Investment Q&A

Q: Hi team
in this development in Northern Ontario; Ring of Fire
with minerals and alot of good stuff

are there any Canadian mining companies directly involved in it
so that we as Canadian investors can invest into this worthy project?
thanks
thought that it was partially own by an Australian company
Michael

Q: How about buying this high multiple stock in this market. Is it still the leader in it's field.
Need to buy 2 stocks in healtcare. One growth one income. PFE is around 52 week low with a 4.1% dividend.
Would like to know your favorites at this time.

Thanks for your support in these uncertain times!

Q: Hi folks..thoughts/opinion of Q & FY22 results for Surge sgy/t...seem to have beat estimates across the board..also..I read that recently, Eric Nutall's fund bought 10% stake in Surge..is this correct??....thoughts going forward...thanks as always, jb Piedmont QC

Q: Good morning,

Can you please give us your opinion on Profound Medical after their earnings miss this week? Is it still worth holding, or do you feel the cash burn will require share issues and resulting dilution. Thank you.

Q: Peter; Could you update your thoughts on MDLZ ? Thanks.
Rod

Q: Please recommend 5 CAN and 5 US companies who have good both P/E/G and P/FCF ratios. Thank you.

Q: Non registered account : I sold a majority of stocks in 2022-2023 in order to convert them into a diversified dividend ETFs portfolio.I though intend to only keep" safe stocks for long term".Please could you rank them in this "safety perspective" , a "hold,buy, or sell" comment would be greatly appreciated,considering the fact that in this case,selling a stock would result in "buying an ETF in the same sector" .Many Thanks for your excellent website ,J-Y

Q: Everyone, I am in the initial research stages of an ETF or TSX 60 or SP500 that I could use for timing-the-market (TSX or S&P500, with Canadian dollar sensitivity). Your comments are appreciated. Clayton

Q: Hi Peter, what are your thoughts on IGM and CWB for purchase here ? IGM especially has been very strong. Thank you !

Q: Thoughts quarter and future prospects for this company. Understanding oil price cyclical impact.

Q: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?

Thanks

Q: Hi 5i, can you please give me details on these preferred as I have looked and cant find much at all. Were they issued at $50 and is there a perpetual preferred here as I'm currently looking for those not the resets. I'm assuming these are preferred shares and not debentures.

Q: I noticed something in your answer to a question asked by Dan (not me) on Mar 10th about AutoCanada (ACQ). You said that ACQ has $1.9 billion of debt and that it was a major concern. Looking at their financial statements and the press release pertaining to the quarterly report, I think some clarification is in order. In the press release, ACQ states that their net indebtedness is $443.8 million at year end, and that, quote:

"our net indebtedness leverage ratio1 of 2.1x remained well below our target range at the end of Q4 2022".

Quite a substantial difference between their number and the $1.9 billion you mention. Looking at the financial statements, the difference comes from your number including the floorplan financing of approx $1 billion, which is something dealerships use to finance their inventory and is paid back as cars sell, and leases of approx $500 million.

Management seems to feel their debt levels are OK. Wondering if your comment that the debt is a "major concern" is somewhat overstating things.

Q: I have these losers in my portfolio. What would you suggest I do with them. Hold, sell or buy more to bring the cost down?
Thanks

Q: Thoughts on latest quarter.

Q: Wondering why National Bank seems to have better momentum than the other banks like TD even though you recently added TD to one of the portfolios, I believe around $88. BNS has also been a laggard over the years. What is it that prompted you to add TD over NA and would you support selling BNS, TD, or CM to enter NA or RY? It seems like NA and RY seem to have better momentum than the other banks. What would be the risks with this move?

Q: I sold SHOP:US for the tax loss in late December and just prior to my date to repurchase the share price took off. I have been monitoring since. Given recent market action is this a good time to get back in or do you think there is further downside? Thank you.

Q: Do you think the 22% drop in ENGH Friday has any flow through to CSU? Both stocks had been performing very well.

Q: Hello Peter,

How would you trade the collapse of SVB? Banks and Financial companies are taking a hit. Is it time to buy? If yes, what would you prefer- BAC,MS, BX? Or none of the above.
Do you think there is a contagion risk here?
Regards.
Rajiv

Q: Am retired and looking for regular income from dividend paying stocks.
Is there such a thing as a EFT that holds only dividend producing stocks that then pays out the dividends on a regular basis? If so can you suggest any?