Investment Q&A

Q: I have a full position in AMZN as well as half positions in both SHOP and BABA (which actually began as full positions). I'm thinking I may have overdone it a bit in the on-line consumer shopping space. Would you continue to hold all of these and if not how would you suggest reducing my exposure?
Thanks

Q: Hi, Is it permitted to buy these adr (nio,baba,bp) in a tfsa or rrsp?
Thank you

Q: What are your thoughts on BABA short term. It seems to be so beaten up that any good news is pushing it up rapidly. How does it look on a valuation stand point if it ends up being a long term hold

Q: Hi Team,
Should these three Chinese's ADR stock delisted from U.S. exchanges by US Government, would the owner of these ADRs can move to Hong Kong and relisting in Hong Kong market ? Or just completely vanished !
I understand my question is properly not quite your expert area, but hope you can comment on it !
Thanks as Always,
Tak

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: Seems Putin has asked China for military and economic help and the US is going to tell China such action is crossing a red line. With this news, is it best to sell now rather waiting to see the out coming?......Yes, I know this is a predictive question but am seeking your take.......Thank....Tom

Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.

Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.

Q: Has Amazon’s online retail segment ever made a profit? Will it ever given its never-stopping investment into the future? If no prospect of profit, what’s the point of keeping on investing into the segment? Do you like its retail model - owning and selling goods? Isn’t Alibaba’s model better by only providing online retail space? Thanks. Liping

Q: After substantial declines in both stocks and being aware of political risk sentiments, which one of the two would be a better option currently?
Thank you!

Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?

Q: What do you think about BABA?

It has fallen so much - do you think the new political risks are factored in? What are its growth prospects/valuation? Would you buy?

Q: Hi Peter and Team
I have two questions: (1) In your opinion based on both current environment and previous experience, what is the chance that BABA is delisted from the NYSE? (2) If that were to happen, what is the effect on current shareholders?
Thanks
Marc

Q: Hi Team;
My question is whether to keep on holding baba or not . It is held in a US cash account so selling would incure a 53% loss as of today. The reason I ask today is that there have been many quality names that have sold off a lot . Just wondering if a switch into a different , more convincing beat down name might be a good move at this point. Ideally I would like as much recovery upside as baba potentially would have in order to try to recover my losses. Which essentially would mean a double from here.
Any names you would endorse switching to that might potentially meet this criteria ? Or do I keep patience and hold. I am a long term investor typically (10yr timeframe or more before retirement ). Thanks

Shane

Q: I would appreciate your thoughts on BABA as an entry point at this time. And if not now, what price would you find attractive? Thank you.

Q: Hi Peter,

Is this a good time to start buying Chinese companies? Can you give 4-5 names and why those? I am a long-term investor will be okay for some short-term risks.

Best,
Matt

Q: Hi Team,
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).

My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!
Shane.

Q: I’ve been holding this painfully watching it fall everyday. In hindsight, I should have sold it. Now I’m wondering if it will be delisted. Since I own the ADR shares, I’m wondering what would happen if it were delisted and also, how likely an outcome is the delisting in your view? Thank you.

Q: What are your current thoughts on Baba? I have a full position and I am down more than 30%.. it is an RRSP though so I could exit and reenter or stay put..What are your thoughts?

Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.