Investment Q&A

Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!

Q: Hi Peter, Ryan, and Team,
Portfolio Analytics shows a 6.78% allocation for GSY. (Thanks so much for recommending this company and helping us to grow our portfolio). Would it be prudent to trim GSY, and to what level would you be comfortable with? PA also shows that we need to add some Communications Services, and we presently own only BCE. I was thinking to add some Telus or Rogers, and would appreciate your thoughts. If we go for Rogers, which one (A or B) do you recommend? Thanks as always for your insight.

Q: Hi,
Should have pulled the trigger when you added it it to the portfolio. Now the deal with TikTok...
Would it be advisable to jump in now of wait for a pull back? If so, what would be a good entry price?
Thanks

Q: Would you prefer XIC or XIU or a combination of both for a purchase at this time, and why? Long term hold . Thankyou for your knowledge

Q: We have one 2 year old grandchild, and one on the way. I want to set up a small $1000 investment account for each of them, and add to it each year on their birthday. Because of the small initial amount, I plan to cover the trade commissions. Who knows if it will work, but the object is over 20 years, to show them how buying a good company, with a solid, growing dividend, and adding funds regularly, will reap long term benefits. They will be able to follow the first $1000, and hopefully at least cause them to have some thoughts/questions about investing.
Realizing potential risk/reward, I am looking for stock ideas for low and medium, risk.
Can you recommend 3 companies that you would recommend in each risk level, for this type of idea,

I will probably add trading companies along the way, but I do want one low risk, and one medium risk, long term hold, to start.
Thank you.
Grant

Q: For a RESP with 5 years before withdrawals, would you prefer XFN or FIE based on total return and volatility. The equity portion of the RESP is invested in VEQT. This would be a satellite investment. Thank you.

Q: Can you comment on the makeup and duration of the bonds in this ETF? Is it comparable to XBB.

Q: Do you have a target / timeframe for EGLX?

Q: Thoughts on Adaptive Biotechnologies Corporation (ADPT)?

Much appreciated,

Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.

Q: Peter/Ryan would like your opinion of 5 good American stocks for an RRSP. Thanks,

Q: Can you suggest a few Canadian Companies that is dual listed inCanada and the US that pays its dividends in US currency. I have AEM, TFII, CSU, BAM and MG journaled over to a US account. I am looking at AQN, N, and TRI.

Looking mainly for income.

Thanks!

Q: In your answer to David, you state that WELL had a positive EBITDA, yet when I bring up the profile, the EBITDA MARGIN shows negative -8%. Is the EBITDA reference in the answer to David different from EBITDA MARGIN % ? 5i refers to EBITDA a lot in your answers and I notice BNN guests do also. I notice that, with the exception of AC (Air Canada), all the stocks in the BE PORTFOLIO have positive EBITDA MARGINS. In contrast, some of the US stocks everybody keeps asking you about have a negative EBITDA MARGIN: AFRM, CRWD, U, and PLTR is a whopping -115%. So when you warn this humble subscriber that a stock is risky, how useful is it to look up the EBITDA MARGIN? For example, how should I interpret XBC having an EBITDA MARGIN at +1.8%, or DFLY at -199.5%

Q: Your thoughts on Aeva?

Thanks

Q: I am doing a comparison between U and NOW. When looking at guidance given by both companies, they are very similar, both around 30% revenue growth for the next two years. NOW has lots of cash flow and a growing operating margin, U is far from being profitable. The price multiples for U is almost double NOW. Is the difference in valuation justified? Which would you buy?

Q: I know that you usually like to give new "IPO's" a chance to settle in prior to making recommendations. Do you have any thoughts or red flags Regarding Arrival that is set to be listed under symbol "AVRL" on the NASDAQ come Monday. Their "micro" factory concept is interesting as well as being a bus manufacturer in this time of public transportation infrastructure spending.

As always, thanks for your steady hand and great advice.

Q: Quite different companies but if you had to own one, which one? What are the prospects for each going forward? Which has the most upside?

Q: If you had to buy and hold either TRP or ENB for the next five years, taking into account safety of capital and potential growth, which would you choose? Or, would it be a better strategy to buy and hold both?

Q: Could you give me your thoughts on making an investment in this company after their latest quarterly results. I am looking for safety of income with some capital appreciation. It does not seem that expensive on earnings basis. How would you rank it among telecom companies in Canada from an investment perspective.Possible takeout candidate given recent action in this sector?
Thanks for all you do!

Q: Hi Guys,

To hedge, or not to hedge? Is this the question between BTCC/BTCC.B/EBIT?

Looking to join the bit-convoy in a small percentage for some fun. Hoping to identify some advantages/disadvantages between these guys.

Cheers