Investment Q&A

Q: Hi Team,
I currently hold a position in TTD in which today I am up a total of 204% on the position. I was debating trimming some of this TTD and adding to my LMN position within my tfsa. Would this be an advisable move? The weightings on each holding are of similar size. I am aiming to hold both long term (10yrs plus). Which do you see as having the most potential in this time frame? Thanks

Shane.

Q: Recently, you offered a general perspective on investing, which I found valuable - somthing along the lines that you never made money buying cheap, better to buy expensive. Did i get that right? So, what are some of the current expensive stocks that you would advise taking an intial position and entry prices. Might as well rank, as well.
Thanks
Sam

Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.

Q: Weed and CGC just jumped 30% in the past day based on the US reclassifying cannabis from schedule 1 to schedule 3. At around $1 per share it still looks like a deal compared to previous highs. What do you think of the longer term outlook?

Q: Everyone, what would be an average annual growth rate over a 5 and 10 year period for a US growth portfolio? What would you do to increase those growth rates? Clayton

Q: Do you feel these companies can become long term compounders? If so, which company do you feel has the better prospects of becoming a long term compounder?

Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!

Q: Thoughts on this company.

Q: Hi There, can you please comment on yesterdays news that US Health Services May reclassify Cannabis, and the positive reaction of the market? Do you think this will lead to US GOV starting to move forward on the Safe Banking Act and other cannabis-related initiatives toward legalization? In other words coukd it finally be time to jump in - I’m thinking CURA the No. 1 US MARKET CAP company.

Thanks!
Robert

Q: So here's my predicament. Over the past many years my portfolio largely reflects NASDAQ returns but has much more volatility. I'm thinking of just buying a bunch of QQQ (or XQQ) so I worry less about the volatility while still getting similar returns. I still like picking stocks and was thinking of holding most of my tech in QQQ while trying to pick a few tech stocks to 'juice' returns. If you were to pick 5 NASDAQ stocks that might outperform the NASDAQ over a mid-long timeframe, what would they be? Note these can include large caps (MSFT, NVDA) or anything else.

Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?

Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?

Q: What is your outlook for the short to medium term ( 5 years) now that they have become profitable

Q: May we please have your updated analysis on this company and its future growth prospects. Any explanation for the recent plunge in share price? Any concerns about the balance sheet? Would you continue to hold?

Q: The Chinese economy has been haunting Canada Goosenfor a while and this issue seems to be getting worse. Do you have any thoughts on impact to future outlook? I’m not interested in waiting out another 30-50% plunge if that is a predictable outcome.

Q: What is your outlook for MDA at these levels? Is the recent billion dollar contract adequately factored into the current share price?

Q: Between AAPL and CSU, which company do you feel has the best growth prospects over the next 5 years? Thank you.

Q: hi folks...opinion/thoughts please on Q2 results for Village Farms vff/q.....seems to be greatly improved results: stock bounced 40sh% off it's lows....cannabis sector is disaster (at present)....but of both Cdn LP's & US MSO's....wonder how you would rate Village Farms...thanks as always, jb Piedmont QC

Q: May I please have your thoughts/comments on LICY (Li-Cycle holdings)?

Knowing that it is early days and the related costs for scaling a business such as this are expensive up-front, can you also please comment on:
1). Is there a market for their product?

2). What is their competition doing in comparison?

3). Is it somewhat of a moat business?

4). How long until the up-front costs of establishing the business begin to pay off?

5). What is inside ownership like?

In past questions related to this company you felt that it was too early to consider investing in the company. Do you still feel that way?

If so, at what point does it become a company to invest in? What are the tell-tale numbers that someone should be looking for?

Thank you very much!!

Q: What do you think about SMCI’s valuation compared to growth for a three year hold here?