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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: Someone sent me a useful update on PLUG just over a year ago - I would appreciate an update - inc current prospects - as it looks as though it might be making a base etc and I wondered if they had got their financing sorted. On PTK do you know who offered them financing and if they are a credible - and supportive - player.
Read Answer Asked by Mike on December 20, 2024
Q: With the recent declines, in what order will you invest in the above mentioned companies and why
Read Answer Asked by Satish on December 20, 2024
Q: I have two questions re: tax loss selling. I have a three year old gain that I can offset by selling the above holdings.

1. First please help me with the math. If I buy a stock for $100, sell it for $90, I have a loss of $10 which would mean I can expect a $2.50 tax loss at a 25% rate. Does this mean that if I wanted to buy the stock back after 30 days, I would only be better off if I buy it back at less than 92.50 per share? Do you have a threshold whereby you must be down by a certain amount to justify a tax loss sale? e.g. 20%? Unless of course you are walking away from a company.

2. Which of the companies listed would you consider buying back after 30 days? I have too many holdings as it is so may just let them all go unless something is particularly interesting. I am overweight technology, underweight everything else but otherwise have a broad mix of funds and stocks.
Read Answer Asked by Dale on December 20, 2024
Q: Morning you fabulous people,

My TFSA is heavily tilted toward tech and growth.

I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.

I already own the big players. Is Oracle a buy in its current range?

Outside of the mag7, PANW, ANET, AVGO.

Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.

Please deduct accordingly.

Thank you so much.
Read Answer Asked by Adam on December 19, 2024
Q: Good morning you fabulous people.

The bloodbath is far too late haha.

I'm looking for the top cyber security company at this time based on future growth and current value.

Is the premium for PANW worth it? Or is FTNT the steal here?

If you have another you'd place above these that's a little ahead of itself (PLTR) please give me your pick.

This is a TFSA holding for me. That is US based growth and longterm.

Thank you!
Read Answer Asked by Adam on December 19, 2024
Q: Hello Team,
Which of thes two ETFs do you prefer and why. My though is that topt is not diverse enough. Also, what percentage in a portfolio would you be comfortable allocating to each?
Another question! Bkng has been off some lately. Do you consider it to be basing or is it a larger issue in your opinion?
Thank You,
Barry
Read Answer Asked by Barry on December 18, 2024
Q: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always
Read Answer Asked by steve on December 18, 2024