Investment Q&A

Q: Good afternoon,

Looking for your insights on the recent decline in share price.

Thank you.

Q: I know you answered a question this morning regarding CELH but I think there is some information you may not be aware of. On Friday Li Ka Shing and his friend Chau Hoi Shuen filed a 424B5 supplemental shelf offering to sell their 12.4M shares (16% of CELH). This is why the share price has tanked over 25% including todays drop. It worries me coming on the back of the news that there was an SEC inquiry in Dec of which we still don't know the details. Makes you wonder if the largest shareholders are bailing before the news drops? Anyway I worry this negative momentum will keep going. I never like panic selling into news etc. What are your thoughts?

Q: Hi!
WELL is looking more and more delicious!
Would you be able to give a rough valuation so that I can have a sense of margin of safety?
I wonder if a takeout is likely?

Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....

Q: This small cap was over $200 a few years and is now under $1. Does it have any positive attributes and possibly a chance to do better given the supply chain issues?

Q: I previously asked about this holding - ZTL, erroneously typing XTL.
Please comment on this ETF. Is it a hedge to market declines or does it have its own set of issue/risks right now?

Q: Hi Peter/Mike I've been away from the markets lately and have noticed that SHOP is way down as is my LSPD. My cost for my 5 shares of SHOP is 66.76 and it's 13% of my TFSA acc. My cost on my 200 shares of LSPD is 26.06 and it's 8% of my RRSP acc. Would it be wise to sell at this point and use the gains elsewhere or is it still hold these two. Thanks, Nick

Q: I have made good profit by investing in these ETF's. Now as the S&P 500 begins to roll down, I see losing some of the gains made so far. Should I sell these ETF's and park the money in cash and wait for the S&P 500 to move up and then invest it back. Alternately , should I leave it invested in these two ETF's. This is part of my fixed income investment. Thanks for the excellent advice you guys have consistently provided.

Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?

Q: Did you guys miss all the oil and gas opportunities?

Q: hi. do you have any recommendations on NFT stocks, besides eBay??

Q: You stated in an answer to a question that XEG (up 79% in the past year, indicated yield 2.1%) has a yield of 2.1%.

When I checked XEG on my RB Direct website it states a yield of 1.51%.

Why is there a discrepancy and which is correct?

Thank you.

Q: Hi, Technology is the largest weight at about 45% ( even after the recent sell off) in our investment portfolio. Most of these holdings have been down 25-50% from the highs, over past 2-3 months, following the general market trend of indiscriminate selling in High multiple Tech stocks. LSPD and NVEI, of course, saw much steeper losses.
We do have the rest of the portfolio invested in Cdn large cap banks, industrials, utilities and telcos, generating decent dividend income.
We recently retired and as a part of portfolio planning/risk management, would like have a strategy to reduce the Technology weight to less than 35%, over next 2-3 years. The plan could be executed in phases, once the current tech rout is over and valuations have recovered.

From the perspective of risk, growth, stability and valuation, what would be the recommended/desired weighting for each company, balancing these factors. What would you suggest to be order of priority for the purpose of initiating sale of each stock. Also, it would be really helpful, if you could provide a reasonable price range for sale/trimming of these companies, based on price history and future expectation over 2-3 years.

CSU 14.5%
SHOP 9 %
TOI 5.2%
SYZ 3.5 %
LSPD 3 %
KXS 2.5%
NVEI 1%
US Large Cap Tech ( AAPL,AMZN,MSFT,MA,V,PYPL etc) 8% (we want to keep as is)

Thank You for your insight, which we value so much.

Q: Hi Team,
I am down over 50% on each of PINS and EGLX. I was considering giving up on them and moving the remaining funds in to TOI; something of perhaps "higher quality growth" that is also down considerable from its highs with a stronger conviction of future success. Would this be a move to be endorsed, or should I just ride out this pain for potential recovery in EGLX and PINS? Thanks for the advice.
Shane

Q: Hi! The tech rout continues this morning. I previously was able to trade this rotation when it happened in 2021 and they seemed quite short lived. This feels a little more permanent because of the imminent end of tapering and lift off of rates. Impossible to predict, but do you see this rotation as lasting longer than the others in 2021 and if so is it too early to start nibbling at some beaten up names like SHOP and NVEI and GSY?

Also, I'm not sure why GSY is getting thrown out lately. Good valuation with good earnings and a recession doesn't seem likely.

Thanks,
Jason

Q: Please provide your top 5 CDN and 5 US value stocks.

Q: EHTH was a darling at one time within a loved sector. Others, for example GOCO and SLQT along with EHTH have been crushed. Head scratching when you look at Total Addressable Market(assuming monetization opportunity), Aging Demographics, Insider Buying, buy action by Starboard Hedge Fund etc... Yet these sectors are runaway elevators to the basement. When does the action make sense. Is this a long term play with future catalysts?

Q: Could you give me an update on this company. analyst have a strong buy on it?
Thanks

Q: How do you like these now for growth please?

Q: Happy New Year! Could I get your 2022 opinion on EV charging stations in general and Chargepoint in particular? Do you have any companies you prefer in this sector and do you see them as a buy now?
Thank you.