Investment Q&A

Q: Now that energy stocks are going out of favour, it's time to start looking at the what might be attractive from a valuation point. I'm looking for a US energy company (not XOM or CVX): what are your thoughts on DVN and PXD? Is one preferable or do you have another suggestion? Thanks.

Q: Looking at the price performance of this name the decline appears to have started around the time an increase in interest rates was contemplated since when the price has halved and the yield gone from around five to about 10%. Listening to the conference call the recent shortfall appears to have been problems with their Prospect investment, against which management says they should receive some or all of the moneys owing, probably in '23, maybe '24, and that the future for their facilities are buoyant - not that anyone would fault management for championing their business. Over the years, and they have been almost all low rate years, their unit price has not dropped below 10, or 9 if you go back 20 years save for a brief interlude in ‘09, since which time they have presumably grown.

What has been your experience with other health care REITs and what outlook would you assign to the sector as well as for MPW

Q: Hi

Which value stocks with good prospects have the fewest analysts?

Thanks

Q: I was reading last week about the Credit Suisse Report where they were suggesting that a commodity play would be a good hedge against inflation. The best way to play it is with futures. Do you agree and what is the easiest way to do it?

Q: I have been letting Nvidia run and it has been doing so nicely, thanks 5i. It's almost a 6% portfolio weight for me now. I am 71 and it is held in a RRIF. If this was your account would you pare it back and if so to what level. Thank You

Q: What are your thoughts on AGNC as an addition to one’s portfolio for income? The yield is double digit (so very attractive yet seems suspect) and the stock price is doing at bit better this year.

Q: I was pleasantly surprised to see UVE up 15% on Friday on its quarterly report. It's up another 15% today, which has me wondering what's going on and whether this sudden explosive increase is justified.

Q: I am optomistic that Peter and Eric Nuttall are bullish on the gas sector, as in the 5i reply to Kevin's query (Feb 27). What are your views on XES? Technically, it looks like it has a huge runway to the upside ...Thanks....Lionel

Q: Can you comment on what is going on here, and whether my shares in this company are worth holding through this turbulence. Thanks

Q: If you owned shares in this company, what would you do in light of recent events? Sell, buy or hold?

Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?

Q: Will the above have momemtum with the hit game harry potter Hogwart,Would this stock be a buy to hold for 2 years or do they still carry to much debt.It was $27.00 back a year or 2,

Q: Happy Friday.

MPW reported yesterday - Q4 and year end 2022.

Your thoughts on the results please.

Thanks very much.

Q: I am currently down significantly on APPS, UPST, LSPD. In current market would you Add, Hold or Sell these companies.

Thanks
Tim

Q: Good morning,

Is today's announcement and subsequent price drop a buying opportunity ?

Thank you

Q: My question is i hold these companies in my rrsp. I am up 186% on msft i have 22 shares and it is 2.8% of my portfolio. WSP i am up 195% 62 shares and it is 3.98% of my portfolio and unh i am up 135% 11 shares and is 2.69% of my portfolio. I would like to sell 5 shares of unh, 7 shares of msft and 12 shares of wsp. What companies should i pick up after selling these i have about 3 year time frame, or should i just hold on to them all. Thank you

Q: Hi team,

Can I get your overall opinion on this stock as a way to play a near term bottom in the USA housing market?

Q: please provide the forward P/E for MSFT AMZN INTU and MCO and also provide the respective PEG ratios for these companies and rank from best to last for capital appreciation over the next 3 years thanks Richard

Q: Hi team,

You thoughts on PRU for an income investor would be most appreciated.

Thanks

Q: Hi Peter,

Is the conservative guidance a damper for both FOXF and NVEE for the next quarter or two? Would you consider them tradeable after the drop today or do they need patience over a longer term?
Regards
Rajiv