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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: Please briefly describe the major differences between the services these 2 companies offer. Are they direct competitors or are they complementary i.e. diversify exposure. If wanting to add exposure to cybersecurity is one preferable? is there a better long-term growth option in this space? This would be for a long term hold. Thank you.
Read Answer Asked by Barbara on March 29, 2021
Q: Hello Peter,
In the current market conditions,
1) what is your opinion on adjusting the portfolio by decreasing growth and an increase in defensive stocks; at least for the next six months.
2)If so, what do you think of Charter Communications?
3)I understand that you are not a proponent of frequent portfolio adjustments and prefer to ride out based on long term fundamentals. I feel that in addition to algorithmic trading, markets are more efficient with processing information and price it in a very short span of time. Your comments on this thesis as well is appreciated.
Regards.
Rajiv
Read Answer Asked by Rajiv on March 29, 2021
Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?
Read Answer Asked by Andrew on March 29, 2021
Q: I got an avalanche of questions on small cap companies that you probably don't even cover but I've been doing some research and this one popped up. What are the metrics you like about it? What do you think of the industry? And it's competitors. CEO seems to have been doing alot of buying and a huge surprise upside on the last earnings release. Thanks.
Read Answer Asked by James on March 27, 2021
Q: The 2021 market hasn't been as fun the 2020 market, though I'm optimistic for a much improved remainder of 2021 - like 2020.

All things considered, if you were to pick up five stocks that have sold off (US/CDN) for a 5 year hold, what would they be?

Cam.
Read Answer Asked by Cameron on March 25, 2021
Q: I’d appreciate your thoughts on SUP (in the USA) and its outlook. On a related note, what other cyclicals come to mind that are still way down from their historical highs but are a good bet to reach them again? They could be small, mid or large caps, but the more upside the better. Thanks.
Read Answer Asked by Brian on March 25, 2021
Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !
Read Answer Asked by Paul on March 25, 2021
Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!
Read Answer Asked by Sigrid on March 25, 2021
Q: Hi
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks

Kenn
Read Answer Asked by Kenneth on March 25, 2021
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