Investment Q&A

Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.

Q: Hello,

I had bought Teck Resources since 2014 at $18 and $24. With it trading over $35, would this be a right time to sell or, should I still hold onto it?
Thank you.
Marc

Q: Hello,

I have some cash in my TFSA, and I am interested in buying a stock with good growth in capital and dividend appreciation. I am a long term investor.

Currently in my TFSA, I have FAP, CHW, NEPT, PHO, SIS and S.

I am looking at TWM, Tidewater Midstream and Infrastructure.

What do you think of TWM? Or do you have a better recommendation?

Thank you very much.
Marc

Q: I would like your analysis of a new HealthCare Listing on the TSX - AKU.U. Can you comment on - Market cap, Sales, Debt Load, PE multiple, PEG ratio, quality of management and Growth Profile going forward. Finally the $64,000 question - would you be an investor?

Many Thanks
Scott

Q: Between LUN and CS, which one has better grow?which one is your favorite? Thanks

Q: Hi Peter,

I am adding 2% to my TSFA I am considering keg or Boston or half of each,
Can I please have your thoughts.

Happy new year.
Stan

Q: Which of AEM or KL would you buy today for growth and leverage to gold price?

Q: What would your choice be between ZRE and BEP.UN. It would be held in a TFSA for income and growth and stability.

Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?

Q: Hello,

I had bought NEPT last summer and sold half this month with a 100% return. The other half is up another 30%. Do you recommend that I sell all of my NEPT shares or should I hold?

Thank you.

Q: I've been a long time holder of Constellation Software recommended by you. Thank you so much.

My question is in regards to the companies that Constellation acquires. I notice only a few deals through press releases, but if I were to go into the quarterly statements I see way more companies being acquired. Why is Constellation being selective and only publishing some deals and not others? Is there a criteria for this or is it just up to them what they disclose to public and shareholders?

Q: Would you pick CUD or VGG or is there another alternative that you prefer? Would you switch from one to the other?

Q: Thinking of purchasing VGK for my RSP. Is it also exempt from withholding taxes as per US / Canada tax treaty?

Q: I currently have half position in BUS. I am down a little. I have not read any bad news (unless I missed something). Your thoughts on going to full position?
Scott

Q: I currently hold Bank of America and would like to add a second US Bank. What would be your recommendations?

Q: Tough past few trading days for this gas producer. Would have thought with all the cold weather there be a nice pop up not down. What's your prognosis near and long term

Q: Hello Peter.
Just read your Post article and looked into current losses for pruning. My losses are the four highlighted.
I have a sense however that it is too early to prune the small caps(ITC, GUD and PTE) since I have held them for very short duration; not even a single earnings report. And it is likely a good idea to hang on to CGX given its monopoly position and new slate of movies generating Buzz.
I continue to hold CPG for the now 3% dividend and hope of investors returning to Canada and CPG.

Except CPG, all the losses are small $ value as I was only beginning to step into each of the small caps as they tumbled........(and all the losses are in registered accounts)

Would you allow these names to be included in the new years clean up or give them more time to let current themes run their course; current oil price movement for CPG and business execution for ITC, CGX, GUD and PTE?

Thanks
Dave

Q: Hello,

If Cannibis and Blockchain companies were to go through a large correction, what would your view be on how it would effect the rest of the tsx?

Regards,

Robert

Q: Any idea why Atco is dropping? Thanks.

Q: I currently hold a full + position in TSGI mostly in non-taxable accounts. You have chosen GC for the Balanced Portfolio - presumably you prefer it to TSGI. Could you please explain why.

Thank you as always.