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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: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
Read Answer Asked by chris on October 26, 2023
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
Read Answer Asked by Terence on October 24, 2023
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
Read Answer Asked by Leonard on October 23, 2023
Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
Read Answer Asked by Kel on October 11, 2023
Q: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?
Read Answer Asked by John on October 10, 2023
Q: From this list what would be your top 3 picks for buys right now with consideration of long term growth in TFSA? If you feel any other picks would make it in to top 3 (besides NVDA/GOOG) please include those as well.
Read Answer Asked by Marco on September 22, 2023
Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?
Read Answer Asked on September 20, 2023
Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason
Read Answer Asked by Jason on September 13, 2023
Q: What 3 US stocks would you recommend for TFSA for 5+yr timeline? Not concerned about sectors. Just the 3 best growth names that YOU would buy. I have GOOG and NVDA at half positions. Thanks!
Read Answer Asked by Marco on August 28, 2023
Q: I am wondering what your thoughts are on the new IPO Oddity technology. This AI company that is direct to consumer make up and skin care products is trying to disrupt beauty. I am wondering what your thoughts are on Oddity and if you still like ULTA and/or Estee Lauder. Do you feel a company like Oddity can have a significant impact on sales and what is your rating (sell, buy, hold) for EL, ULTA and ODD? Thank you!
Read Answer Asked by Neil on July 31, 2023
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Read Answer Asked by John on July 27, 2023
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike
Read Answer Asked by Michael on July 20, 2023
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks
Read Answer Asked by Dave on February 21, 2023
Q: I have held ULTA for some time and is up nicely. It hit a new yearly high on Tuesday, I am considering selling half and adding to AAPL/AMZN/GOOG/MSFT. I feel confident that when the market turns these 4 will do well. I am not so confident about ULTA. Could I please have your thoughts? Would you sell all/half/none? If you agree, in what order would you add to the others?
Read Answer Asked by Larry M. on September 09, 2022
Q: Given your recent answer regarding CROX, I had a look at the sector and noticed big moves yesterday. Also many of these are very near lows for the year. My question is would you put money to work in the sector now? Do you have a few favourites and is there an ETF that emphasizes this retail/clothing part of consumer discretionary as opposed to something like XLY which emphasizes very different segments? Thank-you again.
Read Answer Asked by Alex on April 19, 2022
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