Investment Q&A

Q: what would be your top picks in the following sectors: uranium, Agriculture. defense and cyber security?

Q: Hi,

With stock prices much depressed I have concerns that some unprofitable growth companies will have a hard time raising sufficient cash to fund operations; at least without massive dilution.

My question is two part:
1. What is (are?) the best metrics to assess profitability of a company (net margins, cash flow, etc)?
2. From your Canadian list of companies which do you see as the most needy to raise cash within the next 6-12 months in order to continue to fund operations.

Thanks,

Cam

Q: It seems agriculture companies are doing well in the current and probably future environment. NTR looks good but has already moved up a lot. Appreciate your opinion on whether it is still wise to take a new position. Also, do you know of other companies that should benefit from the current dynamics. I'm open to Canadian or other ideas.

Q: Read your answer to Ken's question dated Feb 25, 2022 to STLC question. You answered "..with the pricing discrepancy on the basis of hedging through the use of futures, management noted significantly lower prices for steel, which will dampen revenues." Looking at the charts for US steel companies: where NUE and RS hit new highs and X rose 10.45% on Friday. I would have thought this price action would also be reflected in Canadian steel companies (ie: STLC, RUS) based on "A tide rises all boats" theory. However this was not the case on Friday. Is hedging and/or steel tariffs the reason? Or maybe something else? Thank you your insight.

Q: I have been holding STN for a number of years. It underperformed WSP in last 5 years by large margin, but started catching up in last 3 years. In recent stock market correction, STN dropped much less than WSP. STN is still above 200 day average while WSP is currently below 200 day average. Year to today WSP also underperformed STN. What is your view of STN and WSP going forward from here in terms of future growth? If just to own one name between them, which one would you pick? Alternatively, should I catch this opportunity to switch to WSP?

Thanks,

Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?

Q: Good Morning
I have the following stocks in my tfsa all down nvei stc shop
Would you add a small amount to each or take a larger position in one now or wait? What strategy would you follow?
Thks
Marcel

Q: Good morning
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel

Q: Hi,

My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.

Best,
Matt

Q: Good Morning
My wife has these 2 stocks in her TFSA BAM.A DSG she can add a small amount 2 both or a larger amount to one What would your preference be to do and would you do it now
Thks
Marcel

Q: My accrued gains from the last few years on these tech stocks are evaporating. I'm thinking of selling the works and buying an energy ETF like IXC. Does this trade make sense?

Q: Please comment on the earning result of MFI. Thanks

Q: The general technical pattern of the US markets and other markets to a lesser degree appears to be aggressively trending down, with the recent positive earnings now in the rear view and corrected, unfortunately. I’m reading your language from past comments that the year is expected to be rough for tech but I think it is worth noting that the trend line underway for major indices and even successful companies appears to be headed down and possibly with much bigger drops ahead.
Could you please comment on where you see this from your perspective? Do you expect a sizeable drop ahead and do you advise any mitigation at this point either to rebalance or to sell any current holdings, such as small caps, tech, high debt or other potentially at-risk assets that may be staring down a large drop.
Almost nothing looks to be at a ‘bottom’. To echo a lot of headlines, it looks like there could be a slide ahead.

Q: Why the huge drop today??

Q: Hello Peter,
What do you think of Gladstone Land? Shopify and Nuvei are both experiencing downwards momentum. What upward signals would you use to add to these two stocks? Would it be 50 day moving averages or is there a price that would make sense showing upward movement? Thanks very much

Q: Can I get the outlook on Park Lawn now that the pandemic is almost behind us.
How do you see Methanex performing with the recovery and oil price surging

Thank you

Q: Your take on todays earning release.

Q: You have equity; stock, cash, diversified, etf, as categories but no fixed income category for bond etf's. Is it possible to get a category for fixed income?
thank you
Stanley

Q: The three large auto companies mentioned are currently trading at 'low' trailing P/E (6.9 to 9.8) and forward P/E (5.7 to 8.5) multiples according to the Globe & Mail Investor service. Why would they be trading at, what on the surface, appears to be such 'attractive' levels?
Thank you. Edward

Q: What do you think of the stock? Is it a buy now after today’s drop?