Q: In your reply to the Dan’s June 27 question concerning NTR you said NTR is much larger, and much cheaper (4X earnings). When I look in your Market Data section I see no reference to 4X earnings for NTR. How was the number determined & where in the NTR’s market data do I look for that number. Thanks … Cal
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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: Russia's gas cuts are threatening the world's largest Chemicals Hub in Europe. BASF has said it may have to shut down plants if gas supplies fall further. Assuming this raises chemical prices world-wide, are there any public Canadian or US companies that might benefit? Is Methanex one of them?
Q: I purchased SMG at US $105.10 early May 2022 and it has fallen off a cliff recently. I expected to see a short term 10% increase ... then I would sell my position.
I think this is a good company and and has a reasonable dividend but what is your outlook ...... should I continue to hold ..... or sell an buy Nutrien.
Thanks DAN
I think this is a good company and and has a reasonable dividend but what is your outlook ...... should I continue to hold ..... or sell an buy Nutrien.
Thanks DAN
Q: Hi There,
Can you suggest a method where one can estimate the realtime Equity Risk Premium for US market and Canadian Market using ETF's. Can you also give a guide as to what values may cause investors to shift between the risky asset and the safe asset for US and Canadian markets. Thanks
Can you suggest a method where one can estimate the realtime Equity Risk Premium for US market and Canadian Market using ETF's. Can you also give a guide as to what values may cause investors to shift between the risky asset and the safe asset for US and Canadian markets. Thanks
Q: Stagflation. How does one preserve capital?
Thanks!
Thanks!
Q: Waiting for the other shoe to drop..." Your comments in the last update. Is there formal or informal talk that China maybe in "lockdown" for their own political reasons and to advance their cause in the world? What is your opinion on what is going on with China and Russia, could this be a co-ordinated effort to weaken the "free" world ? Thank you for any input you can provide on this topic.
Q: I am relatively new to investing and started when the pandemic began. Since I started I feel like my learning has been like drinking from a fire hose. More of an education question: now that inflation continues to increase and central banks do what they can to slow it down, I am wondering under what conditions do central banks start to look at reducing interest rates again. I have never been through any of this before so trying to get a better understanding, especially as I look to buy a house at some point.
Q: Hi,
I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks
I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks
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Fortis Inc. (FTS $72.56)
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Lundin Mining Corporation (LUN $25.10)
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AirBoss of America Corp. (BOS $4.22)
Q: Hi Peter
here are 3 income stocks that have been dropping recently . are there any company specific issues i should be aware of or is it the general market drop .
How do you feel these companies will fare in a recession
Thank you
Howard
here are 3 income stocks that have been dropping recently . are there any company specific issues i should be aware of or is it the general market drop .
How do you feel these companies will fare in a recession
Thank you
Howard
Q: Why the plunge?
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Whitecap Resources Inc. (WCP $11.62)
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Baytex Energy Corp. (BTE $4.57)
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Tamarack Valley Energy Ltd. (TVE $7.75)
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Topicus.com Inc. (TOI $125.34)
Q: Hi Team,
TOI has had a rough couple days. Today as of writing down another 5%. At $62 a share today would you consider this a great buy? Is there any news that is making the stock drop extra bad today compared to some other tech stocks that are rallying some today? Also...even though oil is more in favour in todays market, would you consider selling some of either WCP, BTE, or TVE to buy into TOI weakness? And would you consider TOI a better long term hold than an oil stock?Thanks
Shane.
TOI has had a rough couple days. Today as of writing down another 5%. At $62 a share today would you consider this a great buy? Is there any news that is making the stock drop extra bad today compared to some other tech stocks that are rallying some today? Also...even though oil is more in favour in todays market, would you consider selling some of either WCP, BTE, or TVE to buy into TOI weakness? And would you consider TOI a better long term hold than an oil stock?Thanks
Shane.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
Q: You mentioned in a response that high valuation stocks, i.e. 10x sales are not likely to perform well in this market. Can you name Canadian stocks 5i follows that would fall in that category. Thanks.
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WSP Global Inc. (WSP $240.45)
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TFI International Inc. (TFII $118.86)
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ATS Corporation (ATS $34.31)
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Cargojet Inc. Common and Variable Voting Shares (CJT $76.43)
Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?
Q: Hi there, I hold a large amount of my portfolio in these broad based ETFs. I have about 30% in cash. At these levels, would you be adding to these indexes for a long term hold? How likely do you think it is that we would see SPY at 3300 to 3400 range? What would your strategy be to deploy my cash position into equities? Thank you!
Q: Hi,
If the main issues for CNR are inflation, labor issues, recession and supply shortages. Seems all 4 are taking the rails off the stock, down roughly 30$ from it's high. Still thinking it can go much lower. From your view at which price this stock becomes a value or even a deep value?
Thank you
If the main issues for CNR are inflation, labor issues, recession and supply shortages. Seems all 4 are taking the rails off the stock, down roughly 30$ from it's high. Still thinking it can go much lower. From your view at which price this stock becomes a value or even a deep value?
Thank you
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Alphabet Inc. (GOOG $318.47)
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NVIDIA Corporation (NVDA $182.55)
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Eli Lilly and Company (LLY $1,070.16)
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TELUS Corporation (T $18.32)
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Tricon Residential Inc. (TCN $15.34)
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Agnico Eagle Mines Limited (AEM $234.70)
Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?
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Netflix Inc. (NFLX $106.97)
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General Motors Company (GM $71.00)
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Pfizer Inc. (PFE $25.22)
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TFI International Inc. (TFII $118.86)
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Kinaxis Inc. (KXS $175.83)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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goeasy Ltd. (GSY $126.43)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Nuvei Corporation (NVEI)
Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated
Q: From a technical point of view,Nutrien is a sell . Would you continue to hold?
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Apple Inc. (AAPL $275.92)
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Amazon.com Inc. (AMZN $226.28)
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Meta Platforms Inc. (META $613.05)
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Alphabet Inc. (GOOG $318.47)
Q: Good Morning,
I would like your opinion on what you see as the next multibillion growth industry? Is it the Metaverse, EV charging industry, or is it something else?
Thanks
I would like your opinion on what you see as the next multibillion growth industry? Is it the Metaverse, EV charging industry, or is it something else?
Thanks
Q: Hi Peter
this stock has pulled back in the last few days, wonder if there is a fundamental reason or bad news?
I had a 3/4 position, wonder if it is a chance to add to my position or HOLD?
thanks
Michael
this stock has pulled back in the last few days, wonder if there is a fundamental reason or bad news?
I had a 3/4 position, wonder if it is a chance to add to my position or HOLD?
thanks
Michael