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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and Ryan,
What is happening with Tecsys? Is it just the current market conditions bringing town tech related stocks? I would have thought with the current covid situation, Abcellera Biologics would be doing much better but the stock continues to slide? With respect to curaleaf, why is the stock experiencing so much volatility when it is one of the leaders and the revenues are decent? Thanks very much
Read Answer Asked by umedali on January 10, 2022
Q: As a result of the spin off of the enclosed mall portfolio from HR.UN, I now hold shares of Primaris Real Estate PMZ.UN. The holding is much smaller than I normally hold and I am debating whether to sell it or top it up. A press release from PMZ.UN indicates that the present share price of PMZ.UN, about $13.50, but quite volatile, is significantly less than the net asset value per unit NAVPU of about $22. This implies that the potential for the share value to rise in the short to medium term could be quite high. However, the estimation of NAVPU must be a black art in the present market conditions for enclosed malls. My questions are: (1) How are such NAVPU estimates, which are non GAAP numbers, actually made and how valid are such estimates? (2) How high on the risk scale for REITs is PMZ.UN relative to, for example, REI.UN or SRU.UN ?
Read Answer Asked by John on January 10, 2022
Q: In this environment are you still OK with ZGQ for growth with the high concentration of Tech & Healthcare? The list of holdings is quite impressive and seems like a good way to a variety of foreign holdings.
With 300 different companies, some US heavy Techs as top holdings and an MER of .51%, and their great returns it seems like a good foreign option for a growth portfolio.
I'd appreciate your comments.
Thanks
Read Answer Asked by Madeline on January 10, 2022
Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David
Read Answer Asked by David on January 10, 2022
Q: Not really a question, more of a comment.

I had asked a question a number of days ago about ABBV, and I had referenced a PE ratio of 32 . Your team said they did not know where I got my figure from (I actually got it from Morningstar), and you had indicated that the forward PE was much lower than that. I see that your own database shows that the PE is 32. I realize that this, perhaps, is a trailing figure, but maybe there is also something else I am missing.
Read Answer Asked by James on January 10, 2022
Q: Which sectors might do well in 2022 and which sectors might struggle?
Thank you
Read Answer Asked by Susan on January 10, 2022
Q: there seems to be more questions recently asking for good entry price points.....for me, I tend to just buy when I'm keen to enter or add to a position...with that in mind, I'm wondering if there are few tips or hints that you would share on how to go about evaluating for a good entry price point or a reference or two to read over and then for me to mull over.....thanks....Tom
Read Answer Asked by Tom on January 10, 2022
Q: Would like to increase my weighting in resources. I have PKI,ENB,PPL equal weighting at around 3% each. Would like to sell one of them then acquire 2 producers large/small cap with yield with equal weighting at 3%. Could you rank the one to sell and suggestion some producers ?
Read Answer Asked by ray on January 10, 2022