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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: Hi,
I own EGLX, PLTR, PINS and U in my TFSA and all getting killed. Would you sell any to consolidate in 1 or 2 or sell them all and move to something else? Holding on is also an option. Looking forward to your thoughts.
Thanks for your great service.
Read Answer Asked by Marco on August 29, 2022
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
Read Answer Asked by Kim on August 15, 2022
Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views
Read Answer Asked by Peter on August 10, 2022
Q: Hoping you can comment on your thoughts on stock based compensation in general and go into some details with Palantir (PLTR) specifics. It seems that PLTR are giving a very high amount of stock since it has gone public and seems to have a big impact on earnings per share despite revenue increasing. Is this common practice? Is this a product of it just going public? What concerns, if any, do have with this (e.g., diluting share holders)? Does this give you cause for concern about the long term potential for PLTR? Does stock based compensation tend to decrease in time with newly listed companies or is it often held consistent through time?
Read Answer Asked by Justin on July 26, 2022
Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.
Read Answer Asked by Danny-boy on June 10, 2022
Q: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.

LSPD, SHOP, EGLX, PLTR, PINS, U

1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.

Thanks for all you do!
Read Answer Asked by Marco on May 19, 2022
Q: Down significantly on these names, wondering at these level if you would still hold on for a better market, if so which ones or swap them out for other stocks that are down and may have a better chance to recover.
Read Answer Asked by Aleem on May 13, 2022
Q: Terrible markets with NQ in bear space. NVTA,PATH, PLTR,BL are at/near new lows. Reportedly PLTR reports before open,May 9. All in Investment a/c.,except BL in Tfsa. Thinking of selling at a loss before they get worse,which maybe offset by potential capital gain of other stocks at a later date. Appreciate u short view on each. Txs for u usual great views & services.
Read Answer Asked by Peter on May 10, 2022
Q: I am down significantly in these stocks. Are any of these outright sell or add to average down. I am not panicking yet and ok to hold for some time. Your opinion please. Thanks
Read Answer Asked by satish on May 02, 2022
Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .
Read Answer Asked by Luc on March 14, 2022