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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter
Can you please explain the rationale in adding Atco to the income portfolio? If 80% of its income comes from Canadian utilities, why not purchase CU directly? How is Atco better than other canadian utilities?

Thanks
Read Answer Asked by Greyhair on March 14, 2022
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
Read Answer Asked by Andrew on March 14, 2022
Q: this is a US company that is developing technology to increase the efficiency of lithium extraction. do you have any insight / information on this company ?
Read Answer Asked by darcy on March 14, 2022
Q: Is there any particular news about why the Trade Desk (TTD) continues to decline? I thought the last quarter was quite strong. I also read there are rumors that Netlfix is considering ads which I would assume TTD would benefit greatly from. Can you comment on your thoughts moving forward.

Thanks for the fantastic service!
Read Answer Asked by Justin on March 14, 2022
Q: As a follow-up to my earlier question since TA owns 60% of RNW and according to the Globe the market cap of RNW is $4.9 billion, TA's share of RNW would be $2.94 billion. TA's total market cap is $3.45 billion. How would you asses the value of TA's other assets. Are any of these assets in renewable energy.
Read Answer Asked by Irwin on March 14, 2022
Q: Hi Peter

I have question regarding the following list of “fallen angels”. These ten stocks have achieved significant drops in valuation since Dec. 31, 2020. Can you please rank these “fallen angels” in terms of the best risk-return profile over a five-to-ten-year hold? Everyone likes a bargain! Sometimes it is possible to survive a falling knife particularly if you use tungsten as a shield!

We cannot all be superman!

Baba
Fb
Jd
Lspd
Pypl
Roku
Shop
Sq
Weed
Zm


Thanks George
Read Answer Asked by George on March 14, 2022
Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.

Thanks for your service?
Read Answer Asked by Ozzie on March 14, 2022
Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .

Howard
Read Answer Asked by Howard on March 14, 2022
Q: I'm in the fortunate position of sitting on a double here in just a few short weeks. NTR represents almost 4% of my quite well diversified portfolio in a cash account. I'd rather not pay CRA a capital gains tax but don't want to see my investment reverse either. What would you do? Partial sell to allow for zero cost? Nothing?

Thank you kindly,

Geoffrey.
Read Answer Asked by Geoffrey on March 14, 2022
Q: I am looking to add a US blue-chip industrial company. How would you rank MMM, HON, ITW and ROP for management quality and overall business prospects? Given their current prices, how would you rank them for total return potential if purchased today for a long term hold?
Read Answer Asked by David on March 14, 2022
Q: You used to be quite positive on GILD in response to subscriber questions asking for recommendations in the US Healthcare sector. Have you given up on the GILD turnaround story? At what price would you buy in?

Now, your top choice seems to be ABBV on the basis that it is performing better and your belief that Humira patent issues are well-known and baked into the stock price. However, ABBV is trading at an all-time high (not just a 52 week high) and GILD is trading at a price that is a 52 week low and lower than its closing price in 2013. Which stock has the better risk-return profile and why? Even if you think ABBV is the better long term investment, I am still nervous buying in at all-time high prices - what would be a good entry point on a pull-back?
Read Answer Asked by David on March 14, 2022
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