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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: The current volatility and fear in the market has lead me to believe there will be some companies that will unnecessarily be punished/caught in the crossfire and therefore offer a great risk/return
could you please list out companies in your mind that have decreased significantly unfairly and/or offer a compelling risk/return in the US or Canadian Markets
thank you
Read Answer Asked by cary on April 06, 2020
Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.
Read Answer Asked by ralph on April 06, 2020
Q: At today's valuations, if you could invest in one of these today as a good solid longterm investment, which one would it be? Would you still consider BYD and FSV as fairly expensive, even after the recent drop in their respective stock prices?
Thanks.
Read Answer Asked by James on April 06, 2020
Q: I have been reading the questions and answers on nutrien. I think Nutrien has been holding up very well in this market and with spring coming, their retail business,, having bought Agrium quite a while ago, the potential for food shortages, a great dividend, I think nutrien is close to a back up the truck investment.
But I don’t read financials so can you tell me how well capitalized they are. Thank you.
Read Answer Asked by Helen on April 03, 2020
Q: What would be your top stock picks for the best returns over the next 2 years? US & CDN.
Read Answer Asked by Larry M. on April 01, 2020
Q: I realize that in a recovery as you’ve noted, individual stocks will do better than ETF’s. If I’m looking for growth over a three to five year time frame would you suggest buying both SMU and XLK Or a list of individual stocks that could include MSFT JPM V WMT INTC ? I suppose a combination of the two options is also possible. This is for US exposure and it’ll be in my TFSA account which is presently sitting in cash. I believe you’d also suggest buying back in gradually. Thoughts. Thnks
Read Answer Asked by Dennis on April 01, 2020
Q: Hello friends,

Is it possible to run a screen on all 4 major NA markets TSX, S&P 500, DOW and NASDAQ for the top 10 companies of which stock prices have appreciated in the past (dreadful) month? Perhaps make this another blog subject? It should be interesting.

All the best.

PS Kudos to Peter for his astounding patience with everyone! It's something I'm trying hard to achieve every day, but Peter leaves me in the dust. Much to learn from his example.
Read Answer Asked by Iulian on April 01, 2020
Q: What are your growth favourite companies with no debt and/or strong balance sheets that have low PEG ratios in CAD and USD? I understand there is minimal earnings visibility going forward so best guess is appreciated using companies that you expect to survive and eventually thrive. Thanks
Read Answer Asked by Angus on April 01, 2020
Q: Given the high implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years.

Thanks
Read Answer Asked by Angus on March 31, 2020
Q: Please provide your views on the cannabis sector in the short, medium and long term. Specific details around “why” you are positive or negative over short, medium and long term.. would be very helpful. Also please provide your favourite picks in the cannabis sector for short term speculative trading and for long term buy and hold, with reasons why. Your guidance and service is very much appreciated.
Read Answer Asked by Meherban on March 31, 2020
Q: The price of Sleep Country Canada (ZZZ:CA) has declined more steeply than some other stocks in the recent rout and has a good dividend. I've read your latest comments on this country from a post back in January.
Do you think that when the dust settles that ZZZ will be able to rebound quickly and reach its previous levels and is the dividend reasonably safe at current levels.
Read Answer Asked by John on March 31, 2020