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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: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M
Read Answer Asked by michael on January 23, 2024
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,

Jason
Read Answer Asked by Jason on October 25, 2023
Q: Lightspeed and Shopify seem to be trading at low valuations while still flourishing during tech's recent unpopularity.
Would you "go crazy" on either/both, go easy or avoid them? I do like to gamble and feel both will be much higher in two years. What do you think?
Read Answer Asked by Steven on March 24, 2023
Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you
Read Answer Asked by Anthony on November 23, 2022
Q: I wish to do some tax loss selling and re-invest in the same of similar equities in a month or so. Which of the above 4 companies do you believe will stay low or go lower?
Read Answer Asked by Claus on August 05, 2022
Q: Hi folks
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.
Read Answer Asked by El-ann on June 28, 2022
Q: I sold TTD and AMZN to realize a tax loss more than 30 days ago and I know that I can buy them back today with no issues. I bought ROKU and SHOP respectively as proxies a week later with the proceeds. They are both down (I guess things don't always work out!). The first question is can I sell both of these and claim a tax loss despite my not having owned them for 30 days?

Secondly, I am assuming you would recommend buying AMZN back (not that you don't like SHOP) but would you still re-purchase TTD? Does APPS offer a potentially better return? Or might you stay the course with ROKU? It appears to me that these companies are similar businesses.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 17, 2022
Q: Of these four stocks, Lightspeed seems to be the most volatile. Jumps the most on good days and drops the most on days like Monday.
My son's RESP needs a quick boost - he is going into second year.
Would you buy all four or just Lightspeed and hope for the best? No diversification concerns, just an outright roll of the dice.
Thanks.
Read Answer Asked by Steven on June 15, 2022
Q: Could I please have your views on the best mid to large cap buys out there tor a long term hold, with a focus on USA. What do you think has the most potential upside with the least downside? Though call I know. I was looking at Amazon, Shopify, lspd, upst, Etsy, salesforce and square as candidates. Thank you.
Read Answer Asked by Jason on May 16, 2022
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