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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: Please provide your comments on their earnings. Do you see any potential for future growth? How likely is it that Apple will actually pay? I am thinking of selling and adding to Photon. Would this be a good move? Thank you.
Read Answer Asked by Stella on May 07, 2021
Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
Read Answer Asked by Keith on May 07, 2021
Q: What might you suggest for the following situation?

There is $27,000 held in registered accounts with an expectation to augment those savings at a rate of about $1,100 per month to address two prime objectives. The first is to accumulate sufficient funds for a down payment on a condo within five years. The second is to adequately augment savings for retirement, hopefully, 16 years from now.

A financial advisor is suggesting investing in a low risk, balanced fund with a MER of 1.9%. The management fee seems high and the expected return from the investment not particularly exciting. We have a relatively low threshold for risk, especially for those funds earmarked for retirement, but are willing to try something other than a balanced fund to improve returns. Taking on additional risk is especially palatable for that portion of the savings earmarked for the condo purchase, likely about 50% of the overall savings.

Thanks in advance for your input.
Read Answer Asked by Bruce on May 07, 2021
Q: Hi group bought CJT last week but so far not impressed with the stocks performance . Everything looks good and their business should be growing into the present environment not steadily going down can you help me understand why the market appears to be discounting the stock. Buy sell hold and why thanks PS i would have thought that the contact with Amazon would have helped but so far it has not ?
Read Answer Asked by Terence on May 07, 2021
Q: Hi group what's you thoughts on health care , Financials, consumer staples. Tech buy sell hold / top 2 picks in each sector thanks
Read Answer Asked by Terence on May 07, 2021
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