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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 hope all is well. Given the current market conditions are there any stocks that in your educated and experienced opinion that look to be just too cheap? Any suggestions for stink bids on some as well? I realize you do not have a crystal ball. Thanks so much. Dan
Read Answer Asked by Danny-boy on May 14, 2021
Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!
Read Answer Asked by Tim on May 14, 2021
Q: Hi,

I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.

Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).

Thx,

Cam
Read Answer Asked by Cameron on May 06, 2021
Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
Read Answer Asked by Curtis on April 30, 2021
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much
Read Answer Asked by Stefan on April 28, 2021
Q: Long term holder of CGI in RSP account, and although it’s performed decent enough, I’m looking for more growth. Which of DSG or ENGH would you recommend switching to, or would 1/2 position in both make more sense?
Thank you.
Read Answer Asked by Tony on April 19, 2021
Q: hi group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI
Read Answer Asked by Terence on April 02, 2021
Q: Need to add one of the above tech stocks to a TFSA. Only room for one. Suggestions as to which one should be added. Long term hold. Thanks
Read Answer Asked by David on April 01, 2021
Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.
Read Answer Asked by Allen on March 22, 2021
Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks
Read Answer Asked on March 15, 2021
Q: I have half positions in the above equities. Would you add to any or all of them? In what order would you add to them?
Read Answer Asked by David on March 15, 2021
Q: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.
Read Answer Asked by jacques on March 12, 2021
Q: Hello,
I already own these stocks. I am doing some selling / trimming / buying and would appreciate your comments:
DSG - I did well. Exposure at the high end but ok. How confident are you in the name for the next few years? If sold partially, I would allocated to KXS of TIXT. Your thoughts?
TOY - Do you like it more with momentum as of late? Decent long term hold or good time to sell at these level?
REAL - I am down about 25% but small position. I was thinking of adding at these level (or sell since position not big enough). It would be a long term hold. Your thoughts?
NFI - Hold or sell?
Fortis - Would you add at these level?
Thank you,
Read Answer Asked by Pierre on March 04, 2021
Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
Read Answer Asked by Jeff on February 25, 2021
Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?
Read Answer Asked by David on February 16, 2021
Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks
Read Answer Asked by Curtis on February 11, 2021
Q: Hi team,
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.

Regards,
Paula

Read Answer Asked by Paula on February 10, 2021
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