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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: Hello,

Are there any US or Canadian companies you see as attractive opportunities for medium to short-term option plays? Short-term being less than a year (3-6 months, medium-term being 1-2 years. I understand these short-term price changes can really be a toss-up, but am cautiously optimistic about the market pricing in current fears and moving upwards over the next year.

Also, am wondering if this specifically would be attractive to you: GOOGL $1.81 @ 110 Strike April 21 Expiration
Read Answer Asked by Robert on January 25, 2023
Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).
Read Answer Asked by Justin on January 20, 2023
Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.
Read Answer Asked by ALNOOR on January 19, 2023
Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.
Read Answer Asked by Walter on January 10, 2023
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
Read Answer Asked by William on January 09, 2023
Q: Could you please share 5 to 7 US growth names you would be comfortable with buying today? Are there any names that you were comfortable with early in the year that you would be less comfortable with moving forward? (For ex: ROKU, or APPS).

Read Answer Asked by TRINA on December 31, 2022
Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?

2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
Read Answer Asked by Andrzej on December 13, 2022
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you
Read Answer Asked by Jason on November 07, 2022
Q: I am looking at a purchase in my non-registered account. All the above stocks are below there targets and some are at 5 star price levels. What would be your choice from the list for growth for a 3 - 5 year hold?
Read Answer Asked by Ron on September 30, 2022
Q: I own shares in these 3 companies and am thinking of adding to one or all of them. Weightings are all still relatively modest. What do think of these stocks, is this a good time to add, and would you suggest adding to one, two or all. If not all, in which one or two would you prefer? With thanks, Don
Read Answer Asked by Donald on September 19, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?
Read Answer Asked by Christian on August 08, 2022
Q: If you bot the S+P 500 in early 2000, it would have taken until early 2013 to see a general return to profitability in your portfolio. If 1970 inflation type problems persist (high oil prices and high interest rates), when would your best guess be for high PE stocks( DOCU ,ROKU, ADBE , TTD ) to recover and return to the highs we saw recently? Is it possible we may need to wait that long?
Read Answer Asked by adam on June 13, 2022
Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?
Read Answer Asked by Patrick on April 06, 2022
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