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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 recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: my question is on the oil stocks in general. with the market selling off, oil at 95.00 what is holding the oil stocks back. yes they are up but they are selling like oil is at 60. not 95. and will iranian oil really make a difference.dave
Read Answer Asked by david on February 24, 2022
Q: Hi, could you please compare the relative attractiveness of the above 2 ETfs, understanding HDIF is new but the underlying ETFs are not. Is there much difference? I believe the underlying HDIF ETFs are all U.S. whereas some of the HDIV are Cdn which I believe would reduce USD FX exposure? Any advantage of one fund manager over the other (Harvest vs Hamilton)? Thank you.
Read Answer Asked by Gary on February 24, 2022
Q: The general technical pattern of the US markets and other markets to a lesser degree appears to be aggressively trending down, with the recent positive earnings now in the rear view and corrected, unfortunately. I’m reading your language from past comments that the year is expected to be rough for tech but I think it is worth noting that the trend line underway for major indices and even successful companies appears to be headed down and possibly with much bigger drops ahead.
Could you please comment on where you see this from your perspective? Do you expect a sizeable drop ahead and do you advise any mitigation at this point either to rebalance or to sell any current holdings, such as small caps, tech, high debt or other potentially at-risk assets that may be staring down a large drop.
Almost nothing looks to be at a ‘bottom’. To echo a lot of headlines, it looks like there could be a slide ahead.
Read Answer Asked by Peter on February 24, 2022
Q: I would like to get your thoughts on ADW.A today. I am down ~35% and there seems to be no investor confidence in this stock. It should be a reopening idea which should start performing as we are lifting restrictions. Would you add to a position or has the stock has become a falling knife.
Also, I have heard Peter suggest it is not when to buy a stock it is knowing when to sell. What criteria would you use to determine a sell?

Thank you
Read Answer Asked by Mike on February 24, 2022
Q: Interest to know insider trading history before purchasing a Canadian stock. Where can I find it? Is there any free official web site that list insider trading history?
Read Answer Asked by Lucius on February 24, 2022
Q: In TRP's Feb 15 report there are two phrases used:
- "Net income attributable to common shares" and
- "Comparable earnings"

What is the distinction being made by TRP here?

Thanks.

For context, here is a portion of their Feb report:


Net income attributable to common shares for fourth quarter 2021 of
$1.1 billion or $1.14 per share compared to
$1.1 billion or $1.20 per share for the same period in 2020.
For the year ended December 31, 2021, net income attributable to common shares was
$1.8 billion or $1.87 per share compared to net income of
$4.5 billion or $4.74 per share for 2020.
Comparable earnings for fourth quarter 2021 were
$1.0 billion or $1.06 per common share compared to
$1.1 billion or $1.15 per common share in 2020.
Comparable earnings for the year ended December 31, 2021 were
$4.2 billion or $4.27 per common share compared to
$3.9 billion or $4.20 per common share for the comparable period in 2020.
Net cash provided by operations for the year ended December 31, 2021 was
$6.9 billion compared to
$7.1 billion for 2020.
Comparable funds generated from operations for the year ended December 31, 2021 were
$7.4 billion, in-line with 2020 results.
Read Answer Asked by Robert on February 24, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: Firstly, what would you consider the current fair value of a BAM.A share to be, with consideration to the fact that rates are rising? Secondly, would you buy BAM.A at the current price or wait for a lower price given the negative momentum?
Read Answer Asked by Stephen on February 24, 2022
Q: I own both of these companies, and would like to add more to my current positions. I know you like them both as long term investments. Do you prefer one over the other?

My other question is: What is your opinion about selling puts to add to these positions? Volatility is very high on both, so I would get a decent premium, and I (possibly)get to buy them at a much lower price. This just seems like win-win to me. Are there any risks in doing this that I'm not aware of? I am not using any margin for these purchases.

Thanks for all that you do
Read Answer Asked by Ed on February 24, 2022
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