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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: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.
Read Answer Asked by Martin on January 19, 2022
Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).
Read Answer Asked by Shane on January 19, 2022
Q: Hi,
Currently holding these three positions at a loss >50% each and they are less than 1% position now. What do I do with each? From reading previous comments, I think you still like EGLX and AT and would give them more time? Would you top up slightly to 1% or not average down on them now?
How about XBC? Is this one on a short leash and thoughts about about swapping to ANRG for better growth potential going forward? All 3 being held mostly in TFSA. Thank you!
Read Answer Asked by Keith on January 18, 2022
Q: The other day you listed CTS, AT, XBC, STC, AURG, VQS as growth stocks to look at. From the above list which two intrest you the most?
Read Answer Asked by Brian on January 17, 2022
Q: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?
Read Answer Asked by Neil on January 17, 2022
Q: I am constantly mystified by the stock market. SHOP dropped 8 % today on no news. As far as I can see there was very little volume (282,000) shares. My question is why would anyone sell these shares at 8% less today than yesterday when there is no news. What possible reason would there be? SHOP is currently the 2nd largest company in Canada. They provide a internet service for people trying to do business on-line. They have had consecutively better and better quarters. They have a very discernable moat. They have a huge future market. I can't see the downside, at least for the foreseeable future. For me it is like someone selling their Apple shares in 2007 because they felt the iphone wasn't going to succeed. My question is: why do people sell shares in profitable companies, at huge losses?
Read Answer Asked by Bryan on January 14, 2022
Q: Please classify each of the above companies as one of the following:
LOWER RISK
MEDIUM RISK
HIGHER RISK
Thanks for your great service - use as many questions as you wish. ram
Read Answer Asked by Ray on January 13, 2022
Q: The company issued guidance for 2022 and 2023. This stock seems undervalued and I don't see any analyst coverage. What company would be a good comparable company?
Read Answer Asked by Murray on January 12, 2022
Q: Hello Peter and Ryan,
What is happening with Tecsys? Is it just the current market conditions bringing town tech related stocks? I would have thought with the current covid situation, Abcellera Biologics would be doing much better but the stock continues to slide? With respect to curaleaf, why is the stock experiencing so much volatility when it is one of the leaders and the revenues are decent? Thanks very much
Read Answer Asked by umedali on January 10, 2022
Q: Good Morning Peter & Team,

Financial Performance has been mentioned as strongly profitable with a net profit margin over 45%. Year-over-year Quarterly revenue grew by almost 60%. Everything looked great. I took on a position and am now down over 10%. I know you never comment about personal rules one of which for myself is if it drops 10% below MV sell because only the pigs get slaughtered on wall street.

You're advice regarding what I should do (buy/hold/sell), is there any explanation you can provide why there there was a precipitous drop today, and would you remain bullish on this name?

Thanks for all you do

gm
Read Answer Asked by Gord on January 04, 2022