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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: Hello. I have the above stocks in my TFSA and I have 6000.00 to add. Can you suggest any other stocks to add to this list or should I just add to the existing list? I have a 5-10 year time frame and I'm retired.

Thanks so much,
Louise
Read Answer Asked by Louise on January 12, 2022
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?
Read Answer Asked by Josh on January 11, 2022
Q: Hi Peter/Mike I've been away from the markets lately and have noticed that SHOP is way down as is my LSPD. My cost for my 5 shares of SHOP is 66.76 and it's 13% of my TFSA acc. My cost on my 200 shares of LSPD is 26.06 and it's 8% of my RRSP acc. Would it be wise to sell at this point and use the gains elsewhere or is it still hold these two. Thanks, Nick
Read Answer Asked by Nick on January 11, 2022
Q: Hi, Technology is the largest weight at about 45% ( even after the recent sell off) in our investment portfolio. Most of these holdings have been down 25-50% from the highs, over past 2-3 months, following the general market trend of indiscriminate selling in High multiple Tech stocks. LSPD and NVEI, of course, saw much steeper losses.
We do have the rest of the portfolio invested in Cdn large cap banks, industrials, utilities and telcos, generating decent dividend income.
We recently retired and as a part of portfolio planning/risk management, would like have a strategy to reduce the Technology weight to less than 35%, over next 2-3 years. The plan could be executed in phases, once the current tech rout is over and valuations have recovered.

From the perspective of risk, growth, stability and valuation, what would be the recommended/desired weighting for each company, balancing these factors. What would you suggest to be order of priority for the purpose of initiating sale of each stock. Also, it would be really helpful, if you could provide a reasonable price range for sale/trimming of these companies, based on price history and future expectation over 2-3 years.

CSU 14.5%
SHOP 9 %
TOI 5.2%
SYZ 3.5 %
LSPD 3 %
KXS 2.5%
NVEI 1%
US Large Cap Tech ( AAPL,AMZN,MSFT,MA,V,PYPL etc) 8% (we want to keep as is)

Thank You for your insight, which we value so much.

Read Answer Asked by rajeev on January 11, 2022
Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.

Thanks

Yves
Read Answer Asked by Yves on January 09, 2022
Q: Hello,

I’ve always wondered why certain companies let their share price run into the thousands and rarely if ever split their shares. For a small retail investor like myself paying 2000- $3000 USD for an Amazon or Alphabet is simply not possible. I’ve always suspected it may be a philosophy of management and or founders who all still have significant influence in the mentioned companies.
Read Answer Asked by Anthony on January 07, 2022
Q: Hi group what you feeling on the big tech stocks at present are they a buying opportunity or a value trap? also is oil an attractive entry point right now or is it just a blip to the upside thanks for your insight. what your favorites in tech / energy or should i just stay away till everything settles down
Read Answer Asked by Terence on January 06, 2022
Q: Hi, We have 3 TFSA accounts, where we sold some SHOP, last year and made cash withdrawals. As a result, this year, we have available contribution room between $30-40k, in each account. We like to wait for an opportunity for a Growth stock to transfer from our Non Regd accounts ( there are separate accounts for each) for an in-kind contribution. Present allocation in the TFSA accounts is as follows.
CSU 25-30%
SHOP 35%
LSPD 30%
NVEI 10%

We are not worried about concentration, as TFSA funds are less than 5% of our Total Investment Portfolio, which is fairly diversified. Objective is to optimize Growth stocks in a TFSA setting. There is sufficient quantity in Non regd accounts, for all the five stocks listed in the question.

We were planning to add SHOP, with today's 10% decline and some TOI, as we have none in TFSA's.

What would be your recommendation ?

Thank You
Read Answer Asked by rajeev on January 06, 2022
Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?
Read Answer Asked by V on January 04, 2022
Q: Hi Guys, I recently listened to a financial guy who was asked to compare LSPD to SHOP, his basic point was that Shop's growth was organic, LSPD not so much and more by acquisition which by nature is harder to integrate into a common business this thesis made sense to me. Can you offer an opinion on growth organic vs acquisition & would you expect strong organic growth from lSPD in the future for a long term investment.
Read Answer Asked by Thomas on January 03, 2022
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