Investment Q&A

Q: These 4 stocks, held in my TFSA, in roughly equal proportions, total approximately 5 % of my registered and cash portfolios. All are down except for EIF. My TFSA is where I put my riskier growth stocks ( EIF slipping in there somehow). Each has their own theme and while I am in no hurry to sell, I am looking for your opinion on them while I conduct my semi annual review. Your comment on their strengths/weaknesses, growth potential, ,management , buy hold sell ,would be appreciated. Derek

Q: Which chip company would these four things best describe:

- Huge drop in stock price this year

- Recent cost-cutting moves that will boost cash flow.

- Making good progress on the goal of making chips in the U.S.

- Highest dividend yield in years.

On the chip company AMD specifically, I understand you are high on this stock. Am I reading it correctly that the present PE is around 44? Is this valuation not concerning going forward into this uncertain economic environment (rising interest rates, sudden chip over-supply, etc.) ?

Q: Market reaction to earnings can be odd, as you well know. DOO blew the doors off on revenues, earnings and outlook. The bump from the good news didn’t last as long as it took me to go get a coffee. I guess the answer is all the good news was baked in, in the runner-up the past week or so, or it’s just that kind of market. Nothing pleases it.

Q: I have 100 shares and got a Oct 28 dividend of $249. Withholding tax was $87 with TD. Does a 35% withholding tax seem right?

Thank you

Q: I have a recently acquired full position in SHOP in anticipation of a rebound over time. I also have a half position in BAM A and am trying to decide whether to overweight SHOP or be more cautious and bring BAM A to a full position today prior to the split ? Which would be your choice ?

Q: I sold APPS, AT and EGLX for a tax loss and am now in a position to rebuy. Would you see these three as buys at this time, or are there better choices in online advertising?

Q: Peter; Any news to account for high volume today ( Nov.30)? Thanks
Rod

Q: Is this a good entry point for a long position in Bank of America?

Q: Hello, Im assuming you will get a few questions on TC Energy. What is your opinion on this company with its 6% loss today and huge increase in spending for its pipeline project? Is it time to get out? Would Enbridge be better now?

Q: What would be a good replacement

Q: Hello 5i, Could you comment on Tidewater Midstream as a investment. The CEO recently left to seek other opportunities is this a bad sign for the company.

Q: converge is doing a strategic review to maximize shareholder value-mgmts words not mine.
after initial pop from 4-5 stock is selling off.
analysts think its unlikely to go for less than 9-10. whats your opinion.and is the sell off tax loss selling?
dave

Q: Can you please explain the difference between KILO and KILO.B. With the gold price being set internationally, I do not understand how there can be a benefit to dollar hedging? Which of these two ETFs would you recommend?

Thank you for your excellent advice.

Q: Had not appreciated that GRWG was that involved in the pot market and had made the assumption that its prospects lay in the vertical grow scene (etc.) which has been touted as an emerging industry. Can you provide any indication of the breakdown between these two activities i.e. general food and specialized pot, and their respective industry prospects? Thanks

Q: Hello Peter & team,

Please provide your opinion on your choice for a defensive stock or ETF paying a good dividend - one for C$ & U$ please.

thanks for all you do

gm

Q: Could you please do a deeper dive into this particular paragragh from the 9 months results. "
Net income decreased by $84.7 million to $500.3 million for the nine-month period ended October 31, 2022, compared to $585.0 million for the nine-month period ended October 31, 2021. The decrease in net income was primarily due to the unfavourable impact of the foreign exchange rate variation on the U.S. denominated long-term debt, partially offset by a higher operating income and lower net financing costs."

Q: Thinking about buying BAM.A today before the record date for the spin off. Can you explain to me that how BN and BAM can continue to grow after the spin off? Would one be more growth orientated and the other be more dividend focused? Any advice or insight you could provide would be greatly appreciated to inform my decision.

Q: Your full comments on earnings and outlook please

Sheldon

Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.

Q: Peter and team, not sure how to word this but I’ll try. When one buys a bond at less than face value [say $92] when it comes it comes due at the $100 face value, correct? On my brokers website it has a yield for semi annual and annual returns. Let’s say that’s 5% and it comes due in 3 years. Does that 5% make up a combination of the eight dollar capital gain plus the interest paid while I own it. If not how is that 5% calculated. Feel free to pick an existing bond being sold at a discount in order to answer my question. Are there any specific bonds or bond sectors that stand out as investable? I assume I’m better off, if I want to buy a discount, to wait until the next BOC announcement regarding rates.
Thanks as always
Bryan