Investment Q&A

Q: Dear Peter and team,

I know from your previous answer to my question and others, you believe in momentum as an important factor in investing.

Do you think the recent price action in the energy and Gold sectors are real and sustainable? Do you think they have the momentum and the legs to go for some more time, say a year?

Gold has hit 1900 before but really hasn't gone beyond 2000+ in a sustained fashion. Plus Bitcoin is here to stay?

Q: Here is the current EV/EBITDA ratios for the following energy producers (lowest to highest): CPX (8.3), BEP.UN (9.3), NPI (11.6), FTS (13.0), H (14.0), AQN (16.5), BLX (17.4), INE (37.1). CPX seems to be a top contender for value, with lowest P/B too at 1.49. Considering all factors, please rank from best to worst, in terms of possible best total return over the next 10 years.
Thanks!

Q: Peter and Ryan - This isn't a question but rather a warning to those members like Jason who are constantly heaping praise on you regarding your service. Don't these people understand that by fawning over you they pave a slippery slope that inevitably leads to higher annual fees. Far better to remain silent. Or how about zinging you with the odd critique to insert an element of doubt regarding the wisdom of any increase. Come on fellow members, learn some basic psychology! I long for those questions some years ago that lambasted you occasionally when markets were weak. Could the absence of that negative sentiment towards you of late be a sign of market froth? Frankly though if I'm to be completely honest your service is irreplaceable and your fees damn reasonable! Oops. Good thing I just renewed.

Q: Why was CARs distribution in 2020 56% ROC? Is this related to their tax status?

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Q: thoughts on the quarter please?

Thx

Q: Youch 20% down today, good time to start a position perhaps?

Q: Hi 5i
Cineplex announced earnings today. How did they do in your opinion and how do they look going forward.

Would you be interested in taking a position or adding to existing position at current price or wait, given recent share price increase. Why/why not.
Thx
Jim

Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?

Thanks for your service!

Q: Thoughts on the offering? Does this de-risk a large portion of the "going concern". When will NCU start to generate revenue growth. Would you be buyers here?

Q: Thoughts on the quarter and initiating a new position?

Q: Thoughts on the quarter? Thanks.

Q: What's your take on village farms for the short and long future. Thanks

Q: Should this company benefit from Us spending?

Q: Is this company a buying opportunity ?

Q: What do you think of the recent results? Is this still worth holding?

Q: Can you please comment on CAE's recent quarterly results. Would you be comfortable initiating a position today? Thanks.

Q: BAM reported today. Your comments and thoughts on recent quarter. Thanks.
Robert I

Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

Q: Earnings look very good, dividend increases . Anything not to like?