Investment Q&A

Q: I tend to be a buy and hold investor and have held Trupanion for a few years. In my TFSA It has fallen quite a bit in the last year and more so in the last 3 months or so. Is there a readily apparent reason for this other than small company jitters in this type of market. What is your general opinion of the stock and is it worth continuing to hold?

Q: Would you buy after today's earning? I am a long term investor. Thank you.

Q: Please comment on today's earning. Would you step in to initiate a position now? Thanks.

Q: would like your opinion on ttwo

Q: The dividend is at 8% now, what are the chances that it is cut or reduced. Would you continue to hold if owned.

Q: the US banks are beaten up, now that Biden and McCarthy worked out the deal that US would not default
what would be a good entry point for MS?
it is now at 83 US
thanks
Michael

Q: im a new buyer long term thinking are institutions getting out of this i dont mind if they are not perfect do you feel they have upside

Q: If you could only purchase one of these, which one would you pick?

Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan

Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?

Q: if you had to pick only one between ABNB or MELI for 3 to 5 year hold which one would you choose.

Q: I always seem to buy right at a high. Any idea why this is down so much last two sessions? I bought at $98 and it’s promptly fell $10.

Jason

Q: May you kindly provide a brief update on ULTA?

Is has come off significantly. Would you continue to hold for the long term? If your opinion has changed, and a switch is warranted, please Provide me with your highest conviction picks.

Thank you.

Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!

Q: your thoughts on PD these days. Hold or no? thanks

Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.

Q: The sudden price rise in NVDA seems like a bubble. While I want to continue to own this company into the future, is it time to take some off the table?

In other words, would you recommend sell, say, a quarter of it now and wait for a pullback to buy more? Would you wait and perhaps do this down the road?

Q: Hi Peter,

I hold IWO in my portfolio, currently at about 30% loss.

What you suggest, hold it, sell it Or ADD MORE OF IT ?

Thanks

Q: What are your thoughts on Ulta? With the current weakness is this a good opportunity to start a position?
Thanks,

Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.