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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: Hi Peter, Ryan, and Team,

We're currently overweight Technology. Given this information from "Simply Wall Street", is this a "red flag" for Enghouse, and might this be the one to let go? We also hold CSU, KXS, and TOI. Our gain in ENGH is 70%, which pales in comparison to CSU's gain of 401% (thank you 5i for continually recommending Constellation!) ENGH and CSU were purchased around the same time, but KXS was purchased later (up 101%) and TOI of course has been held only since the "spin-off" (but still up 39%).

Maybe I'm reading too much into this insider selling, but your opinion is important to me.

"Independent Director recently sold CA$814k worth of stock
On the 16th of March, Reid Drury sold around 20k shares on-market at roughly CA$40.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months"

Thanks for your insight and assistance.
Read Answer Asked by Jerry on March 21, 2022
Q: Hello. In reviewing my portfolio, I realize that I lack exposure to US markets. I am therefore thinking of purchasing an VFV ETF. I am 66 years old and receive a reasonable pension. While I have an RRSP, I have not contributed to it for many years, choosing instead to build my TFSA. Given that my TFSA is now topped up, would it make sense to add VFV to my RRSP (better tax advantages??) or add it to an open investment account that I currently hold?
Read Answer Asked by Heather on March 21, 2022
Q: If you had to pick four out of the above names to add to today, which would you choose?
Read Answer Asked by Andrew on March 21, 2022
Q: Hello Peter et al,

You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.

When I look at the size difference Amazon has 14x the market cap and 1500x the employees.

When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.

If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).

How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?

I ask this wondering how likely Shop is to regain the lofty $2000 level.

Thank you for sharing your insight.

Read Answer Asked by Delbert on March 21, 2022
Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?
Read Answer Asked by MATHEW on March 21, 2022
Q: Hi Peter,

Your thoughts on FB or Shop at these levels?

Any other beat down names with a strong upside ?

Thanks
Harry
Read Answer Asked by HARRY on March 21, 2022
Q: Where do I find information regarding what "ETF and mutual fund update" entails? This is mentioned in bundle and save portion of subscription.
Read Answer Asked by David on March 19, 2022
Q: I have been sitting on the sidelines in cash since the beginning of the year in both my registered accounts. I am retired and living comfortably on pensions. I thought that this weeks fed decision would be the time to reconsider deploying my cash. In the meantime Russia invaded Ukraine. I read the daily comments and I'm seeing mixed messages e.g. by on the decline, buy into the fear, time to begin making your money work, which have all suggested that I should have been slowly reinvesting over the last several weeks while the markets have continued to decline. However other comments have suggested waiting until markets calm down.
I would prefer the latter suggestion of waiting until things calm down. Other than peace in the Ukraine, what should I be looking out for.
And re the mixed messages what would you do in my situtation, other than I should have done nothing at the beginning of the year!
Thanks Peter.

Read Answer Asked by Peter on March 19, 2022
Q: Can you help by providing the average exchange rate acceptable by CRA for 2021 tax year when converting US$ to C$ for Canadian tax returns. I have looked but cannot find it on the CRA website.

John.
Read Answer Asked by JOHN on March 19, 2022
Q: Hello,
I bought VEON as a purely speculative trade, with the intention of jumping out quickly on any decent gain. In your estimation is there anything fundamentally compelling about the stock that would suggest it is good for a long term hold? Or should my original plan hold? Thank-you.
Read Answer Asked by Alex on March 18, 2022
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