Investment Q&A

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: Could you please comment on ROKU's quarter and would you add to it? thanks.

Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

Q: I bought the above stocks in my Margin account last year and I'm down considerably on both so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: I have a well balanced RRSP and have cash to add one more 1/2 position, long timeframe. I have narrowed it down to the above 3 stocks.

Can you let me know which one you think is best to add and why?

Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.

Q: Have some cash in my US $ portfolio and am considering these 6 stocks.

1) Are there any that you would want to buy at this time ? If so, would you consider them primarily to be a shorter time hold to take advantage of near term bounce, or do you see them as having the potential for both short and long term strength ?
2) Of those you would want to buy – if any - could you rank the order in which you would buy and acceptable price range.
As always, thank you .

Q: Hi Peter,

Your thoughts on FB or Shop at these levels?

Any other beat down names with a strong upside ?

Thanks
Harry

Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?

Q: You mentioned previously this is a hold and may not do much in the next year or two. Wouldn't this be dead money. Why not make it work somewhere else.

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).

Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.

Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?

Thank you.

Q: I think I read that you were wrong on ROKU. Does that mean that I need to sell my holdings in TFSA to the heart breaking tune of $50,000 US? Pass the tissues please...

Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated

Q: Like many people. I'm currently down quite a bit on a lot of growth stocks even though I bought them well below their all-time highs. For example, I'm down 50% on PYPL, 45% on Roku, 35% on Shop.

I have decades before retirement (and I do have a pretty balanced portfolio) so I'm not worried about my investments over the long-term, but it still hurts to see quite a bit of my positions so deep in the red.

I know it's impossible to predict (and it's always possible that some of these growth stocks will never recover), but in your experience how long do you think we could reasonably expect it to take before some of these growth stocks recover?

For example do you think it's reasonable for us to expect it to take 3 years, 5 years, 10 years for the above mentioned stocks (like PYPL, ROKU, SHOP) to recover?

Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?

Q: Hi!
On Feb 17th, you were quite positive on Roku but today after terrible earnings you are not suggesting to add to positions. If this was a stock that was liked at 350 or higher, why is is not a screaming deal today? Has something fundamentally changed regarding this company and I would imagine that if you are recommending to a huge platform like this you have done the homework regarding this company that we lay people can't properly do. If you can please comment on the surprises you could not have anticipated it would be most appreciated. Thank you!

Q: Could you please comment on their results?
Would you add to existing position?

Thanks,
Milan

Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.