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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: What is your view of the opportunity created by the resignation of the Japanese PM on Japanese equities and if positive what Canadian dollar ETF plays would you suggest for that market. Some commentators believe this creates the need for fiscal stimulus there which should increase their equities generally and substantially. Secondly it was suggested that as a result Japan's status as a large buyer of US treasuries will diminish. Do you agree and how might that affect US equities. Appreciate receiving your take as always - Ken
Read Answer Asked by Ken on September 07, 2021
Q: Hi Peter/ Ryan I have a margin acc't with BAM, BEP.UN, CM, CNQ, and RY and need the dividends from the bigger players. I was thinking of maybe replacing one of these, I know you can't personalize it but which would you replace and what are some options you could replace it with. Thanks as always for the great service. Nick
Read Answer Asked by Nick on September 07, 2021
Q: You recently stated that you would find these companies more interesting with NVEI @$150, TOI @ $110 and LSPD @ $120. Is there any math that your using to arrive at these numbers?
Read Answer Asked by Gary on September 07, 2021
Q: Hello Peter,
If an analyst/portfolio manager that is a guest on BNN has selected a stock for a top pick several times, and all of a sudden decides not to take any calls on the stock, what does that mean? BNN's response is really neutral so am wondering.. I would be more comfortable for a guest to take a call and if he/she does not own it for any reason, I think that would be the right thing to do. Small caps are risky so it is understandable and circumstances can change. This is a general question. Thanks for your views.
Read Answer Asked by umedali on September 07, 2021
Q: Hi, your opinion of the recent acquisition of Gage growth by TER?
Given Gage had a very strong presence in Michigan, will this improve in any way TER's 'Profitability Ratios' (as seen on your Companies page)? Will this move the needle on this stock over time? The 6 month chart does not look so good but the longer time frame charts are still impressive.
Also, should one be concerned about stocks that trade on the CNX exchange? Some of your better recommended weed stocks trade on this exchange, ie TRUL, GTII.
The only spec weed stock I have is VFF (Village Farms (small position)).

Thanks!
Read Answer Asked by Stephen on September 07, 2021
Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.
Read Answer Asked by Brian on September 07, 2021
Q: Where you see evidence of a sell iceberg order for a micro or small cap, should a shareholder be concerned that maybe the seller knows something that I don't. Right now, I see that with Geodrill. On the surface the shares look quite undervalued, yet the iceberg sell is in place.
Read Answer Asked by Murray on September 07, 2021
Q: In a previous answer to the question "10 companies to hold for 20 years" your team selected BYD as one of 10 long term holds.

I'm curious, why you would choose BYD over MG?

Self-driving vehicles will soon be prolific and likely all electric powered, I can only imagine a dramatic decline in accidents, servicing and repairs and way fewer moving parts (internal combustion engines) to replace.

Seems like BYD is on the wrong side of innovation.
Read Answer Asked by Robert on September 07, 2021
Q: A follow to the Cielo questions. The reason the shares tanked today was because of a conference call by the president the previous day indicating a delay in get the technology to work. And then today bob Mcwitter who previously excessively pump this stock twice on Bnn refused to take calls on Cielo. I find this very unethical and should not below allowed on BNN. What are you thoughts this seems extremely unethical.
Read Answer Asked by mike on September 07, 2021