Investment Q&A

Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,

Q: Good morning, Since growth, risk on etc. Is not in favor these days, do you think there is an opportunity cost in holding stocks like TOI, NVEI etc? Since it could be while before these type of stocks will be in favor again, thanks?

Q: Hi 5I gang

I just want to confirm that thru this "risk on" period which will sustain for the foreseeable future, I am doing the correct thing by "holding" as opposed to "selling" these growth stocks.

Carl

Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks

Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).

Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.

Finally, if you could add one more Canadian company to the mix, what would it be?

Q: Hi 5i,
I read your market update with interest. You guys tend to be adders and trimmers as I am. You made a lot of incremental adds to various positions. I was surprised by the complete exit from OTEX at 4%. I believe you said on a number of times that one should not sell a good company unless there has been a fundamental change in the company, management or outlook. I do not see any fundamental change with OTEX. You said the stock has been a laggard. One always has some laggards in a portfolio. A steady eddy name can actually help you in these markets. Removing a 4% position seems out of sync with your style.
Thanks again.

P.S. Peter, great session with TD yesterday, even though I am not really a small cap guy.

Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.

a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any

Moderate risk tolerance
Thanks for all you do
Dennis

Q: I’m considering selling half of my UPST shares to buy NVEI. Do you think it’s a good idea? Please let me know your recommendation. Thanks.

Q: Up until now, I have only part full or nearly full positions in a stock while trying to keep my total number of stocks under 30 in number. However, I am now considering taking a slightly different approach and buying a basket of some beaten-up stocks, likely from those noted above.

Since I am new to this strategy, my question is, what would you consider to be a useful percentage to devote to a stock that will allow for meaningful gains while limited individual risk? I'm thinking 1% is too little, 1.5% might be enough and certainly no more than 2%.

Your insight is appreciated.

regards,

Paul F.

Q: Hello Peter and team
What are the PE ratios for Nuvei and Shopify? Could you please provide your view on Greenlane Renewables and Ballard Powers recent results?

Q: Please comment on recent earnings. Thanks.

Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks

Q: I held NUVEI in my TFSA account which is representing 10% holding. I am worrying it will crush on earning as many growth names are getting punished with even a slightly missing or weaken guideline. Would you agree to sell a portion before the earning date?

Thank you,

Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?

Q: Hello Peter,
What do you think of Gladstone Land? Shopify and Nuvei are both experiencing downwards momentum. What upward signals would you use to add to these two stocks? Would it be 50 day moving averages or is there a price that would make sense showing upward movement? Thanks very much

Q: We know uncertainty helps the markets drop. With Russia saying they are drawing back troops and NATO and USA say they are building up, one could anticipate uncertainty ahead. With this in mind, is there any advice for which type of stock might be the best to buy on a future dip?

Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!

Q: Hello Peter and staff,
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.

Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.