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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: Hi 5i,
I’m working through an audit of my technology positions for year end. Would you rate each position as a buy, sell or hold for your own portfolio today?

Thank you!
Read Answer Asked by Greg on December 22, 2022
Q: Is there a chance that companies like NVEI, APPS, NVDA etc can lose up to 50% of their value with an upcoming recession. Im hoping you will answer unlikely as there is an inflection point where stocks have been beaten up so bad it would start getting ridiculous.

Thanks Steve
Read Answer Asked by Steve on December 22, 2022
Q: Retired conservative investor whose only tech holding is HTA ( 5% total portfolio). Looking at either CSU or Shopify as next purchase. Which of these would you prefer to “ dip your toe “ further into the tech sector ? Also, is my weighting of HTA appropriate ? Thanks. Derek.
Read Answer Asked by Derek on December 22, 2022
Q: Tough question for sure, but disregarding other personal factors (eg, diversification etc), if you could buy 3 Cdn stocks and 3 US stocks given YOUR assessment of the investment/economic landscape, what would they be? Let's say the only parameter is performance over the next 12 months.
Read Answer Asked by Doug on December 22, 2022
Q: I note that you just added TCS to your growth portfolio and it dropped like a stone today about 8%. Any comment on what might have caused the drop. Fortunately, I bought my shares just off the bottom today and it has recovered somewhat.
Read Answer Asked by Earl on December 22, 2022
Q: Hi team, I just sold this position for tax loss purposes ( -45%). Still like the future of this company but still debating on repurchase it later or meta. What would be your choice for 2/4 years and why? Thank you and happy holidays to all of your staff!
Read Answer Asked by Jacques on December 21, 2022
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Read Answer Asked by Nigel on December 20, 2022
Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg
Read Answer Asked by Reg on December 20, 2022
Q: DND is up 16% currently. After its repurchase of shares do you anticipate the share price will drop back to 11.50 or will it sustain its gain.

Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.


want to know if I should take advantage of this jump in price.

Sheldon
Read Answer Asked by Sheldon on December 19, 2022
Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023
Read Answer Asked by Brad on December 19, 2022
Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.

Leo
Read Answer Asked by Leo on December 16, 2022
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