Investment Q&A

Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin

Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.

Thanks Valter

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: I was perusing for low p/e US stocks and I came across Ryder Systems. Low p/e and an attractive dividend that has been paid for 45 consecutive years. I went to the company web page and looked at a corporate presentation and I was surprised to read that this company has a lot of verticals (I thought they just rented trucks!!). It seems to provide a lot of services for the e-commerce retailers which has secular growth. I know they have a lot of debt (but doesn't anyone in the truck leasing business need a lot of working capital?) so why does this company seem to trade a such a low multiple with a decent dividend? Price momentum is poor but I have other stocks that are momentum plays and I like to have some value stocks as a counter balance to the portfolio. Is R good value or other there issues I have not uncovered?

Q: shop is dropping today Wednesday. is this Netflix influence? can you comment on future and explain.

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L

Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John

Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?

Q: Can you provide your thoughts on this company and on its fundamentals.

Q: Is this a good entry point for EL? Or is there something going on in the background that is dragging the stock down?

Q: Hi Peter
This stock is now at a year low .
Are there concerns it may cut its dividend
is there a reason why it is dropping like this

Thank you

Q: Hi,
Just seeing the Seeking Alpha bit on Guyana and XOM. Do you have any thoughts you would be able to add? Should I be concerned this is large enough to affect XOM's balance sheet?
Thanks for all you sage advice - always appreciated!
Dawn

Q: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much

Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks

Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.

Q: I'm holding this one at a loss - and I see that it was downgraded today by Citi. Can I have your thoughts on the name? I liked it for the high buyback yield, and relatively low p/e ration and ev/etbta and the fact that they were into chips for electric vehicles. I like it less now that I'm holding it at a loss though. Thanks,

Jason

Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?

Q: May you please comment on earnings ?
Does this reaffirm your bullish thesis ?
What level of confidence do you have in the stock? And Just for kicks, what price range would you see it at in three years ?
Thank you

Q: What is your opinion on QS's future. Has the company made any significant break throughs in solid state batterie manufacturing? Would you buy at this time or is there another company in area that you would prefer. Thanks

Q: Can you provide your assessment of Patria. How do you compare it against Brookfield or Blackrock? Is there good long term opportunity? The overview and strategy of the company looks sound, and in early innings. Thank you.