Investment Q&A

• CrowdStrike Holdings Inc. (CRWD)
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Q: Is it a good time to start buying crwd?

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Read Answer Asked by Mike on December 21, 2022

• Devon Energy Corporation (DVN)
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• Advantage Energy Ltd. (AAV)
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Q: What is going on with AAV and DVN recently. Both are dropping at a greater rate than other gas & oil stocks. Would you hold or sell? Would there be 2 or 3 others that might be more solid alternates?

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Read Answer Asked by Catherine Ann on December 21, 2022

• UWM Holdings Corporation Class A (UWMC)
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Q: Could you please give your updated opinion and future prospects for this company. Is it a sell or continue to hold. Dividend is attractive. Is it sustainable? Is it worth buying back in 30 days if sold for tax loss harvesting.
Thanks

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Read Answer Asked by satish on December 21, 2022

• Meta Platforms Inc. (META)
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• NVIDIA Corporation (NVDA)
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Q: Hi team, I just sold this position for tax loss purposes ( -45%). Still like the future of this company but still debating on repurchase it later or meta. What would be your choice for 2/4 years and why? Thank you and happy holidays to all of your staff!

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Read Answer Asked by Jacques on December 21, 2022

• Baylin Technologies Inc. (BYL)
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• Invitae Corporation (NVTA)
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• Kratos Defense & Security Solutions Inc. (KTOS)
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• Unity Software Inc. (U)
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• Coinbase Global Inc (COIN)
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Q: Hello,
Looking at doing some tax loss selling. Could you please rank the following: AT, BYL, KTOS, COIN, NVTA, NIU and U.
Thank you

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Read Answer Asked by Susan on December 20, 2022

• CSX Corporation (CSX)
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Q: Would you recommend CSX on a 2 year horizon. Or some of it`s competitors like CN or CP. Or not consider the space at all.

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Read Answer Asked by Howie on December 20, 2022

• Invesco S&P 500 Equal Weight ETF (RSP)
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Q: I understand that you recommend VOO for S&P 500 coverage. I understand that this etfs weighting of companies is based on capital value. Which equivalent-weight etf would you recommend in its place?

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Read Answer Asked by richard on December 20, 2022

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Microsoft Corporation (MSFT)
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• Walgreens Boots Alliance Inc. (WBA)
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• BlackRock Inc. (BLK)
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• JPMorgan Chase & Co. (JPM)
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• Verizon Communications Inc. (VZ)
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• Blackstone Inc. (BX)
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Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.

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Read Answer Asked by Nigel on December 20, 2022

• Blackstone Inc. (BX)
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Q: Is BX partnership or a corporation?
thanks jerry

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Read Answer Asked by jery on December 20, 2022

• Lockheed Martin Corporation (LMT)
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• L3Harris Technologies Inc. (LHX)
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Q: With LHX near its YTD lows and lagging the defense sector group, what do you think of its prospects considering the AJRD acquisition just announced? Thanks.

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Read Answer Asked by Michael on December 20, 2022

• NextEra Energy Inc. (NEE)
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• Quanta Services Inc. (PWR)
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• Xcel Energy Inc. (XEL)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Im inerested in investing in the modernnization of electrical infrastructure in Canada and the United States. Please. suggest a number of excellent companies that you believe will be leaders in this modernization process.

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Read Answer Asked by Les on December 19, 2022

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Alphabet Inc. (GOOG)
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• AbbVie Inc. (ABBV)
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• Target Corporation (TGT)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Constellation Software Inc. (CSU)
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• goeasy Ltd. (GSY)
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• iShares Core U.S. Aggregate Bond ETF (AGG)
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• Fox Factory Holding Corp. (FOXF)
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Q: Hi group assuming some sort of recession next year along with present pullback what is your top 10 picks in order of preference / Entry points $ targets. Ignore sectors and US verses Canada Thanks

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Read Answer Asked by Terence on December 19, 2022

• Dominion Energy Inc. (D)
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Q: Dominion Energy is having a bad year is it debt related? though interest rates are on the rise this one has been hit harder then my other US utilities.

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Read Answer Asked by Mark on December 19, 2022

• Costco Wholesale Corporation (COST)
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• Dollar General Corporation (DG)
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• UnitedHealth Group Incorporated (DE) (UNH)
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Q: Looking to shore up what's left off my growth portfolio, can you give me your thoughts on these 3 stocks for 2023 please?

Thank you

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Read Answer Asked by Mark on December 19, 2022

• General Motors Company (GM)
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• Linamar Corporation (LNR)
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Q: I have a position in GM and LNR and I need to get rid of one. Which security would you recommend hanging on to for the next 12 months and please provide your reasoning. Thank You.

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Read Answer Asked by Brian on December 19, 2022

• Cadence Design Systems Inc. (CDNS)
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Q: CDNS is relatively unscathed, very unusual for a tech stock in this market. What is about this stock that has allowed it to maintain its valuation?

Thanks for all you do
Leo

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Read Answer Asked by Leo on December 19, 2022

• Five Below Inc. (FIVE)
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• Axon Enterprise Inc. (AXON)
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• Guardant Health Inc. (GH)
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• Fox Factory Holding Corp. (FOXF)
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• InMode Ltd. (INMD)
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• Celsius Holdings Inc. (CELH)
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Q: Hello Peter and Ryan,

I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad

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Read Answer Asked by Bradley on December 19, 2022

• LSB Industries Inc. (LXU)
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• CVR Partners LP representing Limited Partner Interests (UAN)
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Q: I hold this. I assume it will be part of the new "witholding tax on disposition" legislation. As a Canadian, is this an easy sell before year-end then? If I wan't a similar company what about LXU?

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Read Answer Asked by Kel on December 19, 2022

• Amgen Inc. (AMGN)
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• AbbVie Inc. (ABBV)
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• Eli Lilly and Company (LLY)
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• Pfizer Inc. (PFE)
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• iShares Global Healthcare ETF (IXJ)
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• Health Care Select Sector SPDR (XLV)
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Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger

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Read Answer Asked by Roger on December 19, 2022

• Trane Technologies plc (TT)
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• Carrier Global Corporation (CARR)
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Q: I have Trane but see recently, you've had positive remarks about Carrier. That together with the 25% withholding tax on the dividend due to Trane being European based makes me wonder if I should change to Carrier for the next few years?

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Read Answer Asked by Todd on December 19, 2022