Investment Q&A

Q: Big jump on the PepsiCo announcement. It was still rebounding well before that despite how expensive the stock is and the state of the rest of the market. Would you please share your thoughts / opinion on what the potential thesis of a buyer vs. what the potential thesis of a seller of this stock might be at this time?

Thank you.

Q: Hey Team, thanks for holding strong during this rough time to be a portfolio manager. I have one ticket to add to the above list that didn't show up in your database, its EVVTY (Evolution Gaming) out of Stockholm. Anyway I consider many of these to be high quality compounders, with strong mgmt teams. Could you rank for me which companies you would add to now? Or if anyones you would avoid, let me know. Thx

Q: During the recent short run up these were up a lot: UPST was up 75%, CELH was up 22%, AFRM was up 70%, ARKW up 15%. They have not fallen back as much as others with this big drop in NASDAQ May 18. Should I be adding to them? They seem to outpace most of the other ones. Reading Seeking Alpha, GOOGLE's account in Russia was frozen and indicated they were going bankrupt in Russia and moving out of there. Doing a lot of research, I come across Jeff Brown (Micro chip expert) you probably are aware of him - and he said a Dutch company (I have heard of it before ASML - price is about $630) said this would be the number 1 chip stock for the next many years. More than one answer would be helpful for the above questions. I realize it may cost an extra credit or 2 for this. Thank you,

Q: Moving money from a poor performer to a better performer, talking about AFRM and U - both I could not find in your database when I tried to search them. I was going to move them to more better performers in the case of CRWD and NVDA. That should be a better place. I am north of 70 so waiting 5 years for these 2 to recover may not be an option here. Another 2 that one day they are up 10% and the next day they are down 10% - CELH and UPST. Are there any issues that have surfaced lately about the four mentioned securities thanks

Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

Q: What did you think of their earnings?

I know you like the stock, despite it being high risk. I bought the dip in Jan, thinking of adding more. Would you consider it a buy at this time?

Thank You

Q: March 2 the market had quite an up day thanks to J. Powell but these 4 stocks went in the opposite direction - some as much as 5% CELH (has recovered and then some), U, SHOP and TOI. Of the 4, can you give me a bit of an explanation. The drastic down and up move in CELH and the down moves in the other 3. Many thanks.

Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?

Q: CELH is due to report (date please)? The least little bit of a miss everything in this Market drops about 20% and so do you think it will have a bit of a miss? ALB - it had quite a drop, were the earnings that bad or another one to fall if everything isn't perfectly aligned? Your thoughts are appreciated.

Q: What would be your current top 5 buys in the US and Canada? Thanks

Q: Your top 10 US growth stocks please. Thanks.

Q: Which would you choose for growth over the next 1-2 years?

Q: Have been on a wild ride with Celsius! Is it caught up with high valuation and the market ? Seems like they have a very popular product . Wondering if the time of year to buy ?

Thanks

Greg

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.

Q: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?

Q: I know you answered a question this morning regarding CELH but I think there is some information you may not be aware of. On Friday Li Ka Shing and his friend Chau Hoi Shuen filed a 424B5 supplemental shelf offering to sell their 12.4M shares (16% of CELH). This is why the share price has tanked over 25% including todays drop. It worries me coming on the back of the news that there was an SEC inquiry in Dec of which we still don't know the details. Makes you wonder if the largest shareholders are bailing before the news drops? Anyway I worry this negative momentum will keep going. I never like panic selling into news etc. What are your thoughts?

Q: Hi Team,
Celh is in "free fall" this afternoon. I read rumours of a share issuing coming is this true? Is it time to panic sell or time to stop watching the markets for about 6 months? Thanks

Q: Any idea why the stock has been in big decline over last few days? At today's price is this a buy, hold, or sell? Thanks. Rick

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?