Investment Q&A

Q: With the recent pullback, the following US tech stocks are all just above their 52 week low - DOCU, VEEV, ROKU, CRWD, APPS, PINS. Can you please put them in order (favourites 1st) which ones would you buy, and which ones would you pass on? Thx.

Q: Your reply to Shane indicates roughly 50% of SQ’s revenue is from bitcoin. Can you provide details, i.e. from bitcoin mining, or trading etc?

Thanks,

Q: Your thoughts on SBNY
Thanks again

Q: GM, appreciate your insights into MOTG for a either RRSP or TSFSA. If you are aware of something better with a similar approach, would be interested.
Cheers

Q: How do you like Dutch Brothers?

Q: Hi Team,
In regards to SQ, even though this is a fintech company grouped in with the Tech Wreck, is it not also a play on a re-opening economy to an extent? All the little shops it serves should thrive in a post pandemic boom, meaning good business environment for SQ would it not? With SQ back to 2020 levels and cut in half this year this seems like a compelling buy of a blue chip name to me, especially if Tech gains some ground. Can you either confirm or correct my thoughts on this please?
On a seperate note; the nasdaq popped again today after Powell spoke today, after initially falling some. Is it just me or does it seem we are starting to bounce off bottom here with the nasdaq? Thanks for your insight.

Shane.

Q: Peter and Team. Happy New Year to you all. In December I engaged in some tax loss selling to lower my previous taxable gains on the above noted stocks. The 30 days has passed and I now plan to repurchase some of them to hold for 2 years or so. Can you please rank which of these you consider are the best to re-purchase in my non registered account. Are there any in this list which you suggest I should forgot about. Thanks for your great advise.

Q: Thoughts on Humana sell-off and is it a good buying opportunity? Would you favor UNH today? Longterm hold, registered account.
Thank you!

Q: How do we as investors gauge "capitulation" in the markets. Would you say we are getting close in certain sectors i.e. technology. Thanks for your insight.

Q: I am looking to buy 1 or 2 of these stocks . could you rank in order for upside from current levels and moat.
Thanks

Q: Any idea why the stock went up so much today?
Jim

Q: you stated that PINS is looking very attractive right now.Why do you think this is?How is their balance sheet?
Which companies would you think could take them out?
Would you be a buyer here?
Please give me some compelling reasons.
Any companies you prefer better in the US tech sector?

Q: Are these good for growth & Dividends? Thanks!

Q: Would you prefer United Parcel Services or Stanley Black and Decker as a US industrial holding in a dividend portfolio? What about MMM? Can you rank these three via your preference?

Q: I have been holding a very small position in these companies (currently less than 0.5% each). Is it time to add to one or both of these companies, or get rid of them?

Thanks

Q: Good afternoon,

Looking for your insights on the recent decline in share price.

Thank you.

Q: I know you answered a question this morning regarding CELH but I think there is some information you may not be aware of. On Friday Li Ka Shing and his friend Chau Hoi Shuen filed a 424B5 supplemental shelf offering to sell their 12.4M shares (16% of CELH). This is why the share price has tanked over 25% including todays drop. It worries me coming on the back of the news that there was an SEC inquiry in Dec of which we still don't know the details. Makes you wonder if the largest shareholders are bailing before the news drops? Anyway I worry this negative momentum will keep going. I never like panic selling into news etc. What are your thoughts?

Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....

Q: This small cap was over $200 a few years and is now under $1. Does it have any positive attributes and possibly a chance to do better given the supply chain issues?

Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?