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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 give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you
Read Answer Asked by Richard on August 05, 2022
Q: Can you please comment on quarterly earnings report. Was there anything of particular interest on the conference call (either positive or negative)? Currently down 64% and has dropped to .7% of total holdings. If this was in one of your model portfolios: which portfolio would you have it in, what size of allocation would you be targeting, and would you consider adding to its position in the next monthly member udpate?
Read Answer Asked by Justin on August 05, 2022
Q: Hi Peter
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard
Read Answer Asked by Howard on August 05, 2022
Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…

THANKS for all your work.
Read Answer Asked by Paul on August 05, 2022
Q: I have held S&P Global for about a year and of course like the recent market this stock is lagging. I would like to hold on but I understand the recent earnings were not stellar. Your comments on the recent quarter as well as your overall thoughts on this holding would be much appreciated. I would like to hold for the long term. Thank You.
Read Answer Asked by Brian on August 04, 2022
Q: Big jump on the PepsiCo announcement. It was still rebounding well before that despite how expensive the stock is and the state of the rest of the market. Would you please share your thoughts / opinion on what the potential thesis of a buyer vs. what the potential thesis of a seller of this stock might be at this time?

Thank you.
Read Answer Asked by Sandra on August 03, 2022
Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Read Answer Asked by Keith on August 02, 2022
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