a great deal for the company considering its market cap is only $1.6 billion (103.7 million shares at a price of $16.30 and no debt).

What am I missing?
Read Answer Asked by Keith on May 29, 2018
Q: I have sold some of my winners to rebalance and would like to sell the above to offset some of the gains. Would you replace the above with other stocks or just wait 30 days and repurchase these?
Read Answer Asked by stephen on May 29, 2018
Q: Good morning. I own some kinder Morgan preferred shares - kml.pr.a specifically - and would appreciate your assessment of how the takeover of the TMP by the Cdn. government might affect the valuation of those shares. I assume that these shares would still be the responsibility of Kinder Morgan and not the government. Also, do you sense any increased risk related to these shares given this development. Thanks.
Read Answer Asked by Donald on May 29, 2018