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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: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
Read Answer Asked by chris on January 04, 2023
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!
Read Answer Asked by Andrew on January 04, 2023
Q: Dear 5i,
ENGH and OTEX look pretty beat up.
I am considering purchasing a 1 to 2% TFSA position in one or both.
Do you think these are bargain prices? Do you have a preference
if one should purchase today? Can you please provide your reasons
for your preference. I expect to hold for at least 3 years but ideally
forever. thanks
Read Answer Asked by Ian on December 13, 2022
Q: Hello Peter
I am looking at adding two stocks to my TFSA. Both stocks to be income producing stock with an upside for growth.
Are there any risks with the dividend in the 6 stocks listed
How would you rank the 6 stocks listed to fulfill my goals

Thank you
Howard
Read Answer Asked by Howard on December 02, 2022
Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.
Read Answer Asked by Joyce on November 28, 2022
Q: I hold small positions in these stocks and held these stocks for some time. All held in TFSA. Wondering should I sell some and increase my positions in just one or two. Such as CSU and or OTEX. or just continue holding all of them. Your thoughts.
Read Answer Asked by David on November 24, 2022
Q: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert
Read Answer Asked by ALBERT on November 23, 2022
Q: Hi Peter and Staff

For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 22, 2022
Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.
Read Answer Asked by DAVID on November 22, 2022
Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.
Read Answer Asked by Carlo on November 07, 2022
Q: I plan to sell at least two of the above companies for tax loss this year. Can you list in what order you would sell first.
Best Regards,
Harold
Read Answer Asked by Harold on September 20, 2022
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Read Answer Asked by Carlo on August 29, 2022
Q: I understand from reading the latest report, your confidence in the company has come down considerably. How would you rate your confidence in management to turn things around on the revenue side and do you still consider the stock a good long term hold at these level? I had a full position but the stock has been down a lot in the last 2 years. I see many A ratings in your grade system but an overall B rating concerns me a bit. I am wondering if now is the time to move on to better opportunities? Thank you for your guidance.
Read Answer Asked by Pierre on August 18, 2022
Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
Read Answer Asked by DAVID on August 08, 2022
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