Q: Hi team, I just sold this position for tax loss purposes ( -45%). Still like the future of this company but still debating on repurchase it later or meta. What would be your choice for 2/4 years and why? Thank you and happy holidays to all of your staff!
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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.
- Baylin Technologies Inc. (BYL)
- Invitae Corporation (NVTA)
- Kratos Defense & Security Solutions Inc. (KTOS)
- Unity Software Inc. (U)
- Coinbase Global Inc (COIN)
Q: Hello,
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you
Q: Would you recommend CSX on a 2 year horizon. Or some of it`s competitors like CN or CP. Or not consider the space at all.
Q: I understand that you recommend VOO for S&P 500 coverage. I understand that this etfs weighting of companies is based on capital value. Which equivalent-weight etf would you recommend in its place?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- Walgreens Boots Alliance Inc. (WBA)
- BlackRock Inc. (BLK)
- JPMorgan Chase & Co. (JPM)
- Verizon Communications Inc. (VZ)
- Blackstone Inc. (BX)
Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.
What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Q: Is BX partnership or a corporation?
thanks jerry
thanks jerry
Q: With LHX near its YTD lows and lagging the defense sector group, what do you think of its prospects considering the AJRD acquisition just announced? Thanks.
- NextEra Energy Inc. (NEE)
- Quanta Services Inc. (PWR)
- Xcel Energy Inc. (XEL)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- Target Corporation (TGT)
- UnitedHealth Group Incorporated (DE) (UNH)
- Constellation Software Inc. (CSU)
- goeasy Ltd. (GSY)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Fox Factory Holding Corp. (FOXF)
Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks
Q: Dominion Energy is having a bad year is it debt related? though interest rates are on the rise this one has been hit harder then my other US utilities.
- Costco Wholesale Corporation (COST)
- Dollar General Corporation (DG)
- UnitedHealth Group Incorporated (DE) (UNH)
Q: Looking to shore up what's left off my growth portfolio, can you give me your thoughts on these 3 stocks for 2023 please?
Thank you
Thank you
Q: I have a position in GM and LNR and I need to get rid of one. Which security would you recommend hanging on to for the next 12 months and please provide your reasoning. Thank You.
Q: CDNS is relatively unscathed, very unusual for a tech stock in this market. What is about this stock that has allowed it to maintain its valuation?
Thanks for all you do
Leo
Thanks for all you do
Leo
- Five Below Inc. (FIVE)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Fox Factory Holding Corp. (FOXF)
- InMode Ltd. (INMD)
- Celsius Holdings Inc. (CELH)
Q: Hello Peter and Ryan,
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
Q: I hold this. I assume it will be part of the new "witholding tax on disposition" legislation. As a Canadian, is this an easy sell before year-end then? If I wan't a similar company what about LXU?
- Amgen Inc. (AMGN)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Pfizer Inc. (PFE)
- iShares Global Healthcare ETF (IXJ)
- Health Care Select Sector SPDR (XLV)
Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger
Q: I have Trane but see recently, you've had positive remarks about Carrier. That together with the 25% withholding tax on the dividend due to Trane being European based makes me wonder if I should change to Carrier for the next few years?
- Realty Income Corporation (O)
- SL Green Realty Corp (SLG)
- Simon Property Group Inc. (SPG)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Digital Realty Trust Inc. (DLR)
- Healthpeak Properties (PEAK)
Q: SL GREEN, despite its recent dividend cut, seems a decent choice. Would you suggest buying REITs at this time and, if so, which ones? I am a retiree seeking inflation-resistant income.
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- Home Depot Inc. (The) (HD)
- PepsiCo Inc. (PEP)
- Pfizer Inc. (PFE)
- Visa Inc. (V)
- Verizon Communications Inc. (VZ)
- ABB Ltd. (ABBNY)
Q: These very large Cies appear promising to me for longer term : wich could resist better in case of a recession ?
Q: Hi 5i,
Would appreciate your thoughts on the recent offer by Advent International buy MAXR.
As a share holder should I consider this a done deal and sell? or is it worth hanging onto the shares in case there is a competing offer from another bidder for MAXR?
If the MAXR does ultimately get bought out, is there a similar company you could recommend to replace it in my portfolio?
Sorry for the multiple questions. Please deduct credits as you see fit.
Thanks in advance,
Greg C.
Would appreciate your thoughts on the recent offer by Advent International buy MAXR.
As a share holder should I consider this a done deal and sell? or is it worth hanging onto the shares in case there is a competing offer from another bidder for MAXR?
If the MAXR does ultimately get bought out, is there a similar company you could recommend to replace it in my portfolio?
Sorry for the multiple questions. Please deduct credits as you see fit.
Thanks in advance,
Greg C.