Investment Q&A

Q: Blackberry is tanking. Should I sell and take my loss or do you believe it will recover in the next three months? Thank you.
Ron N

Q: Hi there, I had asked a question earlier and you had suggested TEAM as an alternative to SLACK. After doing some searches in the Q&A section it seems like AYX and TEAM are very favourable. Would you be comfortable taking a small position in both names at current prices? Also, are these 2 names your current favourite US growth names? Thanks!

Q: Can you please recommend your favorite 3-5 US growth stocks right now for a TFSA, 3-5 year hold.
THX

Q: Hi,
I'm thinking of buying these three companies, is now a good time to buy? They've seem to really run up. In what order would you buy? Also, is there any overlap between these and my current holdings? If I wanted to swap one or two of my current holdings to buy these new stocks, which would you let go? I currently hold CGI, SHOP, CSU, KXS, LSPD, FB and GOOG in the tech space. I'm a long term growth investor, time frame >10yrs. Thank you!

Q: If you were to buy one growth stock in Canada and one in the US. What would they be?

Q: i own both, if team owns a piece of slack and with slack going public in next 3 weeks and in all probability will open much higher, why do you seem to prefer ayx over team.dave

Q: Please explain if Atlassian Corp stock price be affected after SLACK IPO . When will be the IPO date ? Is it investable ? Is Atlassian recent stock price too expensive ? Thanks a lot.

Q: Hi

Looking for an alternative to AYX since am not able to invest in AYX. Anything in similar business with similar outlook for the stock?
Thanks

Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!

Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.

Q: Hello team,

Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.

I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.

Thank you very much indeed for being the referee here.

Q: thanks for the timely (trade) comment late last week about TEAM...today, with the US sell off, it is down 3% plus.....again, thanks ....Tom

Q: I just want to thank you. I had asked for a "swing" Trade and you were bang on with TEAM. What should I watch for in order to shave some of my profit? Again...thank you

Q: Bought Sq at the high last summer, then bought Team at the low. Would you take Team profits to add to Sq. Team is currently at 7% and Sq at 4% of my RRSP portfolio.
Thanks Peter.

Q: Please explain the price surge of Atlassian corp today May 8.
Please comment on the earning release of Spin Master, what should investors do ? Is Zoom Video Communication a buy now with the big price increase after IPO ? What is the reasonable entry point ? Thanks for your excellent service.

Q: My swing trade swung the wrong way quickly, down 10% in short order. I have been know to turn swing trades into long term holding to recoup my capitol. Whats your thoughts considering recent earnings and current market back drop, bail, or hold?

Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,

Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.

I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.

The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.

I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.

I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.

I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.

thanks !
Mark

Q: Hi gang.
TEAM dropped 8% after hours. I just bought some 2 days ago for a trade. Do you see any alarm bells which would have caused this?
Much thanks

Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.