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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: Would you be comfortable selling ATD for a small profit and buying a full position in URI now, URI is down 14 % percent over the past month. I would then buy back ATD over time.

Or would you average into URI over time? I think the bottom may be in, as the stock has started going up again.
Read Answer Asked by Schoombee on December 22, 2024
Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks
Read Answer Asked by James on December 22, 2024
Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?
Read Answer Asked by Gregory on December 21, 2024
Q: Good morning,

I've added to the positive momentum on LLY.
Would you still consider adding to NVO if already held?

An averaging down on the stock for that sector of a portfolio? Basically a decision on balancing or potential momentum with all the weakness of late.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service
Read Answer Asked by Hector on December 21, 2024
Q: could you pls rank and comment on the above stocks in terms of greatest likelihood of appreciation within 12 months
Read Answer Asked by Howie on December 21, 2024
Q: RGTI What are your thoughts on this company, would you buy?
Read Answer Asked by Brian on December 21, 2024
Q: What are your current thoughts on uranium investments?
I have CCO, which is up.
Im down 22.5% with URNM in a cash account and thinking about a tax loss sale.
If you are bullish on uranium, what do you recommend to replace it with in $US?
Read Answer Asked by William on December 20, 2024
Q: Hi Team,
UNH is one that rarely seems to selloff. With my experience it’s often a good time to buy quality names when they are on sale. Does it look like UNH is at a good buy level today? Today it’s bouncing a little after many days of selling off.
Next part of the question. I would be looking at trimming a little of either Gsy or Nvda to purchase UNH if I choose to go ahead with the trade . Which would you prefer to trim today? Both Gsy and Nvda are equally overweight for me and in a non registered account with capital gains incurred if I sell. However I have enough built up tax losses at the moment to offset the sale. I hate to sell either one of Gsy or Nvda but with the weightings it makes most sense in my portfolio . Does this trade make sense to you?

Thanks,
Shane
Read Answer Asked by Shane on December 20, 2024
Q: Hi 5i
NVO sp is currently down 21 % on negative news of clinical trials on new weight loss drug...Expected weight loss from clinical trial was 25% and drug delivered only 22.7%...
How do you view the market reaction and where do you think sp goes from here...would 5i Take any action on this news?

How would 5i expect these results to affect HIMS going forward and would 5i be interested in starting small position in HIMS...if so, at what price would you consider reasonable.
thx
Read Answer Asked by jim on December 20, 2024
Q: Someone sent me a useful update on PLUG just over a year ago - I would appreciate an update - inc current prospects - as it looks as though it might be making a base etc and I wondered if they had got their financing sorted. On PTK do you know who offered them financing and if they are a credible - and supportive - player.
Read Answer Asked by Mike on December 20, 2024
Q: With the recent declines, in what order will you invest in the above mentioned companies and why
Read Answer Asked by Satish on December 20, 2024