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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: Hello Peter, Ryan, and team:

I'm making some tweaks to my U.S. holdings, and I'm considering selling my Micron shares (at a significant loss) to buy Trade Desk. Do you think this is a reasonable move at this time?
Thanks,
Brad
Read Answer Asked by Bradley on December 17, 2018
Q: so when someone asks you aquestion would you purchase tsgi or gc for a3 year hold you chose gc, does that mean your backing away from tsgi, i would not blame you because something is definitely wrong with tsgi.
also would you buy more shopify right here considerably below the fund raise, i already own 750 shares and it has been just about the only tech stock that has performed lately. dave
Read Answer Asked by david on December 14, 2018
Q: Hi team,
I was waiting for volatility to subside before I asked this question, but that may never happen. I was reading the transcript of the SQ conference call some time ago and something caught my attention, but this is not a SQ question. It is an EB question. In her comments on the financials, Friar noted It was Square’s 1st Q of GAAP profitability with a net income of $20M. She said the reason for the positive quarter was SQ marking to market their investment in EB after its recent IPO. Otherwise, SQ had a loss of $70M. What are your thoughts on EB? Despite the tech wreck the fall, EB has held up quite well. I have read some positive reports on it and SQ has invested in it. By the way, I am not likely to buy EB at this time, as there are a lot of great stocks on sale lately. Just curious on your thoughts for the future.
Thanks again,
Dave
Read Answer Asked by Dave on December 14, 2018
Q: Crypto mining has driven NVDA's stock price for some years now, but its currencies' decline will surely take a heavy toll on GPU sales into that market. Yes, AI and autonomous vehicle applications could expand, and consumers will continue to play video games, but are these enough to create actual earnings growth, or is NVDA more likely to tread water for a few years?
Read Answer Asked by John on December 13, 2018
Q: Which technology shares would be the most stable and promising from the ones listed?
Thank you, TEAM!
Read Answer Asked by Sigrid on December 13, 2018
Q: Hi there
Can you suggest 3 companies outside Canada for good dividend and some growth something reasonably safe ideal dividend in the 4% range
Sam
Read Answer Asked by Sam on December 13, 2018
Q: Hi, I currently own Et ,Otex ,Pho, Shop, SYZ, and i’am thinking of selling two or three and buying Csu.
I will be doing this for a more stable and overall better portfolio if or when we get a further market downturn.
Is my strategy sound? And which two or three would you sell? I would also be open to sell four and keep two of the best if this works.
Thanks
Read Answer Asked by Brad on December 13, 2018
Q: Do you think there is any value for this free Semi letter?
I'm thinking it may help for timing names like PHO. Sell when things are booming & buy when there are no new orders?
http://www1.semi.org/en/worldwide-semiconductor-equipment-billings-drop-158-billion-third-quarter-2018-semi-reports
https://blog.semi.org/business-markets/critical-subsystems-orders-fall-off-a-cliff
Read Answer Asked by Joseph on December 12, 2018
Q: Good morning

Do you think the possible blacklisting of Huawei from many western countries is a significant event wrt the 5g rollout? If so, which non-China competitors do you think stand to benefit most.

Thanks
Peter
Read Answer Asked by Peter on December 12, 2018
Q: Hi Peter and Team,

The Info Tech component of equities in all our accounts is 16.2%. The following stocks and ETFs are held, followed by their weightings:

CSU 7.1%
ENGH 1.4%
KXS 2.2%
OTEX 2.3%
SYZ 1.0 %
TXF 1.9%
XIT 0.3% (used to put small amounts of cash since there's no commission with iTrade)

Would it be prudent to trim CSU, and if so, to what level?
What is your opinion of the other holdings, and are their weightings appropriate?
Are the Info Tech holdings too high a percentage of the overall portfolio?

Thanks in advance for your valuable guidance. Please deduct as many credits as you deem necessary.
Read Answer Asked by Jerry on December 12, 2018
Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike

Read Answer Asked by Mike on December 11, 2018
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