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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 Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George
Read Answer Asked by George on July 14, 2022
Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?
Read Answer Asked by Kim on July 14, 2022
Q: Hello,
I am trying to understand how Horizons S&P 500 Index ETF tracks the index. At the moment I'm typing this message, the S&P 500 sits at 0% daily change, SPY at -0.03% while HXS is at -1.09% and HXS-U is at -1.08%. Why do we see such significant deviation from the index in $3.5B ETF with very high trading volume and close spread between bid and ask? Thanks.
Read Answer Asked by Michael on July 13, 2022
Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?
Read Answer Asked by Neil on July 13, 2022
Q: Hi 5i,
I have been following Sierra Wireless since mid May when it reported results that significantly beat expectations. It has moved steadily higher and today on above average volumes, it was up 6.45% on a down day in the market and hit a 1 year high and closed slightly below this high. I am wondering if SW will be a big beneficiary of the Federal Governments initiatives for a new telecom framework for resiliency through mutual assistance and emergency roaming? Would appreciate your thoughts on this perspective and what other companies could be beneficiaries?
Thank you
Read Answer Asked by Gordon on July 13, 2022