Investment Q&A

Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George

Q: XBC reports next week. What are your estimates and future outlook? Thanks.

Q: Good morning! CVO is a listing I am following since it manifested it's interest in an IPO. Since the IPO the stock price has not performed well but is stabilizing. It is a fairly solid operation with what seems to be good management and fundamentals. I may wish to invest at some point. And I take it from your answers to recent questions that you do not have a vested interest in this listing yet.

My question is for this listing but also for any IPO out there. What are your trigger points that will initially get you interested in a listing and then that will get you invested in that listing ? Thank you.

Q: Gentlemen;

Can I have your assessment for MAGT's latest Quarter.

Ron

Q: With the takeover of ITP I would like to keep exposure to packaging and cardboard etc. is CAS a reasonably conservative replacement or is the debt still too high in this environment.

Q: Can you tell me your current thoughts on this company?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?

Q: What do you think of the quarter results? Time to switch to WELL?

Q: Hi 5i
What Game Plan would you consider executing for the following situations...........?
For all these stocks I have been holding off taking action as there has been no new information to support any action. Now given rapid price decline, I have become concerned about share restructuring and shareholders being diluted to death for the micro caps.
I will be waiting for earnings on the ones still to be released.
While you do not want to hear it, all these except XBC/LSPD were 5i induced purchases so some thoughts on possible action at this point would be appreciated.
None of these are causing me a problem except for being down.
As a Portfolio Manager, how best to manage these positions inside a broadly diversified Portfolio?
If they are to be kept, at some point I will have to either add to the tiny positions or get rid of them. But when and on what information?


TFSA Holdings (where the growth is supposed to be)
QST - down 40%. Size is now at half position size at this point.
XBC - down 38%. Size is now back to near full position size after riding the round trip.
STC - was up 25% and now down 20%, Half position size.

Taxable Account
AT - Down 19%. Sitting on half position since buying on Jan 12/22
ANRG - Down 37%. Sitting on less than half position since buying on Feb 2/22
LSPD - Down 64% on a poorly executed Options trade. Hold only 1/3 position.

And KXS which disgusts me as I knew I should have sold while I watched it at $229. Position size is full position.

Thanks
Dave

Q: It seemed like the earnings report was positive, yet the stock fell 12%. Any idea why this reaction. I have been holding these for a long time and am still in a positive position, is it time to take the profits and move on?

Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks

Q: Thoughts on the quarter? RBC loved it.
Thanks...Steve

Q: I held NUVEI in my TFSA account which is representing 10% holding. I am worrying it will crush on earning as many growth names are getting punished with even a slightly missing or weaken guideline. Would you agree to sell a portion before the earning date?

Thank you,

Q: Would you switch one (or both) for IWO etf for a 3 year hold
thank you 5i

Q: Is toy still a good investment? It had a strong quarter & went up to the low $50s but then dropped quickly to the low $40s. Has something occurred to cause this or is it just the vagaries of the market?
Thanks
Dave

Q: What do you think of STN these days?

Q: Hello Peter and team,
What do you think of Curaleaf's results? Thanks very much.

Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?

Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.

Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?

Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.

Have a great week. Take care