Investment Q&A

• Century Communities Inc. (CCS)
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Q: What's going on with CCS? It's down 17% in the past two days on heavy volume and there are no news.

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Read Answer Asked by Michael on June 10, 2021

• Celsius Holdings Inc. (CELH)
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Q: Any reason for the sharp price drop recently ? Thanks a million .

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Read Answer Asked by Lai Kuen on June 10, 2021

• Broadmark Realty Capital Inc. (BRMK)
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Q: BRMK ,your take for the div. income only ?????

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Read Answer Asked by JOSEPH on June 10, 2021

• INVESCO MORTGAGE CAPITAL INC (IVR)
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Q: Any idea what's going on with IVR today? Up 20%+ on huge volume.

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Read Answer Asked by Rick on June 10, 2021

• AT&T Inc. (T)
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Q: On May 19, 2021 you suggested that those who hold AT&T should continue to hold. Do you still recommend holding this stock? I own this stock for more than 10 years and I am wondering whether to sell and cut my losses.
You also suggested that the dividend could be cut in half. Has AT&T decided what would be the new dividend?
Thank you for your insight.

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Read Answer Asked by Terry on June 10, 2021

• Ultra Clean Holdings Inc. (UCTT)
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Q: This one looks like a great pick - thank you for bringing it to my attention. It looks like it has nice growing earnings and yet appears to be cheap when looking at some basic metrics. What is the risk on this one? Is this a case of the market not picking up on the value or is there a reason why it is cheap? I once bought research in motion instead of apple because it looked cheaper. Hence I stopped looking at the cheapness factor awhile ago. Thank you,

Jason

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Read Answer Asked by Jason on June 10, 2021

• Cornerstone Building Brands Inc. (CNR)
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Q: Hi Peter, Cornerstone has been a solid holding for us this year and yesterday popped with its division sale to Nucor for $1B in cash. Seems a big deal for a Co with a $2.4B market cap. What do you think ? Is it a good deal or did they give up too much ? Continue to hold or sell ? Thank you, Paul

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Read Answer Asked by Paul on June 10, 2021

• FedEx Corporation (FDX)
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• United Parcel Service Inc. (UPS)
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Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn

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Read Answer Asked by Dawn on June 09, 2021

• UiPath Inc. Class A (PATH)
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Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

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Read Answer Asked by NAIM on June 09, 2021

• Monster Beverage Corporation (MNST)
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• Celsius Holdings Inc. (CELH)
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Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

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Read Answer Asked by Greg on June 09, 2021

• BlackLine Inc. (BL)
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Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

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Read Answer Asked on June 09, 2021

• Social Capital Hedosophia Holdings Corp. IV Class A (IPOD)
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Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.

As always- fantastic service!

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Read Answer Asked by Chris on June 09, 2021

• Brinker International Inc. (EAT)
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Q: Hello again your thoughts on Brinker International
Thanks again

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Read Answer Asked by George on June 09, 2021

• AbbVie Inc. (ABBV)
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• Church & Dwight Company Inc. (CHD)
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• Colgate-Palmolive Company (CL)
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• Pfizer Inc. (PFE)
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• Procter & Gamble Company (The) (PG)
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• Stryker Corporation (SYK)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Enbridge Inc. (ENB)
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• Manulife Financial Corporation (MFC)
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• TELUS Corporation (T)
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• Algonquin Power & Utilities Corp. (AQN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

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Read Answer Asked by JOHN on June 09, 2021

• Roku Inc. (ROKU)
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Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

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Read Answer Asked by Dennis on June 09, 2021

• Celsius Holdings Inc. (CELH)
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Q: Could you tell us why 12% drop with high volume yesterday ? I did not find any news. Is this a time to buy???
Thanks!

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Read Answer Asked by Issaku on June 09, 2021

• American Electric Power Company Inc. (AEP)
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Q: I wrote to you about US utilities on July 20,2020. Included in my question were : AEP (with DUK and SO).
AEP dropped about 4% this morning. I didn’t see any news today that is bad enough to affect the share price that much. All news items are two or more days ago. Do you see anything what caused the price drop? 4% is not trivial for a steady bond proxy.

In particular , would you change or update your answer to my July 20 question please? Thanks.

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Read Answer Asked by Adam on June 08, 2021

• Avis Budget Group Inc. (CAR)
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Q: Avis as a reopening play today?

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Read Answer Asked by Mark on June 08, 2021

• Safety Insurance Group Inc. (SAFT)
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Q: SAFT seems an excellent dividend and diversification prospect to me. However, is its extremely low P/E indicative of extreme value or a marked lack of interest by investors. What, from your perspective, are SAFT's prospects 5 years out?

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Read Answer Asked by David on June 08, 2021

• Vanguard Dividend Appreciation FTF (VIG)
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Q: Good Morning Peter & Team,

Can you please a recommendation for a U$ ETF with a good dividend, reasonable MER & some growth.

Thanks for all you do

gm

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Read Answer Asked by Gord on June 08, 2021