Investment Q&A

Q: Finished reading the book 100 Baggers and it was a great read. Good to know lots of companies achieved these level of returns. You just have to find a few and hold on.

One of the book suggestion is to focus on smaller market cap companies which can grow over time among other metrics. Looking at some of the recent IPO that came to market with 20B+ market cap and SNOW hitting 100B makes you wonder if some of these newer IPO's can get you 100 Baggers returns.

My questions are as follows:
Do you see market cap playing less of a role going forward and investors will just pay up for growth? Maybe instead of putting 10K in the stock you may have to invest 20-30K to get that capital to compound to 1M without having a 100 bagger.

Finally, just for fun if you were to guess at a few name in the US or Canada that has 100 bagger potential what would they be? I see SHOP, TTD and WELL as having a shot.

Thanks

Q: I have 2-3% position in DSG, VEEV, WELL, NVDA and BYD and would like to add few more names in RRSP. Please suggest your 5 favorites growth names for Canada and US for long term hold (10 years or more) irrespective of sector that you would feel comfortable buying today in RRSP.

Q: Please list and rank up to 10 US stocks which you see as having the best potential for capital returns over the next 3-5 years. Also, please provide a risk rating for each, using a scale of 1-10 with 1 being low risk.
Thank you for your highly valued opinion which has proven to be excellent for my investment over the past several years.

Q: Hello,

I am still sitting on cash... I wish I had more aggressively deployed prior to the election.
q1) I am wondering what would be your favourite names to add new money to or would you recommend waiting for a pull back from the recent highs?

q2) My thoughts was to pick up best in breed nat gas exposure in tourmaline or topaz. Which would you prefer for growth and why? Or is there another name your prefer?

Q: Would like to pick your brain.
Can you give me 5 Canadian NON 5i portfolio stocks that you consider high growth and would probably put in your growth portfolios if you had the cash.

Like KXS, DSG, CSU 5 years ago or LSPD, WELL etc 2 years ago.

Thanks


Sheldon

Q: Given OTPP large position in GFL, could you provide you current view on the company?
I am looking for growth.

Q: Hi group am getting interested in marijuana again can you tell me which ETF is you favorite (CAD or US) also what would be your top 3 individual stocks. What are your views in general on the sector Thanks for you help on this

Q: All of the above companies have doing well recently and should continue given soon to be arrival of several covid 19 vaccines?

Q: Could you please rank your top 10 favourite growth small cap names (US, Canada, or elsewhere). Could you please also rank those same names in terms of lowest risk to highest. Thanks as always to the entire team for your unbelievable service.

Q: Do you know who Is Behind fengate?

What are the next big steps and timing for scr. E.g. Legislative approval, cash flow from New Jersey, what new states are expected to allow gambling and when? Thank you for your prospective.
Do you see this legislative change also impacting The stars group. Any thought they companies would get together.
Mike

Q: It seems the market always looks forward and as such there must be companies that are moving to the upside now based on what the economies of the world will look like six months from now. Please provide me with the names of 5 Canadian companies and 5 American companies that you believe should do well in this new world. (Hopefully, post Covid World). I realize I'm asking for an educated guess, but since you have far more experience than I do, I would appreciate your opinion.

Q: Peter and Ryan,
Your comments on the earnings and guidance from CRWD ? With the continued great run, would you swap any out for NLOK that has lagged ? Does NLOK have any advantages in the individula consumer space ? Thank you.

Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.

Q: Nice to see DCBO is listing in the US. Are there other publicly traded companies in the US in the same space? Trying to get a sense of any valuation gaps between those companies and DCBO? LSPD was well received in the US so hoping DCBO catches a similar welcome.

Q: At what % would you start to trim LSPD in your growth portfolio? On your last report it was 3.97%
Thanks

Q: You had mentioned they may do a financing.
With the values mentioned, what do you think are the odds
of a financing percentage wise and usually is it done in 1 or 2 days
after the deal?

Thanks

Q: In the last two months this stock has fluctuated by over 50%. Is there a reason(s) why this huge variance for the past three trading days?

Q: What are your thoughts on the impact of Air Canada’s recent announcement that they are pursuing the cargo market. What is the impact on Cargojet? Will this result in a significant impact on margins? Would you sell Cargojet as a result of the stiffer competition? Are you still concerned of the debt levels in Cargojet? Thanks for your expertise.

Q: Do you endorse a tax-loss sale for these three stocks, DXCM, REAL, VHI with the intention to buy back after 30 days? Are there any that you wouldn't buy back and instead use the proceeds on another high growth name such as NVDA, U, GOOS, PINS, MGNI? Sector weighting is not a concern and risk tolerance is high. Thanks.

Q: I own both BIPC and BEPC and have done very well thanks to your recommendations. You have indicated lately in some of your answers that BAM.A is very attractive at these prices. Is it too much Brookfield to take the profits in my two holdings and purchase BAM.A.

Thanks for your continued guidance throughout this turbulent year.

Dave.