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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: In a Friday question on AC, you mentioned "long term keepers". Who else would you put on this list?
Thx.
Read Answer Asked by Robert on December 01, 2020
Q: I hold the above companies in my TFSA and they represent my Tech holdings. I am getting a little overweight in my tech sector and am wondering if any of my holdings are in essence duplications. If so could you recommend which ones to sell.
I have a list of buys, including CAE, TFII, XBC, GOOS, and would redeploy the capital plus some of my cash to these positions. Of my potential buys in what order would you see as the best opportunities.
Read Answer Asked by Bruce on November 27, 2020
Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.
Read Answer Asked by Rod on November 27, 2020
Q: Hello Peter, Ryan and Team,

I need to sell some of my shares in these companies to fund another investment. Of the stocks listed, in what order would you be inclined to sell first? Thank you.

Brad
Read Answer Asked by Bradley on November 27, 2020
Q: Could you rank these companies in order of preference for future performance? Investing a lump sum gradually over the next 6 to 12 months and I have zero tech exposure right now.

Thanks,
Jason
Read Answer Asked by Jason on November 18, 2020
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
Read Answer Asked by Paul on November 17, 2020
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Read Answer Asked by Neil on November 17, 2020
Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?
Read Answer Asked by Rick on November 12, 2020
Q: All three are smaller weightings in my TFSA (1.5 - 2%). Which two would you add new money to today? Thanks.
Read Answer Asked by Dennis on November 09, 2020
Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Read Answer Asked by Eugene on November 02, 2020
Q: In a TFSA, with a focus on growth and a timeline that can be 3 years or more. I am fine with high beta and the fact that these are all at, or close to, their 52-week highs.
I have enough cash for a new, full position in just two of these stocks. The only tech I own is LSPD, hence SHOP is not in my list of 5 potentials here.
Based on fundamentals (EPS, P/E, P/B, & ROE), GSY ranks 1st or 2nd on every metric. Which would you like for a second choice that compliments GSY?
Thx.
Read Answer Asked by Robert on October 26, 2020
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