Investment Q&A

Q: In September you considered it a hold but are not adding to your position. Based on the last growth portfolio update, it has a weighting of ~1.2%. You have also indicated that there will likely be some tax loss selling.

I am down ~45% in my TFSA on this one and makes up 1.1% of all holdings.

What discussions are going on with 5i in regards to your position with the growth portfolio. Is patience wearing thin? Are you looking to remove it because its stuck in "show me" mode and management fails to improve margins? I am trying to decide whether to cut my losses and move onto something with better growth, execution, and conviction.

Q: On Sept 21st I asked a question about Circle. In your response you mentioned.
- Buying the SPAC shares is the same as buying Circle, but note the acquisition has not closed yet.
- Like all SPAC deals we tend to be extra cautious.
Re the above points,
Can you elaborate on the potential concerns specifically with investing in Concord at the moment in lieu of investing in the new company after going public. (For e.g. Can we lose all our money, some of our money.. if the deal does not go thru…? Any other concerns?)

If you have any additional comments re Circle since Sep 21st, a few words would be appreciated. My understanding is that they now have $33B in circulation but do not know much more (and there may not be much more).

Thanks again. Your turn around time is amazing and the quality/detail of your responses is impressive. Keep up the great work. Have a nice day!

Q: I would like to invest in biotech companies for a long term hold (5 to 10 years). What are the top 3 to 5 biotech companies that I should consider investing in?

Q: Thank you for your sage advice over the last few years.

What would it take to move VET shares up a few more dollars? I realize the share has had a good run up over the last months, but at the same time, I believe they are still discounted. There seems to be real resistance at the $14 price level. Even with WTI crude at $83 today, the shares are in the red. Are there specific movers that I should be looking for, or, barring a miracle, is this the time to sell?

Q: Is Brunswick worth continuing to hold? They’re probably affected by supply chain issues and they’re investing in electric motor development. Buy, sell or hold?

Q: I was wondering if this ETF would be a good way to play the renewable energy space? Good dividend, international and spreads out the risk of just owning individual renewable stocks.

This is the best site and thanks for your continued guidance.

Dave.

Q: Can I have your opinion on this company as they have created partnerships? Thanks James

Q: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?

Thanks!

Q: Hi,

I'm down now 62% on MRS. It is also down over 50% in the growth portfolio. What is the rationale to keep holding it at this point? Is it time to move on or will more patience pay off?

Thanks

Q: Hello
Can I have your thoughts about these three companies for future growth and what's your view - Buy, Sell or Hold?
Thx

Q: I noticed that this is being called. How long has this share bee in existence? Isn't it a fairly rare occurrence for perpetuals to be called?

Q: What is your opinion of Avadel Pharma?

Q: Please comment whether this stock is a buy after the huge drop?

Q: My 21 year old daughter holds Costco, Unity, Etsy and Crowdstrike in her US TFSA. Should we sell something to buy Nvidia? Or should we start over and sell more than one holding to replace with others? 5i is a great service!

Q: VSBY is really surging. Would you add to a small position, or let it consolidate first. Would you consider it for the growth portfolio?

Q: Given all the hype around Bitcoin and projected value reaching $100K US by Year-End, is it worth the risk of Buying this ETF now?

Many Thanks!

Q: I hold TTD In a growth focused portfolio at a small profit but looking for more torque. Would you swap it out for AT?

Same situation for a position with ECN and adding those funds to small positions of DND and EGLX.

Q: I would like to purchase NVDA in a cash account and need to sell one of my other stocks to do this. currently own CRWD , APPS , ROKU ,VEEV , and MITK. Up on all stocks with the exception of ROKU. my thought is to sell Roku to accomplish this. Could you rank in order of potential.

Q: Hi We are a retired couple using our rrifs for income. We have been waiting for the right time to put our 10% cash to work. Please advise in order which of these selections to top up is best now or wait or don't buy at all.

Q: what are your thoughts about GH,would you buy it here?
Or would you prefer another stock in the healthcare?(ABBV)
Why is there so much selling pressure on this stock?