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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: Given the possibility of a recession and the certainty of volatility for the next couple years, can you give me 4 CDN and 4 US stocks/etf's, you think might provide some safety and reliable, albeit moderated returns? The equities I've listed are my ideas.
Read Answer Asked by Graeme on May 20, 2022
Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?
Read Answer Asked by JR on May 19, 2022
Q: I am approx. 80% invested; primarily in your balanced equity fund, with a smaller mix of some of your growth equities. I am considering adding the remaining 20% cash to my investments. Or, would you recommend waiting, or spread the investments out over a cycle of time? "Catch a falling knife comes to mind." Which 6 or so equities would you adding to, considering a 3 - 5 year time horizon?
Read Answer Asked by Claus on May 19, 2022
Q: FYI - I recently asked one of my hedge funds who has a position in DND what their thoughts were on the possibility of losing TMG and their view on the LINK transaction proceeding. Below is their response, feel free to publish if you think it is of value to the members:

The TMG acquisition makes up roughly 8-9% of EBITDA so the overall impact is muted. On the call management was confident in their ability to close Link. However if that is not the case, then with the TMG sale and the cash earmarked for Link, DND will be cashed up which in theory leads to the ability for either massive buybacks or another attempt by management to go private. Either way, the channel checks which are backed up by churn rates, are constructive and the stock is one of if not the cheapest one we can find at the moment. (still trading at less than half the appropriate multiple in our view)
The financing for the Link deal is secured. It is an all cash offer and financing is interesting. Ares did a $109m equity offering at $53/share and also took $841m in preferred shares exchangeable at $60/share. The rest is financed with normal debt from Goldman Sachs and JP Morgan. Shareholder vote scheduled for July 19th.
Also management bought $50m in shares on Tuesday.
Read Answer Asked by Scott on May 19, 2022
Q: Peter and Co, I am looking for a Canadian energy company that has good upside as well as large tax losses that could be used to offset any potential windfall taxes in Canada. I already have reasonable positions in CVE, VET, TOU and HWO.
With appreciation,
Ed
Read Answer Asked by Ed on May 19, 2022
Q: Hi Peter,

It looks like capitulation is nearing. There isn't anywhere to hide anymore.

Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?

Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on May 19, 2022
Q: What are your favourite gold stocks?
Read Answer Asked by christianne on May 19, 2022
Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.
Read Answer Asked by eugene on May 19, 2022
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