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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: Hi, Can I get your thoughts on the materials sector and some of these companies? With China potentially opening up in 23 and this industry taking a downturn with these companies down approx 20% . This would seem a good time to start nibbling on these companies.
Read Answer Asked by pietro on December 07, 2022
Q: Question about Veeva Systems.

From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
Read Answer Asked by Eugene on December 07, 2022
Q: These are my candidates for tax loss selling. As a proxy for OKTA I intend to add to my existing position in CRWD, would you agree with that strategy? As for the other 3, I do not intend to buy proxies however I would consider repurchasing after 30 days. Do you suggest proxies for these 3? Also, would you repurchase. Thank you.
Read Answer Asked by Barbara on December 07, 2022
Q: I own shares in this company. Yesterday, Concord Acquisition and USDC Issuer Circle called off the SPAC merger. I would have thought Concord shares would have stopped trading but it appears not. I am assuming that my best option is to sell at this time as I don't see many other options. Would holding be of any value? Your thoughts? I truely believe in Circle's future. Thank You.
Read Answer Asked by Walter on December 07, 2022
Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris
Read Answer Asked by chris on December 06, 2022
Q: Hi
own this one but like to know in which Etf it would belong ?

thank you

margit
Read Answer Asked by margit on December 06, 2022
Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?
Read Answer Asked on December 06, 2022
Q: Below is an email from Interactive Brokers.
"As a result of recent US legislation under Internal Revenue Code Section 1446(f), gross proceeds from sales of and certain distributions from Publicly Traded Partnerships ("PTPs") held by non-US tax residents (both individuals and entities) will be subject to 10% withholding starting on January 1, 2023."

It is not clear to me that the 10% withholding tax is on the distributions only or 10 % tax will also be applicable to the total proceeds amount when I sell it ?
The company involved in my case is ET but can also be applicable to other publicly traded partnerships.
Thanks for looking into this.
Read Answer Asked by Jabs on December 06, 2022
Q: Hi,
I am up 84% in CELH in my TFSA. Considering selling 1/2 position and using the funds to purchase NVDA.
It will help me diversify because the only other US stock I have is GOOG.
Willing to wait 2 or 3 years to see NVDA return to it's former glory.
Sounds ok?
Or do you think CELH is just starting to really ramp-up and I should stay with it.
Thanks for your input.
Read Answer Asked by Robert on December 06, 2022
Q: I like Keith Fitzgerald's investing philosophy - "invest in the best, not the rest".

Can you please provide me the best two within the following sectors (please provide your favourite of the two) ? NYSE or TSX-listed:

1. Within the Healthcare sector, I'm interested in specifically Diagnostics as a Service.

2. In the Defense sector. Two companies that continuously improve through technological innovation.
Read Answer Asked by James on December 05, 2022
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