Investment Q&A

Q: I own 4 of the most popular energy names in this rising market. Question: should I go vertical and put more cash into each name, or, go horizontal and add more names? Really curious here!

Q: Hi 5i; do you think TOU has a high probability of going up in the next week, and if so, by how much?

Q: What is your opinion of ALB now that it's share price has slid almost 15% so far this year? Is it worthwhile as a longer-term (5 year) hold or do you see a better choice? Thanks for the great advice.

Q: Can you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks

Q: This month end rally maybe linked with buying by fund managers either to be fully invested or by artificially pushing up prices to base their bonuses upon...or short cover rally or new money entering the market...what's your view?

Q: Can you provide a full recap of your thoughts with QIPT's most recent results. Please include future growth and possible market cap targets 3-5yrs forward. thx as always.

Q: When does mrs report next. What's expected and what is needed to move the stock. Apart from the last large contract (up to $200m), has there been anything else of significance reported?

Q: CSTL has doubled their sales force, advanced commercialization of its flagship DecisionDx-Melanoma test, and they acquired Cernostics - an early-stage diagnostic company, plus they have $300 mil in cash. The stock price is off 70% on a company that looks to have sold fundamentals. Could I have your assessment of this being a buy scenario?

Q: You last took a look at this one 5 months ago, and thought at those levels, it could look potentially interesting. Given the shift in market sentiment since then, how do you feel about this now? Far, far less interested?
Thank you as always...

Q: After substantial declines in both stocks and being aware of political risk sentiments, which one of the two would be a better option currently?
Thank you!

Q: Thinking about investing in a sports betting application like DraftKings. Would you recommend buying DraftKings, or perhaps another listed company(ies)? Which ones would you avoid? Thanks.

Q: MAW102 has under-performed recently; methinks because it excludes the Canadian and US markets.

Should I continue to hold?

Thanks, Gary

Q: In the past you have recommend ~5% towards energy. With everything going on with the O&G market and demand picture skewing positively can I assume it is okay to let this portion of a portfolio grow beyond that mark before rebalancing?

At what percentage of a portfolio would you suggest as a good ballpark to start trimming?

Added to this sector last fall and it has crept up accordingly.

Thank you.

Q: Hi Team,
With NIO down so much, would it be worth to take a small position, say 1% ?
Your comment is highly appreciated,
Regards,
Tak

Q: Could you comment on the recent closing of the non- brokered private placement to insiders. Is this a meaningful amount and could it help move the company forward. Also what does second tranche mean. Thanks.

Q: I am interested in buying some ARX which I would normally buy on the Canadian exchange but I am currently holding more $US cash than $Can. In the US ARX trades on the pink sheets. Are there any risks in buying it on the pink sheets? If I do buy it there, would I be able to swap it over the the Canadian side of my account with out any issues?

Q: I have a full position in LIF in unregistered accounts. Having seen todays comments in CIA, which might you prefer for a long term hold? Should I be selling all LIF to buy CIA, or split holdings, or do nothing?
Thanks!
Paul K

Q: My question is moreless about Morningstar's numbers. I have access through my TD trading account. It indicates the Fair Value of SLF pretty much where it is, BCE at $66.64 and ATD at $46.12. I'm not sure if you share the same opinion (?)

SLF - the FV has gradually been increasing, but are projected rate hikes already priced in the present stock price? I would expect the FV to ramp up.

BCE - They show a trailing PE of 21. That, and the P/S seem historically a bit higher than normal. I think your Bloomberg info would show a future PE that may be lower...hopefully.

ATD - This one shows a trailing PE of 16, This, compared to its past, seems "quite cheap", yet the FV doesn't seem to reflect this. Agree?

So what are your thoughts? Would you say SLF, ATD and BCE are good value - in that order based on my above comments, or any opinion of your own?

Q: Hi,
What is your current opinion on SPOT? It is way off its high like many stocks. Do you think this is a good buying opportunity? How risky is this stock?
Thanks,
Kerri

Q: What are your recommendations for 5 Canadian Stocks and 5 US Stocks for an RRSP Account?