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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: CVX has been dropping since 2022. Is there a problem here? XOM and SU (I hold all three) have been increasing. Should I drop CVX? I have at least a five year window, 78 year value investor who can wait for a turn around.
Read Answer Asked by STANLEY on September 05, 2024
Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.
Read Answer Asked by David C. on September 05, 2024
Q: Wondering what your take on the quarterly reports are for these two, with one going up and the other going down after hours. Really interested on your take of ZS since it seems to have finally come down in valuation. Is this a good buying opportunity for us bargain hunters? How does its valuation stack up now against CRWD, PANW, and FTNT?
Read Answer Asked by Thomas on September 05, 2024
Q: You recommended CELH as recently as yesterday (Sept 4), a day when it plunged more than 11% in the afternoon. Normally you don’t seem to favour stocks with very weak price action. Should investors keep making an exception for CELH? Is there a price level at which point you’d consider it too broken to buy?
Read Answer Asked by Brian on September 05, 2024
Q: The PE for this stock currently is around 43 and analysts are forecasting 30.5%/yr. growth in earnings over each of the next 5 years. Everything I read suggests this mag 7 stock is poised to go up and do phenomenal. To grow EPS 30.5%/yr for each of the next 5 years seems extremely optimistic to start with but even if it does the PEG ratio is 1.41 which suggests over valuation. The other mag 7 stocks with the exception of NVDA have much lower EPS growth rates at 20% max and dropping from there. How can one rationalize buying this stock now. Thank you. John
Read Answer Asked by John on September 05, 2024
Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.
Read Answer Asked by Jemma on September 04, 2024
Q: Looking for a 5 year hold for a small position. Which of these, if any, do you suggest? Is this a promising area to invest in and are there others you prefer?
Read Answer Asked by Graeme on September 03, 2024
Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.
Read Answer Asked by Dave on September 03, 2024
Q: Hi team,

What is your analysis of National Health Care (NHC-N) and Altimmune (ALT-Q) ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on September 03, 2024
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