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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 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

Read Answer Asked by Steven on May 02, 2022

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

Read Answer Asked by Tak on March 15, 2022

Q: Hi Peter

I have question regarding the following list of ďfallen angelsĒ. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these ďfallen angelsĒ 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

Read Answer Asked by George on March 14, 2022

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.

Read Answer Asked by John on February 24, 2022

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

Read Answer Asked by Peter on February 14, 2022

Q: Has Amazonís online retail segment ever made a profit? Will it ever given its never-stopping investment into the future? If no prospect of profit, whatís the point of keeping on investing into the segment? Do you like its retail model - owning and selling goods? Isnít Alibabaís model better by only providing online retail space? Thanks. Liping

Read Answer Asked by Liping on February 08, 2022

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?

Read Answer Asked by V on January 19, 2022

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

Read Answer Asked by Shane on November 22, 2021

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

Read Answer Asked by Matt on November 04, 2021

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.

Read Answer Asked by Shane on October 06, 2021

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.

Read Answer Asked by Peter on September 17, 2021