Investment Q&A

Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?

Q: Just heard Apple raked number 6 in sales in China Is that correct? . How is it doing in India RAK

Q: A few months ago I became interested in ATKR after some favourable comments in the Q & A's. The financial matrices seem fairly positive and I took a position. Ouch. It began to decline and in 2 months the share price is now down about 33%. The weakness began well before the wreck of the last couple of weeks, and it did not participate in the recent small cap run or even pick up on the couple of days when there was a bounce in the markets. Out of all that, what is your current view on ATKR? If it were you, would you sell, given (this is a taxable account) or would you hold looking for a rebound (hope is not a strong investment strategy), and why? Many thanks for your excellent service.

Q: Can you recommend a company (or a few to look at) in the nutritional supplements space aside from CELH? Thank-you.

Q: Just read a very interesting artice by Tony Seba regarding his prediction of a humanoid disruption in the not too distant future where robots and AI repalce much of the labour market, starting with more basic functions and developing into more complex. He believes its not as far off as we may think. He believes this to be of critical importance for the success of countries moving forward. Thoughts on his theme? Which individual companies do you think may benefit from a prediction such as his, as well as are their ETFs which invest in a basket of such companies (both AI and robotic)?

Q: Please comment on latest Q results,and going forward.Buy,Hold or Sell. Txs for U usual great services & views

Q: This stock is getting hammered on a green day after it reported its second quarter results. Can I have your thoughts on the stock. I hold a decent position and dont know if I should bail.

Thanks Steve

Q: Hi, Could you please comment on EPAM earnings. Thank you

Q: Has your opinion changed on Vertiv? Is this an opportunity to purchase additional shares?

Q: Further to Brian's question 27 July, would you take a position in EW here if you planned to hold 1+ yrs ? Thank you.

Q: Can you comment on Bookings results and the recent downtrend in share price? Thanks

Q: Spwr has filed for bankruptcy. Does that mean it’s going to zero?

Q: What do you think of APPS after recent earnings?

Q: I would appreciate your comments on TREX earnings; released yesterday. It appeared to me that metrics are generally improving, yet the stock dropped $15 at today’s open.

My main interest is understanding if there is some structural/metric issue causing the drop, or is it more related to their statement on outlook for the next 1/2 of the year?

Thanks as always,

Dave

Q: I hold these 8 US Heathcare stocks. Each are about 1.5% of my holdings. I would like to consolidate the 8 down to about 4 holdings. Which ones would you sell and which ones would you add to? Thanks for your great ongoing advice.

Q: I bought LLY on your advice a few weeks ago and it has been declining ever since. I am now down 14.6%, marking the steepest decline over this same period of any stock I own. All things being equal, my general rule of thumb is to cut the chord when stocks decline by 15% to minimize future losses. In LLY's case, I hold it in a non-registered account and can thus claim a tax loss. I confess to being disappointed by the stock's recent performance as part of my purchasing decision was driven by your very strong endorsement immediately prior to my purchase. (You had rated the company as a 9/10 for safety and 9/10 for growth.) If you were me, would you wait for LLY to eventually turn around (as I'm sure it will at some point) or are there greener pastures out there?

Q: Hello,

Can I please get your take going forward on Dominion Energy (D). Thanks

Dave

Q: Thanks for a recent suggestion for U.S. exposure in an open CAD account - HXS.

In my RRSP I was going to add BRK.B and was surprised by its low PE ratio of about 9. Is this correct? Maybe there is a better metric to use to evaluate this equity(?)

AVNV seems to be the perfect non-U.S. compliment in my RRSP (except for that bit of exposure it has to Canada…which is fine). I like the fact that it is an international Value ETF - a mixture of large, small and Emerging Market. I doubt there a better comparable option, but figured I’d ask if you are aware of one.

Q: Hi Peter, what are your thoughts on the BRK earnings, big sales of APPl, and the $271B horde ? Warren loves Insurance and has been buying Chubb shares; could he take a run at it with its ~$100B Valuation ? Any other thoughts appreciated as its our biggest position. Thank you.

Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks