Investment Q&A

Q: Good morning,

I have some cash to add to 3 new US technology positions. I am looking for growth, and I am comfortable with volatility. Looking out 5 years what would be your favourites from the list above at current valuations. Any concerns with the list above? I already own MSFT, SQ, RPD, DOCU, AYX. If you have other suggestions please do share. Thanks in advance.

Q: I have some U.S. cash to invest. I feel the U.S. market is going a little bit lower over the next few weeks and this will provide a great opportunity to capitalize on. Which of the above would you consider to have the best outlook ( or would you suggest buying a little bit of all four )??
Ed in Montreal

Q: Governments are going to put a lot of money into the system because of the corona virus. I have been told that this can lead to inflation. Which sectors,and companies, will benefit?

Q: Hi I asked this question earlier. You answered with dividend paying stocks (thanks). but if your were not considering only dividend payers, what would be your choices?
thanks

thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

Q: Hi,
What is their balance sheet?
Would you start buying them and in what order?

Thanks,
Milan

Q: I own the above stocks and under water. Do I hold or go sell at a loss for possible gains in a better us co. If so, what would you recommend.

Thanks

Q: I bought a smallish position in MU after Peter had it as a top pick on BNN last year. It has done well thank you. I always considered it as a trade rather than a long term hold. Your BNN comments today confirmed this. I am aware of your views on market timing. What conditions or at what point would it be best to trigger a sale or partial sale? I hold it in an RRSP so here are no tax consequences. Thanks very much, Frank

Q: We have a small 1% weighting in both MU and KEYS and we are thinking of selling MU and buying more KEYS with the proceeds. We already have a 4.2% weighting in NVDA plus substantial positions in CSU, ENGH and SYZ to a lesser degree.
While MU is showing good momentum now it seems to be more cyclical than KEYS. NVDA also seems to be somewhat cyclical, charting similar to MU, at least looking back over 2019. I realize KEYS is much smaller than MU so by switching to KEYS we could be taking on more risk however with a 2% weighting it is maybe not too dangerous.
The other option would be to sell SYZ and use the proceeds to bump up both MU and KEYS. This would reduce our dividend income of course but I think we could manage with less dividend.
Any recommendations?
Your website lists a KEYSW:US without any questions on the stock. Has KEYS sold warrants? I can't find a listing on RBC direct investing.
Thanks,
Jim

Q: Hello,

I'm getting a little nervous about the valuation of Square lately and considering Micron or Apple. They are both much cheaper than Square, but how do you see the trade off in terms of growth potential over the next 5 years. Would you stick with SQ, considering a reasonably high-risk tolerance, or make a change? Thank you.

Q: I understand that Micron was the victim of intellectual theft by China. Is this having a negative affect on the company? Thanks.

Q: With the Canadian dollar on a bit of an upswing, I'm looking to add a bit more US exposure. Currently we have SQ, TEAM, MU and AYX as our "Growthier" US stocks. (Thank You!) We're wondering what your top US picks might be for being potential "up and coming" growth stocks that are maybe a bit under the radar.
Thank you

Q: I bought Micron awhile back after it was featured on one of your BNN appearances. Currently down an insignificant amount after the little rally in the past two weeks. My question is whether now is the time to exit or if you still see good times ahead? There seems to be plenty of opinion out there that the sector is one to avoid right now. If selling can you suggest your favourite replacement in the US tech sector with exceptional growth prospects?

Q: Hi team. NVDA had a nice jump today (26th). Any news? Would you expect more of the same in the near future? I'm thinking of adding.
Cheers for now.

Q: With recent blacklist Huawei by US, which companies sales will be impacted since Huawei imports millions of dollars hardwares from all over the world? As results of that, will their stock price be impacted as well?

Thanks,

Q: Is it a buy option at this price for 10 to 15 years?

Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?

Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS

Q: Hi there,

Many things seem to be working against Micron. Would you advise selling now until Trump and his games play out or do you think most of that uncertainty is accounted for. Down about 10%

Q: I have a relatively conservative portfolio with gold, bond and low risk ETF and stock elements. I want to add a little bit higher risk, higher reward portions to it. Can you rank the above four companies?