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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: iTrade has notified me that I must apply for a TIN Number from USA if I trade PTB's or own them. Problem is I have no way of identifying if the stock is a PTP or not. The way I read it that would be all US stocks and the site they send me to (https://www.irs.gov/individuals/international-taxpayer-identificaion-numbers-tin) basically says you need to become a US citizen. I run 3 accounts in in USD, Cash, RIIF ant TFSA. Do I have to abandon US investing??
Read Answer Asked by Burke on June 14, 2023
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
Read Answer Asked by Brent on June 14, 2023
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Read Answer Asked by Patrick on June 14, 2023
Q: I Just received a Notice of Pendency and Proposed Partial Settlement of Class Action for shareholder of Bioverative (Biogen spin off). I had 83 shares of BIVV. Can you please explain 1) is this a "legitimate" lawsuit and what exactly is the lawsuit about 2) reading the material i have a hard time understanding if I am automatically part of the potential settlement or do I need to do anything to participate? I never filled anything out so was surprised to see this arrive in the mail and finally 3) if I need to do anything is it worth my time and energy and if so, that action do I need to take.

Thank you for your guidance
Scott
Read Answer Asked by Scott on June 13, 2023
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Read Answer Asked by Alexandra on June 13, 2023
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Read Answer Asked by Donna on June 13, 2023
Q: CHPT held a lot of promise but now I find myself looking at a 30% loss on paper after the GM,F & TSLA news.

Any significant opportunity for a recovery or time to sell and move on?

If I do sell where could I deploy the funds in terms of staying with a growth stock ( with much less risk than Chpt , especially the balance sheet)

Thanks.
Read Answer Asked by Donald on June 13, 2023
Q: I have a small position in QCLN in my RRSP. It has dropped 35% since I bought it. I have some extra cash in that account and was wondering what you think of me adding to it. Do you like the fund overall? Is now a good time to add? The bulk of my RRSP is in an income fund, so I was hoping to add a bit of growth and was looking for something a bit different. Thanks.
Read Answer Asked by Kim on June 12, 2023
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