Investment Q&A

Q: Hello Peter and team,

The above seems to be on a tear that last few months, would like to know your take on the above.

Anthony

Q: How do you view JETBlue's recovery in comparison to other US airlines?

Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!

Q: For context, this is a locked in RSP which will likely turn into a LIF and I am looking at this in terms of a dividend stream. Cashed in some cnq and have cash to deploy.

Of those mentioned, for relative safety of capital, good yield and yield appreciation, how would you rank these (cdn or us it does not matter). For eg, ABBV has an attractive yield but I am unsure of patents expiring etc. You thoughts.

Thank you

Q: Where/how could one accurately determine the dividend payout ratio... It seems like an important fact, that is often not listed and often hard to obtain. I've read some Earnings are calculated after perferred dividends. Referencing GEI and Pembina, what are their annual divdend payout ratios?

Q: Is there a way to find out what companies Berkshire has invested in?

Q: Down almost 50% over 52 week high. Do you believe the upcoming quarterly numbers will support some kind of strong increase? Would you be a purchaser of this company at the current price or would you wait for a lower level and if so how low would it have to go to attract your interest?

Q: Apologies if this is a duplicate. I’ve been out of metals stocks for a few years and looking to take a position. I’m thinking of Teck but would be interested in your favorites at different sizes (non gold). Also do you think the sector has legs for a while ?

Thanks
Bryan

Q: A follow-up question on Shopify. If someone has already asked, disregard.
What impact will/did the news have that the company was terminating fulfilment contracts with some providers? In your opinion, is this a positive or negative? Maybe a positive that they have found a better way to do it (themselves) or a negative that things aren't working out as planned? Should the company have anticipated the reaction to the news and had a better prepared statement to deflect some of the price reaction? Finally, do you consider this a gradual buying opportunity?

Q: Hello Peter,
It appears that Knight Therapeuctics is testing ones patience for long term investing. Do you think it is worth a hold given the lack of performance for a long time? I am bit puzzled as sometimes when there is no attention paid to a stock, it is a good time to buy if the leadership and fundamentals appear to be intact. Please advise. Also, Nuvei seems to be developing more partnerships. Is it worth adding to a full 5 percent position as it has settled into the 80s range.. Thank you for the service.

Q: I am a recent retiree with a portfolio concentrated in financials, oil & gas (currently, anyway) and telecomms. Would a combination of the dividend-producing DRD, BTG/BTO:CA, and AR:CA make for a sufficiently diversified entree into gold stock? After yesterday's jump is gold looking more attractive as a diversifier and portfolio "insurance" provider?
Thanks!

Q: Retired, dividend-income investor. I am 67 and receive CPP, OAS and a company pension.

Just checking in to see what your 2022 suggested asset allocation is for each of the 11 sectors within the equity portion of my portfolio. My current targets for each sector are as follows:
Finance = 17.5%
Real Estate = 7.5%
Telecome = 7.5%
Utilities = 15.0%
Consumer Staples = 12.5%
Consumer Disc = 5.0%
Health = 7.5%
Industrials = 7.5%
Technology = 7.5%
Energy = 7.5%
Materials = 5.0%

What are your 2022 suggestions?

Thanks for your help....Steve

Q: Could you please comment on Pgm? Is it good to average down? Thanks as Always.

Q: How often are the prices reconciled between a USD listing and a CDN$ listing of the same stock? If a bunch of Americans buy CNI and push up the price, is that immediately reflected in the CNR price? and vice versa? And how often is the exchange rate adjusted? Is there ever a time when they are out of alignment?

Q: If I was to suggest 3-5 stocks to a new investor (with under $10,000) to buy and hold for fairly long term (5-10 years), what should I recommend to them? Preferably ones in different sectors.

Q: Please give me your thoughts on trading on the NEO Exchange. It seems to be a relatively new platform.

Q: When higher interest rates eventually actually happen in the US, what do you think the initial reaction will be for semiconductor stocks? Will the first reaction be a dip, or perhaps they might move higher?

Are there any other events, such as an invasion of Ukraine, that you think would significantly impact the semiconductor stocks in the short term?

Q: I would like to increase my tech holdings during this sell off and I have a long term horizon and willing to take on risk.

Can you rank the following in order of preference: Shop, NVDA, Topicus, Xebec , Unity, Lightspeed, Enthusiast Gaming.

Are there any in that list that should be sold off?

Q: Hi...do you put much stock in the "death cross"? I see the 50mda has dropped below the 200mda for each of PBH, WSP and XIT (ya, I know technicals aren't as reliable when applied to ETFs). What is your opinion on both the "golden cross" and the "death cross"? Are either or both reliable?

I trimmed all three on the way up (in keeping with my asset allocation target ranges). I have already added a bit to XIT, with more planned next month. I was considering adding to PBH and WSP once things settle down in a week or two.

Your thoughts?

Thanks...Steve

Q: What are your thoughts about these comments posted by an analyst on BNN Bloomberg yesterday? Is it a speculative buy?

"Quarterhill was formerly called Wilan and owns an IP patent licensing portfolio that continues to generate lots of cash. The company has been using this cash to acquire companies in the intelligent transportation systems (ITS) industry. For example, they recently acquired ETC, which processes 17 per cent of all electronic toll lanes in the U.S. through its cloud-based platform, and they also acquired International Road Dynamics, a world leader in weight-in-motion technology and traffic data collection.
The exciting news in December is that Quarterhill announced a strategic review to sell its IP patent portfolio and become a pure play ITS company. We believe that the IP patent portfolio alone is worth what the stock is currently trading at now, and that the ITS business is worth at least another $2.50 per share. So, the stock should be trading at around $5 versus $2.60 today. We really like the upside on this stock and the fact that there is a big catalyst coming to unlock value."