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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: In the healthcare sector I hold ABBV, BMY, MDT, AZN and CVS. Am looking to swap one out for a growth/value holding, perhaps in Industrials (maybe LMT?). Was thinking AZN would be my odd one out. Would appreciate your thoughts on best approach for long term buy and hold portfolio given the 5 holdings noted here. Thanks.
Read Answer Asked by Jody on February 17, 2021
Q: hi guys,you mentioned Unity lots of time and you did a lot of research on it.
What did you found during your research and if what are your expectations going forward with the share price?
You think the lower share price is a good entry point?
Mitek,guardian (GH)or Unity....which of the 3 would you pick?
Or would you suggest something else in the tech sector?
Read Answer Asked by Josh on February 17, 2021
Q: Hi team,
After watching CCIV sail away into the sunset, I have to wonder what other big SPAC deals are in the works? Do you have any insights as to enable you to recommend to me an early stage SPAC that hasn't blasted off 400% yet, that a guy could possibly look at buying into for hopes of hitting a homerun? It seems every SPAC that is hitting them market is going up 2-400% so far. Who knows what CCIV will be up to if/ when the Lucid deal comes to fruitition. I know the risks of the SPAC, would be for some speculative investing. Thanks!
Shane.
Read Answer Asked by Shane on February 17, 2021
Q: I have substantial holdings in the US technology sector. The only stock underwater is Unity Software. Would you continue to hold or shift the funds to one of CRWD, SE, MU or PLTR in which I have only partial positions? Which would be your second choice if I were to divide the funds?
Thank you.
Read Answer Asked by Peter on February 17, 2021
Q: Now that the financing of the proposed buyout of CRH is confirmed I was expecting that WELL's stock would stabilize. Could it be that the threat of class actions on behalf of current CRH holders may have to do with the continuous fall of WELL ? Is there anything else but just profit taking on WELL after their spectacular run in 2020?
Thank you for your insight.
Yves
Read Answer Asked by Yves on February 17, 2021
Q: My daughter is starting a TSFA account. I have suggested the following for a long term hold:
One of these 3 banks BNS, TD, or RY; FTS, CNR, BAM.a, WSP, JNJ, & VGG. You thoughts on these picks and any suggestions you might have.
Thank You,
Earl
Read Answer Asked by earl on February 17, 2021
Q: Given current markets and in the near term, I'm considering a 1/3 position in Equities, Fixed Income and Cash. Are these levels reasonable and what is your view of the above ETF's making up my fixed income allocation? You guys are awesome, thanks for your help.
Read Answer Asked by Curtis on February 17, 2021
Q: Hello,

My partner was interested in canadian companies that specialize in transportation building. Thinking green tech - trains, metro, ect. Do you know or recommend any companies that fall in this category?

Thanks for your help,
Ellen
Read Answer Asked by Ellen on February 17, 2021
Q: Hi, in your response to Phil's question on a Canadian substitute to the US$ ARK ETFs, you suggested the Emerge Canada funds as a Canadian alternative. Could you please provide some details on their size and whether you would endorse them as a viable mid to long term investment opportunity. Could you also advise any insight as to why they are trading on the NEO exchange and not knowing anything about the NEO exchange, if there is any risk to them trading there.
Thank you
Read Answer Asked by Mark on February 17, 2021
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