Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.
Q: I'm not sure where FB stock is going. I like the business but the stock is behaving more irrational than I can make sense out of. I'm tempted to lock in my profit in for now and wait till it comes back into 170 or better.
Q: Do you see any likelihood of a strong recovery in Facebook in the short term?? I recently sold and am contemplating going back in if/when there seems to be a bottom. Thanks Jim
Q: Good day! I have all of my stocks in Canadian dollars, except one position in US dollars, Blackberry. Looking at the recent drop in Facebook, I am wondering if a switch to FB might provide more short-term (1-2 years) growth for this one position. Your thoughts?
Thank-you.
Q: While FB was plummeting I sold my shares and locked in some gains. I used the money to buy shares in Constellation Software. I believe CSU will recover faster and keep growing. I feel that with the news of a slower growing user base and users being on FB for less time, it will take the market a long time to regain it's confidence in the company. Do you agree. Or should I just get back in at this lower price?
Q: Market beat insider trades(I normally don't study this) has the following SELL
Mark Zuckerberg CEO Sold
240000 shares@216.71 total 52010400 on 25th 07 08
250000 shares@210.64 for 541344680 on 23/07 08
I find this bizzare timing . your comments please
I Find this unusual and strange timing
Q: How much influence do the various market players have in manipulating a stock price? I see Facebook is down 20% pre-market but I question to what degree if any is this manipulated or is it a true reflection of the number of buyers and sellers? I've been burned once or twice selling on a drop only to see it rebound hard. After years of investing I'm more at peace with holding for the long term as for myself it's been a losing game in the short term trying to out game short term reactions.
Q: Hi 5i, thank you for your service , the Q&A alone is worth every dollar.
I have big gains in (NFLX 8%, NVDA 8%, FB 8%, GOOGL 8%, AMZN 7%) and I have already sold some of these companies previously but they keep rising! Some may say I have let these ride for too long already BUT based on the Q&A I get a sense you think all of these tech stocks are market leaders and have lots of room for earnings growth, so part of me wants to keep them going as I can see them continuing to rise and rise until of course there is eventually a recession or market crash, but again I think a few years after that event they will still be dominant companies, but please give me a good reason to sell these stocks, because I am struggling to justify selling some of them again. I do not need this money for a min 20 years and do not shy from risk.
Also, I have cash available even if I don't sell anything, any recommendations for 2-3 stocks to finish the portfolio ? TD or BNS or both would be adequate? I dont have an appetite for an energy/oil company, or mining at this time..
Here are the rest of my stocks (SHOP 5%, BRK 5%, XYL 5%, GSY 5%,TOY 5%, SIS 5%, PBH 5%, PHO 4%, KXS 3%, TSGI 2.5%, GC 2.5%, SPOT 2.5%, RHT 3%, COV 3%).
Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD