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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while
Read Answer Asked by Brett on May 24, 2023
Q: More than half my portfolio is US stocks or etfs valued in usd with very little fx hedging. In recent history the usd/cad exchange rate has ranged from a low of about 0.95 in 2011 to a high of just over 1.40, and we are at 1.35 now, that is, close to the top end of the range. As I live in Canada, am I taking an outsized risk here based on currency alone? There seems to be a lot more downside potential at 1.35 than upside. If we move ever move to par again, that would be huge hit for me.
Read Answer Asked by William on May 24, 2023
Q: Let’s talk index growth potential, generally.

We see the S&P500 has a 7+% weighting of Apple and a 22% concentration in the top 5 stocks. Reports are that tech drives the index growth much more than the remaining companies. Other indices around the world do not have this anomaly. e.g. TSXComp, MSCI World, MSCI EAFE (all typical of locked pension funds)

As we eventually move past this period where a recession may or may not happen, and market downturns may or may not happen, which areas (and these indices) may enjoy a healthy, lower-risk yet most favourable delta over the next 3-6-9 years? Is Warren Buffet on the right track when he recommends that his wife stay with just the S&P500 when he’s gone?
Clayton
Read Answer Asked by Clayton on May 24, 2023
Q: A general question.
What happens if shareholders don't vote in the annual meeting's voting ballot that we receive from companies in our mail?
Mostly it's about board elections, approving executive pays, approving the auditing company and a few other shareholder proposals that we are not fully aware of and it consumes quiet a bit of our time on voting as sometimes there are 15 or more questions.
If we don't submit our vote is it considered as voted as per management recommendations or management gets to vote on our behalf or its considered abstain ?
Read Answer Asked by Jabs on May 19, 2023
Q: I have always been puzzled by cyclical stocks. By way of example, I hold NTR in a non-registered account and have ridden it up (by 50%) and now down to 15%. Is the strategy for dealing with these stocks simply to ride out the bad times, knowing they will eventually cycle back? Or should I be selling on the way down and trying to figure out the best entry point when the stock starts to rebound? The matter is complicated, of course, by the tax consequences of selling in a non-registered account. Your advice regarding buying and selling cyclical stocks would be most appreciated. Thank you.
Read Answer Asked by Maureen on May 19, 2023
Q: Are there any Canadian and/or American small to mid cap companies in the same field that Score was, that have the potential to do well over the next two to five years. Thanks.
Read Answer Asked by Rob on May 18, 2023
Q: Can you please give us your recommendations on Nickle, Cooper and Platinum stocks and ETF for both Markets.

I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.

Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.


Thanks for the great service you have been providing to small investors at reasonable price.
Read Answer Asked by Hector on April 26, 2023
Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara
Read Answer Asked by Tamara on April 12, 2023
Q: Brian Acker appeared on BNN this week and strongly discouraged people from investing in oil companies. He said that no matter how high the oil price goes, company costs will exceed profits because of inflation.

What do you make of his analysis? Do you think a similar case can be made for mining companies? Which energy producers and gold/silver/copper miners are most likely to stay profitable in the face of rising costs? Thank you.
Read Answer Asked by Brian on March 17, 2023
Q: In some interesting reading sent to my inbox by 5i, one of the articles by Joe Wiggins talked about long or short term investing and I see by the bar graph, if you are a one year investor it was a 55% return and if you left the investment for 10 years, it would be a 15% return. From what I see, it looks like you are better off being short term. Maybe you can interpret this better than I. There was a lot of heavy reading involved. Thank you,
Read Answer Asked by Dennis on March 13, 2023
Q: A recent guest on Market Call stated that while we have been in a dis-inflationary cycle for decades, we are now in a re-inflationary period which could go on for a long time. This means interest rates continuing to rise in steps over perhaps several years. First, could you comment on this view. I would like to hear your ideas about the direction of near term interest rates, as well as long term. I know that this is a predictive type of question but I highly value your opinions. Secondly if we are indeed in for a long stretch of gradually rising interest rates could this possibly mean a long term decline of growth stocks, or at least the ones that are not yet profitable. Thank you.
Read Answer Asked by Rob on March 03, 2023
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