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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: I am looking for ETFs with reasonable dividends, safe (less fluctuation) and at the same time the ETF can have some potential upside if market does well. I could not think of a sector better than utilities. Any thoughts? Please let me know if you have a better sector/industry (including your recommended ETFs in that sector/industry).

What are your thoughts on these two (RNRG and XLU)?

A side question: How can I know my remaining credits for more questions?

Thanks,
Read Answer Asked by Ahmed on July 27, 2021
Q: Do you know management's financial predictions for the upcoming quarter? I believe the numbers are to be released next Tuesday August 3rd. I'm a shareholder and am in a minor loss position. I need to take more money out my RIF but thinking of waiting until after the release of numbers before deciding wether to sell or hold NVTA. I prefer companies with sterling managers and missing 8 quarters is disconcerting. Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 27, 2021
Q: Can you speak to the class-action lawsuit filed against Coinbase?

What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?
Read Answer Asked by Colum on July 27, 2021
Q: I have had CQQQ for quite some time and it has probably been cut in half over the last year and a half and continues to underperform.

XBI has a similar pattern to CQQQ (not quite as bad).

The stocks SEDG and APPS are underperforming the market quite a bit. I have all 4. Which ones would you be getting rid of? I usually wait for an uptick to get rid of securities but with CQQQ and XBI that doesn't seem to happen. When you get rid of stocks do you wait for an uptick or just get rid of them? Your help is appreciated as usual.
Read Answer Asked by Dennis on July 27, 2021
Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
Read Answer Asked by Mark on July 27, 2021
Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.
Read Answer Asked by Alvin on July 27, 2021
Q: Hi, I've sold IYW for a decent gain in a US rsp account. I would like to consider 2 US stocks with reasonable dividend. I currently hold ICLN and RBLX as US stocks. Can you suggest a few US dividend stocks or ETF to consider? Thanks.
Read Answer Asked by Dan on July 26, 2021
Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.
Read Answer Asked by Joel on July 26, 2021
Q: Hello. I am looking at buying stock in one of these three companies. I recognize that these selections are in very different sectors. I would very much appreciate your opinion as to which one seems to hold the best potential as a long-term hold (5+ years). Thanks.
Read Answer Asked by Kyndryl on July 26, 2021
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