Investment Q&A

Q: Thanks for your updated flash reports. I like the format. You mentioned TOI as a buy-and-forget stock.

I presume this means if you forgot you owned the stock and came upon it years later, these are the stocks you think likeliest to have appreciated nicely years from now if you just held on through the ups and downs.

With lots of volatility on the horizon (threats to global order, US internal order, pandemic, inflation, climate change), buy-and-forget sounds attractive.

What are your favourite buy-and-forget stocks in Canada?

Thanks,

Chris

Q: hey guys hope all is well
just wondering what is the difference between BEPC and BEP.UN and which would you prefer
thanks as always for your advice

Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.

Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom

Q: The three larger Canadian auto parts companies have been trending down for some time. I hold MG and am fine continuing to hold. LNR is is getting more interesting. I like the company and management. I'll continue to wait until it settles. What price do you see as a a good entry point?

Thanks for your help.
Mike

Q: I recently sold BYD for a tax loss and used MNRO as a proxy - would you keep the proxy, even though BYD has increased in value slightly or buy back BYD? Long term horizon...
Thanks for your service!

Q: Could you rate these 3 companies for me best first and which would be best to add at this time. I believe they have all moved up recently and am wondering if I have missed the boat. Do you have an alternate choice? Should I add one position or 2 half positions.

Thanks again for your support and wisdom.
John

Q: Still losing after holding SIS for many years with a $17.278 p/p .So thinking of moving on to better opportunities.Please provide your opinion,& 2/3 best replacements(do not have to be in the same sector). Txs for u usual great services & views

Q: Both Costco and Dollarama have had good runs. Which company would you purchase now? What would be a good entry point for each stock.

Q: Worth buying or not?

Thank you.

Q: Hello Peter and team,

What is causing Topicus and Gladstone Land Corp to surge today (Friday April 8th) and Lithium Americas to decline when the recent news from USA was very positive on the metal. Thanks very much

Q: Peter; The following might be part of the reason the stock is struggling- re question from Curtis
Walmart raises truckers’ starting salary to as much as $110,000 a year. The pay bump, from $87,500, comes as companies deal with a shortage of long-haul truckers. Relatedly, the video game developer Activision agreed to convert 1,100 of its temporary employees to full-time status, a sign that workers might be gaining more bargaining power.

Q: I have been considering acquiring three of the above companies. I what order would you acquire for a balanced portfolio looking for combination of growth and income.

Q: I am considering buying shares in CNR. Can you give me some reasons why it might be a bad idea? A few positive would also help, but I want to make certain I understand any risks before I invest.
Thank you, I tend to recommend your services to others as I have found it very helpful over the years.

Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks

Q: I would appreciate your thoughts on asset and sector allocation if one believes we are approaching a recession. Thanks for a great service.

Q: Given that we are seeing increased inflation and many are predicting a recession in the next 12 to 18 months, what would be your investing strategy, what fundamentals should we look for, i.e. Earnings, or?? What sectors would you suggest for safety and what sectors should we avoid?

Thank You

Q: Hi 5i,
Adam Gray who sits on the board of NFI just purchased $33M of shares recently. Can I get your opinion on the stock. Can they afford the dividend? Do you think they might cut the dividend?

thanks

Q: Hi,
Is there a good argument to buy a reit or a similar security as opposed to buying a rental property? I know that labour involved in maintaining, commissions involved in buying and selling can be high when it comes to buying a rental property. But in the last few years the capital gains from rentals have been high especially in the GTA area..Are the returns comparable?Thanks.

Regards,

Shyam

Q: Hello Peter and team,
Do you see BCE and Telus as over value territory as it seems investors are moving to safety driving up share prices.. I was thinking of selling some and buy back later time (i know it may seem market timing, but they have run up alot). If I did sell, what are the alternatives? Thanks for the explanation on BAM; the market call commentary was harsh. Lastly, would you consider Enerplus a good buy and is PE a good way to look at oil companies or is it mostly on cash flow? Thanks very much