Investment Q&A

Q: msft or nvda
panw or crwd
jpm or your best canadian bank?

and your best recommendation for maximum growth no matter the risk!!
thank you = ed in Montreal

Q: Can you provide a list of 5 fallen angel stocks that you believe may rise from the ashes of this relentless market decline. Betting on phoenix companies that are down significantly so no thought to market, risk, sector.
Thanks

Q: It looks like this is close to the time to start buying cyclical stocks. Would you agree? Which cyclical companies do you think have the most potential to become three baggers in the next three years. Not looking for ten baggers! LOL

Q: Back on Aug 15 you replied to Adam "AT has bought back 3.5M shares so far in 2022".
I can see it's a good thing in that the company "believes its share are undervalued" and has "excess cask balances."
My question is: how significant is this? And do you know if the company is continuing to buy back shares given the current market value.
Thanks John

Q: AT continues to struggle with their share price. My position is now down to 1%.
Interesting is that if I didn't hold it at a loss, I would consider starting a 1% position.
I heard somewhere it said " if you didn't own it, would you buy it" and if the answere was no then yes you should sell it.
So I think I will hold this one and "ride it out."
Question is - is my thinking Ok?
Thanks
John

Q: Can you comment on these two companies latest quarterly earning?

Thanks

Q: Looks like earnings did "okay" considering economy. Appears market is pleased with results. Your view and would you be buying, holding or selling and guess at both short and longer term outlook.

Q: There has been alot of insider activity with multiple board members putting out nice sums of their own personal savings. It really stands out compared to other companies I watch. Does this set up a strong possibility of an acquisition or possibly something else. Is it worth the risk just based on that.

Q: Hello Peter,

In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv

Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT

Q: YOU ARE smart and patient investors give me 5 five ones you like that have a double in them if market turns

Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?

Q: I have an interesting question regarding value vs growth. I don't have exposure to MSFT and still feel bad for not having bought it in the 2009 crash. With a 5 year time frame please rank the above from top stock to least stock performance (prediction, prediction). If you were to sell one of the above to buy MSFT which would it be?

Thank you

Yves

Q: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.

Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views

Q: Please comment on earnings

Q: It's really hard to sit on my hands during this type of market but I am(so far). My question is about stocks that I have held that are now only 0.5% positions(at, lspd, eglx, well) and I am also down quite a bit on several others. I don't think I own any (weeds) but .5%-1% position sizes won't contribute much on a rebound. Do I consolidate here or revisited in a few months.

Thanks again.

Q: I assume by the price action the earnings for AT have been announced.

Can you please comment and give your future outlook


Sheldon

Q: Thanks for the Unity answer. How does the weakness in ads for gaming, mobility issues read through to companies like Eglx, at? Won’t they have similar headwinds? Regards greg

Q: Could you comment on their earnings report and your opinion of the future for Acuity Ads. Many thanks.