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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: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
Q: Please suggest some US utilities, either individual companies or ETF that make sense these days. Thanks
Read Answer Asked by alex on April 08, 2025
Q: I have the above stocks all at significant $$ losses in my trading account. I don't need to sell any, but am wondering if I should sell and switch to other similar stocks to lock in capital losses. Do you have an opinion on which you'd sell tomorrow - and a proxy for an equivalent or better replacement. And which ones you would keep due to their unique positioning in the current market? I don't really want to sell and wait 30 days to rebuy the same stock.
Read Answer Asked by Kel on April 07, 2025
Q: I've done quite nicely on NVO over the last while and have sold off about a third of my original position at prices close to double the current level. With a few US dollars in my account I am wondering if I should buy back some NVO or look at a part position in ISRG (or another healthcare suggestion from 5i) for diversification.

Thanks for all your advice! Though I ask few questions, I learn "bigly" from those of other subscribers.
Read Answer Asked by David on April 07, 2025
Q: With the steep sell-off recently and stock markets coming to terms with a global trade war, which five Canadian and/or US small to mid-cap growth stocks across any sector look most interesting at this point? Looking at starting partial positions as I do not think the bottom is here yet. Thank you
Read Answer Asked by Terry on April 07, 2025
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.
Read Answer Asked by Alex on April 07, 2025
Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.

These are all down substantially since the show.

Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?

Thanks


Sheldon
Read Answer Asked by Sheldon on April 07, 2025
Q: GRNY ETF by Tom Lee. Can you give us your thoughts? Underperformance this week. He is the eternally optimist but seems to have a decent understanding of what is impacting the markets. Let me know you thoughts.
Read Answer Asked by Don on April 07, 2025
Q: I was just about to purchase SRAD and GENI. But now that HOOD and PLTR have pulled back so much would they have potentially more upside? Thanks
Read Answer Asked by Neil on April 07, 2025
Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.
Read Answer Asked by Gary on April 07, 2025
Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.

Best,
Neeraj
Read Answer Asked by Neeraj on April 07, 2025
Q: Recognizing that you don't necessarily follow NVO, do you still consider this a better long term investment compared to PFE with it's attractive dividend? I know that the company's recent trials have not been great, but do they have a better pipeline than PFE?

NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?
Read Answer Asked by James on April 07, 2025
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