Investment Q&A

Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike

Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.

Q: Thank you for reading. I’m interested in the above company. Is this a stock you would have in your portfolio and why.

Take care. Have a terrific day

Q: Good morning. Would you please send out a few names in the Cyberspace security space and ones that are both in Canada and the US.


Thank you. Appreciate all your time and attention. Stay well and warm

Q: As per your team Industrials, tech and materials/energy can be decent sectors in times of inflation.

Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.

Thanks for the great service.

Q: I am considering positions in Digital Turbines, Crowdstrike, Twilio and Nvidia as the market declines. What is your short and long term views on these companies? Is 1/3 positions a good strategy until the markets settle??

Q: I'm looking for the best robotic company [manufacturer] to buy. Would this ETF be a good buy now or could you recommend something better in robotics?

Thank you.

Q: I would like your impressions on PUBM. Its valuation is quite reasonable compared to others in this space such as MGNI and TTD. It seems to me that their success depends on the being able to attract more publishers to their platform, not sure if you have any insights into their potential.

Thank you for a fabulous service.

Q: I like both of these companies and I own both but would like to put some more money into one of them. Which would you recommend for a 3-4 yr. hold and why.
Peter

Q: At what price does this become a table pounding buy for a long term investor? Would you start to nibble once it stops dropping with the rest of the market?
Thanks

Q: Hi Peter and Staff
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER

I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?

Please deduct multiple credits if needed to give the whole answer

Thanks for all you do
Dennis

Q: Hi,

What is their balance sheet?
In what order would you buy them?

Thanks,
Milan

Q: What is your view on MDA? Investable at this point? How would you quantify the risk level?

Thanks

Q: Friday’s large drop brought Galaxy to my attention and its P/E of 3 per your data made me look further. But I don’t understand some of the other numbers: Revenue = 0, Interest coverage is negative 123.9, and Price to cash flow is 1246.
If P/E is correct it seems like a something to add to my list. I could imagine that revenue might drop if a significant portion of their customers were to drop or reduce their crypto currency activity after taking big hits on those assets.
But I don’t understand their business. Is this as cheap as it appears, and is the outlook decent?

Q: Hi,

I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.

1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?

Thank you!

Q: I am interested in investing in the EV Charging market and am looking at EVGO, CHPT and BLNK. Could you rank these in order of potential growth and add other companies that would be of interest.

Thanks for all of your past guidance,
Denis

Q: Hi,

Between GLXY and VOYG, which company do you think has better long term potential for a small speculative play?

thank you,
Brad

Q: Hi team,

I didn't see a question on this partnership (shop and JD), but is this not a relatively significant deal in your opinion?

Q: Hi Team,

Can you please provide the current P/S for these company and which you perceive as the best value today?

Thank you

Q: Hi folks

Looking at our TFSA accounts and looking at META.

With the down turn and quality top names, would this be a good long term holding (5 years?.

Thank you for the fine work and this downturn will all be noting more than a blip. I look at at this is a boxing day sale.

Cheers

Mike