Investment Q&A

Q: There is a lot of M&A in the gaming space, Zinga being bought buy TTWO and ATVI by MSFT today. Is there any company that you se being interested in EGLX?

Q: The New Report I received yesterday in my email shows "additions" of 1% in the growth portfolio to Kelt and Tamarack. When were the initial positions taken?

Q: What do you think of the M & M acquisition. I thought it appeared to be a sound strategy and should increase in store customers and purchases.
Cheers, Chris

Q: If I want to initiate a position on GSY, what would you consider to be the optimate price? As well, GSY has dropped over 8% since the start of 2022, will it fall any further?

Q: I have a question for shopify it looks like there next report will come out on February 16. This company took a beating of $500.00 per share in the last 3 months, i am looking to get my feet wet on this company would you have any idea if they meat or beat their target can you see it taking off again.. And my other thought is i read alot of bartchart and it gives you signals like buy, sell, and hold which i do not follow it to closely but what i do check out on the companies that i am looking to add to my portfolio or if i already have them and that inside trading now i know why the tech's are taking a beating, pretty well almost all of them but not CSU in the last 6 months there is about 10 to 1 ratio that are mostly sellers. Some of these ceo or vp do not believe in their company. Thanks again guys sorry for making it so long you may charge me extra points.

Q: Scotia lowered the target price to $41 and stated that PKI should reduce the EBITDA growth and instead return more capital to shareholders in dividends. EBITDA grew from $1.25-billion to $2.0-billion. Is Scotia's hypothesis correct? I always thought that the EBIDTA growth is one of the most important criteria in evaluating a stock.

Q: GSY and DOO both in the growth portfolio are also dropping despite beating their last
Q results handily and being value stocks.

If the market is buying value stocks, why are these dropping?

Q: I held PBH for years, and sold a few months ago when it was just over $130, buying ATD with the proceeds, as I felt ATD was a bargain at the time (around $47 or so). The trade ended up working out, even though I don't often attempt to buy and sell equities based exclusively upon momentum and other non-income-related metrics: I tell everyone I am a lousy trader, but somewhat decent investor.

In any event, PBH has retreated to just under $122 as I am composing this query, while ATD has performed decently (up about 10% from purchase price). I would like to know your thoughts on which company you think will perform better over the next two years or so, and if it would make sense to pivot back towards PBH, or stay with ATD, if that company can be expected to work out better between the two options. If these two companies can be reasonably expected to perform similarly, I would deem standing pat to probably be the more prudent option.

As always, I appreciate your insights and I look foreard to your reply.

Q: Considering that you were frustrated with this one yesterday, today you must be downright peeved. I see no news and was just wondering if you have seen anything cross your wires on this one today. I am thinking of adding.

Q: Why has BAM dropped 10% in the past 14 trading days?

Q: I am underweight both consumer cyclicals and energy. Today, which would you buy: MG, SU or ENB? Goal is income, plus some growth. Thank you.

Q: I currently have nothing invested in a TFSA and am looking to maxout my contribution limit through the Balanced Portfolio. Are there any companies you would recommend against or ones you prefer more then others.

Thanks,
Adam

Q: The other day a subscriber asked a Q on support price for AcuityAds, so I searched and could not find one.

Please post that link or provide a level, as it appears it will pass its 52wk low today

Thx

Q: These companies are in my husband’s TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,

Q: Magna International was bought in a TFSA on the US exchange. Because it is a Canadian company will the dividend be taxed?
Thank you for your response.

Q: Which of the above names would you be comfortable adding to today? Of those, what would be the priority order for additions? Finally, are there a couple of other names you would see as strong buy candidates to throw into this mix that are trading at attractive levels today?

Thank you!

Q: It seems to be a trading range from November to Now from $175 to $185. Any thoughts moving forward? Can it break out? Is it a reasonable buy at this price, long term?

Q: Hello 5i

Does the recent pullback in Neighbourly stock represent a good entry point.

Thanks

Q: Is there any possibility that you could add start date to the portfolio reports. You give the start price but not the start date. Or you could add a column giving the compound annual return. This would be more meaningful than the return since inception column.

Is there any way I can access all the transactions made in the portfolios. I can go back thru the monthly reports but that is a lot of work. To add to that the sell prices are not given, only that the position was sold. I also noticed that when you add to or divest part of a position, the start price is not adjusted.

Q: The Globe shows Shopify's forward PE as around 208 while the current PE is 41x. Does that make sense? Is EPS expected to drop that much next year?