Investment Q&A

Q: I'm down about 17% in Guardant Health and the downward track since the peak a year ago does not look appealing. I've read the most recent comments on this stock and you seem to suggest that it might be worth hanging on to or possible even buying more.
In a case like this, the question for me is always:
1) Should I get out now before it goes any lower, or should I hang in and hope it recovers by 17% in the next year?
2) If I do sell it, what would I buy that has a better chance of increasing 17% in the next year?
I recognize, of course that you don't have a crystal ball, but you DO have your eye on the ball and that's what I depend on.

I am down even more on Crowdstrike (25%) and the same dilemma applies.

Your thoughts please and deduct points as appropriate.

John

Q: What do you suggest using as a benchmark for sector allocations? I have been looking at global market sector exposures using the iShares MSCI World ETF (XWD). I also saw the Vanguard Total World Stock ETF (VT), which I believe has more small-cap exposure than MSCI World. If the global market is a good base to use, do you see any reason to deviate from these exposures at the moment?

I assume I shouldn't look at regional exposures the same way, the global market is heavily weighted toward US (60-70%). Would regional exposure for something like VGRO (equity only - US 43% / Canada 30% / International Developed 20% / Emerging 7%) be a good benchmark?

Q: I think this is a relatively newer fund. Can I have your thoughts on it please?

Thanks

Q: I have holdings in some of the Canadian Bitcoin and Ethereum ETFs. I am wondering if covered calls can be written against these positions, as I would like to generate some income from them. I have not as yet written any covered calls, so I still have some learning to do. Thanks.

Q: For a long-term hold, would you advise selling SIS, taking a tax hit, and buying PBH? Looking for total return, dividend + long term capital gains. Would this swap high grade the portfolio?

Thanks.

Q: Could you please comment on Rapid's earnings?
Also, do you still like it as a long term hold?

Q: Hi There,

I presently own ATA and it’s done very well. I am looking at ROK. Share price has dropped significantly in the past 3 months. All things considered would it be prudent to add ROK to my portfolio or would that be too much duplication to ATA business? Why has ROK dropped so much and what is your forecast for the company in coming 1-3 years?

Thank you!

Q: I follow bl and see it down big today. Is this an opportunity to start a position? Were earnings all that bad?

Q: The share price has dropped today - I assume due to an analyst downgrade.
Is this a buying opportunity at this price?

Q: I bought enb about 3 months ago, I am up a little on it, I keep hearing that other pipelines have a better growth profile on dividend payouts, I was thinking of selling it and buying another pipleline, ala, ppl,ket etc. I also own a little ppl, both in a non tax account. What would do you think?
Thanks

Q: Hi. 25 years to retirement and looking to start investing in TFSA. What are your top 5 stocks for a long term strategy. Buy and hold and OK with volatility.

Q: I 5i team i want to have your opinion on birchcliff; TD action list suggest a 10$ target price. Do you think this is possible?

Q: What is your opinion on ZPAY- cash account. Retired investor looking for income.
Any concerns or alternative recommendations in current environment?
Thank you!

Q: What are your thoughts on acuity ads at this time. I believe it was set up to do well but didn't live up to expectations?

Through my current business i know understand what they do and it is a very interesting space in which i could see a lot of growth potential.

Thanks.

Q: Your comments on the latest report of TIXT would be appreciated. Thanks for all your hard work
Dave

Q: Which E nergy stocks are still buyable?

Q: I would like a little help with my stock portfolio construction. I'm looking for guidelines for how much I should be putting into each of the 11 sectors such as banking, telecom, utilities, industrial, technology etc. including REITs. Can you give me approximations for the percentages that go into each sector for a moderate equity portfolio. Please include approximations for the aggressive and conservative portfolio too.

Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks

Q: I find myself In a losing position in Paypal for the second time this year, currently down 35%. I had previously taken a loss in it a few months prior.
I was considering writing it off as a loss, once more. I would use the proceeds to add to losing positions in the following: CSV/RCII/CCS.
Is this a sound idea? If you deem it to be, which of the aforementioned holding would you add to currently? Please rank if possible.
Thank you.

Q: I need to sell one stock from my income portfolio which is overweight financials. I am looking for steady reliable income. Growth is a bonus. Risk should be low. Between EIF, AD.UN and DIV, which one would you sell and why? Thanks.