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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: In a balanced RIF account. Looking for consistent yield and some appreciation. What do you think about swapping out BLV for JEPI? Totally different co's I know but..with a possible Fed pause and likely interest rate reversals in the next year or so, will this give BLV a boost, and maybe worth keeping
Read Answer Asked by Harry on March 28, 2023
Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
Read Answer Asked by Greg on March 27, 2023
Q: REIT's are looking interesting at these prices. If you were to invest in only 1 REIT, can be US or Canada. With the thesis being you want to capitalize on the punished sector and get a quality name that has been beaten up and has a lot of upside versus a low risk name that hasn't come down much that will likely not have a ton of upside either. Which reit would you chose to invest in? Thx
Read Answer Asked by Adam on March 27, 2023
Q: Please suggest a buy, hold or sell on the following based on the idea that the markets may not yet have found bottom, and these are likely to sink lower in price before a markets turn around: TSU, NVDA, ROKU, TOI, NVEE, CRWD. Thanks!
Read Answer Asked by Kim on March 27, 2023
Q: Hi Folks,
I have a question concerning what affect a recession would have on Tech stocks such as Apple, Microsoft, Google and even Constellation Software?
I am nibbling away at buying these now but I am wondering whether I should wait to finish buying my full position on each until the recession is over.
Thanks
Read Answer Asked by JOHN on March 24, 2023
Q: I have a 1% position in DOO and was planning on increasing it. With the recent fall off in price, this seems like an opportunity. However, it is a bit surprising given good results! Anything to worry about ? Good time to add or wait ?
I own NVDA & Qcom - both close to 5%. I notice in a response to to a question about entry points for NVDA that you suggest around $200. Does that mean you expect a significant pullback in the near future? If so, would that apply to Qcom as well ? Would reducing both positions by half be appropriate ?
Read Answer Asked by Alexandra on March 24, 2023
Q: Hi,

Just checking in to see if you could add an updated opinion on this company? Your last Q&A comment was Feb 2022. I understand that when an industry rises, it can 'lift all boats', but INTT seems to be in amongst the top performers lately. Has it been able to effect changes that would make it more attractive now, vs then?
Thanks!

Dawn
Read Answer Asked by Dawn on March 24, 2023
Q: Hi Team,
What's your read on the short report on Block? Is the selloff justified or is it a buying opp? This is frustrating after the stock just finished getting a few upgrades with earnings and momentum starting to pick up in the name. Buy Sell or Hold after the report? Thanks

Shane.
Read Answer Asked by Shane on March 24, 2023
Q: I got a voting instruction form from INMD. Of note they are asking to increase the number of ordinary shares from 100M to 200M, essentially doubling the share count. They claim their current share count doesn't provide flexibility for future financial and capital requirements for the pursuit of opportunities. They also say the shares can be used for potential share dividends or splits should the board decide. Are there any red flags here? They did a split in 2021. Just wondering if this concerns you or is it regular business operations and the mgmt seems to know what they are doing?
Thx
Read Answer Asked by Adam on March 23, 2023
Q: Hi 5
2 questions (please use required credits)
1) For the stock list above would you please suggest a HOLD SELL BUY.

2) I would like to consolidate all of the above stocks into: NVDA GOOGLE and
MSFT for a 2 years hold, I understand the stocks are good ones , but I'm only looking at a faster recovery. Would you be om with it.

Thanks

Read Answer Asked by Fernando on March 22, 2023
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