Investment Q&A

Q: Hi there, I have EDGE and curious about XEXP. I know you don't normally go for new / low AUM ETFs but could you provide some analysis on whether you might make the switch from EDGE to the new Blackrock fund? I think hoping to get your thoughts as follows (charge multiple questions if warranted):

1. please compare the two products ignoring the differences in track record / AUM

2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)

Thanks!

Q: What are some "swing for the fences", i.e. high risk but potentially high reward, ideas on your radar at the moment. Looking for U.S./Canada ideas regardless of sector. Thank you!

Q: What names in US$ are you recommending in the communications sector. Thanks.

Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.

Q: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
.

Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.

Q: Good Day Team
In a Registered Growth for 5+years. On each one which You will add, hold or sell ?
GOOG 54%
AMZN 20%
META 6%
RTX 19%
Thanks
Regards

Q: I just wanted to circle back to one of my last questions around META to confirm something. I had a typo in my question where I said $425M shares but had the dollar sign accidentally, making it seem like the buyback was $425M dollars in shares, but in fact its 425M shares, which is obviously WAY more of a spend. You mentioned that there would be no dilution since their recent buybacks outweigh the new share increase. But with the correction mentioned above I believe it would put the 2023 share count a fair bit higher than the 2022 and 2021, which hasn't happened for a number of years for FB since they've been lowering the share count since 2018. Does this add up, and is META in fact diluting a fair bit with this move? Thx. I see 2020: 2,851B
2021: 2,815B
2022: Not sure
2023: With addition of 425M shares, somewhere above 3B

Q: I've been looking at investing in one of the FAANG's + Microsoft. Some I don't find attractive despite their fairly attractive valuations:

Amazon - poor outlook

Apple - China production

Google -perhaps lower ad revenue near term, and it's such a large part of their business model.

Meta - uncertain future after change in business model.

I guess the above are cheaper for a reason. Would you see reason for optimism on any of the above?

I like MSFT and NVDA but can't get past current valuations. NVDA in particular looks attractive. AI seems to be a major disruptor going forward and it appears to me that NVDA has a moat in some parts of the AI world. Would you feel that it has the most avenues for growth too compared to the others ? How quickly can it grow into its current P/E, P/C and P/B valuations? They seemed so much more reasonable 10 years ago.

Q: I heard today that Meta announced (rather quietly) that they will be diluting shareholders by printing $425M more shares to give employees in SBC to try to keep them after the big price drop over the last while. I was continuing to hold META because I think it still has a decent shot at growing in some of its rev streams and the metaverse could be successful for them. But this dilution irks me more than the the price drop. What are your thoughts on this? Do you see this as being more of a reason to maybe exit a position in META?

Q: I currently have the following positions in the "FAANG" stocks: GOOGL (5%), MSFT and META (each less than 2%), AAPL (less than 1%).

Not interested in NFLX since I already have positions in DIS and ROKU, but I'm open to AMZN (although I have a small position in SHOP, less than 2%).

I want to reduce the number of stocks I own, so I'm looking to consolidate my FAANG positions. In what order would you rank the FAANG stocks at today's prices for potential future returns?

I have a long time horizon (decades) and a very diversified portfolio, so not worried about short-term declines in share price.

Q: Hello Peter

Best wishes for the Season

I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf

Q: Hi team, I just sold this position for tax loss purposes ( -45%). Still like the future of this company but still debating on repurchase it later or meta. What would be your choice for 2/4 years and why? Thank you and happy holidays to all of your staff!

Q: Hi, thinking about one of the two to start a new full position for 2 to 5 years minimum in unregistered account. What would be your thoughts? Secondly, without trying to time the purchase, would you go ahead anytime or wait awhile?
Thank you!

Q: The following are some of the companies I’ve lost money with and will sell for tax purposes. I am wondering what your opinion is re their repurchase as commented on below.

The following I don’t feel I need to buy back, unless you feel differently.
NFI, QST

The following I would like to buy back ASAP unless you feel otherwise. Considering the state of the market do you think I would need a proxy for the next 30 days?
CRWD, GSY, META, NVEI, ROKU, WELL

The following are stocks I would like to buy back but don’t see the urgency, considering how the market currently views these companies, notwithstanding their financial outlook.
COIN, LSPD (I already own SHOP), U, UPST

Thank You.

Q: I need to raise some cash in my RIF and I have narrowed my choices down to either selling META or selling TOI.
Which one would you let go and what is your reasoning.

Q: I am thinking about purchasing shares in some companies where the shares may be depressed currently due to year end tax selling. do you have any suggestions?

Q: Hi there,

I’ve often heard that a handful of stocks can provide life changing returns. If you had to pick 5 (or more) that could be life changing, which would they be in preferential order?

Thanks!

Q: Want to sell META and buy one of the others. Which would you chooses?
Thanks

Q: lspd meta pypl are the worst performers in my portfolio . is any of these worth keeping long term .
Is aqn a buy at tthheselevel

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