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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: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter

Read Answer Asked by Linda 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: 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: Really don't understand why WELL keeps stubbornly going down even though they have successfully integrated their acquisitions in the last 2 years. They are soon to be profitable and yet no one seems to pay them respect. I realize that we're in a tough market but is there something else? They just raised money to make future acquisitions. Are shorts still after them? What is it that I'm missing?

Read Answer Asked by Yves on June 02, 2022

Q: Please give your opinion on whether you would buy, hold or sell the companies listed. Thinking of 5 year or more time-frame.

Thanks as always,

Kevin

Read Answer Asked by Kevin on April 21, 2022

Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.

Read Answer Asked by Michael on March 15, 2022

Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated

Read Answer Asked by Francisco on February 23, 2022

Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh

Read Answer Asked by Hugh on January 31, 2022

Q: Please rank these telemedicine stocks as likely (1) survivor and consolidator, (2) acquiree, (3) flash in the pan and eventually bankrupt. Please include any other Canadian telemedicine stocks that I missed in this list.

Read Answer Asked by Brendon on January 28, 2022

Q: I have done alot of tax loss selling, starting in Oct. The stocks include XBC, CHEWY, LMND, PINS, RDFN, TDOC, EGLX, REAL, MRS, ABCL, and ZNGA. Which ones would you repurchase? Would you do it now, or wait until the new year? I purchased LSPD, NVEI , and APPS with some of the proceeds, and that has not worked out well! Would you average down on these names when they stabilize?

Read Answer Asked by Linda on December 15, 2021

Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.

Read Answer Asked by Ward on December 06, 2021

Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks

Read Answer Asked by sam on November 26, 2021

Q: GH, TDOC, VEEV: Which stock is your favorite and would you buy all 3. If there are other you prefer over these, please list them? Risk is not an issue so no dividends. Would you purchase now or wait until things settle down?

Thanks for your service!

Read Answer Asked by Ozzie on November 22, 2021