Investment Q&A

Q: Hello,

What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.

Thanks,
Raj

Q: I need to sell a small part of my holdings in either SIS:CA or BYD;CA. My intention is to remain invested in both these companies for at least 5 years. Which of the 2 would you suggest I trim?

Q: With all this record heat, I am wondering if there are any good public companies that are involved in selling air conditioning systems. Thanks

Q: This company has announced two significant relationships in the past few weeks and Martinrea owns over 22% of the shares. Have there been any recent upgrades to price targets by analysts? Thanks.

Q: Do you agree this should be north of 25 dollars right now and institutional investing is hyper sensitive to the protests and won't touch it. They're waiting for guidance by the company before they make a move.

Cheers Steve

Q: Hey Team,

Just curious if you have any different take on Care from your original answers a couple months back.

Seems enticing at these levels.

Thanks in advance,

Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?

Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.

Q: What are your thoughts on WELL Health Technologies at this time

Q: Why has this company stock suddenly dropped 7.5% in a few days?
Does this present an opportunity to buy, sell or just hang on?

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Hi Peter, we own CRWD and are wondering re: NET which is also breaking out. Your thoughts on NET ? Thank you.

Q: Hello Team,
What are your thoughts on the recent press release of XAU, with respect to their financials and their enterprises as a whole?Do you have a comment on the Impact of the Basel 3 obligations within the Banking system and its possible impact on XAU in the next few months?
Also would you like to comment on the Roy Sebag shareholder letter?I am interested in your view.

Q: Last December, you said you would like to see a few more quarters. They look impressive to me but would prefer your expert opinion. Would you start buying this one or not.
Thanks

Q: Hi Guys,

Can I please get your opinion on PTI.UN. Thanks

Dave

Q: What would you say about taking a full position in Nanoxplore? The product they are producing seems amazing. I read the article in The Logic about how Martinrea is using graphene in their auto parts manufacturing.

Q: Back in 2018 (seems so long ago) you described AOI as “It is setting up to be an interesting value proposition.”
Does this statement still hold true and are there other micro-oil & gas companies out there that might be worth a look? Thanks!

Q: Thanks for the wonderful work from the team. I am holding BRLXF since past 2 years. Have a good 100% gain. However in past 6 months its down significant from about $40 to $30. Do you still see a good growth potential for the stock or would you recommend something else in this sector. Holding period is long 5+ and comfortable with risk and volatility.
Also any recommendation on any ETF or something else where one can park cash component of the Portfolio. I hold about 10% of portfolio in cash to be deployed at times when market is over sold .

Q: For someone who is bullish on gun stocks, do you have a preference between RGR and SWBI? Is there any metric you would watch and compare to find a time that would be worth moving weight from one company to the other?
Are there any other gun stocks you would consider?

Q: On a 2 year horizon, (this account must close in 2 years) which has the more chances to do better? We would sell ENGH to harvest tax loss and buy TOI if the perspective in such a short time is favorable.
Thank you for your enlightening advise.