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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 there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
Read Answer Asked by Daniel on January 26, 2023
Q: Good day all!
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.

Thank you

Roger
Read Answer Asked by Roger on January 26, 2023
Q: Hello Peter et al:

A great question by James today and equally a great answer by you! AAPL wasn't included in James' question and hence the price targets characterized by Good price VS Great price for AAPL wasn't mentioned. I have added AAPL here.
(MSFT: 240/210; GOOG: 95/80: AMZN: 95/80.)

IF I were to request you to wear your Option trader's hat, (after all you manage a fund based on options!) how would you play these stocks. Assume that these are long term holdings and cash covered. Should one simply either buy puts or sell covered calls. Your "great" price targets roughly assume about 15% downside correction.

If indeed these solid stocks are going on sale and if one is determined to hold them for ever, why would one not make any money whilst one waits?
That's the thesis behind my question.

Many thanks in advance.

Mano
Read Answer Asked by Savalai on January 26, 2023
Q: Hi there,

If you had to pick 5 stocks that that you think will return the greatest returns 5 years out, which would they be in order? Not "yolo" names, but 5 stocks with good risk/reward, 5 years looking out.

Thanks!
Read Answer Asked by Michael on January 26, 2023
Q: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.
Read Answer Asked by Doug on January 26, 2023
Q: After recent developments in Ukraine-Russia war, Russia now treating NATO as a direct enemy, so we are are going to see significant escalation in cyber war activities, meaning more money is going to be spend on cyber security. To capitalize on this, I would like to invest in one of these three cybersecurity ETFs. I am leaning towards BUG because it has higher concentration of security names, two other ETFs have many cloud/infrastructure holdings (e.g. Cisco, Cloudflare, etc.) that have little to do with cybersecurity. Yet, BUG is the smallest out of 3 ETFs and it has very high average P/E ratio... Which ETF do you recommend and what's you reasoning for the choice? Thanks.
Read Answer Asked by Michael on January 26, 2023
Q: Shop has an extremely high churn rate.
That means that they cannot retain their customers.Many businesses try Shopify but throw in the towel after a while as its not customers friendly.
With higher fees the churn rate will even be higher.
Why does nobody see this and you do not mention it either.
This will go the way of Nortel eventually?
Read Answer Asked by Josh on January 26, 2023
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