Investment Q&A

Q: Dear Peter et al:
You have built a stellar reputation by choosing some very fine winners. SHOP/LSPD/PBH/KXS and others which have gone to become multi baggers to use Peter Lynch's phrase!

From your new picks, your holdings in Growth portfolio and from your watch list which do you think are your next multi baggers? Can you gaze into your crystal ball and share your insights? I won't hold you to your predictions!! :) You may speak freely!! Once upon a time articles used to appear in financial magazines titled, "Next Microsoft is here"!! :)

I am asking this Question specifically to buy with new monies for TFSA/cash in RRSPs and some in non registered accounts. If not stocks , ETFs would be fine too.
Many thanks in advance.
Mano.

Q: Thoughts on buying PKI at todays prices? Why hasn't it gone up as much as other stocks in the oil and gas space?

Q: Lots happening with this company in the last months. Can you comment on expectations of this stock in the next few years? Thanks

Q: You mentioned there is now one other analyst for Topicus. Can you tell me who it is, and what their 2022 Revenue, earnings and price targets are? Thx.

Q: I have held Ccl for a few years but it isn’t going anywhere. Considering a sell but would like your view. Not many recent questions on your site either.
Merci.

Q: What are your thoughts about QSR? I want to know why this stock has been trading sideways for the past 5-years. It definitely is range bound.

Are they missing estimates or something? I’m sure the pandemic hasn’t helped.

Cheers

Q: Hi!
WELL is looking more and more delicious!
Would you be able to give a rough valuation so that I can have a sense of margin of safety?
I wonder if a takeout is likely?

Q: Do you see any reason for the apparent weakness/breakdown of the shares.
You mentioned earlier that higher rates shouldn't be negative.

Thanks, Peter

Q: Hi 5i,
I wrote inquiring about the above names mid week last week but didn't get an answer - I'm pretty sure i hit submit but possibly not.
I'm down on each - on some significantly - and was looking forward to a post tax loss selling bounce, but none came. In act, all but WELL were down on January 4 before the interest rate news hit on the afternoon of January 5, and all have continued to drop like stones since. I'm concerned that droppage would be happening even if the Fed hadn't scared people about interest rates, and I have the depressing feeling I own a basket of stone losers.
If I sell out of each now and put the funds into some good dividend payers like ENB, SU, POW, BNS I might (hopefully) recoup my losses or at least cut them considerably by this time next year.
For each of the names could you tell me if you think it's a good idea to punt now before further losses accumulate, or are there any that you think have a reasonable prospect of returning to their early to mid 2021 levels by the end of 2022.
I really will appreciate your thoughts and advice - feeling a little beaten up right now ...
Thanks,
Peter

Q: I own HR.UN and was wondering if you could tell me what the ACB of my new PMZ units would be? Thanks Ron

Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David

Q: Hi gang!

Where do you see support levels on our darling Shopify? I realize this is tough to call, but your thoughts are appreciated!

Many thanks for all you do!

Q: I bought a small position of lspd at $78, watched it rally to $150. Did nothing which in hindsight I should have sold but I'm in it for more. Dropped to days price of $45. It has kinda of a 'blood is in the streets' feel right now. . Doubled the still small position to average $62. I can hold this one for a really long time. Am I crazy or am I sitting pretty?

Q: Hi Guys
Morningstar has ENGH @ Forward P/E at 26x and P/S at 5.3 x
Would you think taking my position up from 1.5% to 3.0% a good idea? or would your choice be another stock instead, I invest in companies, not trade stock prices.
Thanks !

Q: Hi Team,
Following the CSU model, if TOI does not issue new shares to finance acquisitions and its cash flow was negative at the end of its 3rd quarter, do they finance acquisitions solely with debt? Thanks

Q: Bnn had a guest on today saying time to sell shop and he predicts the stock to continue its downward trend to $220. What would your response be to this prediction

Q: CURRENT OPION ON LIGHTSPEED - HOLD OR SELL - IS IT A GOOD LONG TERM HOLD OVERALL KAREN

Q: Recently held LSPD and watch it fall fall and fall. Wish I had sold some.
Have held shop for several years and am now watching it tumble. Understand both are growth stocks and there is a rotation. Is there a price point that Shop would hit where you think one should sell some. Are my concerns justified or is it a wait and be patient and it will return to 2000.00. Realize you do not have a crystal ball but need your advice.

Q: In an economy of rising interest rates how will GSY react? Is that environment positive or negative to the stock?

Thanks


Sheldon

Q: Hi, We have 3 TFSA accounts, where we sold some SHOP, last year and made cash withdrawals. As a result, this year, we have available contribution room between $30-40k, in each account. We like to wait for an opportunity for a Growth stock to transfer from our Non Regd accounts ( there are separate accounts for each) for an in-kind contribution. Present allocation in the TFSA accounts is as follows.
CSU 25-30%
SHOP 35%
LSPD 30%
NVEI 10%

We are not worried about concentration, as TFSA funds are less than 5% of our Total Investment Portfolio, which is fairly diversified. Objective is to optimize Growth stocks in a TFSA setting. There is sufficient quantity in Non regd accounts, for all the five stocks listed in the question.

We were planning to add SHOP, with today's 10% decline and some TOI, as we have none in TFSA's.

What would be your recommendation ?

Thank You