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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: 1) What do you think the odds are of DND being able to reverse the ruling by the CMA?

2) Do you agree that if DND had to sell TMG it would reduce revenue by about 6%? This was my rough calculation based on 2021 DND annual revenue.

Thanks for your insights.


These questions are prompted by the following news release:

"The CMA has provisionally found that Dye & Durham's acquisition of TMG, which closed in July 2021, would lessen competition in the UK property search services market. The CMA also asserts that the only effective way to address the issues it has identified would be for Dye & Durham to sell TMG to a third party. Lastly, the CMA press release gives the erroneous impression that Dye & Durham failed to notify the CMA regarding the transaction when in fact there was no obligation to do so under applicable UK law, which provides only for voluntary notification.


Dye & Durham disagrees with the CMA's provisional findings and is evaluating its potential options. Dye & Durham complies with all laws and regulations in every market in which it operates. The Company has exercised every best effort to help the CMA with its review of the transaction, explain its benefits and offer a remedy proposal and is ready to continue to work collaboratively with the CMA going forward."
Read Answer Asked by Robert on May 19, 2022
Q: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.

LSPD, SHOP, EGLX, PLTR, PINS, U

1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.

Thanks for all you do!
Read Answer Asked by Marco on May 19, 2022
Q: Peter; A “ no question is too dumb” to ask! The Bitcoin sector has been hit hard and I read that a few have lost their “ peg” to the dollar or gold. Can you clarify on this? Thanks,Rod
Read Answer Asked by Rodney on May 18, 2022
Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.
Read Answer Asked by Alexandra on May 18, 2022
Q: I bought into the story and concept of Topicus being a Constellation 2.0 junior. However, the S.P. performance has been anything but. Can you provide the top 3 reasons to own this (I am currently down 25%), I am hanging on for the simple fact I do not want to miss out for when this changes course. What timeline should I have in mind for better days and performance.
Read Answer Asked by Chris on May 17, 2022
Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.
Read Answer Asked by Jason on May 16, 2022
Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 16, 2022
Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris
Read Answer Asked by chris on May 13, 2022
Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks
Read Answer Asked by Terry on May 13, 2022
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