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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: Good day,

Can you please rank the following for me in terms of personal preference - ENB, KEY, PPL, T, BCE, SLF, TRP. I own them all, but just want to see how closely calibrated my weightings are compared to your relative rankings.

Thank you.
Read Answer Asked by Trevor on January 05, 2023
Q: Good Day Team,

Is this a good time to go into cash and if so do you favor any of these listed?

Thank you,
John G.
Read Answer Asked by John on January 05, 2023
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
Read Answer Asked by cal on January 05, 2023
Q: Hi Peter,
I have a general question about Canadian energy markets. Yesterday, January 3rd Canadian energy names (oil and gas) tanked to the tune of between 6 and 12%. WTI oil and natural gas were down a bit, but not to the extent the stock prices fell. In your opinion, was there any news that would precipitate such a price drop. Or is it possible that the big players decided to re-position on the first trading day of the year? Much appreciate your views!
Read Answer Asked by hank on January 05, 2023
Q: Hello Peter,

When the market has been trending up and with positive returns for the year one puts further investment money in what has been working. However when the market has been trending down and with a negative return, it makes sense to put money in sectors and markets that have been battered?
In ball park terms the TSX returned a negative 8.5 % S&P negative 19 and Nasdaq negative 33.
What would you think of rebalancing a portfolio that started 2022 50% Canada and 50% USA (mostly Nasdaq) to now go 25% Canada and 75% US markets with a bias towards nasdaq, s&p in the ratio 4:1? Or somewhere in that territory?

Also what % would you consider prudent to allocate to speculative stocks (for a tech/growth oriented investor) now that high valuations are no longer what they used to be.

Looking forward to your thoughts on the subject.
Regards
Rajiv
Read Answer Asked by Rajiv on January 05, 2023
Q: I know these companies vary a lot on the risk spectrum (CNQ likely being the safest and PXT the riskiest due to geopolitical risk), but if oil prices stay relatively high for the next couple years (let's say averaging at least $70), how would you rank the following stocks at current prices for potential total return: CNQ, TVE, IPCO, PXT?
Read Answer Asked by Patrick on January 05, 2023
Q: Hi, for an income portfolio, I am looking to add either HTA or TXF. Just not sure which one to choose (in a cash account). TXF is a larger fund and has more liquidity, a higher distribution % as well as a lower MER. On the other hand, HTA had double the return of TXF in 2021 and 5% more in return in 2022. Their portfolios is not exactly the same but similar. Can the difference in their respective portfolio explain the outperformance of HTA since 2021? Which one should offer the better total return in the next few years? Thanks.
Read Answer Asked by Martin on January 05, 2023
Q: Hello. Can you let us know what you think are the best stocks to play if one is anticipating strength in platinum? Same question for palladium? Thank you and Happy New Year.
Read Answer Asked by Robert on January 05, 2023
Q: Hi there,

What are your thoughts on lithium going forward based on the shift towards EV and hybrid vehicles? Do you have any names in the lithium space that you'd recommend and what do you think of the ones listed?

Thanks!
Read Answer Asked by Michael on January 05, 2023
Q: On jan 4 you answered question to Leon re actual interest rate on PSU.U. Would the same kind of answer apply to TDB2915? I.E. what is rate for TDB2925?
Read Answer Asked by joe on January 04, 2023
Q: Peter; It seems to me that the “ generalists” exited the Canadian energy sector today. Large volume and down. Do you see any overall factor for the decline? Thanks.
Rod
Read Answer Asked by Rodney on January 04, 2023
Q: How would you invest ‘23’s $6500 TSFA allowance? Is there 3 or 4 North American stocks you would buy tomorrow? DCA over the next month into one name? Not concerned about sector or risk - 10 year investment horizon.

Thinking SHOP, BN, NVDA and GOOG. All of which I own today and are down from when I purchased.

Appreciate your thoughts.

Don
Read Answer Asked by Don on January 04, 2023
Q: I had asked a question about a year ago about companies of interest for EV investing and I had not mentioned WBX but your answer came back as ranking it #2 out for 4 companies. Since then it has tanked more than 80%. Could you update your opinion on this company and share your insights of why it has faired worse than the others despite your ranking,
Read Answer Asked by Denis on January 04, 2023
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