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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: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.
Read Answer Asked by Kyle on June 09, 2022
Q: Hi , Peter & Team:

I'm in the process of selling some of the losers to offset the capital gain. Which of the above Co. may not rebound as well, that is the most likely to sell now, to the ones least likely to sell ( worth holding).
Take as many credit as you see fit. Thank you for all the great service and advice you have given through the year.
Read Answer Asked by DAVID on June 09, 2022
Q: 2 weeks ago Jamie Dimon, chairman of JP Morgan commented that he was expecting a challenging environment ahead. Then last week he revised his outlook to Hurricane conditions which JP Morgan is preparing for, partly to do with current conditions and the commencement of deleveraging. Pretty strong words from such a prominent figure. Any thoughts/comments/advise from you guys?
Read Answer Asked by ralph on June 08, 2022
Q: Can u explain how buying on margin affects the market? Both upside and downside
Also what part do margins play in the big swings
we have seen in the past few months both on the downside mostly and the upside
Thanks
Read Answer Asked by Indra on June 08, 2022
Q: I'm down >50% on LMND in my TFSA account, and while the loss itself doesn't alarm me, I'm doubting the future potential of their business model - especially with rising rates. I'm considering selling this position and re-investing into another company that I'm also down significantly on (RDFN) but that I have higher conviction in. Would love to hear your thoughts? Thank you.
Read Answer Asked by Anthony on June 08, 2022
Q: Hi Peter and Team
Looking to trim / take losses and reinvest for growth in a personal account. Both WELL and TDOC (my only Healthcare holdings) are significantly down. I don't need to take losses but would you suggest holding on or selling and moving to another name ?
Thanks for all the great advice
Peter
Read Answer Asked by Linda on June 08, 2022
Q: Peter; Maybe I’m overthinking this but if we have a major geopolitical event( war ends,) and oil drops substantially, how will large oil stocks funds all exit? I know you don’t like stop losses but how else could a retail investor protect gains? Should we be selling off bits on the rallies? Thanks. Rod
Read Answer Asked by Rodney on June 08, 2022
Q: I just received a few hundred shares of an ADR, Australia-based Woodside Energy Group WDS-N from a spin-off of my BHP-N holdings. I must admit it caught me off guard as to the event. There is not a lot of data available on this Perth-based energy firm. It appears to of had a decent run lately. What I am interested in is the fact that its geography in South Asia, an area I have not really had much exposure to. Is it a valid company (in your view to hold for the near term?) The purpose would be purely for speculation. I feel oil and gas firms are near the peak in pricing so do you think selling is a better option. Thanks JIM
Read Answer Asked by James on June 08, 2022
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