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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 hold a lot of CGI in a tax deferred account. I sense you have grown lukewarm towards the company, but are not icy (yet) . Am I reading you right? I am OK holding (after some trimming), but if I have understood your view correctly , my question follows. If I were to sell, what would you suggest as replacement. Infosys and Accenture came to mind, but I have overdone it collecting far too many technology businesses in tech. Would you please therefore name some of your top picks amongst companies that have global operations, and (preferably) some dividend growth. I thought of PG and UL but know nothing about them. Your top picks would be very helpful.
Read Answer Asked by Adam on February 18, 2021
Q: Thinking about adding both COST and SBUX with new RRSP money. How do you like their growth profiles going forward? How will they achieve this growth? Is it just a matter of scale and breaking into new markets?
Read Answer Asked by Matthew on February 18, 2021
Q: Hi,

No exposure to healthcare. Looking at big cap pharma in the U.S. with attractive dividend. What do you recommend?

Thanks,
Jason
Read Answer Asked by Jason on February 18, 2021
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Read Answer Asked by Michael on February 18, 2021
Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
Read Answer Asked by Nhung on February 17, 2021
Q: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.
Read Answer Asked by Jody on February 17, 2021
Q: hi guys,you mentioned Unity lots of time and you did a lot of research on it.
What did you found during your research and if what are your expectations going forward with the share price?
You think the lower share price is a good entry point?
Mitek,guardian (GH)or Unity....which of the 3 would you pick?
Or would you suggest something else in the tech sector?
Read Answer Asked by Josh on February 17, 2021
Q: Hi team,
After watching CCIV sail away into the sunset, I have to wonder what other big SPAC deals are in the works? Do you have any insights as to enable you to recommend to me an early stage SPAC that hasn't blasted off 400% yet, that a guy could possibly look at buying into for hopes of hitting a homerun? It seems every SPAC that is hitting them market is going up 2-400% so far. Who knows what CCIV will be up to if/ when the Lucid deal comes to fruitition. I know the risks of the SPAC, would be for some speculative investing. Thanks!
Shane.
Read Answer Asked by Shane on February 17, 2021
Q: I have substantial holdings in the US technology sector. The only stock underwater is Unity Software. Would you continue to hold or shift the funds to one of CRWD, SE, MU or PLTR in which I have only partial positions? Which would be your second choice if I were to divide the funds?
Thank you.
Read Answer Asked by Peter on February 17, 2021
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