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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: NVDA up 200%, AMD up 180%, TSM up 79% and QCOM up 70% in one year. Can I have your opinion on which would have more legs for continued share rise given current conditions within these companies, etc. Thanks so much. Dam Dan
Read Answer Asked by Dan on October 16, 2020
Q: I am wondering about what stocks in the US you would see as cratering upon the announcement of an effective vaccine for covid. I see a significant vaccine breakthrough happening sometime within the next 6 months (or sooner) albeit with its attendant issues such as who gets it first, distribution, quantities, cost, etc but at least step 1 would be having the vaccine. I mean, just consider the gigantic effort being put into vaccine development. In particular, I'm wondering about buying ZOOM which now has a P/E in the 600 to 700(!) plus range depending on where you look. CNBC lists Zoom's peers among others as TEAM and DOCU which I already have full positions in. These all look wonderful to me now in a heavily covid world, but are they set up for a huge decline upon a significant vaccine announcement? Thank you.
Read Answer Asked by William on October 15, 2020
Q: I work in tech and for that reason I had told myself no need to add further exposure to tech by holding tech stocks. Now I kind of regret that strategy. I wonder what percentage of exposure to tech In my portfolio is sensible? Is it too late to enter? Do you think tech stocks are in a bubble? Can you suggest some names (ETFs/stocks) in canada and US that would be good choices if we decided to add some exposure to tech?
Read Answer Asked by Mahdi on October 15, 2020
Q: Could you please provide your take on pending antitrust legislation in the US against big tech, especially Amazon. I own both SHOP and LSPD and am wondering about adding. My dilemma is I’m unsure if the legislation would be negative as all tech gets sideswiped or positive as it would impair Amazon’s competitive advantage, thus opening the door for improved growth for smaller tech companies. Your guidance is greatly appreciated.
Read Answer Asked by Warren on October 15, 2020
Q: Hi,
This is a follow up question to your response to Bob's question on NVDA, AMD. Having only recently purchased AMD, I am somewhat concerned about a lengthy wait for AMD's price to resume an uptrend with the burden of XLNX. At the moment I am down 1/2% and wondering if it is prudent to exit and put the money to work in another growth opportunity? I currently own NVDA and could simply add to it. Other options might be TSM, MPWR, or IPHI. I would welcome your thoughts and any suggestions you may have. Thanks for keeping us informed!
Dawn

Read Answer Asked by Dawn on October 14, 2020
Q: Could I have your views on the Emerge suite of etfs; EAUT, EARK, EAGB, EAFT and EAAI. Returns so far seem to be pretty good but wondering if some of those could become part of a personal portfolio. Haven't heard very many questions on these particular etfs.

Jacques
Read Answer Asked by Jacques on October 13, 2020
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