Investment Q&A

Q: What do you think of the idea of selling half of my Apple shares in my Rrsp and using those proceed to purchase Google?

Q: I am thinking of selling AT for a tax loss. I was thinking of GOOGL as a substitute, as both are driven by advertising. Does this make sense? If not, what substitute would you suggest? Would you switch back to AT after 30 days or would you stay with GOOGL for the long term?

Q: Regardless superficial losses, RBC Wealth MGMT states "Generally, two different classes of shares of a corporation would not be considered identical if they do not have the same interests, rights and privileges. For example, if class A shares of CompanyCo have voting rights but class B shares do not, they would not be considered identical."

Does this mean I can dump my GOOG for a loss and immediately buy GOOGL? Thereby utilizing the tax-loss...

Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Q: A snapshot question
After all of the drop in prices for these stocks, please rank them for long term buy and hold, beyond 10 years, according to
A. P/E or valuations
B. Safety your pick for metric
C. business model "MOAT"

THANKS
ERNIE

Q: Good Morning.
Please give us your thoughts on GOOGL earnings.
Thank you.

Q: Hello:

With some coaching my older sons (aged 15 & 17) have come to realize that money sitting in a bank account is losing value due to inflation. They have taken small positions in ZQQ which appeals to their interests and the market has declined a bit but the silver lining is that they learn patience and understand risk.

With part-time jobs they have some more cash to deploy. Of course CAD holdings are easier but what would you pick? A few I think of:

BAM.A - Canadian and should see stable growth.
SLF - Canadian, but too conservative?
COST - USD is messier with FX fees but also very stable growth.
GOOG - USD again, but is it still considered cheap?

Other options?

Thank you!

Q: Which of goog or googl would you recommend purchasing for a cash account? Also jpm or bac. Also would you consider Microsoft as a reasonably priced stock for purchase now as well.
Ed in Montreal

Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.

Q: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.

Q: Hi,

A question was asked on March 16 about both GOOG & GOOGL splitting in July. (yes, for both).

I checked and it looks like the CDR version trading on the Neo exchange will follow suit as well, but there is a twist.

From the CIBC-CDR website: "... CDR holders will experience the same economic impact of a share split as they would if the underlying security (GOOG:US) were held directly."

They go on to say, it could either be an automatic increase in the number of CDR shares held (at the same 20:1 split) or it could be an increase in the "CDR Ratio", also by a factor of 20.
Either way it's equivalent, but I'd rather see the extra number of shares showing up in my portfolio, as opposed to just having the CDR Ratio get adjusted in the background by NEO & CIBC.

I guess we will know more in July.
Rob.

Q: Hi team. I was fortunate to add to my Nvdia position at $219 a couple of weeks ago. Nvdia has now grown to 7% of my investment portfolio (stocks) and 6% of my total portfolio. I know you can’t get specific with weightings. I do see you typically trim your balance model portfolio around 8% when a winner runs.

Thoughts on how you decide to trim a winner and when?

Q: Hi, I've looked on the web and can't find an answer to this question (Yes, I did Google it).

Are both of GOOG and GOOGL splitting or just one?

Thanks
Robert

Q: What are your thoughts on google at todays prices for a 5 to 10 year hold ? thanks Steve

Q: At this time, which stock would be a better investment for a 3 to 5 year hold? I understand that both will be splitting in the near future. As well, if Google is the choice, would it be Goog.us or Googl.us that should be bought? Would you buy before the split or after? Thank you for your guidance.

Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks

Q: I know the environment is iffy, but with tech on sale, and other tech (also on sale) flush cash, when do the bigger fish start gobbling up the smaller fish, and what, in your opinion, is holding them back? Thank-you.

Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)



Ernie

Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?

qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.

If my list missed any other tech considerations, please let me know.

thanks

Ernie

Q: Can you explain why Apple’s privacy policy affects the ad revenue of FB but not GOOGL‘s?