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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: I have not had funds to start a position in APPS until today after trimming some gainers that have grown too big in my portfolio (all 5i suggestions so thank you very much!). APPS has had quite the run in the past month (up 30%). Do you see this as a BUY today? Has it run too far? Do you recommend initiating a position today or would wait for a pull back (suggest a good entry point)? Do you still like this one for the long term?

Read Answer Asked by Justin on October 12, 2021

Q: Thanks to rising oil prices, I have cashed out of an oil stock at the original price paid 5 years ago. I feel lucky to have done so as this is a sector I wish to avoid. This makes my TFSA ( small part of total portfolios and is my fun money ) 50 % cash.
Knowing that momentum is important to you, what are your thoughts on the momentum of the S&P 500 ? The growthy small caps seem to be out of favour at the moment. Do I wait until market sentiment has changed back or look at other larger growth stocks ? Your 3 suggestions for a risk oriented TFSA is appreciated. Derek

Read Answer Asked by Derek on October 06, 2021

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Read Answer Asked by ilie on October 01, 2021

Q: Markets are going through a correction the past couple of weeks, particularly today (Tuesday). Tech is being hit hard. Can we have your assessment of the situation and what you see unfolding in the next few months? Do you view this as a buying opportunity or is it too early for this? Can you provide some names that have sold off too much in your opinion and might lead the rebound, when it happens.

Read Answer Asked by jim on September 29, 2021

Q: looking for growth companies over the next 1-2 years. Could you pls select the top five and place in order of rank

Read Answer Asked by Howie on September 09, 2021

Q: Can you please provide a list of your top 5 growth US stocks that are must have if we were to purchase today?
Thank you

Read Answer Asked by Gurleen on September 03, 2021

Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

Read Answer Asked by Dave on September 02, 2021

Q: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.

Read Answer Asked by Yves on August 27, 2021

Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad

Read Answer Asked by Bradley on August 27, 2021

Q: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?

Read Answer Asked by Curtis on August 24, 2021

Q: As a follow up to my previous question regarding the number of stocks, which two stocks do you have the highest conviction in if the goal is pure growth over the next 10+ years (GUD, EGLX, APPS, NVEI, and TOI)

Read Answer Asked by Marc on August 24, 2021

Q: Assuming you could keep track of N companies, would it not make sense to own as many as possible if business fundamentals are good, the price is reasonable, and you have the funds? This is compared to trying to select which specific company to add to or purchase from a basket of options. My understanding is that often a few really great companies can end up carrying your portfolio and make up for the losers (I believe this was from Peter Lynch's book). The reason I'm asking is because I look at more volatile growth stocks like APPS, AT, NVEI, EGLX, TOI and GUD , and keep asking myself that question. I'd love to hear your thoughts.
Marc

Read Answer Asked by Marc on August 23, 2021

Q: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!

Read Answer Asked by Tim on August 18, 2021