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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: My losing stocks are LSPD (-65%), MG (-45%), CELH (-53%), and NXT (-40%) in my portfolio. I am contemplating an annual cleaning to weed out the poor performers before year end and invest the proceeds elsewhere.
Please recommend if any of the above mentioned stocks are still worth keeping for recovery in the recent interest rate cut environment ? if not, please rank the order of wipe out sequence. Thank you for your excellent service. Bill.
Read Answer Asked by Bill on September 24, 2024
Q: Of the two names in the utility sector can you reccommend 1? Looking for diversification in my portfolio post rate cuts. Tickers are PUI and IDU. Is 5% exposure appropriate?

Thank-you in advance.
Read Answer Asked by Lesley on September 24, 2024
Q: I missed the recent pop in CEG although I've done quite well in Vistra which I still hold. Other than Vistra, what USA stocks would you recommend for an AI-related energy play? I'm thinking GEV? Thank you,

Jason
Read Answer Asked by Jason on September 23, 2024
Q: I am rewording a question I recently submitted in the hopes of satisfying 5i's evident concerns with regard to liability.

Theoretically speaking, if YOUR tech holdings were about 19% and included LMN, MSFT, NVDA and UBER...and if YOU held an additional 18% in 'tech like' stocks such as GOOG, AMZN, and VRT....would you personally consider yourself to be overweight, underweight or nicely balanced in terms of your personal tech holdings? Thank you.
Read Answer Asked by Maureen on September 23, 2024
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Read Answer Asked by Anthony on September 23, 2024
Q: You previously mentioned that Pfizer stock might be a value trap. What if investors consider Pfizer stock as a dividend stock, similar to BCE, Telus, or other telecom stocks with limited growth potential? Dividend investors usually focus on the quarterly dividends and the potential risks to the business. What if they buy it for the income and hope for a recovery in the future? Another concern is whether the stock will continue to decline. Please share your thoughts. Thank you in advance.
Read Answer Asked by Esther on September 23, 2024
Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks
Read Answer Asked by Ben on September 22, 2024
Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.
Read Answer Asked by Frank on September 22, 2024
Q: Hi Peter, my son was looking at starting a FHSA investment portfolio. I was thinking of having him start with a small position in NVDA as one of his holdings, would this be a good suggestion seeing that the shares have fallen since the split or would there be better stocks for such an account and if you could suggest some it would be appreciated. Thanks
Read Answer Asked by Nick on September 20, 2024
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.
Read Answer Asked by Kevin on September 20, 2024
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Read Answer Asked by umedali on September 20, 2024
Q: I am significantly under water in a non-registered account with a holding in NXT, which I bought some months ago. What is your current outlook for the company and the share price going forward? Time to realize the loss and move on? If so, what are some of your current favorite ideas? I have a good number of the companies mentioned by you folks in the Q &A, so 3 or 4 names to choose from would be a help.

Many thanks for your excellent service
Read Answer Asked by Leonard on September 20, 2024
Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.
Read Answer Asked by Karim on September 20, 2024
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