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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: On May 27th you answered this question to Esther with these stocks BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

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My question is in general when you list a number of stocks in your answers do you list them from most desirable to least?

If not, can you do so, just to maintain some consistency?

Thanks


Sheldon
Read Answer Asked by Sheldon on June 03, 2024
Q: Hi, Listening to a recent podcast by Keystone Financial, some concerns were raised about high debt level and low organic growth, with most growth generated from acquisitions for Terravest. Do you agree ?

The stock has been weak recently and is now trading at $73, below the recent secondary issue at $74.25 and $9 below its recent high of $82. The decline could well be market related, with DOW and Industrial Sector under pressure, the whole week and not really company specific - Don't know.

At the same time, ADF Group is hitting new highs, almost every day, ignoring the weakness in the Industrial Sector, in general.

Both these companies are on your recommended list. Also, my understanding, based on your investment approach is that you would rather add to a position with stock seeing strong momentum than average down when a stock is in a downwards trend.

Not sure, if the recent price action makes one of the two stocks better than the other, but if you have $$$ to add, which one will you choose today and why ?

Thank You
Read Answer Asked by rajeev on June 01, 2024
Q: Recently FIX has been very favourably mentioned in the Q + A. I have been holding TT for some time (and wow, thanks very much 5i for referring to this). Are the 2 very similar or can both be held? And if only one, which would you see as having the better total return performance going forward? Thank you for the excellent service.
Read Answer Asked by Leonard on June 01, 2024
Q: I'm interested in an energy name that I can hold for a minimum of 5 years with good dividends and reliable long term growth? I'm torn between an ETF with less volatility like XEG and an individual stock like CNQ with its higher growth? What do you suggest? Should I wait for a better season?
Read Answer Asked by Graeme on May 31, 2024
Q: Could you please comment on VEEV earnings? Is it still a buy? If I wanted to replace it with another stock, any suggestions? Thanks.
Read Answer Asked by William on May 31, 2024
Q: Hi!

Of these 3 companies updated in your yesterday would you consider any a “buy/add in 1/3’s” for a 1-3 year hold ?

Thanks!
Read Answer Asked by Robert on May 31, 2024
Q: Re your portfolio analytics tool - I am pretty sure you may not agree with my portfolio….all Canadian dividend payers - financials, pipelines, utilities, telcos etc…you will think I have too much in financials. I live off the dividends without need to touch the capital (other than for some tax planning). I know most investment managers would advise that I should diversify a lot more, but I am comfortable with the composition. With this portfolio in mind and my comfort level, what benefit will your portfolio analytic tool offer me if you accept that I don’t want to hear that I should diversify? I’m trying to figure out if I should upgrade and what benefit I may enjoy. Thanks. Feel free to make this question either private or public.
Read Answer Asked by Mark on May 31, 2024
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