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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 am missing something from your recent commentary on SentinelOne earnings. My take from the summary of their published earnings and prospects for '24 is that they took a huge hit in non GAAP operating earnings margins, which are expected to decline further though more modestly in '24, as well as a major reduction in growth rates in comparison to their growth rate for '23. Is this correct? The price hit for their equity is substantial.
Read Answer Asked by Mike on June 09, 2023
Q: Hello Peter and team,

Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Read Answer Asked by Savalai on June 09, 2023
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
Read Answer Asked by Jim on June 09, 2023
Q: Hi,
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
Read Answer Asked by KERRI on June 08, 2023
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
Q: Is there an ETF that has all these 7 companies pls?
Read Answer Asked by Ron on June 08, 2023
Q: I am considering adding to my current position in ABBV.

The stock is down close to 18% since the last earnings report. I'm sure the whole Humira thing had been priced in all along, but as of the last report, has the company outlook really changed that much to justify the size of this pullback? Are you comfortable with adding at this point, or should one have patience? I think the debt continues to be reduced quarter by quarter, which should help.
Read Answer Asked by James on June 07, 2023
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Read Answer Asked by Chris on June 07, 2023
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