Investment Q&A

Q: Not a stock specific question but more of a learning question. Have done well with PEO and COV but the volume of shares traded is very low. I can see these 2 companies continue to be successful and I was wondering at they grow and more investors want to get into the shares what are the options the company have to increase the liquidity of shares and are the options usually beneficial to existing shareholders?

Thanks
Sal

Q: Hi Peter,

Thank you for your new design and continued service. I have decided to sell PUR in my TFSA ($5k) and take the profit and reinvest. I was looking at growth stocks in Canada and did not like the alternatives (maybe ZCL or SHOP). My options appear to be in the USA or Asia. IF you could choose one growth stock (even a CDN one), which stock would you choose for a TFSA.
We have KXS, SYZ, AQN, FTS, FSZ, MFC, BNS, SIS

Thank you
Jerry and Debbie

Q: Great call on PUR ,but what to replace it with?
Can you give a heads up on some ideas for replacement?
Been looking at HEO,but you do not seem to be favorable on this stock.
Please give me 3 names,it does not have to be sector related specifically.

Q: Hi Peter,
What is your opinion on blockchain and would you invest in any of these companies. What do you think of HIVE or is there something else you would recommend if any?


Thanks for PUR recommendation held it for quite a while at a loss until today. Nice surprise. Clare

Q: What would you suggest to replace PUR, in comparable sector and market cap and any other best option at this time.

Q: Hey, thanks for your great service.
I'm looking for few companies that I can invest on tsx venture. Any upcoming companies that are doing very well?

Q: May I have your analysis and opinion of Mogo's business model and its suitability for an investor with above average risk tolerance. Are there other small to mid cap names in the space you think might be a better investment, and how do the management teams compare. Thanks.

Q: I like KXS but am concerned over its valuation. Its price is very high in comparison to other software companies. Given your past recommendations for KXS, what justifies the premium over say something like CSU?
Thanks for all you do.

Q: Hi, i would like to by some stocks for my kids. Each have about 600$ to start with.
I would like dividens that they can spend for these stocks so that they don't touch the main capital invested. They have quite a bit in other accounts which i don't won't them to spend. What stocks would you suggest. thanks.

Q: I'm thinking of selling my position in Stella Jones. Its had a great recovery from $37, I'm up a decent amount, I think its showing some resistance around $50. I still think its a great company with a bright future, but am thinking of switching out of it for another stock that has much higher growth prospects or at the very least pays a much more reasonable dividend. It makes up the smallest portion of my portfolio (my other holdings are FTS, ZWE, BEP-UN, GSY, and MJN (Cronos)). I'm 39 years old, make above average income, and I definitely have a high risk threshold.

What are your thoughts on switching out of SJ right now for another company with faster/greater growth prospects? A dividend paying stock is nice, but definitely not necessary as all of my holdings pay dividends except for Cronos. I've been watching BTL since the spring when it was below $3, but that ship may have sailed as of this week.

If you're ok with selling SJ, can you please suggest some names that you think would make a good addition to my current holdings

Thanks - have a great weekend!

Q: Good Afternoon,
I have a friend that keeps talking about this company Namaste ( N), I suspect its one of these high flying Cannabis related companies I would tend to avoid. Thoughts?
Thanks

Q: Morneau Shepell has just purchased Chestnut Global Partners & I would appreciate your thoughts on whether this will be good for MSI or a drag on the company. The market seems to like the purchase so far. Thanks , as always, for your great advice.
Dave

Q: GOOS has had a pretty good ride since the IPO. I also take notice of the number of Canada goose parkas I see walking by me now that it's cold out. Would you agree with taking a position prior to the upcoming quarter, despite being at the 52 week high? Is this a buy and hold, or something that would likely pull back during the summer months as their primary product is seasonal?

Thanks Team,

Q: Hello Peter,
Both of these stocks ride on momentum. If one owns them, how do you approach the sell aspect? Do you simply use technical analysis of 10 and 20 day averages as opposed to 50 and 200 maybe too long given how quickly they rise and fall? Also, once they are sold, how does one approach the buy part (10 , 20 day averages again) Your comments are appreciated.

Q: What do you think of Roots as a stock and do you think it is a good buy at current valuation?

Q: Good morning 5i.

Which of Hive or Bitcoin would you choose to invest half a position in
currently for 12-36 months?

Thx/Rob

Q: Hi team,

I am heavy in tech as usual and have to scale back every once in a while. I now have some cash to deploy in other sectors. I offset my tech with industrials, financials, consumer and utilities. I avoid resources as I find it just drains my capital. I am growth and an “active” investor.

I am looking at adding a consumer stock, either BCI or ZZZ. I read your recent report on BCI and am intrigued by the trend of aging demographics and the increasing need for glasses and contact lenses. You give it a relatively strong B+ rating and it is in your Growth portfolio. I have been watching it the past week or so. It is a very thin trader. No trades at all today and bid/ask about $1.00 apart, a wide spread for a $35 stock. Would have been wider except for my bid which did not get filled.

I used to own ZZZ and got lucky in selling before the last earnings release when it missed estimates. I have been watching that lately as well. It seems to be moving up steadily from $32 and now hovers above $33, still well off its 52 week high. On Monday, the TSX approved a NCIB for ZZZ that is normally supportive of the share price.

So, should I buy some eyeware or sleepware or a bit of both to get a good night’s sleep?

Thanks again,
dave

Q: My Daughter will be contributing to her TFSA this year (Value of about 50K).
What 5 stocks would you suggest for someone starting out who has many years to contribute and watch the account grow?
Thanks

Q: What do you make of their earnings release today? Revenue seemed below your expectations from an earlier question but EBITDA was a slight beat. Price is down from its high.

Thanks,

Brendan

Q: You have noted this company for tax loss selling, can you tell me why the stock is down so much and would it be a good buy if it does fall more as investors sell for tax losses.