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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: Recently I have sold my position in QCOM and now my equity portfolio has only about a 5% exposure to Technology. The main holding being XLK.
From your growth portfolio, I was considering a small position in PHO. The stock seems to be in decline. Is now a good entry point or should I wait for things to settle?
What Tech stocks or ETFs would you suggest?



Read Answer Asked by J Stephen on September 21, 2018
Q: Following up on Marios' question from Sep 19 which was:

"PHO is selling pretty hard on higher volume today and on a down trajectory since august. Lost 23 %.
What gives?",
I have the same question except a day later on Sep 20 it still gets pummeled but at yet much higher volume at 1.3 million volume vs a 50-day avg volume of 0.255 million. That stock has really taken a dive on "no news". Given no news, could you please educate me on possible explanations for this price movement with such relative hefty volume? Anything possibly nefarious here? Or is this just normal territory for a $2 stock (even though it's a "good" company). Thank you. I really appreciate your insights.

Read Answer Asked by William on September 21, 2018
Q: I have lost a bundle with these 3 recommendations above. Unfortunately they are in a TFSA so I get no tax breaks selling them. What would you do if you were in my position? Thanks Dennis
Read Answer Asked by Dennis on September 21, 2018
Q: Good afternoon,

PHO has been a nice ride, TCL.A not so much so. Is this dead money ($3,500) for the next year?
Looking at COV. Any other suggestions? Currently hold: BNS,SLF,BEP,GSY, AQN, SIS, TOY, BEP, MX, PBH & RAY all in my TFSA.

Thank you.

Larry
Read Answer Asked by Larry on September 20, 2018
Q: VMD is up 300% since March while of RHT drop more than 50%. They were supposed to be in the same space and RHT was supposed to be the better company. It makes lower lows every week with no end in sight. Is there any other option that will provide growth in a TFSA account.?
Read Answer Asked by Marios on September 18, 2018
Q: What would you recommend doing with PLI and ITC at this stage given their performance (I'm down materially on both)? Any recommendations for replacements? Thanks.
Read Answer Asked by Mark on September 13, 2018
Q: Hi Peter and Team,

I can never stop saying thanks for your great stock recommendations and giving me confidence to drop mutual funds from my portfolios.

A question about my TFSA. I hold PBH, PHO, SIS, KXS and WPK. The performance has been quite good as I am using the TFSA for long term growth. Any suggestions on the need to change any of the stocks in this mix?

Thanks.

Marvin
Read Answer Asked by Marvin on August 31, 2018
Q: You have repeatedly recommended PBH, TSGI and PHO in your portfolios, so I am interested at starting positions in PBH and TSGI, and adding to my existing position in PHO.
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?
Read Answer Asked by Curtis on August 24, 2018
Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks
Read Answer Asked by Gordon on August 24, 2018
Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
Read Answer Asked by Brad on August 17, 2018
Q: Good morning Team! I would like to thank you all for the amazing technical work that you do for me! I work full time and it would be impossible to spend the time required to research companies.(even though I would love to) Above is a portfolio that I started and I am wondering what you would suggest to add? Investment timeline 10+ yrs.
Read Answer Asked by Brad on August 10, 2018
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