Investment Q&A

Q: Hello Team,

I have held BLK and MCO for about 1 1/2 years and my total returns as of now, are 83% and 77%, respectively. I have a feeling that the easy money has already been made on these 2 stocks and therefore should put my money on something else.
May I please have your comments on these companies going forward and your thoughts on what I plan on doing, would be appreciated.
Cheers,
H

Q: I am holding this in a taxable account. Very happy with recent large gains and wondering whether to sell part in order to take some profits soon or to just let it ride for the long term, bearing in mind tax consequences. .

Q: Good day - May I have your review of this US REIT including safety of dividend, debt, growth potential, occupancy, risks or other concerns. Is it a good holding if we have more inflation and would you buy here based on valuation. Input always appreciated. Ken

Q: I have a small position in Aterian in a growth focused non registered account. With the recent pullback in price I am wondering about adding. What do you think of this company and its prospects?

Q: Hello Team,
Could you tell us what you think of U and what kind of upside we can expect . Is this a good time to buy???
Thanks!

Q: Can I have your analysis on this company? Would you add into a growth portfolio for a 3+ year hold?

Q: Hi Guys
I am interested in these two companies. Could you give me your thoughts on them and if you think they are worth taking a position, do you have a price point you would suggest for entry? Thanks Patricia

Q: Noticed an interesting pop in solar stocks today. Any particular reason for this? Also, I’ve noticed that they have traded sideways for several months now. Would you rather trade or invest in this sector?

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Q: Hi team,

What are your thoughts on Atea pharmaceuticals? Apparently they are in stage 3 trials of an oral Covid therapy drug? It has had a significant pull back off it’s highs.

Thanks,
Kerri

Q: Based on your answer to James does it make sense to swap out Googl for Goog in an RSP account?

Q: Do you continue to favour this company going forward ?
Thanks

Q: Hi gang, what would you buy today
1: golden nugget online
2: rush street interactive
Or would you suggest others. Thanks
Alnoor

Q: Please comment on the planned increase in dividends and stock buy-backs for the U.S, banks.
What is your outlook for these Canadian banks?
At this time, would you prefer U.S. or Canadian banks.
Would you prefer another financial entity over both?

Q: I hate to sound ungrateful to Mr. or Mrs. Google, as I have done very well with my purchase of their GOOGL (the Class A) shares about 6 years ago. HOWEVER, I paid a premium of a few dollars to acquire the voting shares (GOOGL) instead of the non-voting GOOG. Now, perversely, the GOOGL are trading over $100 LESS THAN the GOOG - even though they represent the same economic interest PLUS have voting rights (which are often worth 'something' or 'a fair bit' but never, to my knowledge, NEGATIVE value). This discount is a 20% hit on my original investment. Can you explain this bizarre situation? Would you expect this anomaly to right itself at some point? And if you have an address for me to complain to Mrs. Google, please let me know!

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Q: Thoughts on CRCT?

Q: Hello,

What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.

Thanks,
Raj

Q: With all this record heat, I am wondering if there are any good public companies that are involved in selling air conditioning systems. Thanks

Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?