Investment Q&A

Q: Thoughts on how to stomach all the volatility. Since I know you are not a fan of stop losses does one just grin and bear it. It's nice when some sectors are working but what does one do when all sectors potentially stop working? It seems there are so many unknowns which the market doesn't like. In your experience, what is it like to go through a bear market and what advice you you have for nervous retail investors. Your wisdom appreciated!

Q: I want to reduce my foreign investments to less than $100,000.

I'm interested in momentum strategies and now own MTUM. Is there a TXS listed ETF which gives me the same result? How about a momentum ETF that replicates the world's stock momentum?

Q: I bought the above stocks in my Margin account last year and I'm down considerably on both so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: With the shortage of computer chips globally. TSM decline to near its 52 w low . Any reason for that? Is this a good time to start cumulate since it has a 2% dividend yield at the current price. Thank you as always

Q: Still no revenue, negative cash flow, financials look bad, but some recent good news on drilling results. Does the company have any reasonable path to revenues and profitability? Does it have any potential to be bought by a larger player? Appreciate your insights, thanks.

Q: For US financials you have been positive (recommended) both MS and JPM in responses to recent questions. Based on long term safety, valuation and growth potential which of these companies would you buy today? Are they sufficiently different to split the position between them?

Q: Good Morning Peter & team,

This name has experienced a significant drop since it's high on Dec 31 after experiencing a 700% ROR since May 2015. I know you can't predict a bottom and we are not to profess to be market timers. And we definitely don't like the idea of "catching a falling knife" but... FSV is starting to look more and more attractive the lower it gets. How do you think it will act with addition rate increases in the forecast and would you buy now or look for a bit of a bowl before moving in? Or would you council us to stay away and if so what would be the reasons?

Thanks for all you do

gm

Q: What do you make of the earnings report? Is this a buying opportunity with the significant drop in price - or is it time to bail out?

Q: On BNN, Bruce Campbell has recommended this stock several times and talked about helium being very valuable/scarce. What are your feelings on helium in general and AVN specifically?

Q: Just following up on your perspective relative to market sentiment. I find that the Indices are misleading, in a very LARGE way. In fact the divergence between them and the overall breadth and performance of mid/small caps is incredibly large. What references should/could be used outside of the indices in order to gain a true reflection of overall stock performance.

Q: Out look & rating --Thanks

Don

Q: Hello, what are your thoughts on Abbvie vs Anthem? I have recently purchased both but thinking about moving it all to Anthem as I heard that Abbvie will be losing its patent on one of its most successful drug in the new year. I am diversified, currently own Stryker as well. Thoughts?

Q: Hello team,
How do you interpret the short and long term effect of the Rolling Hills acquisition on the value of Tamarack Valley in the market and what do you think to the issuance of stock.
Andrew

Q: Good Morning Peter & Team

Telus reports May 6. Can you give us an indication as to what we might expect? Miss... meet or beat and would you council us to sell hold or buy at this time?

Thanks for all you do!!!

gm

Q: WHAT IS YIUR OPINION OF THIS STOCK> THANKS

Q: Hi,

How will a transportation company be able to make money in an environment with high gas prices, high inflation, high interest rates and short supply of workers? Unless they are able to transfer the costs to the customer..Even so will it impede their growth? Thanks.

Shyam

Q: I use CIBC Investors Edge and when I search GOOG it includes on the canadian exchange "GOOG: Aequitas NEO-L" and trades at around $22.
Is this still an investment in Google ?
Thanks
John

Q: I see an opportunity to be greedy when everyone else is fearful. In June 2021, AcuityAds Holdings sold a total of 5,665,025 common shares at a price of US$10.15 per share, for gross proceeds to the Company of US$57,500,003.75. As of the last quarterly report they still have the proceeds of this public offering sitting unused on their balance sheet. They have just announced a normal course issuer bid to repurchase up to 5,350,000 common shares. ATY closed at US$3.34, more or less unchanged today, after initially popping on news of their share repurchase. To me, this seems like a no-brainer for ATY: sell at US$10.15 and buy at US$3.34. At today's closing price, ATY could repurchase 5.35 million shares for US$17.9 million and still have nearly US$40 million left in the bank from their public offering!! I don't see any fundamental change in ATY's business prospects since June 2021. ATY is currently 1.6% of my holdings and I am wondering why I wouldn't keep buying shares at current prices until it reaches a full weight of 2.5%. What am I missing? Should I be greedy or fearful? I would appreciate your insights.

Q: Thank you for your great service I look at the questions almost every day. My question is about Shopify it looks to me that it has broken some support level. Could this mean the next level of support is back in the march lows of 2020? My technical analysis is not very good so please correct me if I’m wrong.

Q: I bought the above 3 companies when they IPO. CVO and CPLF have lost almost half their value. Should I sell and the loss.? And what do you think of MAGT?
What would you recommend as replacement?