Q: Currently own some Kinaxis and Shopify, both about 2 percent each.
Would like to add more tech. Close enough to retirement that need more conservative stock. Is OTEX the best option here i.e. lower risk (with some dividend and reasonable growth?)
Can you contrast the two top choices?
Thank you.
Q: My son has $ 1,000,000 sitting in cash and wants your best 10 stock or ETF picks for the next 5 yrs and what buying strategy do you recommend for example every wk, month, quarterly etc;
THANK YOU!
Nick
If the long term thesis is that after this latest crises, companies will diversify outside of China for manufacturing, countries like India should do well. What other countries would do well for long term in your opinion due to this and how would you invest in this thesis? How would you invest in India?
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Q: In response to questions regarding pipeline companies, you stated that they depended on volumes rather than price but that if E&P companies shut in production or go bankrupt, volumes could suffer. Do you really think that Canada may have excess pipeline capacity?
Q: Good day Just wondering if u still have a positive outlook for BNS. I have a full position, This one has been lagging for a while. I was thinking of moving on to JPM. Your thoughts.
Q: I bought PBH at 5% weight and now only at a 3% so if I was to buy more would buying back to 4% weight be okay or would this be considered too high during these times of volatility ? I have a very long time frame.
Thanks
Q: I know you were recently asked and you recommend a hold on TCL.A but with the prices going down and my weight is under 2% is it still a hold or would you consider okay to add a bit more to this name?
Thanks
Q: The above pipeline companies are still declining. With declining interest rates I might have expected them to recover at least somewhat after the recent sharp declines. What is your perspective on these continuing price declines? Do you think the dividends are reasonably secure?
Q: As a follow up to my earlier question, is it a good time to add to this position when credit spreads widen?
The widening of credit spreads means the spread between similar bonds with similar maturities across the risk spectrum? For example, government, corporate and junk?