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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 would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert
Read Answer Asked by ALBERT on November 23, 2022
Q: What are your current top 5 Canadian and Top 5 US stocks for recovery over the next 12 months.
Read Answer Asked by Allan on November 23, 2022
Q: In your update you note that this is a once in a decade opportunity for Small and Mid Cap Stocks.

What are your top 5 Canadian and US names in this space.
Thanks
Tim
Read Answer Asked by Timothy on November 23, 2022
Q: List your top 10 Canadian growth prospects in order and give details on why each is on the list. Also do same for US holdings. Many of your growth picks have declined much more than market and your customers may want to rejig their holdings.
Read Answer Asked on November 23, 2022
Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.
Read Answer Asked by eugene on November 21, 2022
Q: I’ve trimmed some winners and stocks that have run up in the reverb rally and I’ve had some good energy names. Can you suggest any laggards that might come up on your screens? They could be growth , cyclical or value, etc but just some names that have upside but might play catch up.
Read Answer Asked by Bruce on November 15, 2022
Q: UPST has been a disappointing stock. In my TFSA, there is no opportunity for tax loss harvesting here. What US alternates would you suggest, not necessarily in the same category, that may give excellent growth potential in a market turnaround?
Read Answer Asked by Catherine Ann on November 14, 2022
Q: In your reply to Shane you said "we think an investor who chooses the right stocks, and can do nothing for three years, is going to see some very hefty returns when this thing turns"; please elaborate and give me a few names. Thanks.
Read Answer Asked by K on November 10, 2022
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
Read Answer Asked by Neil on November 09, 2022
Q: I need more exposure to health care as well as small caps so I have been investigaring NBLY. I assume Neighboorly is considered health care and not consumer staples? There seems to be an investment company, I believe it is PCP, that has over 50 per cent of the shares. Is that a good or bad and why? Obviously I am a retail investor so liquidity is not a big issue since I won't need to trade large blocks of shares. But does a small float, assuming PCP does not intend to sell shares, create a more volatile share price? I don't mind volatility as long as the trend is up and to the right. Apparently they raised money in secondary offerings in the high $20's. That means that people supposedly far smarter than me thought Neighboorly is worth more than it's current share price. Should I take comfort in that?
Read Answer Asked by Paul on November 09, 2022
Q: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.

These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
Read Answer Asked by Kim on November 08, 2022
Q: Hi Team,
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks
Read Answer Asked by Marco on November 08, 2022