Investment Q&A

Q: What Canadian company would benefit the most from E-Sports?

Q: Hello Peter and Team,
I hold these three securities in my RIF account with over 20% loss.
I am thinking of selling specially MAXR and PHO to replace them with two other securities with more potential upside when and if the market recover.
Please give your opinion and potential replacements.
Raouf

Q: I would appreciate an initial assessment of Tervita (T.TEV) which recently became Canada's largest oilfield waste management and environmental services company following their merger with Newalta Corp.

Q: Could you give me four or five market leaders that have fallen off the cliff in this recent market downturn, preferably TSX stocks, that have the ability to bounce back fairly quickly, thanks?

Q: I have room for one of these in my TFSA. Which one would you pick for best rebound when all this madness in the market goes away over the next 12 months? Thanks
Derek

Q: Hi 5i,
I am considering small average down purchases of the listed companies but unfortunately cash is limited so can't choose all of them! Could you rate/order them for rebound potential ? Currently MX & TOY are approx 3% each, FSZ 2%,and TSGI/SLF/SIS have been driven lower to approx 1% each.

Thanks
Mike

Q: Can you please explain how Methanex results correlate to the price for oil and/or gas.
And if there is a relationship how concerned should MX investors be with what is happening with the price of oil.

Q: Peter and Ryan.
The recent gyrations of the market have left me somewhat shell-shocked because of the severe punishment some companies take for slightly missing quarterly reports. I don't think I'm alone. I've decided to try to identify a number of Canadian companies that are managed so well and have such excellent prospects for the future that they will enable me to buy and hold them through thick and thin, for a long time (10 years).
I'm seeking your guidance to enable me to disregard the extreme volatility and hold these "Canadian Superstars" for many years to come. I realize I'm presenting you with a difficult task but hope that your experience and professionalism, which I've come to respect, will enable you to identify some 'long term investments'.
So that being said, could you suggest a number of Canadian companies from a variety of sectors that I could buy and use as my core holdings. As time passes, I will add many of the growth companies you support to round out my portfolio.
Again, I thank you for your guidance.

Q: Looking at fundamentals and management which company do you think has the most recovery and safety. I own them both and can only add to one. Thank you as always.

Q: With bitcoin plunging I was thinking about a short in this space. Would you mind giving me your thoughts on such a trade and some possible names? Thank you I’m advance.

Q: please provide 3 top equities for starting a position today. Ranked from 1 - 3 not considering any other factors.
Thanks.

Q: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?

Q: Hello Peter,
Is it time to back up the truck on Savaria? I think the market has over done the downside. Any reason why Andrew Peller is down from its peak? The company seems to be doing well. Please comment on both. Thank you.

Q: Good day gentlemen,
I am attempting to differentiate between the largest Canadian producers on a valuation basis...specifically EV/EBITDA. As 2018 and 2019 will be ramp up years for most of these companies, Can you provide this estimated figure for years 2019 and 2020 for these companies and any others you may have in this sector.

Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):

Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.

Thanks...Steve

Q: I asked a question after watching closing 10 nins of Peter on market call.
on listening to the full program later many of my questions were adRessed. so please ignore the question.
Appreciate cooments on the outlook for
DOO ,ZZZ,TCL.A AND MG

Q: In addition to diversified RSP, RIF, TFSA accounts, I have a small Trading account that I use for 'nice to have' rather than 'need to have'.
I have sold Photon and Reliq recently for tax loss and have 22% in cash which I would like to redeploy. In this account I am willing to take higher than average risk.
Current holdings are COV 9% (with small loss), TSGI 43% and SYZ 26% (both with good profit). Your suggestions for one or two stocks that you think have higher than average growth potential in the coming year would be appreciated.
Re your recent update reports - good timing with so much going on and I liked the format
Thanks as always.

Q: Greetings, I have not asked a question for a while now (2 years?); here it goes. This seems like a good time to deploy some of my cash held in my TFSA. Can you suggest a stock similar to KXS in potential? Maybe GUD, PHO? Thanks as ever.
Henry

Q: Hello Peter,

First off, great job on BNN yesterday! Your comments helped reinforce on focusing on the long term and not quarterly results. Just to recap your theme, I have listed the companies with let's say "quarterly miss" , however, with a market over reaction to the downside. Can you add or delete other companies that fit in this category?

Thank-you for being in our investment corner.
Angelo

Q: Would it be a good decision for Lassonde to split since the share is now over 200.00 ? If yes why? and if no why ?