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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: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!
Read Answer Asked by Kim on September 02, 2021
Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?
Read Answer Asked by David on September 01, 2021
Q: Would you rather hold 1 position in NVDA or the equivalent of 1 position in a "basket" of FLGT, MELI, AFRM, and ABCL?
Read Answer Asked by Stephen on August 17, 2021
Q: Hi Team,
Yesterday I read a headline on bnn stating that Apple, Affirm to join to buy now, pay later for Canadian purchases. GSY is partnered with Affirm (the old paybright division). I thought it might be very bullish for business for GSY being partnered with affirm which is now teaming up with the giant Apple. Yet, there was no reaction today for GSY or affirm stock on the partnership today. Can you give your take on this, as to whether this is a potential catalyst for GSY or not? Thanks.

Shane.
Read Answer Asked by Shane on August 05, 2021
Q: Good morning

This is a mixed bag. For a 3 year period, I am looking for those with most upside potential. Which would you advise to buy more and those to sell in order to buy more.
Thank you
Read Answer Asked by sam on August 03, 2021
Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.
Read Answer Asked by Alvin on July 27, 2021
Q: My portfolio is currently down between 30% to 50% on the above stocks in a cash account. Which stocks would you recommend selling to harvest tax losses today and what quality names would you replace them with that have been similarly beaten down you believe will more likely recover losses because of valuation or other reasons.
Read Answer Asked by Eric on May 26, 2021
Q: I have very significant losses on these stocks, 45-55%. Are any worth holding for recovery? Your assessment of the potential and problems for each, please.
Thanks for the help. I enjoy the questions every morning, and have learned a lot.
Len
Read Answer Asked by Leonard on May 14, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: I get why rising rates would help good 'ol fashion bank stocks. While fintech names seem to be considered more growth oriented, wouldn't higher rates ultimately help those stocks as well?

I own the names above. Any issues with any of them?

Thanks

Dave
Read Answer Asked by David on March 22, 2021
Q: Hello Peter,
I have partial positions in AVLR and DXCM and have been considering AFRM and CRNC.
I think that the potential for CRNC is further on the time frame, while AFRM has to demonstrate its growth potential in the next couple of quarters. Dexcom has to confirm its growth whereas AVLR has to demonstrate that it can still grow to justify the valuation. What do you think?
Now I cannot own everything that is of interest and would like your opinion on whether I should in my portfolio have a full position in one of them or partial positions in two. And which one, or two would you suggest?
Regards
Rajiv
Read Answer Asked by Rajiv on March 18, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
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