Investment Q&A

Q: Everyone seems to hate the technicals on semi charts. Cramer thinks they are expensive. I look at both Broadcom and Qualcomm and think they are cheap on a forward PE basis. Yes there are short term supply issues. But double digit growth and these companies with forward PE in the teens. How are these companies not a table pounding buy for dividend growth?

Q: Hello Peter,
Could you please comment on curaleaf's earnings and their reach into Europe? I would have thought their numbers and their global reach would have caused the stock to surge but it was tempered.. Also, given that US is not federally regulated, i thought US companies could not go international as I would have expected them to acquire outside USA at an earlier date. Any comments. Finally, since Curaleaf trades on cdnx, and if it is to move to Nasdaq or NYSE (with federal changes), what would happen to my shares. I know if it is TSXV to TSX or NYSE, it is non-issue. I just wanted clarity if shares traded on neo or cdnx, if same applies. Thanks very much.

Q: For a play on e-commerce delivery, which would you prefer (or do you have another recommendation). Thanks for all your advice.

Q: Hi Guys,

My portfolio is still too heavy on technology (+ 30%), what do you think of BLDR as a infrastructure play inside my balance/growth portfolio?
Full or half position? I already own WSP, J (jacobs) and MLM (martin material).

thanks

Jim

Q: What is your viewpoint on this SPAC, TSIA? I see the target co. Is involved in real estate technology with high tech locking systems and clients include Brookfield, so this seems to me to be a strong product endorsement.

Q: How come PFE is muddling along despite having one of the top covid vaccines? How much of their revenue/growth does it make up - or are they just too massive to it to move the needle? What's PFE's growth outlook and valuation?

Q: Hi,
TDOC has taken quite a beating recently and the stock was down ~40% off its high. Do you think the selling overdone and is it a good time to start a position?

Thanks

Q: What is your opinion on coupa game?

Q: Can you comment on the earnings report, its prospects moving forward, and if anything positive or negative that stood out during the conference call (if you listened).

Thanks for everything you and your team do!

Q: I am going to sell my Flutter shares for tax reasons and either repurchase them or buy another gaming stock. Can you provide me a list of your current favourite gaming stocks to choose from. I have a long time frame. I haven't traded OTC shares before and I believe you have advised just hitting the bids.

Q: Hi Peter...I bought the warrants in January and sold them last week for a 100% gain and I bought MG with the proceeds. The NGA warrants are still below what I sold them for. Do you think it worth chancing a rebuy? If the warrants are basically a coin toss...ie a 50% chance of either going up or down... then in all probability the chances of making another profit are more remote the 2nd time around. In reality all short term stock purchases are in essence a coin toss even though day traders may take issue with this comment. The probabilities of success are better with a good company over a long term holding. The account is not registered so capital gains taxes will be required. Any thoughts you have would be appreciated.
Jim

Q: Could you rate these 3 stocks, looking to purchase one of them in my TFSA. Do you have a favourite or would you suggest another.
Thanks John

Q: Would costco be a top pick in the sector at these level? I already own L and PBH. Any other suggestions?

Q: I currently have a new position in GM (entry approx $53), ;
- I also have a new small position in STLA ( entry approx 17.50)
- I'm also looking to add a small position into Ford
Questions are :
-1. Your thoughts on the best of the three.
-2. Would you own or add to 1 , 2 or All of the above, Or None of the above for that matter.
-3. What would be a top, reasonably safe, growth or need to own choice in the Automotive sector going forward in this rapid evolving environment ?

Thank you in advance
Good job to the team, I appreciate your service!

Q: would you be investing in Palantir at this time or would it be best to wait for a further pullback? High tech seems extremely volatile at this time!

Q: Please comment on ORCL's result. After today's big price down do you think it will be a good entry point to initiate a position now? Thank you!.

Q: Does the SP drop today, justify adding/buying today?
Thanks

Q: SIG has been climbing lately, any thoughts on the the direction moving forward? Would this be a good short term trade or a longer term hold. Thanks.

Q: I would like to hear about your summary of 4th quarter and full year results.
Thanks

Q: Could I please have your thoughts on the tender offer for Talend from Thoma Bravo, specifically, hold on for now on the chance of a better offer to come or sell at or near the tender price of US$66 for the ADR. Thank you.