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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 been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?
Read Answer Asked by Peter on March 29, 2023
Q: Hello, I am overweigh Tesla as I love the product and observe it is family of products including EV's, Energy production (Solar) and retail (Supercharging). All with revenue growth potential. My question has to do with trading volume. Over the last few weeks I have observed Tesla's trading volume at multiples of the big guys, say Ford and GM. A few minutes ago, Ford traded about 5 million shares, GM 2 million and Tesla 25 million. Can you comment on the interest in Tesla and how it could factor in the future stock evaluation ? How important is trading volume ? Thanks for your excellent service.
Read Answer Asked by Jim on March 29, 2023
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
Read Answer Asked by Les on March 29, 2023
Q: In a balanced RIF account. Looking for consistent yield and some appreciation. What do you think about swapping out BLV for JEPI? Totally different co's I know but..with a possible Fed pause and likely interest rate reversals in the next year or so, will this give BLV a boost, and maybe worth keeping
Read Answer Asked by Harry on March 28, 2023
Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
Read Answer Asked by Greg on March 27, 2023
Q: REIT's are looking interesting at these prices. If you were to invest in only 1 REIT, can be US or Canada. With the thesis being you want to capitalize on the punished sector and get a quality name that has been beaten up and has a lot of upside versus a low risk name that hasn't come down much that will likely not have a ton of upside either. Which reit would you chose to invest in? Thx
Read Answer Asked by Adam on March 27, 2023
Q: Please suggest a buy, hold or sell on the following based on the idea that the markets may not yet have found bottom, and these are likely to sink lower in price before a markets turn around: TSU, NVDA, ROKU, TOI, NVEE, CRWD. Thanks!
Read Answer Asked by Kim on March 27, 2023
Q: Hi Folks,
I have a question concerning what affect a recession would have on Tech stocks such as Apple, Microsoft, Google and even Constellation Software?
I am nibbling away at buying these now but I am wondering whether I should wait to finish buying my full position on each until the recession is over.
Thanks
Read Answer Asked by JOHN on March 24, 2023
Q: I have a 1% position in DOO and was planning on increasing it. With the recent fall off in price, this seems like an opportunity. However, it is a bit surprising given good results! Anything to worry about ? Good time to add or wait ?
I own NVDA & Qcom - both close to 5%. I notice in a response to to a question about entry points for NVDA that you suggest around $200. Does that mean you expect a significant pullback in the near future? If so, would that apply to Qcom as well ? Would reducing both positions by half be appropriate ?
Read Answer Asked by Alexandra on March 24, 2023
Q: Hi,

Just checking in to see if you could add an updated opinion on this company? Your last Q&A comment was Feb 2022. I understand that when an industry rises, it can 'lift all boats', but INTT seems to be in amongst the top performers lately. Has it been able to effect changes that would make it more attractive now, vs then?
Thanks!

Dawn
Read Answer Asked by Dawn on March 24, 2023
Q: Hi Team,
What's your read on the short report on Block? Is the selloff justified or is it a buying opp? This is frustrating after the stock just finished getting a few upgrades with earnings and momentum starting to pick up in the name. Buy Sell or Hold after the report? Thanks

Shane.
Read Answer Asked by Shane on March 24, 2023
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