Investment Q&A

Q: With all the risks out there in the investing world these days it's hard for me to decide on an investing strategy that I can trust enough that I will hold equities even as they react and go down when each new risk becomes noteworthy. I've decided that the best strategy for me is to develop a list of:
1. high quality
2. inexpensive stocks
3. that pay dividends that are sustainable through difficult times.
Based on this strategy what Canadian companies would you invest in now that fit the criteria? I would appreciate 8 of your top picks.

Q: I received the following in one of my TD alerts:

"Park Lawn ranks poorly in our screen as consensus estimates were significantly lowered after its Q2/F22 earnings miss last month. The 2022 consensus earnings estimate was reduced 19.4% and the 2023 estimate was lowered 11.6% (Exhibit 4). As a result, Park Lawn has seen its ranking in our QGM tumble to 223, and we are removing it from our small-cap portfolio."

Should I be selling PLC?

Carl

Q: Would you still endorse OKTA? Can I have your thoughts on earnings and longer term prospects? Thank-you.

Q: Quick question - Is the Sector Mix or the target percentage for each of the 11 sectors more or less based on the S&P 500?.....Tom

Q: DEA seems like a low beta US REIT with a tenant that will never default and a generous dividend - would appreciate your view of the upside and downside here.

Q: Can you give your opinion of LHX and would you be a buyer at this valuation? Thank you.

Q: Retired, dividend-income investor, who normally buys-and-holds for years, with some trimming-adding to meet my asset allocation targets.

I've held CSH for years...starting to build a position in 2017 in my wife's TFSA (oops) and ditto in her RRSP (double oops). Anyway I have finally lost patience with it and wanted to check in with you...one last sounding board. I've also gone through all of the CSH questions.

Q#1 = your thoughts on CSH...any hope? RBC seems to like it (Outperform with a target of $13.50), but it just doesn't seem to gain any traction...just the opposite.

Q#2 = from an asset allocation perspective, I have CSH at 50% REIT and 50% health. I currently own ZRE (my proxy for the sector) and LIFE (ditto). What are your thoughts on taking the CSH proceeds and adding to both of these? My resultant exposure would be ZRE @ 4.0% and LIFE at 6.5%...even though I understand you can't personalize answers. I see you have ZRE at a 5% weighting in the Income Portfolio but nothing for health.

Thanks for your help...much appreciated...Steve

Q: I'm looking to put a small portion in some beaten down stocks so I can benefit if they shoot up so high in my TFSA.

What are you thoughts on starting a position in FUBO as a long term hold with growth as the main goal?

Q: Good afternoon, I am down between 30% to 50% on BABA, SHOP and NVDA (over the last 6 months) and I'm considering averaging down on some or all if them, If you had to choose where to allocate your "average down" dollars what would be your first, second and third choices and why?
Many thanks
Tim

Q: KXS seems to be dropping excessively. Any reason?

Q: Wondering what your thoughts are on this company? I think gold will do well in the coming year and believe this company has some potential with a good management team and project and Pierre Lassonde and management buying more. There was a big drop today on no news that I saw and wondering if you have any insight into that and the company's potential.

Q: Golly this is something that I wrestle with - as there are 4 members in the family, I spread a holding position across more than one of the four accounts. But now I'm questioning the appropriateness of this approach. I'm lending to holding such a stock position in one account while at the same time, doing my best to have a diverse mix in each account. What is your take on this??? Much appreciate your input....like get another point of view.........Tom

Q: Can you provide a broader explanation about today news on MMX. I am down A Lot on this and would appreciate your thoughts. Thx James

Q: Hello 5i, what is your order of recommendation of purchasing the three stocks, and why, please? Thank you. Ron

Q: Peter,

What etfs would you recommend for consideration that would cover equities outside of North America, in Canadian dollars. I am looking more towards the more established economies rather than emerging markets.

Thanks

Paul

Q: if you were to grade this one what would it be?

thx

Q: These companies are possible tax loss candidates this fall. Which are most likely to be the best choices for a rebound over the medium term (one - three years)? Please grade accordingly: most likely to rebound (best to worst); potential upside (highest to lowest).

John

Q: Hello Peter and company,

Aside from Costco, can you recommend other U.S. retail stocks that you like for a long term hold?

Have a great long weekend
Angelo

Q: I inherited a lot of shares and was wondering if Greenspace Brands is a turn around story. If you held shares on this low volume stock what would be the positives for holding on and the negatives. Their products taste good, Pendergrowth owns shares and some of the debt.

Almost all of the Company's loans payable mature on or around September 30, 2022 and extension, renewal or replacement facilities have not yet been arranged and there is no certainty that Management will be successful so will they renew them into stock/shares and be more diluted? Or is this turn around story going to turn a penny stock back to it’s old high’s above a dollar? Please help and thank you.

Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.