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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 continue to hold ATVI until the closing of its acquisition by Microsoft or would to sell now and move into a better opportunity? Even if it takes a year to close the acquisition, an 17.5% annualized return from $80.80 today to $95 at closing seems pretty good to me. But If you see better opportunities in today's market, what would they be?
Read Answer Asked by David on August 15, 2022
Q: I am looking to add a Consumer Discretionary (CD) stock to my portfolio. I try to only hold the best companies I can find in the sector. I lean towards AMZN but prefer to hold companies with dividends that grow with the company, like TSCO. Which of these two would you choose?

Is there another CD stock that you would prefer and which I should consider?
Read Answer Asked by David on August 15, 2022
Q: I got caught in the recent drop with too much US tech. I have positions in these companies, all down more than 50%. I don't need to consolidate, but could if it means a stronger recovery. Looking toward a recovery in the market, do you see any holdings that have a lesser chance of recovery, that should be sold to add to another position that has a better chance of recovery? Thanks!
Read Answer Asked by Kim on August 15, 2022
Q: Some time ago i asked a question regarding the merits of holding a handful of us stocks along with my US etf’s, in order to get a little extra boost. You were ok with the strategy but cautioned against the kind of stocks I held i.e. Google, nvidia, msft, Costco, abbivie. While they were good stocks you said that the problem is that they are well represented in the various etf’s and that if i wanted a “kicker” to provide boost that I should go smaller in size. I wonder if you could provide a handful of stocks that would fit that criterion and would be ones that one would want to own long term. If they were also good candidates for selling options on that would be an added bonus. Thanks for your expertise and advice.
Read Answer Asked by joseph on August 12, 2022
Q: i am looking for 3 small cap canadian or u.s companies for growth until dec 31-i know you do not like time limits but that is on me. no oil and i already own lots of acuity and goeasy and inmode and crox. thanks dave
Read Answer Asked by david on August 12, 2022
Q: I'm considering taking a position in one or more of the following EV infrastructure roll out companies most of which have been around for a number of years now. How would you rate them, first, in terms of business plan and management effectiveness as well as potential future growth prospects but but also in terms of their financials, safety as an investment and finally in relation to technological superiority if that is a relevant consideration?
Thank you
Read Answer Asked by Allan on August 12, 2022
Q: Hello,

I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!

Irek
Read Answer Asked by Irek on August 12, 2022
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