Investment Q&A

Q: Good Afternoon and Happy Easter:
I was surprised with your answer to Keith's question (Apr 2) regarding order to dispose stocks. You indicated that after the ETFs, KXS would be the 4th or so stock to sell from the list. This was ahead of AC:CA, WELL:CA and PHO:CA. I thought the recent drop in KXS was primarily due to the general pullback in tech stocks and not the result of any specific company bad news. I also thought that even though the company did well during the lockdown, its business model and market position would also serve it well as the economy recovers, perhaps even better than some of the other stocks listed. Please elaborate on your reasoning especially vis a vis the other 3 named stocks above. Thank you, Ian

Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Today, on RBC, "(Reuters) - Governments around the world are subsidizing the construction of semiconductor factories as a chip shortage hobbles the auto and electronics industries and highlights the world's singular dependence on Taiwan for vital supplies.". Much impact for PHO do you think?

Q: Pho has a filing on Sedar re a potential prospectus. Enquiring minds would like your view on this?
Ciao

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Why the weakness in PHO? Earnings were a beat and you indicated nothing negative in the conference call. Would you be a buyer?

Q: Was the conference call quite negative i.e. did the company project negative earning or a negative outlook for the next year? The stock is dropping even though the earnings report was quite positive. Is it the dropping US dollar? Thanks ,as always.
Dave

Q: What is your assessment of PHO's earnings? Did they beat expectations? They definitely beat previous performance.

Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks

Q: Good day
Photon Control has been around since 1988. With this amount of experience and some capital does the company have the capacity to reach new highs even though the Canadian Dollar is gaining? Thank folks

Q: Hello, Which small cap stock looks more attractive after the recent correction? Thank you.

Regards,

Shyam

Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.

Q: I am interested on your view for PHO and selling IPL.Thank You.

Q: Hello Peter,
I have several 'half positions' in my TFSA and new cash to top up a few. While I know these are very different companies (APR.UN, AVLR, EGLX, PHO, XBC, FVI and ENGH), if you were investing with a 5 year time frame and had a 7 or 8 out of 10 comfort level with risk, in what order would you top these up, with the goal of best total return (not necessarily 'home runs'). Thanks in advance!

Q: Please recommend three positions that should have strong growth in the coming years due to the semiconductor shortage. Feel free to include an ETF if it is a competitive option. Thanks as always!

Q: Over the next 3-5 years, in terms of growth which of these two companies would you choose?

Howard

Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?

Q: I am looking for high growth ideas from small caps. From this list, what would be your TOP 3 Picks?

Thanks Valter

Q: Will the current shortage of chips around the globe affect Photon's business? If so in what way? Would you recommend buy, sell or hold in Photon today? Thanks.