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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 need to sell three or four of these holdings from an unregistered account in the second half of 2024 starting now.

Can you please recommend a sell sequence and provide rationale.

Thanks,

Jim
Read Answer Asked by Jim on July 30, 2024
Q: I've been reading opinions that the tech sector has topped, especially in the US. Wondering if I should be proactive and trim my tech holdings. Do you see a possible downturn in tech stocks?

Thanks
Read Answer Asked by Brad on July 29, 2024
Q: hi, if I sold about half of my SHOP, what would be your top 3 US and CDN stocks to consider as replacement? this is in my RRSP. cheers, and thanks! Chris
Read Answer Asked by chris on July 29, 2024
Q: Western forest Products (WEF) has really taken a pounding. It reports its second quarter results on July 31. west fraser already reported and the shares have been rising. I know they are different forestry companies but was the lift in share value because there is optimism in the forestry industry or was it specific to West Fraser. I was thinking of averaging down on my WEF holding just because the share price is so low. The market cap is only about 130 million and I believe that WEF still has little debt so my way of thinking is, "this can't go much lower!!" Surely all their 6 sawmills, industrial land, three manufacturing plants and all their timber rights have to be worth more than 130 million!!! Or am I looking at this all wrong?
Read Answer Asked by Paul on July 29, 2024
Q: I bought this stock, because I thought there was a pent-up demand for new pilots. I have lost 10 -15%, since I bought it, now for the last couple of years it has gone no where, but sideways. So, is there actually a shortage of pilots?
Also, what is the forecast for the remainder of this year and next year. I am seriously thinking of selling. Now I am looking for your advice as to whether to sell this stock or keep it.
Thank you
Earl
Read Answer Asked by Earl on July 29, 2024
Q: Hi wonder team!

Analysts have been downgrading LULU as of late and today it hit its lowest share price since 2020. I’m underwater on it and wondering if you still have confidence it will rebound in the next 12-18 months?
(Respecting this is a shorter time frame)

Are there other consumer stocks you think have more upside in the next 18 months that you would do a swap for?

Thanks so much to all of you for your guidance!
Read Answer Asked by Josh on July 26, 2024
Q: If you owned sleep country shares would you sell now or continue to hold with the hope another company steps in with a higher offer than fairfax? If selling is the answer could you suggest some of your current top ideas for reinvesting? I’m a buy and hold for the long term investor with a moderate tolerance to risk and like to own high quality companies. Thank you
Read Answer Asked by Jason on July 25, 2024
Q: Hello Peter,
I am wondering if it is best to sell my positions in Lumine Group and Topicus and use the proceeds to beef up my position in Constellation as it seems the subsidiaries are hardly moving and are range bound..Also, can you suggest a few money market funds that i can park my money into.. Much appreciate it
Read Answer Asked by umedali on July 23, 2024
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
Read Answer Asked by Petra on July 23, 2024