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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: All of these stocks have been hammered badly. Could you please provide your perspective on each of the listed financial services companies. Are they a buy, sell or hold? in what order would you buy? or would you not buy any of them and prefer something else in the same space. thanks
Read Answer Asked by Jeff on November 04, 2022
Q: I believe it is rare to see a “double downgrade” on a stock, as BoA recently did for TWLO. I like the business and see the need overall for Twilio’s communication platform growing exceedingly valuable. So with this massive post earnings drop, is this an opportunity to pick up additional shares to hold long term, or conversely a need to sell?

Thank you as always and apologies for an unintended recent duplicate message.
Read Answer Asked by Anthony on November 04, 2022
Q: What a remarkable market. GOOG has been my largest holding. I have a significant loss and am looking to take a tax loss. First, with a FOMO fear that it might bounce, I am thinking of selling 1/2 my position; if you were me, would you simply sell 100%? Second, would Apple be a suitable substitute? For 30 days or long term? Thanks much.
Read Answer Asked by Leonard on November 04, 2022
Q: I have sat on my hands, during the past year and stayed the course, not selling anything, waiting for the turn to see what recovers. But, after your answer to Marty today, I wonder if I should be selling Lightspeed and adding the funds to Shopify. Thoughts?
Read Answer Asked by Kim on November 04, 2022
Q: Hi, can you explain what is going on at CPRT. It appears they did a 2 for 1 split this morning but there was no warning of this to my knowledge and we were not asked to vote on it. Also why does it show that the share count went up by 4X while the share price was cut in half (as you would expect in a 2 for 1 split). The 4X shares makes no sense to me. Why would they do a surprise split now?
Read Answer Asked by Adam on November 04, 2022
Q: Hello i'm a long time shareholder of Telus at about 6% of my holdings i'm a little concerned about all the aquiring being done by Telus International, what percent of T earnings are made up of TIXT earnings.Do you like Telus 3-5 year hold here and any concerns with TIXT thanks Greg
Read Answer Asked by Greg on November 04, 2022
Q: I'm interested in taking a position in BX. I prefer do it in my TFSA, or I could do it in my Margin if necessary - what do you suggest? Also back in Sept. you recommended it at $78-79 entry point. Would you still recommend it at that price or do you feel I should wait for a lower entry point? Do you still like this company for a long term hold? Thank you.
Read Answer Asked by Pat on November 04, 2022
Q: With Lightspeed selling off today and anything you gleamed from the earnings call would you be comfortable stepping in here with a long term horizon?
Read Answer Asked by Marty on November 04, 2022
Q: I've been building out a sub portfolio in my registered account with the above stocks. It's hard to turn down 5-7% yields + growth potential.

Do you perceive any major crossover/risk with the holding all of the above / should I consider consolidating?
Read Answer Asked by Alexander on November 04, 2022
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