Investment Q&A

Q: Hello Peter,

With ATVI trading 15% below the acquisition price, what would you say to selling SQ or PYPL or both? and investing the proceeds in ATVI for an approx 15% return in the next few months.

Both PYPL and SQ have been a long term holding for me and while I do expect both PYPL and SQ to bounce back a little I am not sure of a pop greater than 15%. Eventually I will have to decide between the two for a longer term hold. I would like your suggestion here.

ACTVI seems more certain although not 100 % risk free. So does this seem to be a good trade and an arbitrage opportunity?

I own SQ and PYPL in a 2:1 proportion.

Regards
Rajiv

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: I have a question for shopify it looks like there next report will come out on February 16. This company took a beating of $500.00 per share in the last 3 months, i am looking to get my feet wet on this company would you have any idea if they meat or beat their target can you see it taking off again.. And my other thought is i read alot of bartchart and it gives you signals like buy, sell, and hold which i do not follow it to closely but what i do check out on the companies that i am looking to add to my portfolio or if i already have them and that inside trading now i know why the tech's are taking a beating, pretty well almost all of them but not CSU in the last 6 months there is about 10 to 1 ratio that are mostly sellers. Some of these ceo or vp do not believe in their company. Thanks again guys sorry for making it so long you may charge me extra points.

Q: I am a little embarrassed to admit that I am in all tech and growth companies. The rhetoric now about the interest rates, the war activity in Ukraine/ Russia, Threat of invasion China to Taiwan. Inflation and other factors that create the current environment. The question is boiled down to when do we see big tech i.e. MSFT, Tesla, NVDA and little tech : EGLX hit bottom and make gains again? CNBC Tom Lee Fundstrata says first half is volatile and choppy and the second half of 2022 we see gains and steady improvement. How low does the Nasdaq go before a upwards turn?

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).

Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.

Q: Hi!

What is your take on gold (investment-wise) in general and ABX in particular?

I ask because I am getting some vibes that the sector is ready for a big move up.

I would like to go on more on vibes though.

Cheers,
David

Q: Peter et al:
Would you kindly give me an opinion on this etf, including mer and some better alternatives. It is at an all time high so maybe I am late to the rotation. Maybe the other side of the equation IWO would be better to watch and buy when it goes lower.
Thanks,
BEN.

Q: Could you comment on this fund I cannot find any information I was told they had over 37 percent return in 2021 with no management fees
I think it is a real estate fund

Paul

Q: Historically small cap index fund outperforms S&P500, but last couple years small-cap lags, I am thinking it might be a good time now to start to invest in samll caps...do you think this logic is justified? If so, which small cap etf do you suggest? Thank you!

Q: In the answer to my question for CSH.UN you wrote “It is 20X earning”. Would you please show me how 20X was calculated. Thanks … Cal

Q: opinion

Q: This stock has jumped 100% in the past couple of weeks. What explanation for this pop on no apparent news? Do the technicals indicate further rise or?? Thanks so much.

Q: I'm presently down 27% on this stock and it doesn't seem to want to turn around ? Any suggestions ? Could you give a breakdown of what you think ? Should I hang on or invest the money elsewhere and what would you suggest ?

Q: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh

Q: I would like to add one of the above now, to my TFSA for a long-term foundational hold.
In your view which one or two would you pick for the best long-term upside potential.

Would a concentration of the above name or names in an ETF be a better option?

thanks

Asset allocation not an issue

Q: In terms of total performance over the next few years would you be a buyer of Stella Jones or Hardwood Distribution. And your rational?

Much thansk

Stuart

Q: On my question today, I seem to have included PBI in my list of companies, when I was asking about PBL. Anyway, could you give me your ranking of PBL on the 1-10 scale I was asking about, 5+ year hold, in a diversified portfolio with an above average risk tolerance. Maybe a couple of comments about the company. Thanks

Q: With MS buying Activision Blizzard will this be positive, negative or neutral for Unity and Matterport
Thanks
Peter

Q: I have positions in these companies.. would you add or hold them. Marinemax is even cheaper and RH has been on a downward trend unfortunately. Thanks.
Regards,

Shyam