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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: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?
Read Answer Asked by Peter on May 16, 2022
Q: I have sold AMZN and TTD to harvest a tax loss. I will buy both after 30 days. Can you suggest proxies for either or both of these or is it best to just wait it out.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 16, 2022
Q: In a diversified portfolio where I want to add to the above holdings, please indicate in order, which one you would add to first and so on.

Please of course consider the stock appreciation potential, the markets and are these in favorable segments or not, etc.

Thanks


Sheldon
Read Answer Asked by Sheldon on May 16, 2022
Q: Hi, I would appreciate if you can recommend some dividend paying companies with strong balance sheet, steady dividend increase and have not cut dividend in past. I am looking for names which have sold with general market and are at attractive valuations.
Thanks.
Read Answer Asked by Harpinder on May 13, 2022
Q: In yesterday's question on Xebec I meant to make it a public question instead of a private one so please feel free to post. I read your answer to the other question that day and it answers mine very well. In it you mentioned the valuation gap between XBC and its peers. Could you name some of those peers. I am considering selling at least half my position in Xebec and purchasing something in the same space. Thanks.
Read Answer Asked by Rob on May 13, 2022
Q: The trend is negative breaking support. What is your take on IAG now and for the next two years? Should I take a capital loss and sell now or hold onto the stock?
Read Answer Asked by David on May 13, 2022
Q: hi 5i. I usually like to sell in times like these, to lock in the capital loss. I pair trade immediately after the sell, to stay invested, usually. the list is of my losers right now. are there any on the list you would not sell now and pair trade? and, can you provide a recommendation for each for another stock to pair trade with ( I am thinking hut8 for hive, perhaps nuvei for something? dsg for something? or maybe one name can replace 1 or more of the names. I would then most likely buy back the stocks I sold after the month of waiting is over, to lock in the losses. your thoughts/expertise is always appreciated. cheers, chris
Read Answer Asked by chris on May 13, 2022
Q: Further to Neil's question on May 9, can you list some tech/growth stocks that are looking good at current prices? I would like to start nibbling away with the understanding prices could go lower but with the 30% decline in Nasdaq from high, we must be getting close to the bottom here. Thanks
Read Answer Asked by Terry on May 13, 2022
Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)

thanks
Read Answer Asked by Ernest on May 13, 2022
Q: With the sell off continuing across all sectors do you see any justification in the huge drop this took today May 12th besides the sliding of value in crypto markets and general dismay/panic everywhere? Are there any fundamental issues you see the last Q was good. Lastly your opinion on Mike Novogratz as a leader/investor and his track record. I am thinking of adding to a very small position for long term hold. Thanks
Read Answer Asked by Kolbi on May 13, 2022
Q: If you were to add to your basic material with a 3-5 years horizon. Which do you prefer and why?

Thank you

Yves
Read Answer Asked by Yves on May 13, 2022
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