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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: I have had CQQQ for quite some time and it has probably been cut in half over the last year and a half and continues to underperform.

XBI has a similar pattern to CQQQ (not quite as bad).

The stocks SEDG and APPS are underperforming the market quite a bit. I have all 4. Which ones would you be getting rid of? I usually wait for an uptick to get rid of securities but with CQQQ and XBI that doesn't seem to happen. When you get rid of stocks do you wait for an uptick or just get rid of them? Your help is appreciated as usual.
Read Answer Asked by Dennis on July 27, 2021
Q: Greetings - A few questions on JEPI - first in reviewing its 100 or so holdings the first several are equity linked notes - what are they, do they help returns versus individual equities and if so how - second, is this fund "better" than the BMO series of covered call more specific ETF's since the returns since this ETF began seem better with less movement to the downside - third there seems to be significant rotation every few months of approximately 15% of the holdings so that an active management component appears at play - any comment you have on this and the reputation of the listed managers - fourth is there another similar US or Cdn ETF that is comparable without a covered call strategy that you'd recommend with as diversified a set of holdings - any further issues you wish to comment on of course are appreciated - many thanks - Ken
Read Answer Asked by Ken on July 27, 2021
Q: Regarding Austin's question on CNBC, since NBC has the Olympic rights only in the U.S., and needing to maximize their coverage as much as possible across all their platforms, they unfortunately have to block access to anyone outside the U.S. until the Olympics are over. While very disappointing, CNBC does make many of their popular shows, such as Halftime and Fast Money, available on podcast a couple hours after they originally air. There is a benefit to listening via podcast: it's commercial-free.
Read Answer Asked by Warren on July 27, 2021
Q: Does anyone know why he & Fast Money, etc are NOT on CNBC CH # 79 in Toronto as of yesterday?

Thanks!
Read Answer Asked by Austin on July 27, 2021
Q: This stock has dropped 35% since the beginning of 2021. Could you please comment on it's profitability, if it has overcome some or most of its production problems and whether the current crackdown on Chinese firms listed overseas will cause a big drop in the share price. Would you hold onto the company under these circumstances?
Many thanks for your great advice.
Read Answer Asked by TOM on July 27, 2021
Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
Read Answer Asked by Mark on July 27, 2021
Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.
Read Answer Asked by Alvin on July 27, 2021
Q: Peter,

What have you heard about the Money Show in Toronto this fall. Are you participating.

Thanks
Paul
Read Answer Asked by paul on July 27, 2021
Q: Can you share your top 3 Canadian and US growth picks over the next 5yr timeframe?
Read Answer Asked by Patricia on July 27, 2021
Q: A general Question. When the after hours trading numbers and percentages of US traded securities have stopped am I then looking at the opening price the next morning? If not what is the significance of the numbers? Thanks! John
Read Answer Asked by John on July 27, 2021
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