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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: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Read Answer Asked by Kevin on July 28, 2022
Q: Hi,

Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks
Read Answer Asked by Marco on July 27, 2022
Q: Right now I have GOOG at about 5% and ATY around 2%. I am thinking of selling ATY and about 1% of GOOG to purchase some ROKU. Does this seem like a good idea?
Thanks
Read Answer Asked by Neil on July 26, 2022
Q: Can you please rank the above tech stocks looking out 2-3 years. I am looking to drop a couple and add to ones you like better as some have become much smaller after dropping this year.
Thanks
Read Answer Asked by Neil on July 26, 2022
Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.
Read Answer Asked by Alvin on July 26, 2022
Q: Hi,
With WMT results in mind, how do you feel MCD, V, AMZN will react with earnings all lined up this week. I understand MCD isn't a retailer but is linked with consumer spending, necessities, inflation, etc.
Appreciate this.
Read Answer Asked by Charles on July 26, 2022
Q: Hoping you can comment on your thoughts on stock based compensation in general and go into some details with Palantir (PLTR) specifics. It seems that PLTR are giving a very high amount of stock since it has gone public and seems to have a big impact on earnings per share despite revenue increasing. Is this common practice? Is this a product of it just going public? What concerns, if any, do have with this (e.g., diluting share holders)? Does this give you cause for concern about the long term potential for PLTR? Does stock based compensation tend to decrease in time with newly listed companies or is it often held consistent through time?
Read Answer Asked by Justin on July 26, 2022
Q: Can you recommend some US stocks with growth and yield?

I have ABBV already.

Thanks
Mark
Read Answer Asked by Mark on July 25, 2022
Q: Good day, With the big drop in SVB today, would you see this as a good entry point for a long-term investor? How do you see it’s growth potential going forward? Assuming it’s a buy at this level, would you see it as worth buying if I already own JPM?
Thank you for your insights, Doris
Read Answer Asked by Doris on July 25, 2022
Q: Is PDBC a good hedge against inflation and would you recommend it ? What is the dividend with PCBC ? The information on my TD acct. and your website are very different. Are there eff's that provide the same commodity exposure that pay monthly or quarterly dividends that you would endorse. Thanks for your help.
Read Answer Asked by Ian on July 25, 2022
Q: Like a lot of stocks, the homebuilders seemed to reach a bottom on June 17 and then have steadily marched upward. Quite briskly, in fact, even in the face of increasing interest rates. To what do you ascribe their stock improvement, which outmatches almost any other sector I can see, up 25%-30% in a month.
Read Answer Asked by John on July 25, 2022
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