Investment Q&A

Q: Please comment on the potential of these biotech companies. Are some of them a good buy at their current prices?

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Read Answer Asked by Imtiaz on March 09, 2022

• Spark Power Group Inc. (SPG)
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Q: This company's products and customers seem like they would be fairly recession resistant. Do you agree and what do you think of the company apart from that?
Thanks,

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Read Answer Asked by Peter on March 09, 2022

• Pure Storage Inc. Class A (PSTG)
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• Palantir Technologies Inc. (PLTR)
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• ZipRecruiter Inc. Class A (ZIP)
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Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick

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Read Answer Asked by Rick on March 09, 2022

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• Invesco S&P 500 Equal Weight ETF (RSP)
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Q: I only invest in Canada so know nothing about US stocks. What would be the US equivilant of XIC, broad based low cost exchange traded fund?

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Read Answer Asked by Dennis on March 09, 2022

• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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Q: Crowdstrike seems to be falling a lot more than the market yet being in cyber security I would have thought it might have held up better. Can you comment on that one? I’m also holding unity at a tremendous loss and am wondering if I could have your thoughts on it as well. Thank you.

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Read Answer Asked by Jason on March 08, 2022

• BigCommerce Holdings Inc. (BIGC)
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Q: Can you tell me your current thoughts on this company?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?

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Read Answer Asked by Cory on March 08, 2022

Q: hi guy,s

Big drop in the price today as it had a TRADING HALT ! what was the reason.

I looked but no news

Thanks Gary

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Read Answer Asked by gary on March 08, 2022

• FS KKR Capital Corp. (FSK)
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Q: What is your current opinion of FSK, its resistance to inflation and the reliability of its out-sized dividend?

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Read Answer Asked by David on March 08, 2022

• ConocoPhillips (COP)
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• Marathon Oil Corporation (MRO)
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• Occidental Petroleum Corporation (OXY)
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• Vanguard Energy ETF (VDE)
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• SPDR Oil & Gas Exploration and Production ETF (XOP)
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Q: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.

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Read Answer Asked by peter on March 08, 2022

• Lindsay Corporation (LNN)
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• Valmont Industries Inc. (VMI)
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Q: I would like to add more exposure to the Agricultural sector, and already own Nutrien. I have narrowed my search to LNN and VMI. Which would you prefer for long term growth, or is there another agricultural sector stock you would recommend?

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Read Answer Asked by thomas on March 08, 2022

• NVIDIA Corporation (NVDA)
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Q: Hi Team,
Is NVDA still one of your favorite top picks for growth 3-5 years out.
-25% YTD, where would you see the stock hitting good resistance levels and would you be comfortable buying today.

Thank you!

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Read Answer Asked by Kyle on March 08, 2022

• BRP Inc. Subordinate Voting Shares (DOO)
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• Trisura Group Ltd. (TSU)
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• WELL Health Technologies Corp. (WELL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Digital Turbine Inc. (APPS)
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• Celsius Holdings Inc. (CELH)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• eXp World Holdings Inc. (EXPI)
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• Mitek Systems Inc. (MITK)
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Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

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Read Answer Asked by Andrew on March 08, 2022

• Cencora Inc Com (ABC)
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Q: ABC has been doing nicely since the beginning of December. Do you know the reason for the good performance and do you see it continuing?
Thanks for your great advice.
Ian

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Read Answer Asked by Ian on March 08, 2022

• Alphabet Inc. (GOOG)
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Q: What price would be a great entry point for Goog? BMO InvestorLine has $2401.43 for Stop price/ long position. Could you please kindly explain about this? Many thanks

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Read Answer Asked by Hue on March 08, 2022

• Meta Platforms Inc. (META)
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• Constellation Software Inc. (CSU)
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• Ulta Beauty Inc. (ULTA)
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• Oshkosh Corporation (Holding Company)Common Stock (OSK)
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• Electronic Arts Inc. (EA)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Dick's Sporting Goods Inc (DKS)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks

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Read Answer Asked by Angus on March 07, 2022

• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• QUALCOMM Incorporated (QCOM)
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• Xylem Inc. New (XYL)
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Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.

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Read Answer Asked by Alexandra on March 07, 2022

• Archer Aviation Inc. Class A (ACHR)
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Q: I recall you saying that in past market corrections there were quality companies trading at or below cash value. Are there any at, or close, to that right now? If so could you please post a few within 20% of their cash value that look very solid a few years out?

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Read Answer Asked by Kel on March 07, 2022

• HollyFrontier Corporation (HFC)
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Q: Greetings 5i,

This US Petroleum refiner recently missed on feb 23. The next day wells fargo updated and sees a price target of $40USD. Currently trading @ $30USD what are your thoughts here.

Cheers!

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Read Answer Asked by Duane on March 07, 2022

Q: Can you please comment on this company. The stock keeps falling while the company is ready to launch their new SUV. There is a news that it is heavily shorted off-exchange (dark pool). Is this even possible?

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Read Answer Asked by Imtiaz on March 07, 2022

• Costco Wholesale Corporation (COST)
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Q: Can you please comment on earnings. Was there anything that stood out in the conference call (either good or bad). Portfolio Analytics notes I should increase my exposure to consumer defensive and US holdings. Would you recommend starting a position in COST within an RRSP? Lastly, from an educational stand point, what metrics/factors (financial and non-financial) are good to look at when exploring/assessing a business such as Costco.

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Read Answer Asked by Justin on March 07, 2022