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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'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Read Answer Asked by Alexandra on June 13, 2023
Q: On your Model Portfolios, are the dividends earned reflected on the gain/loss.
Read Answer Asked by Valter on June 13, 2023
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Read Answer Asked by Donna on June 13, 2023
Q: These 2 are presently held in an income oriented account. There are some funds to add to one of them. Which would you choose and why? Apart from the yield, do either have much prospect of some capital gain? Many thanks
Read Answer Asked by Leonard on June 13, 2023
Q: Hi

Can I have your opinion on shippers such as DSX and FRO and those juicy dividends at least for the next year. Longer term I know these can be risky.

Is there a best of breed shipper you would be comfortable recommending?

Thanks.
Read Answer Asked by Donald on June 13, 2023
Q: is the reason teck is down because the price of copper is weak, or the price of coking coal is weak, or some other reason. if someone re glencore is willing to pay 8.2 billion cash for the coal business thats nothing to sneeze at and tecks already a very cheap stock.yet teck stock is going down not up. help me understand. dave
Read Answer Asked by david on June 13, 2023
Q: CHPT held a lot of promise but now I find myself looking at a 30% loss on paper after the GM,F & TSLA news.

Any significant opportunity for a recovery or time to sell and move on?

If I do sell where could I deploy the funds in terms of staying with a growth stock ( with much less risk than Chpt , especially the balance sheet)

Thanks.
Read Answer Asked by Donald on June 13, 2023
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