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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.
Read Answer Asked by Maureen on January 30, 2023
Q: Hi Peter,

Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?

Thanks
Read Answer Asked by HARRY on January 30, 2023
Q: I hold ZWE & am looking for European etfs that are not hedged to the Canadian dollar.Should I stay with ZWE or add another & keep both within reasonable %ages ?
Thanks
Dave
Read Answer Asked by Dave on January 30, 2023
Q: There is an article this morning regarding the number of hours that Canadian doctors have to spend on doing paperwork over the course of a day. Things like insurance and income assistance forms, medical reviews for drivers and disability tax credits, etc., said to be overwhelming. Apparently some some forms are being shortened, but hope is that more technology will be used in doctor's offices to further reduce the work.

Is this an area of healthcare that WELL is involved in, or could be?

Is WELL expanding its expertise in other areas in the future - i.e. "long runway for growth" ?
Read Answer Asked by James on January 30, 2023
Q: Hi, and thanks for all the advice.

I own the following in a unregistered account.
I'm in the red for all of them, BMBL down 59%, ETSY down 30% and PINS down 58%. They have all moved quite nicely in the last month so not sure to hang or or sell.
Do you think that these stocks will recover within 2 years or should I be looking to sell some or all and replace them with something else.
Please list what I should be selling and what I should be replacing them with.
Also your reasons for the swap and a good entry point.

Thanks
Joe
Read Answer Asked by Joe on January 30, 2023
Q: Hi 5i, recently Aurinia's patent challenge has been resolved. The stock price has doubled and then some off the lows which is nice but not where it was before this challenge began. The big deal now is sales for the company. What do you think of the current sales and what kind of a buy out value could be put on this company. I realize this would be a guesstimate but your experience in such matters is much greater than mine!
Read Answer Asked by Mark on January 30, 2023
Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?
Read Answer Asked by Stephen on January 30, 2023
Q: Could you please rank these five financials for growth for a relatively short time frame of say 2 years?
Read Answer Asked by Danny-boy on January 30, 2023
Q: A recent article stated that there has been significant insider selling over the past three months and that shareholders have been diluted over the past year. On the other hand earnings are forecast to grow by 68% per year. Could you comment on these statements as well as the status of its balance sheet and strength of management. Thanks.
Read Answer Asked by Rob on January 30, 2023
Q: I have both stocks in my cash account, all in green and similar weighting in the portfolio. From here going forward, which one has more upside? Should I sell a bit of both, or just part of one name? Your analysis on them is greatly appreciated.

Thanks,
Read Answer Asked by Lin on January 30, 2023
Q: I hold shares of FSZ in My RRIF account. It has not been a good performer but pays a nice dividend which is what I want in my RRIF account. I am thinking of selling FSZ and buying Enbridge. The dividend is not as high but is the growth potential going to make up the difference. I do own PPL. What are the chances of a takeover of FSZ. Would you approve of the swap and is there any other companies you might recommend.

Wayne
Read Answer Asked by Wayne on January 30, 2023
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