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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: Currently own some Kinaxis and Shopify, both about 2 percent each.
Would like to add more tech. Close enough to retirement that need more conservative stock. Is OTEX the best option here i.e. lower risk (with some dividend and reasonable growth?)
Can you contrast the two top choices?
Thank you.
Read Answer Asked by Tulio on March 11, 2020
Q: Questions on Canadian Tire:
Does 5i feel CTC's Finance arm's lending criteria exposes it to significant losses (and a surprise to the market) in the current environment? Based on your view of the lending side of the business, does 5i feel the Finance arm supports or detracts from an investment in Canadian Tire at this time?
Finally, how strong does 5i view CTC's web presence, and its competitive position digitally versus strong competitors like Amazon?
Thank you
Edward
Read Answer Asked by Edward on March 10, 2020
Q: Which stocks (US or Cdn) in your opinion may serve as something of a hedge during the virus scare. Kinaxis, for example, doesn't seem to be getting beaten up (yet). I'm thinking of online shopping support stocks, streaming networks, or other businesses that won't be affected, and may even see a boost, if people choose to stay in.
Read Answer Asked by Kim on March 06, 2020
Q: Hi folks, Raymond James thinks Cannabis sector will bottom in Q1/20 (now), stabalize in Q2 & Q3 (with bankruptcies/mergers/buyouts etc) and the winners after the carnage/dust settles...should prosper going forward. Do you agree with their thesis (I do), and trying to position myself in a few companies that have cash/good operations/chance of profits etc...and 2 I picked were Village Farms & Aphria. Can I please get your throughts on Pot sector and these two companies. Many thanks, jb
Read Answer Asked by John on March 05, 2020
Q: Lspd, Engh, Otex and Dsg, which one is faster growth and which one is the cheapest , which one you like it better?
Many thanks
Read Answer Asked by Hue on March 05, 2020
Q: Could you please comment on Pl recent earnings. Also do you think the hit today on VMD is over done as the adjustments were prior period adjustments which probably means the accountants are giving a harder look at current financial statements. The earning were weaker but he Revenue growth was very strong although the net income was weak. The emphasis at this point in this young company their focus should be on growth and the are nearing the $100 million run rate which should bring in new investors..
Read Answer Asked by mike on March 04, 2020
Q: "This is the chance I've been waiting for". Based on the market sell-off and a scenario where I have no stock holdings and want to build a new portfolio, which 6 Canadian companies do you believe:
1. have the most short and long term upside potential based on the fact that they are now undervalued
2. have the strongest fundamentals to power them upward
3. are located in the right sectors
Yet still, because of the nature of their business, are somewhat insulated from the current negative market conditions.
Which companies should I buy today?
I thank you for your guidance.
Read Answer Asked by Les on March 03, 2020
Q: Hi,

I own these 3 stocks as I am a high growth investor .

The market is up over 5% today while my stocks are either down or up less than 1%. Even some cruise line stocks are up more than the 3 stocks I own.
May I get your opinion on them?

Thank you
Read Answer Asked by ilie on March 03, 2020
Q: Dear Team,
Recently I purchased AC at $49.50 and now it has really dropped. Would you advise to hang on to it and would this even be a good time to purchase more?
Some advice would really be appreciated. It is about 2% of my portfolio.
Thank you,
John G.
Read Answer Asked by John on February 27, 2020
Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?
Read Answer Asked by Paul on February 27, 2020
Q: Here it is, the long-overdue market correction. If it wasn't the conavid 19 virus that triggered it, something else would have.

I'm compiling a watchlist of virus-driven oversolds using stockcharts.com. Peter, could you recommend 5 Canadian and 5 US stocks that look oversold at the moment? The correction could drag on for awhile and bring valuations closer to historical norms, but at some point there will be capitulation and a chance to get into some good stocks at bargain prices.
Read Answer Asked by David on February 26, 2020
Q: If you had to choose two at this time for a growth-oriented investor which would you go with?
Read Answer Asked by Andrew on February 25, 2020
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