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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 have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)
Read Answer Asked by Dave on November 27, 2024
Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas
Read Answer Asked by Thomas on November 27, 2024
Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
Read Answer Asked by Sean on November 27, 2024
Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!
Read Answer Asked by Kevin on November 27, 2024
Q: Your thoughts on keeping three out of 5 pharma names: ETF IHI, Gilead Sciences, Bristol Meyers, Abbvie and just bought Pfeizer few weeks ago - hopeful on the Seagen purchase in 2023. I have room only for 3,

Thank you!
Read Answer Asked by Nhung on November 27, 2024
Q: The subject stocks have all run up fairly significantly. Can you comment on current valuations vs historic, and whether you believe projected earnings support current valuations? Your recent response to a question on volume included that you love new highs with high volume, has that been the case with any of these three stocks?
Read Answer Asked by Stephen R. on November 27, 2024
Q: Hello

Vertiv Holding stock dropped yesterday 10%, apparently, after it was reported that an Independent Director, Steven Reinemund sold 100,000 shares on Nov 20 at an average price of $137. But it was also reported that he still holds 268,333 shares.

You also mentioned about a suit filed against the Co, Friday last week, which, in your view is not material.

We sold our holding earlier this year and intend to take advantage of the drop to restart a position at current level ( $132-133), for long term, due to Co's unique place in managing the data centre infrastructure.

What do you think ?

Thank You
Read Answer Asked by rajeev on November 26, 2024
Q: Thoughts on BDX. Healthcare in general has been lagging the market and this company has not produced many gains over the years. Is it time to move on and reallocate money to new area like Quanta Services?
Read Answer Asked by Neil on November 26, 2024