Investment Q&A

Q: would you favour V over MA at this point ?...many thanks....cheers

Q: May I please get your thoughts on this ETF? Are there other similar ETFs that have been around longer?

Q: Your general impression of this company. With all the publicity surrounding ransomware it is a sector I wish to be exposed to. Thanks.

Q: HI,

I am considering selling what is left of My ROKU & LSPD holdings to buy NVDA with the proceeds. ROKU & LSPD are each just less than 1 % of my stock portfolio). Do you think this would be a reasonable trade ?

Q: Could you please give us your opinion of this ETF. It would seem to be a good choice for some exposure to the" Metaverse".

Q: I have a small position in a British company (Avon Protection) which supplies body armour to the US military. The shares crashed over 40% today on a profit warning. Useful to have a second opinion from some pros. Buy sell or hold?

Q: I read your answers to questions every day. I know you really like NVDA. I know they make great chips which are used in many things such as autos, computers (so many variations), games, etc etc. It is unbelievable what they are doing in so many areas. My question is how can they possibly keep up with chip production? Isn’t that the bottleneck on growth?
Thanks again. Dan

Q: Retired, dividend-income investor, who trims-adds around core positions. I have owned PBH since 2012 (bought at $17, now at $135) and WSP since 2014 ($35, $185) and have trimmed each multiple times to keep my asset allocation near targeted levels.

How much weight to you assign to technicals? When I look at a linear chart for WSP, it appears to be going parabolic. Some of the metrics I track (P/E, P/BV, P/CF, P/S) appear on the high side, but they always have. I conclude that is because it is a growth stock. I am definitively not considering selling....I plan to continue with my trim-add strategy. Just trying to understand how WSP is defying both the fundamentals and gravity (technicals). Is a logarithmic chart better to use? Is it as simple as WSP is executing on all cylinders?

One could ask a similar question related to PBH.

Again...even though you aren't supposed to get attached to any stock, I love both PBH and WSP, made a bunch of $ from each, and will continue to trim-add where appropriate.

Thanks...Steve

Q: I would like to have your thoughts on CSU. Is it a good long term hold ?
How do you see the company's future growth ?

Can I get Constellation Software valuation and at what price would you consider a good entry point.

Thank you

Q: I plan to sell (dump) SNC and replace it with EIF in the Industrials sector, STN is a long term hold that I intend to keep, RRSP portfolio so safety and long term growth are key, dividend is nice. In terms of timing, would you hold off for now due to near term positive prospects for SNC or just proceed? Also, do you have a better suggestion than EIF that would be complementary to STN? Thank you.

Q: Thoughts on their last quarter
Thanks

Q: I use XIT as my technology proxy and NNRG as my energy proxy, both in my TFSA. My current thinking is to trim-add around core positions to meet portfolio asset allocation targets.

In general terms, what does your crystal ball say about future performance...1-2 years out? Eric thinks energy could double. What do you think technology (XIT) will do...lately it seems to be around the 30+% for a 5 year average? Just trying to ballpark their relative potential performance.

Thanks...Steve

Q: After today's pop, is it too late to get on the bandwagon for a short term trade for the next 6 months? I am overweight tech already and it would be an addition to the sector exposure. Or, perhaps wait for it to settle down before taking a position- see how volatile the market may be the next couple of weeks.
Your opinion is appreciated.

Q: are these companies able to split their stocks now ?...are they trading at a price where historically a split is declared...many thanks

Q: I need to raise some cash so need to sell one or two stocks in my TFSA which is growth focussed. I am probably a little heavy on tech. Could you rank the order of stocks that you would sell. I am tempted to sell TTD after its recent gain but I am not sure this is the best option. Could you offer short a short comment regarding the top two on the list?

Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.

Q: Anything to add after the call?

Q: Your thoughts on LEU.NYSE 1/4 please.

Q: Hello 5i
I have been considering how to improve my TFSA in the New year and am asking you to advice on this. Currently I hold Bam, Magna, Boyd and Microsoft there,among others. I can replace these with Nvidia and Google. Which ones would you replace?
Thanks

Q: What is going on with this company... going down and still down... Sell or HOLD