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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’ve done fairly well on the stock so far thanks entirely to your recommendation so thank you for starters. What are your thoughts about when to take profits in a company like this? I made money in Shopify a few years ago and sold, only to see the stock continue to rise over the years. Is ttd a name you’d suggest sitting back with for now? I get anxious when I have a good profit and tend to sell the winners. It seems to me that TTD is a leader in a new and growing space (like shop was a few years ago). Thanks.
Read Answer Asked by Jason on January 14, 2020
Q: Hi,
I would value your opinion on this company. Its growth trajectory would appear to be difficult to maintain, yet next year's projected revenues would imply it may be able to continue to grow fairly rapidly. I look forward to any comments you may wish to offer - and yes, I would assume it is risky.
thanks,
Dawn

Read Answer Asked by Dawn on January 13, 2020
Q: Given the number of questions you've entertained on ENGH, your subscribers should be aware that the company has had multiple upgrades since the beginning of the year. Thanks for your service.

1/10/2020 TD Securities Boost Price Target
Buy C$53.00 ➝ C$59.00
1/7/2020 CIBC Boost Price Target C$54.00 ➝ C$59.00
1/7/2020 Scotiabank Boost Price Target C$47.00 ➝ C$54.00
1/3/2020 RBC Boost Price Target Outperform C$53.00 ➝ C$57.00
Read Answer Asked by karl on January 12, 2020
Q: Both these companies shares seem to me, based on fundamentals - choose any - seem way over priced. SHOP especially is in the stratosphere in terms of valuation. What the heck am I missing? Do you have an in depth explanation that can convince me that I should own either using XIT ETF?
Read Answer Asked by James on January 10, 2020
Q: Could you rate your Tech sector holdings for future growth from the model growth portfolio, this would be for a TFSA.
Read Answer Asked by Regan on January 08, 2020
Q: Hi, Enghouse shares shot up 3% on Tuesday, with large volume. Do you think that shares are being rerated after staying quiet for a long period? I have read your views on the company and it appears that it's one of your longtime favorites (also included in your list of Top 10 companies to own for next 10 years). Is it reasonable to start a new position 1-2%, at current levels ? We also own CSU as a large holding (10%). How does ENGH valuation compare with CSU ? Thank You
Read Answer Asked by rajeev on January 08, 2020
Q: Hi Peter and Ryan,
The US stocks are at an all time high and the airstrike occurred. We may see some volatility in the stock market. How do you think about investing in Aerospace and Defense stocks or ETFs? Any specific recommendations?
Thanks,
Yiwen
Read Answer Asked by Yiwen on January 07, 2020
Q: XIT: We have a very large portfolio made up in RRSP, TFSA, & Non -Registered Accounts (biggest holdings). My investment style over many , many years has been to buy large cap "dividend growing" stocks which have served us incredibly well. Because technology stocks usually trade a high P.E. multiples, most are not dividend growers; but, most of all, the arena can change on a dime - just look at all the tech stocks that have gone bust over the last 20 years or so. In any case, I was thinking of buying XIT to add to our "dividend growers". I already own a small holding in my USD account of IGM.
Read Answer Asked by James on January 07, 2020
Q: I have read that investing in AMD seasonally ,from October to April generally results in great returns . I own NVDA which has finally come back to my purchase price due to the Trump/China war. The best performing names are semis that I haven’t heard of . Are Semiconductors best as investments or swing trades ? Do you feel that AMD, INTC will perform better than NVDA .
Read Answer Asked by Thomas on January 07, 2020