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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: Please recommend three positions that should have strong growth in the coming years due to the semiconductor shortage. Feel free to include an ETF if it is a competitive option. Thanks as always!
Read Answer Asked by Kim on February 25, 2021
Q: Hi,
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!
Read Answer Asked by Keith on February 25, 2021
Q: what are your thoughts on Arctic Wolf . Is one able to invest in them presently?
Read Answer Asked by Lorraine on February 24, 2021
Q: ZEM is my only emerging markets holding. It has done well recently. Nevertheless, I understand that the rise in commodity prices is what is pushing emerging markets higher. The top ten holdings in ZEM are large , well known corporations like Samsung. Only 7% of the holdings are in basic materials. Are there any emerging market ETFs that would help me to participate more in the commodity price reflation?
Read Answer Asked by Ken on February 24, 2021
Q: Looking for your thoughts on this company as I see only one recent question. Appears to be thinly traded. Would this be due to insider ownership? Would the ownership holding fairly tight be a positive sign? Time to start chipping away? Would a change of the year end have any influence in the short term moving forward? I see they mention this alines with other parent companies
Take credits as needed.
Read Answer Asked by Scott on February 24, 2021
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