Investment Q&A

Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.

Thanks for your service!

Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.

I am down even more on Crowdstrike (25%) and the same dilemma applies.

Your thoughts please and deduct points as appropriate.

John

Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?

Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant

Q: With the recent market correction, there are a lot of stocks are deep in red. Which stocks are the compelling buys, after the market settle a bit?

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: Any idea why the stock went up so much today?
Jim

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!

Q: When comparing the two companies would you say there’s a lot of overlap in their businesses? Is one diversified enough in healthcare owning both and if not, which would you prefer? Also, could you recommend a few HC stocks that would compliment either? Thanks!

Q: I recently took profits in IBB and ARKG. I like the sector but would prefer a more focused approach. What are your 5 best biotech stocks for a long term hold. Thanks for this great service. I tell everyone that the best value around is a 5i membership.

Q: We have a small amount of investable dollars available that was gifted to us when our two children were born. They both already have RESPs and those are maxed out. Our own TFSAs are maxed out, and the RRSPs are nearly as well - but this is intended to be for them when they get older, not us. Any advice you can give other than model something after the growth portfolio and wait? Time is on our side. 10+ year outlook before we might try and access it.

Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.

Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.

Thank you.

Q: Earnings came out last week and looked great to me but the stock got pummeled.
Comments, please.

Q: Any companies that may benefit from the future of Covid as we learn to live with it Testing and therapeutics... not vaccine companies
Went for a wild ride with Flugent is it a option ? Others ?
Thanks
Greg

Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.

Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!

Q: I have a question about 89568
Do you know if Fulgent is actively working on growing it's biotech testing such as for immunotherapy? Looking at long term growth of this field it is going to be a huge field and companies such as Icon are already well off to the races in this field and I'm looking for alternate companies that specialize in testing and right now this company gets a lot of press on it's COVID testing only.

Q: Hello your thoughts on Guardant Health

Q: Good morning
I hold ILMN.US GH.US and WELL.CA in healthcare in our various accounts. I’m looking for an additional healthcare stock (either Can. or US) to add to our TFSA’s. Suggestions greatly appreciated.
Regards
Les

Q: What would be your top pick today among these four biotech stocks ?