Investment Q&A

Q: Please give your opinion about the clean energy sector Hudson Tech Inc (HDSN) and supply chain sector Global Shipping ETF (BOAT). Thanks

Q: Hello Peter, Could you tell me which sectors are doing well in Canada and the USA and how long will they be in favor ie:- 3 months, 6 months 1 year etc.
Thanks.
Ivan

Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin

Q: What would be your Fav health {large cap} care stock for a longer term hold.
I do not currently own any health care stocks or ETFS.

Thanks Valter

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: I was perusing for low p/e US stocks and I came across Ryder Systems. Low p/e and an attractive dividend that has been paid for 45 consecutive years. I went to the company web page and looked at a corporate presentation and I was surprised to read that this company has a lot of verticals (I thought they just rented trucks!!). It seems to provide a lot of services for the e-commerce retailers which has secular growth. I know they have a lot of debt (but doesn't anyone in the truck leasing business need a lot of working capital?) so why does this company seem to trade a such a low multiple with a decent dividend? Price momentum is poor but I have other stocks that are momentum plays and I like to have some value stocks as a counter balance to the portfolio. Is R good value or other there issues I have not uncovered?

Q: shop is dropping today Wednesday. is this Netflix influence? can you comment on future and explain.

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L

Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John

Q: If Netflix is down 25% at the open of trading, isn’t this an amazing buying opportunity for long term investors? Seems to me the causes for concern are only temporary and not part of a long term trend. Am I missing something?

Q: Can you provide your thoughts on this company and on its fundamentals.

Q: Is this a good entry point for EL? Or is there something going on in the background that is dragging the stock down?

Q: Hi Peter
This stock is now at a year low .
Are there concerns it may cut its dividend
is there a reason why it is dropping like this

Thank you

Q: Hi,
Just seeing the Seeking Alpha bit on Guyana and XOM. Do you have any thoughts you would be able to add? Should I be concerned this is large enough to affect XOM's balance sheet?
Thanks for all you sage advice - always appreciated!
Dawn

Q: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much

Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks

Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.

Q: I'm holding this one at a loss - and I see that it was downgraded today by Citi. Can I have your thoughts on the name? I liked it for the high buyback yield, and relatively low p/e ration and ev/etbta and the fact that they were into chips for electric vehicles. I like it less now that I'm holding it at a loss though. Thanks,

Jason

Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?

Q: May you please comment on earnings ?
Does this reaffirm your bullish thesis ?
What level of confidence do you have in the stock? And Just for kicks, what price range would you see it at in three years ?
Thank you