Investment Q&A

Q: I am curious as to your take on this brief article (https://findependencehub.com/when-low-rates-cause-people-to-do-dumb-things/#more-207962) and the author's argument that given the elevated earnings multiple of growth vs value stocks (especially in the US) and historical reversion to the mean of returns, that going forward investors would be better served by exposure to value vs growth stocks (again, especially for US equities) and seemingly Canadian vs US given the "far more attractively valued" Canadian shares. Thanks.

Q: My View! Bought my 1st. stock 50 years ago, and have owned stocks since, so i have had a lot of ups and downs over the years, but what i have learned is that people take too many gambles in the market and than have wipe outs or tax loss selling, when all they have to do is buy great companies that make lots of money. It is amazing how much your growth is if you do not have to write off these loses on IFFY companies. I love 5i for reading but sometimes i wonder where do they find these IFFY stocks, are they looking for another 1000% banger or a another tax loss seller. If you take Berk.B and only bought it 5, 10, or 20 years ago you would be very happy with just 1 stock, they do not buy IFFY and hope. The market will reward you over time, but Greed is hard to control.

Q: What is the best way/strategy to make money in the stock market? I have tried trading, but that only led to small profits.

I tried buy and hold, but then I didn’t cut my losses in time.

Q: Hi Peter,

What does deterioration in fundamentals mean for a company from your perspective? And what are the indicators to watch out for?

Best,
Matt

Q: Hi,
Let’s say I want to (re) buy a looser stock during the year. Are there any periods that would be more favorable?
Quarters’end, triple witching days, seasonality for the sector ?
I try to avoid January and earnings period. But I found bargains from mid-October thru-December.
I guess this is not part of your philosophy but I'm curious.

Thanks and great week-end.

Q: Chris's podcasts, a brilliant idea! Seeing you talk together in this way makes you even more sympathetic and human.

Q: I have subscribed to the Daily Dirtnap newsletter for the past couple years and have enjoyed it. But lately its gotten to be too much self promotion and utter fluff. Is there other daily market newsletters that you are fans of and would recommend? Thank you

Q: Hi Peter. Curious what the picture in the background of your YouTube podcasts is? It looks like a newspaper clipping. Maybe one of your charity bike events? Just curious. If none of my business just say so ...

Q: Everyone, investing is a difficult industry to master over decades. What are three items that you would never do in this business? Clayton

Q: How are the prices of the indexes calculated? Like the TSX is at 21,000, the S&P at 5000, and the Dow at 39,000.

Q: I will not be able to join the US markets and four top stocks Webinar that will be held on February 27 at 1PM EST. Will it be recorded so that we can watch it later? Thank you

Q: could I get a short version on the pros and cons of CDRs and are they any advantage to have in a smaller portfolio for U.S. stocks Thanks

Q: A few question and please take as many credits as required:
1) Is there a reasonable way to estimate how much of the share price increases in SMCI and NVDA are due to short covering?
2) What is the current short % in both NVDA and SMCI?
3) Where does one find information related to short %?

Q: I note that one can now buy PANW via a CDR in Canada. In looking at PANW today, after the 28% drop in SP on Wed, there are at least 2 US law firms soliciting clients for a possible suit. The company didn't have a great quarter so they got punished. Not a crime. Market fluctuation. Price was lofty. Are these potential suits just noise that most companies deal with from time to time, or is there cause for concern? Wanting to buy at the discounted price, but should perhaps look elsewhere.

Q: Can you give me your opinion on which would give the most toque as share price rises.? The regular amazon stock is trading at roughly 164USD and the Amazon CDR is a 20ish CAD. I like to be a bit concentrated so buying the CDR would allow me to buy many times the amount of units than the actual stock purchase, but if the CDR is bought will I still get the same amount of upside as the stock moves higher? I hope my question makes sense. Also what is your general view of the 5-10 year outlook on this company? Thanks

Q: where can I find a list of companies that offer DRIP plans for shares, also with SPP [share purchase plans]? Also a half dozen recommendations?
Thanks

Q: Everyone, for more than 30 years I have used ‘good’ debt to buy good assets, such as my house and stocks. My maximum debt to equity ratio is 50%. My thought was if the asset depreciated by 50 % I would still be even. Additionally, I only buy top quality assets such as AAPL, AMZN, etc. Also I buy assets to hold forever. For a retail investor what range would you suggest as a debt to equity. Clayton

Q: Do you think it would be a good idea to buy tsx stocks that pay us dividends in a us rrsp so that the dividends aren’t converted to Canadian dollars?

Q: Our portfolio includes my wife’s and my investments, my wife will have 100,000 to invest soon. Going forward should we each have our own portfolios, but we could have same companies and have over 5% in full positions.

Q: Good morning, I’m wondering if you have ever considered using a chat group (ie discord) instead of the traditional forum. Reason I ask is because there is a lot of smart investors that use your site that would benefit from a more real time exchange with each other. Thoughts?