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.
Q: Earnings looked okay - any concerns to highlight? I can see them being a benefactor during this crisis as remote health options become more prevalent.
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
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.
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
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.
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.
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.
Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?