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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: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.
Read Answer Asked by Barrie on April 05, 2022
Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!
Read Answer Asked by NAIM on April 04, 2022
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
Read Answer Asked by Dan on April 01, 2022
Q: J's comment on March 30, about the small ADR fee charged, is interesting and I wonder if he would elaborate, e.g. how does he determine the fee, does it apply to all ADRs, etc. (This topic may be suited to the forums, if J could be redirected.)
Read Answer Asked by chris on April 01, 2022
Q: greetings - I'm thinking of harvesting some NTR gains. Other than the financial sector ( I have RBC, SLF, BAM, GSY, BNS) and energy ( have CNQ, SU, ENB and TU) which Canadian companies do you regard with the strongest conviction these days for long term holds. Dividends are always nice but not a stopper. Thanks for a steady hand on the tiller. Al
Read Answer Asked by alex on March 31, 2022
Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?
Read Answer Asked by Timothy on March 31, 2022
Q: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 30, 2022
Q: Hi 5i
As we all know, growth companies need to maintain strong growth to justify their valuations. In looking at some past answers, I am not clear if you prefer earnings growth or revenue growth as the key metric. For a tech company, what would you consider as a strong earnings growth rate and a strong revenue growth rate? How many years do you look out? Are there any websites that show these projections? I do not believe that your website shows forward looking growth rates, just historical ones.
Thanks again.
Read Answer Asked by Dave on March 29, 2022