Q: What are your updated thoughts on OBE? I have a partial position and planned to increase to a full position until their news release today. In such a strong oil and gas environment, why does a company need to commit to an 11.95% interest rate on 5 year notes. Am I missing something, OBE scores well on a number of metrics that I monitor so I thought they would be able to negotiate a better interest rate.
Q: It looks like a new company out. My friends are raving about this company so much, is there anything that you would know anything at all about this new company? Any potential you can see down the road because it is only .29 cents now
Q: Hi Peter/Ryan, I sold 'WELL' at a loss in my TFSA, does the buy back rule still apply in a TFSA or can I buy it back before the 30 days. In a regular account is the 30 days business days or just 30 days in all. Thanks as always.
Q: Hello- it appears that shop has now pulled back to pre-pandemic levels. Do I have that right? Can you compare then and now in terms of rations, PE, PtoS and growth expectations.
Q: Hello, I am wondering what your thought is on nuclear energy and uranium stocks. As we know the world is turning fully electric with cars and much more. All this power has to come from somewhere and nuclear seems like one of the best ways to create clean energy. I know OPG is building a new SMR (small modular reactor) at darlington plant in the future and if it all goes well more are to be put up in other areas. Would this be a sector worth while looking into sooner rather then later?
Q: TK on July 26 (I saw this on the 25th) questioned you about SHOP saying he didn't want to throw good money after bad. You advised you added it to your portfolio indicating it was a buy. I seen this prior to buying it on the 25th at $47.9 and on the 26th in the morning it was down under $40. I assume you follow this stock quite closely as it seems one of the more popular stocks you deal with, Was this so well hidden by the company that even Sherlock Holmes would not uncover the issues they were having? Thank you,
Q: Right now I have GOOG at about 5% and ATY around 2%. I am thinking of selling ATY and about 1% of GOOG to purchase some ROKU. Does this seem like a good idea?
Thanks
Q: Can you please rank the above tech stocks looking out 2-3 years. I am looking to drop a couple and add to ones you like better as some have become much smaller after dropping this year.
Thanks
Q: I often hear money managers talk about buying a specific stock (e.g. Apple to choose a simple one) and then writing covered calls against it ….. and emphasizing the prospect of winning both ways.
I am not keen on taking a course in options trading at this point.
Does it make sense to attempt the same kind of thing using etfs?
For example, in technology using XIT or TEC and pairing it with ZWT;
or other sectors too, such as energy XLE … or XLF for financials? In this case can you suggest a couple of covered calls - one for energy and one for financials?
Q: Looking to put more reserves into bonds & more secure investments. Looking at your "Balanced Portfolio" I do not see your favourites in this area?
I am underwater with XEB which has little exposure to Russia and Ukraine (downloaded their portfolio), do you have alternatives with a good return and expected to perform well during an economic downturn?
Is there anything fundamentally wrong with XEB as an investment financially?
Q: DNTL saw a bit of a recovery in June but has now slumped again to a near 52 week low ; it's now more than 30% below its financing level of $16.30. Would appreciate your views of why it's struggling so much and the road ahead.
Q: Rather than buy TIP directly, I am leaning towards buying XSTP and/or XSTH. Given that they are only 15% correlated (no doubt due to the CAD-hedged aspect of XSTH) I am leaning towards buying both. What is your perspective on this scenario for an income portfolio given the current state of U.S./CAD dollar exchange rates?