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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: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?

Read Answer Asked by Ray on June 21, 2021

Q: I am looking at what to do with cash in my TFSA once cash from PHO is available. (nice gain -thank you !)
Shown below are existing positions in my TFSA that are in negative or small positive territory. My portfolio has a good weighting in tech, so staying in that sector not necessary. Would appreciate your thoughts on which of these (if any) you would choose to add to and in what priority. As always, thank you .
QST ( -24%, currently 0.8 % of total portfolio)
XBC ( -32%, currently 2 % of total portfolio)
AT (0%, currently 1.25% of total portfolio)
EGLX (+4%, currently 1.45 % of total portfolio)
MRS (+4%, currently 0.3 % of total portfolio)
U (-25%, currently 1.4% of total portfolio)

Read Answer Asked by Alexandra on June 16, 2021

Q: I know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,


Read Answer Asked by Stefan on June 09, 2021

Q: I have more tech equities than I want going forward. Please help me strike one or two off my list by ranking these in order of potential growth over the long term /min 5 years. For fun (since it probably won't affect my decision), please also rank from least volatility to most volatility. Thank you very much!

Read Answer Asked by David on May 31, 2021

Q: My portfolio is currently down between 30% to 50% on the above stocks in a cash account. Which stocks would you recommend selling to harvest tax losses today and what quality names would you replace them with that have been similarly beaten down you believe will more likely recover losses because of valuation or other reasons.

Read Answer Asked by Eric on May 26, 2021

Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!

Read Answer Asked by Tim on May 14, 2021

Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!

Read Answer Asked by Dawn on May 12, 2021

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Read Answer Asked by Larry M. on May 06, 2021

Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

Read Answer Asked by Stefan on April 28, 2021

Q: Hi.
The list of stocks makeís up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I donít have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?

Read Answer Asked by ilie on April 21, 2021

Q: Hi ,
With wild swings up and down with high growth tech stocks, its my opinion that nothing has changed other than their markets caps and the price. In some cases they have even become cheaper then they were, EV/sales etc. I decided to hold on to my high growth stocks as the "underlying business" fundamentals have not changed. In some cases, they have even got better.
My portfolio is down roughly 40%, which i would consider quite normal during a pullback of this sorts.
Would you agree with my thinking ?

Read Answer Asked by ilie on March 26, 2021