These are some of the stocks in my "growth" basket that have been most decimated in recent weeks. In which order might you sell, or would you suggest staying the course at this stage, given the dramatic share price drops? If selling, where might you move some of the cash for a (hopeful) rebound potential over the next six months? Thanks. Brad
Q: I have a position in LMT. It's had a nice bump up in price although off it's recent highs. Considering the current market volatility, would you be taking profits or continuing to hold? Is it speculation due to the war, or fundamentals?
Q: I'm thinking of a Covered Call strategy on dividend paying US stocks. I know the dividends are treated differently in Canada, but I wanted stocks that offered weekly call options.
Q: I’m short on consumer defensive stocks and can’t help but to think that even during challenging financial times ahead, that alcohol sales will continue to do reasonably well. Would you think that SAM has strong potential as a long term hold? Thanks very much.
Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?
Q: Related to Kevin's question... I own U, CRWD and NVDA in a TFSA and can't capture a tax loss if I were to sell U (I'm down significantly on the position). Would you suggest continuing to hold U in a registered account or selling and moving on to something else (likely increase NVDA holdings)?
Q: Could you please clarify your recent response to Greg on Unity. When you say
"A better market would see this stock rise sharply, but we would be more inclined to be on the sidelines after this report. It was just not good. "
Is this a suggestion to sell an existing position ( registered or non-registered account) ? Or, are you merely suggesting not to buy or add to an existing position at this point ?
Thank you.
Q: TTD has taken a major drop in recent weeks and months. More so than many other stocks . Please give me your thoughts. Is this one to sell and take a loss for tax purposes and re-buy in 30 days ? Thanks.
Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.
Q: Please comment on their qtr. and market reaction. When does the company see becoming profitable, costs rising and r and d spending up so no time soon, even with record sales? Regards Greg
Q: What is your overall opinion on ICE Intercontinental Exchange. What do you think of their acquisition of Black Knight. Do you think there will be a higher demand to trade commodities and won't this benefit ICE? Do you have a rough percentage breakdown of where they they make the most of their revenues from? Thanks
Q: Good morning! I'd appreciate your thoughts on this logistics/freight forwarder, as well as Kuehne + Nagel, as potential three- year holds for both income and growth. Thank you as always!
Q: If you had a bit of money today to buy a small basket of 5 stocks you consider to have the most potential for growth in the next four to five years, what would you buy?