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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 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

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Read Answer Asked by Dale on November 15, 2021

Q: Could you weigh in on your views of TDOCs Earnings today? They continue to have increasing net losses from stock compensation and amortization expense. But I would think those are temporary. Top line growth is solid and it's an industry leader in the space.

The share price valuation seems unreasonable. It continues to stay barely above pre-covid levels after making a huge acquisition and going through a pandemic with companies looking to add telehealth capabilities to their benefit plans.

What am I missing?

Thanks as always!

Read Answer Asked by TRINA on October 28, 2021

Q: Following the pandemic there is a significant increase in mental health issues. Would you suggest any company or companies which are helping in addressing this issue and which you think have a good opportunity to grow. Thanks.



Read Answer Asked by Shyam on August 18, 2021

Q: Decision time...all because WIR.UN is being acquired. When WIR.UN was bought in Cdn loonies, I flipped it to the US dollar side of the account. Now will have US dollars to top up one or more of 44 US positions. But which ones? Like BLK, a very large asset manager†with exposure to index†ETF that has held up well. Or a specialty retailer, DG. Or TDOC that looks to have a bright future but is down at the moment market†price wise. Or finally, XYL with it's water machinery and it has market momentum at this time. Me, looking for your which one or some of these at this time or any others US ones you are excited about. Many thanks for your insights, aka guidance to me.........Tom

Read Answer Asked by Tom on August 10, 2021

Q: Hi group assume that the variants / Corvid gets much worse - what top 3 sectors + top 3 stocks do you recommend going fwd - Thanks for your thoughts on this

Read Answer Asked by Terence on July 13, 2021

Q: Hi,
TDOC is down roughy 50% from its high while I am down ~20%.
This is the only health/telehealth stock I own within my portfolio.
I wanted to maybe sell out of TDOC and buy another stock within the same industry. I realize that this could be a foolish move as I would sell at a 20% loss only to acquire another stock that could drop too.
What would be your thought process and would you still be ok with TDOC?

Read Answer Asked by ilie on May 10, 2021

Q: Hi.
The list of stocks makeís up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I donít have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?

Read Answer Asked by ilie on April 21, 2021

Q: Hi, there is a lot of love for TDOC and it has grown quickly. I used to own it but sold, and am revisiting and researching the name. The main concern I have is reports that whales like Amazon and Wallmart, etc. are moving into the area of digital health. Amazon Care in particular, while currently a pilot project in Washington for Amazon employees, could expand if they see potential. Since TDOC is at a very high multiple to sales, I question the risk/reward here, can you please comment on your perspective? Would this risk also apply to WELL, which I own?

Read Answer Asked by Kel on April 16, 2021

Q: I have two holdings that are not acting as I had hoped and am looking for your advice on replacing them. I'm thinking of replacing WELL with TDOC and XBC with PLUG. According to PA I'm low on US exposure as well so that is part of my idea. I'd appreciate your thoughts on both of these trades or if you have a better suggestion I'm open to ideas. I'm retired with a moderate risk profile and looking for some growth.

Read Answer Asked by Lyle on April 15, 2021

Q: I am looking to increase my health exposure. I am looking at TDOC, DOC or VEEV and already have a full position in WELL. Do you prefer one over the other, all 3 or do you have another recommendation in this space?
Thanks for your service!

Read Answer Asked by Ozzie on April 13, 2021

is any of this worth keeping/selling?
Thanks a million.

Read Answer Asked by Nizar on April 08, 2021