Investment Q&A

Q: Hello,

Wondering if I could get a quick list of your favourtie companies with the following criteria:

Large cap US equity
No dividend
Growth oriented

No explanation is necessary, just some tickers (maybe 3 to 5 if possible) in order of preference, please.

thanks!

Q: I have regretted trimming one third of my UPST position when it was half way up it's run., and have been planning to buy it back at some point. I have waited for a pullback but one hasn't happened . Should or anyone consider buying at the current price for a long term hold?

Q: does this company actually pay a 20% dividend and how long has it paid this?

Q: who would be your favorite small and mid cap oil and gas plays at this time?
Thanks
Dick

Q: Can you please give me 3 medium or large cap US stocks, that you like.Thank you so much for the help, and have a great weekend.

Q: Making some adjustments based on portfolio analytics.
Whats your best growth suggestions for:
Health care (us/ international)
Industrial (us/ international)
Consumer defensive (us/ international)
Consumer cyclical (us/ international)
And what is your favorite way to add a fixed income component?
Take appropriate credits as nessacary.
Thx for the great service.

Q: I need to sell 2 of the above companies tied to the energy sector as a tax loss for 2021.
I am assuming WTI will rise to $85.00. Which 2 would be your choice. Would you endorse Tax loss/Rebuy strategy after 30 days for any of these securities.
Best Regards,
Harold

Q: Morning 5iTeam,

I would appreciate your comments on nstg going forward and would you consider it a buy, sell or hold now.

Cheers,
H

Q: With tech companies moving offices out of high cost of living cities to lower cost of living cities such as Austin Texas (Tesla) and most recently St. Petersburg, Florida (Ark Invest) are there any REITS with exposure to up and coming tech hubs ?

Q: Just wondering what you think of this company and the chance that they might re-institute the dividend?

Q: Looking for buys in the upcoming tax loss selling season. Please rank the attached list. Thank you. Greg

Q: Hi, The recent price action for past 2 days has been encouraging, I think. Do you see signs of some short covering or investors jumping back in ? Any insight into if Spruce has already covered their short position ? Should we be prepared for more volatility until results on Nov 4th. Thanks

Q: Hello Peter,
For additional monies for a balanced approach, i was thinking of putting new monies into Nuvei (instead of Shopify), and rest into one of the banks. I already have Topicus. Does this make sense and if so, which bank would be best at current valuation? Fobi AI has had good news releases, yet stock tumbles. Any comments.. Thanks very much.

Q: Would it be a good time to get into the EV market and if so, which ETF would you suggest. Thanks

Q: I want make some changes to my portfolio with the goal of getting closer to your Balanced Equity portfolio. I am overweight in CNR.ca, 10% loss on MFC.CA and have gain of 120% for PIF.CA. What would be your suggested 5 equities to replace these? The rest of the portfolio does not have any Consumer or Tech and CNR is only industrial.
Do you think it makes sense to sell all of PIF.CA?
Thank you for your advice!

Q: How do you confirm positive momentum has been re-established in a stock, to the point of making it buyable?

Q: Hello Folks:
With increasing inflation of grocery bills, do you have suggestions on how to play this situation. I am thinking an ETF representing a bundle of basic food items or individual companies providing inputs such as Agrium?
Thank you brian

Q: Two separate questions on the same theme I guess. First, Can you comment on CAE’s ability to deal with an inflationary environment, especially if interest rates were to rise? Thinking of their balance sheet, “pricing power” and so on, as well as their current P/E versus historic. Second, wondering how XHY might fare in the near term as well? Looking at the last number of years it has held up pretty well considering the yield, but it seems like a fair number of storm clouds gathering on the horizon that make me wonder about defaults etc.
Thank you,

Q: There’s a great deal of commentary lately on the economic impact of energy supply disruptions (China moving energy supply from manufacturing to housing being one example). The continued pressure from the environmental lobby along with probable COP26 commitments might further interfere with the usual flow of commerce. Given the Canadian government’s disdain for the golden goose that is gas and oil, I find I don’t have confidence Western governments will make wise economic decisions. The current situations of the UK and EU are further evidence of very poor energy and economic planning. I realize there’s always something to worry about so is this more noise or do you think the investing horizon may be changing in a material way as governments cede the economic landscape to environmental policy. As the holder of primarily growth stocks with a long view I’m wondering if it’s time to reevaluate my portfolio given the winds of change. Your thoughts please.

Q: Peter and His Wonder Team
MND is selling Cerro Bayo mine and the stock is up. Please give me your current estimate of this company. Does it have any potential upside or a good time to sell ? Thanks...your insights are always helpful!