skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Please provide me with your top US picks based on the current market environment.

Thank you

Donna
Read Answer Asked by Donna on June 21, 2021
Q: Hi,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.

Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?

Thanks,
Read Answer Asked by ilie on June 21, 2021
Q: I took an amateur stab at a discounted cash flow analysis of PHO
to help me decide if I should vote Yes or No to approve the upcoming friendly takeover vote. In the end, I had to make a lot of assumptions about growth rates, cash flow projections and valuation of comparables. I came up with an intrinsic value share price ranging from 3.64 - 5.93 depending. But because of all the variables, plus my non-expertise, I do not trust my own analysis. Also there may be better ways to value the company than DCF analysis. What's your best guess as to this company's value or range of values? What method and assumptions would you use?
Read Answer Asked by Alfred on June 21, 2021
Q: Re info on Cdn prefs try:

canadianpreferredshares.ca

Hugh
Read Answer Asked by Hugh on June 21, 2021
Q: I realize that things are a little crazy throughout the world but can you see any particular reason that advisors of my friends ( 65 yrs plus ) are moving there portfolios into very defensive positions other than the good run in the last 14 months? Is there anything that I am not seeing as opposed to them? Thanks, James
Read Answer Asked by JAMES on June 21, 2021
Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?
Read Answer Asked by Mike on June 21, 2021
Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.

Also, do you know any other ways to get exposure to life sciences real estate or data centres?
Read Answer Asked by Max on June 21, 2021
Q: I was looking for reasons on the big sell off in FLTR the other day (when your site was down) and pulled this up. Oddly (to me) DKNG is still trading at a respectable valuation. To me the whole thing sounds horrible. What do you make of it?

https://hindenburgresearch.com/draftkings/
Read Answer Asked by Gerald on June 21, 2021
Q: I have just sold my Inter Pipeline stock which was about 2% of my portfolio. I am looking to re-deploy proceeds. Was considering investing in Pembina but am now wondering if Enbridge would be a better play but am unsure of where things stand with the Michigan pipeline. I would appreciate you thoughts on PPL vs ENB. I have a 10 year investment term.
Read Answer Asked by Ronald on June 21, 2021
Q: I have small holdings (1 1/2% to 2 1/2% of APTV (+24%)&TSLA(+12.6%) in my TFSA and DOCU(+18.6%), IDRV(+7.77%) & NVDA(+47.29%) in my cash ac over 7 month hold. Looking at adding some more USD and wondering if I should be adding to some of these or buying others. This would be a 3-5 year hold.
Take as many credits as you see fit.
PS: Thanks to you I am up 235% on shopify! Thanks for all you do.
Read Answer Asked by Bonnie on June 21, 2021