Investment Q&A

Q: Uncle Harry finally died and left me $100000.00 which I totally didn’t expect from the old tight wad…. Would you feel comfortable investing it all now? 5 of your favorites would be appreciated and I am not risk adverse in this situation….Appreciate your great service….

Q: In light of the market backdrop & the poor Q on Aug 8 resulting in a 14% haircut that day along with your comments,I humbly and painfully think it will take time for PLTR to recover.Have a 50% loss. of which 66% of shares in my investment a/c & balance in Tsfa.Thinking of selling & replaced it by better stocks like Goog,Amzn,Bam.a,Atd.Please provide u opinion & rank the above stocks starting with best.Please feel free to provide 2 or 3 stocks that u prefer. Please comment on Mgni Q2 results released today.In After Hours it was at $8.61, a drop of 6.82% Again its it timely to sell at some 53% loss in investment a/c and replace with above stocks.Please comment. Txs for u usual great services & views

Q: i would like to have your opinion about buying shares like Amazon or Goog on the Neo exchange.

Thank you very much for your good work Lorraine

Q: Everyone, I need to sell GOOG to crystallize losses and buy back in 30 days. What would you buy as a substitute? Clayton

Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?

Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

Q: If i wanted to purchase only one of these, which would be you preference?

Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.

1. Anything in this list that you would toss out ?

2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?

MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%

Q: Hi, have owned BAC for a few years now, only bought it for potential stock price rebound in 20.00USD range, stock price has increased nicely since then, I thinking of selling it and buying GOOG for possible larger furture growth potential, could you tell me your views?

Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Q: Right now I have GOOG at about 5% and ATY around 2%. I am thinking of selling ATY and about 1% of GOOG to purchase some ROKU. Does this seem like a good idea?
Thanks

Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.

Q: Hi Team,
Social media stocks crashed today based on SNAP's earnings. Meta (-7.5%) GOOG (-5.8%). To me...the logic of crashing shares of companies like Meta and GOOG as they are being compared to SNAP is just insane. Did this similar instance not just happen last earnings season? Only to have GOOG crush earnings? I guess my question is...do you agree that SNAP is no where close to being in the same league when it comes to its current business model? And if so...this should be a great buying opp for companies such as GOOG and META? It's days like today that make a person really question the integrity of whatever goes on on the floors of Wall Street. Any comments would be appreciated. Thanks

Shane.

Q: I have a little to spend and am looking amongst the solid Canadian and US companies that you most recommend for long-term stability and growth.

Specifically though, I'm looking for these companies that seem underpriced and that have been doing well in their buyback policy.

Q: CSU and BEP.UN are graded A and are your only A grade companies in Canada. What might be an A grade company from the U.S. if you were to grade?

Thx

Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .

Please rate these in terms of safety and growth potential.

Q: Good Morning. In your response to Mike this morning you stated: "NVEI is slightly cheaper than a large-cap tech name such as GOOG (one of IYW's top holdings), but NVEI has a much stronger growth profile, but at the cost of longevity uncertainty." Did you mean that NVEI has a much stronger growth profile than GOOG or IYW ?
Thank you,
Dennis

Q: Hi Peter,

Everything is down these days…..

I have a bunch of Shopify, and FB

Your thoughts on getting rid of SHOP and FB and move that money to GOOG ?

Do you think SHOP and FB will come back ?

Your suggestions on what to buy on selling SHOP and FB ? Something that is down and has more upside and better fundamentals….

Thanks

Q: hi, 5i
I hold these 4 in my USD account. META is down 28%, PFE up 48%, other 2 are break even. thinking of positioning for an eventual recovery, and surviving any further downturns, do you like these? would you sell any, and if so, what would you replace them with? cheers, chris