Q: What a remarkable market. GOOG has been my largest holding. I have a significant loss and am looking to take a tax loss. First, with a FOMO fear that it might bounce, I am thinking of selling 1/2 my position; if you were me, would you simply sell 100%? Second, would Apple be a suitable substitute? For 30 days or long term? Thanks much.
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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: Regardless superficial losses, RBC Wealth MGMT states "Generally, two different classes of shares of a corporation would not be considered identical if they do not have the same interests, rights and privileges. For example, if class A shares of CompanyCo have voting rights but class B shares do not, they would not be considered identical."
Does this mean I can dump my GOOG for a loss and immediately buy GOOGL? Thereby utilizing the tax-loss...
Does this mean I can dump my GOOG for a loss and immediately buy GOOGL? Thereby utilizing the tax-loss...
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Amazon.com Inc. (AMZN $223.47)
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Alphabet Inc. (GOOG $177.56)
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Fortis Inc. (FTS $64.02)
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Pembina Pipeline Corporation (PPL $49.57)
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BMO Equal Weight Banks Index ETF (ZEB $46.24)
Q: Hello
Want to sell GOOG and AMZN in my cash account for the tax loss.
Replace them with FTS, PPL and ZEB. for dividend and safety.
Your comments thank you.
Mike
Want to sell GOOG and AMZN in my cash account for the tax loss.
Replace them with FTS, PPL and ZEB. for dividend and safety.
Your comments thank you.
Mike
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Amazon.com Inc. (AMZN $223.47)
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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QUALCOMM Incorporated (QCOM $158.09)
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Atlassian Corporation (TEAM $216.05)
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Twilio Inc. Class A (TWLO $121.49)
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Veeva Systems Inc. Class A (VEEV $281.00)
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Roku Inc. (ROKU $88.06)
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Teladoc Health Inc. (TDOC $8.07)
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Okta Inc. (OKTA $97.40)
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Zscaler Inc. (ZS $315.45)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $238.78)
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Pinterest Inc. Class A (PINS $35.67)
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CrowdStrike Holdings Inc. (CRWD $505.46)
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Unity Software Inc. (U $27.86)
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First Trust Cloud Computing ETF (SKYY $29.36)
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
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Alphabet Inc. (GOOG $177.56)
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Salesforce Inc. (CRM $269.80)
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goeasy Ltd. (GSY $170.20)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.15)
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DexCom Inc. (DXCM $82.94)
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Lantheus Holdings Inc. (LNTH $79.19)
Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!
Q: I’m looking to purchase these 3 stocks on the neo exchange. Is this a good time and in which order do you recommend? Thanks for your valued service.
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Apple Inc. (AAPL $209.95)
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Amazon.com Inc. (AMZN $223.47)
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Costco Wholesale Corporation (COST $992.18)
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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Microsoft Corporation (MSFT $497.72)
Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you
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Amazon.com Inc. (AMZN $223.47)
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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Microsoft Corporation (MSFT $497.72)
Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx
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Alphabet Inc. (GOOG $177.56)
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AbbVie Inc. (ABBV $187.63)
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The Walt Disney Company (DIS $123.16)
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Eli Lilly and Company (LLY $772.87)
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NextEra Energy Inc. (NEE $74.75)
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Procter & Gamble Company (The) (PG $160.50)
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Parker-Hannifin Corporation (PH $706.59)
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Williams Companies Inc. (The) (WMB $58.48)
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Lancaster Colony Corporation (LANC)
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Pool Corporation (POOL $296.18)
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Berkshire Hathaway Inc. (BRK.B $478.03)
Q: Re your answer to Cheryl today, and your recommendation for 8 stocks that have been stable and performed well over time. Can you recommend a handful of US stocks that fulfill the same goals. Not concerned over sectors.
Thanks, Peter
Thanks, Peter
Q: Please comments on Goog earnings and what’ would be a good entry price,? Thanks
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Amazon.com Inc. (AMZN $223.47)
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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Microsoft Corporation (MSFT $497.72)
Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.
Q: What's going on to cause an almost 10% drop in GOOG? Buy, sell or hold?
Q: Google is only about 1% of my portfolio, total tech weighting in 15% of the portfolio. I'm down 30% on Google stock at the moment. It is held in RRSP. After yesterday's results and today's selloff, would you recommend hold, sell, or buy more? If your answer is "buy more" would you buy now or wait for better momentum? Timeframe 5+ years.
Q: What happened to these two stocks and what is the outlook for them.
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Alphabet Inc. (GOOG $177.56)
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NVIDIA Corporation (NVDA $158.24)
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Medpace Holdings Inc. (MEDP $318.90)
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Lantheus Holdings Inc. (LNTH $79.19)
Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks
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Apple Inc. (AAPL $209.95)
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Amazon.com Inc. (AMZN $223.47)
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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Netflix Inc. (NFLX $1,289.62)
Q: Hi,
Do you agree with Mr. Ross Healy that NFLX is the only FAANG stock worth dipping into? Would you be a "trader" of this stock? Do you see the potential for a bounce?
Feel free to share your "musings"!
Do you agree with Mr. Ross Healy that NFLX is the only FAANG stock worth dipping into? Would you be a "trader" of this stock? Do you see the potential for a bounce?
Feel free to share your "musings"!
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Amazon.com Inc. (AMZN $223.47)
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Alphabet Inc. (GOOG $177.56)
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Microsoft Corporation (MSFT $497.72)
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NVIDIA Corporation (NVDA $158.24)
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Accenture plc Class A (Ireland) (ACN $300.54)
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Salesforce Inc. (CRM $269.80)
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Palo Alto Networks Inc. (PANW $201.42)
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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BRP Inc. Subordinate Voting Shares (DOO $69.64)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
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goeasy Ltd. (GSY $170.20)
Q: Bear markets are historically fantastic opportunities to build wealth for longer-term investors... what are your top 5 - 7 stocks that in retrospect we will be happy to have bought when we go back to a bull market ? Thanks !
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Alphabet Inc. (GOOG $177.56)
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iShares Russell 2000 Growth ETF (IWO $287.80)
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Brookfield Asset Management Inc Class A Limited (BAM $55.51)
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Nutrien Ltd. (NTR $60.75)
Q: All four securities are held in a US TFSA at ~2% - 2.5% positions each. I would like to deploy available funds to either take two of the positions to 3.5% or add to all four at 0.5% ea. Seeking market recovery growth over the next 2-4 years, which strategy would you deploy? If only two were added to, which ones would they be, if it were you?
Thanks for all you do for us little guys.
Thanks for all you do for us little guys.
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Alphabet Inc. (GOOG $177.56)
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CrowdStrike Holdings Inc. (CRWD $505.46)
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Upstart Holdings Inc. (UPST $76.35)
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ZipRecruiter Inc. Class A (ZIP $5.27)
Q: 5i, Not happy with Zip today, would you recommend a replacement for it, I was thinking adding to UPST or CRWD to average down.
thank you
thank you