Investment Q&A

Q: Nutrien's stock fortunes have been rapidly diverging from that of the big American fertilizer companies over the last month. To what do you attribute this?

Q: Given that we are seeing increased inflation and many are predicting a recession in the next 12 to 18 months, what would be your investing strategy, what fundamentals should we look for, i.e. Earnings, or?? What sectors would you suggest for safety and what sectors should we avoid?

Thank You

Q: Morning ,

What are some ideas to invest in autonomous vehicles for the future ?

Thanks,

Greg

Q: performing well despite all the bad news re current events. what is your opinion going

forward?

Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?

Q: Would you add to any of these shares? And if so in what order?
Thank you

Q: What are your pros/cons about investing in Parker-Hannefin for a long term hold in my $US RRSP?
Thanks

Q: hi, it may be in a previous answer, if so please, humour me. I am wondering why the forward EPS estimates have come down so much for SHOP? was there a fundamental issue that occurred, did they issue new shares? I thought SHOP was still in big growth mode. also, depending on where you look, research companies investing media etc, they all seem to have different values for the EPS, both trailing and forward? could you provide your numbers for these please. thanks, chris

Q: What do you think of Tesla, they are just stretching such a big lead on the next guy and it continues, the first quarter numbers are up and its insane, they put out 310000 cars in the last quarter, mustang put out 58000 all of last year, this year they want to triple it but already they are out of chips. Tesla spends 3 times the RD per car that other builders do. They had 14 cars left in inventory at the end of the last quarter. They are sold out until 2023. Two huge additions will come on line this year, Giga Berlin ( already going and putting out a "sold" car every 150 seconds, Giga Texas coming in the next few months. They are secure in their access to nickel. Seeing Giga Berlin build cars is just fantastic, incredible automation, the giga press. It seems all is roses and just starting to ramp up, do these incredible numbers make a statement for the stock? buy, sell or hold?
thanks, Jean

Q: Some talk of chances of fed engineering a soft landing are low. Inflation too high and it isn’t transitory and tightening will likely put us into a recession in 2023. Is a recession a very likely scenario for 2023?

Q: I am interested in opening a position in either stocks mentioned or potentially another company in the real estate industry. Is there one you guys are favouring at the moment, and why?

Thanks!

Q: DEUTSCHE POST AG seems like a international UPS type stock that's interesting. Can you tell me anything about the financials and does it look interesting to you from the view of a dividend payer? Thanks!

Q: Could I please get some info and direction With Golden Ocean Group (GOGL (USA) )

Q: What is your current opinion of NALT?

Q: I see there hasn't been a question asked about Versa Bank since December, 2021. How is the bank doing now and where do you see it going in the future? What are your recommendations regarding Versa Bank as of April, 2022?
Thank you!

Q: Do you see any upside in keeping AstraZeneca for a year, or is best to cash out now, after having made some profit

Q: Peter; With a possible budget boost to help low ($90,000.00) income families receive dental care wouldbthis not help this company significantly? Thanks.Rod

Q: Please help me balance out one of my portfolios. It is tilted heavily to quality us stocks- GOOGL, TMO, MSFT, DIS, SYK, NVDA, BKNG, ACN,BLK, SBUX,ADP,IDXX, ADOBE, EL, AND XYL.
My canadian stocks are BAM,TD, CNR, FSV, SHOP AND TSU.

I would like to increase canadian exposure--- would you suggest gradually
adding to an etf such as xic or could you suggest a few canadian stocks
that would be suitable in this investing envioronment such as energy, materials etc to balance out this portfolio.

Regards, Ajay

Q: What are your opinions on BIPC and BIP.UN?

I hold these in registered accounts and now they account for ~9% of my total portfolio and when I consider the fact I hold BAM.A these Brookefield names would represent ~12 % of my portfolio. As a result I am tempted to trim BIPC or BIP.UN.

If I were to trim do you have any preference/recommendation to trim one over the other or both equally?

Q: Which would you choose if only one were to be added to a portfolio? I have owned SYK and know it to be a relatively steady-eddy company but one that has had some solid growth over the years. ISRG showed very promising stock appreciation but that has certainly cooled off over the past several months. Which do you feel has the better total upside over the next 5 years?

Appreciate your insight.

Paul F.