Investment Q&A

Q: Hello, I bought ABST around March this year when it was around $18.35. Now it is down around 23%. I am considering selling it, and taking the loss. Then transfer the money to a US trading account and putting the money into either UPST or SOFI. I am thinking these have better growth potential over. Do you concur? Which between UPST or SOFI has the most upside?

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: I have regretted trimming one third of my UPST position when it was half way up it's run., and have been planning to buy it back at some point. I have waited for a pullback but one hasn't happened . Should or anyone consider buying at the current price for a long term hold?

Q: Why did the stock price for Upstart Holdings tumble this morning?

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: The markets pre-COVID were rising at a reasonable rate year to year, with the odd market downturn. Since March/April 2020 the markets have shot up and stocks are trading at much higher multiples than pre-COVID. Eventually, reality may kick-in. There are many companies trading at very high evaluations. If you look at the overall market (i.e. Nasdaq) you see an exponential growth curve for the past 18 months, definitely not sustainable and possibly overpriced.? I still buy stocks but sometimes feel that if the market turns around, it could be years for it to come back. (I am more concerned about companies such as SHOP, NVEI, TTD, LSPD, NVDA, TOI, UPST, ... all of which are great companies but if we overpay, payback could be much more than 5 years.) I thought same about Netflix, I was totally wrong and missed out on one of the biggest lifetime opportunities BUT there must be a point where the price is definitely too high. Are we overpaying? Will we regret this at some point? Your thoughts? Thanks.

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: I got into upstart about 5 weeks ago and it has since increased 78%. Is this a hot potato where I should take at least some (taxable) profits? It's pushing 6% of my equity. I guess my real question is given the tear this has been on, would you be more skittish and pull the take profits button here earlier than normal. Thanks.

Q: Hi Peter, Ryan and team.

I was wondering if you could give a US list for the question asked back on September 17, "Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?"

Thanks.

Q: Good Morning, Would you consider adding to each of these holdings at this time, and it what order? Thank you for your great service!

Q: Presently I have this stock in my TFSA - thinking that there is no dividend to be concerned about. Is there a tax drawback in relation to capital gains? Should I move this to my non-registered account?
Thanks so much.

Q: What small cap companies do you like in Fintech?

Q: A Motley Fool article on Friday described UPST as a meme stock, which it defined as a stock with high short interest and/or gamma squeeze potential and popularity on social media platforms. Would you agree with this?

Q: Good Morning, Just wondering if you think either of these fintechs are still worth investing in at this time, considering the substantial run ups on both. If so, which would you lean towards, as PKK moves to the Nasdaq. Thanks.

Q: Question 1 - Can I please have your current thoughts on FOBI - AI (FOBI:CA)?

Question 2 - With the recent run-up with UPST (it has almost doubled in a month)what would be your thoughts on an entry point for that company? Wait for pullback or enter now?

Thanks!

Q: May I please have your current thoughts on AcuityAds Holdings(AT:CA)?
I'm currently down +/- 40% and was wondering if it is worth holding onto (doesn't seem to be going anywhere lately) or moving on and putting funds to work with something like UPST. Or something else that you would recommend.

Thanks so much!

Q: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.

Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.

Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you