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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: I am interested in investing in the EV Charging market and am looking at EVGO, CHPT and BLNK. Could you rank these in order of potential growth and add other companies that would be of interest.

Thanks for all of your past guidance,
Denis
Read Answer Asked by Denis on January 24, 2022
Q: I am thinking of making the following move. Selling my TECH and then on the US side of my portfolio buying the top three from the fund. I am thinking MSFT, AAPL and GOOG. Do you agree with these three as the best of the six? And if not which would you switch out and why? Please note that for any buys that I am currently making companies need to be in a net cash or minimum debt situation. And am I right in presuming that I could claim the capital loss on TECH even though there is technically considerable overlap here? Thank-you.
Read Answer Asked by Alex on January 24, 2022
Q: Do you think we are near capitulation yet, today Monday? Markets are really down!
Read Answer Asked by Shirley on January 24, 2022
Q: Hi, we are trying reduce our Technology exposure in US stocks. These are the companies held in our portfolio, in this sector, with weighting in descending order as follows: AAPL,MSFT,AMZN,MA,V,GOOG,PYPL,NVDA and ISRG.

How would you rank them, Today, based on the current valuation, growth prospects and risk ?

Also, should MA,V and PYPL be considered different than others ?

Thank You
Read Answer Asked by rajeev on January 24, 2022
Q: With the recent market correction, there are a lot of stocks are deep in red. Which stocks are the compelling buys, after the market settle a bit?
Read Answer Asked by Ernie on January 24, 2022
Q: As a follow up to my last question on PINS, what names do you think are most attractive on this tech selloff considering a mix of quality/growth (like a middle ground of ones that been seemingly oversold but also are quality names that can weather a storm).

Would PINS be high on that list? What are 3 others? Any info on their valuations/growth prospects is appreciated!

Thank you!
Read Answer Asked by Max on January 24, 2022
Q: Hi - what would be your current thoughts on these two companies in terms of buy/hold/sell in the current market/economic environment. Pls add a quick comment as to "why". Disregard objectives/diversification/etc.
Read Answer Asked by Doug on January 24, 2022
Q: With the Nasdaq now down more than 15%, what would be your top 5 picks in the tech sector (both Canada and US) for growth given at least a 5+ year hold period?

I'm looking for stocks with great fundamentals that have just taken an unfair beating due to sector rotation and fear selling.
Read Answer Asked by David on January 24, 2022
Q: Good morning
A question was recently asked concerning your preference between msft and Nvidia. You said you preferred Microsoft. I was wondering if you could elaborate on your reasons for that decision? I ask because I hold the two of them and have been thinking of selling Microsoft in order to reduce my technology component.
Thanks
Read Answer Asked by joseph on January 21, 2022
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