Investment Q&A

Q: Good day guys:
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark

Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks

Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.

Q: Any Good buys you see in these turbulent times with a 3-5 year horizon.....

Q: I would like your impressions on PUBM. Its valuation is quite reasonable compared to others in this space such as MGNI and TTD. It seems to me that their success depends on the being able to attract more publishers to their platform, not sure if you have any insights into their potential.

Thank you for a fabulous service.

Q: Good Morning,
Apologizes as I know you've been asked this question or various of a million times but here it goes. At this point in time please list your 5 favorite stocks for a 10 year hold in each of your RRSP account and your TFSA account.

Q: At what price does this become a table pounding buy for a long term investor? Would you start to nibble once it stops dropping with the rest of the market?
Thanks

Q: Are you aware of any companies that recycle batteries. With the growing number of electric vehicles and batteries do have a life span, something has to be done with all the used batteries.

Q: At today's prices what would your favourite 5, profitable and growing small/mid cap stocks be and 5 profitable and growing large caps be?

Thanks again for your calm, rational reassurances that this is not the first time (nor the last) that the market has taken an ugly turn down ........ and that each and EVERY time it eventually recovers to reach new highs. Its easy to make money when everything is going up, the key is to minimize what you lose (most often by doing nothing) when everything is going down.

Thanks for the wisdom

Scott

Q: I have been watching your recommendation the last 2 days and I dont see $apps anymore. Have you moved on or changed your views on this stock?

Thanks

Q: Todays news rerelease mentions EGLX as one of the active members in sports gambling. I don't see the connection. What is there main revenue stream. The last news release was about online gambling exploding. EGLX was part of a group to benefit from this. In what way does this benefit them. What is their main revenue source.

Q: As a follow up to my last question on PINS, what names do you think are most attractive on this tech selloff considering a mix of quality/growth (like a middle ground of ones that been seemingly oversold but also are quality names that can weather a storm).

Would PINS be high on that list? What are 3 others? Any info on their valuations/growth prospects is appreciated!

Thank you!

Q: Hi - what would be your current thoughts on these two companies in terms of buy/hold/sell in the current market/economic environment. Pls add a quick comment as to "why". Disregard objectives/diversification/etc.

Q: Hi, There are lots of high growth companies out there with little or no free cash flow. Growth investors accept this because these companies invest aggressively in their own growth, development, market position, etc.

While it's understandable that high growth companies focus on their own growth now, presumably they will eventually need to switch to other forms of capital allocation. I am wondering if you have any insight into how much confidence we should have in which of these management teams will act in the best interest of shareholders when the time comes to maximize shareholder value via other forms of capital allocation. For example, if a company reaching maturity throws most of their resources into R&D despite diminishing returns it would not be in our best interest.

I realize the answer to this isn't completely knowable, so also interested in your general thoughts on this topic.
Thanks

Q: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.

Q: how much cash does WEED have currently and how much debt do they have in relation to their Ebitda. Where does this co. stand in your pecking order to buy when that group recovers. thanks

Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).

Q: Hi,
Currently holding these three positions at a loss >50% each and they are less than 1% position now. What do I do with each? From reading previous comments, I think you still like EGLX and AT and would give them more time? Would you top up slightly to 1% or not average down on them now?
How about XBC? Is this one on a short leash and thoughts about about swapping to ANRG for better growth potential going forward? All 3 being held mostly in TFSA. Thank you!