Investment Q&A

Q: Looking at BBY as a play on a pandemic-era refresh cycle on computers as well as the belief that recently announced AI-powered computers from Dell, Microsoft, and others accelerate this cycle. Expect AI integrations on other electronic devices as well, + juicy divvy to cushion through the turbulence as we wait. Thoughts?

Q: Hi team,
What is your view of BBY here? Do you see some growth ahead or was it largely a pandemic play?

Q: What's your view on Best Buy (BBY) for a dividend portfolio?

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason

Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

Q: I have owned BBY for a few years now and it has done reasonably well. Curious on your long term view for the company and if you would continue to hold or switch to another name with a similar dividend. Currently have a position in Costco, HD, AMZN, PBH, ATD.B and MG for consumer names.

Thank you

Q: Hello Folks:
As the Covid situation has hastened the move to online shopping, some brick and mortar stores are going to have a much brighter future than others. Businesses such as Walmart and Best Buy appear to be having more success than others. I would appreciate your suggestions on choosing companies which have the brightest future integrating these two systems.
Thank you again for your great service!
brian

Q: Hi team,

I have had some recent success in the large cap consumer space in the U.S. with WMT, TGT and HD, with the first two, in particular, getting good traction in their on-line sales. It seems like the consumer is alive and well in the U.S. and recession fears are certainly not showing in large cap retail. I like to stay with what is working in the market until it doesn’t. So, that brings me to BBY. It also has been moving into on-line sales but had a few stumbles a couple of years ago, if I recall. On the tariff front, I am not sure if it sources a lot of electronics from China or not. I really don’t have a strong view on BBY, and while it looks like good value here, I am not a really a value guy. What are your thoughts?

Thanks again.
Dave H

Q: Could you please suggest 2-3 US not technology stocks to buy after this decline.

Thanks,
Milan

Q: Good Morning -- With Black Friday upon us combined with Best Buy's recent pullback -- can you see this as a short term trade if it gets a nice bounce?

Fallback would be to hold it a maximum of 24 months.

Thanks,
Raymond

Q: In light of recent quarter results, would you hold or sell and reinvest elsewhere. If so, what would you prefer in consumer discretionary - NKE looks interesting long-term, but is expensive.
Thx

Sam

Q: Good morning
Over the next few months I would like to invest in a long-term portfolio [10 years] of 10 Canadian and 10 USD stocks/ ETFs/ Funds based on Growth at a Reasonable Price [not interest]. I have reviewed your answers about stocks characterized as "forever" well-diversified", "top growth pick", "5 year top growth", "top US most growth" "most long-term potential" - maybe that is closest.
From these answers I tried to cull the list, but would like your confirmation.
Financials: I am leaning to TD vs BNS - Long-term results, mgt, US; BAM, VISA, and have added SYF [both Buffet and Seth Klarman own]
Industrials: CNR, ITA ETF, CCL and maybe BBU [but currently overvalued];
Consumer Defensive: PBH;
Consumer Cyclical: AMZN, TD Enternment & Communications, TSGI, MG [wait];
Technology: CSU, KXS, ARKW ETF, MSFT, SNPS?, GIB-A
Health: COV, ISRG,
Global: IJR or Mawer Global Sm-Cap
CYB or Edgepoint Global Portfolio

I have no doubt missed a few or priorities have changed.
Thank you,
Sam

P.S. I should have added "capital allocators" to my criteria for a 10 CAD + CAD USD L/T portfolio question.
Thx

Sam

Q: I realize U.S. is not your area of focus but would appreciate any comments you might be able to make on this company including, if possible, expectations for its share price in the coming year. Many thanks.

Q: Any comment re BBRY earnings announcement this morning ?

Q: Good morning,what are your current thoughts on best buy(BBY)and is there still a chance for it to go private.

Q: Hi Peter,

I have some BBY shares bought at around 18 dollar range. In the wake of the announcement today, should I sell my BBY shares or wait for the deal to go through? Thanks

Q: Peter,

Do you think BBY will eventually be taken private? If not does it deserve some attention on its own fundamentals keeping in view the switch from store to online sales