Investment Q&A

Q: Hi,

What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?

Q: I currently own CAE in my TFSA and considering buying GDI but then I would be over exposed in the industrial sector in my TFSA but not overall in my portfolio. Would it be ok to buy this stock in my TFSA or should purchased in a RRSP or non RRSP as I have cash in all 3 account?
Thanks

Q: HI TEAM,
Flyth just released it's Q1 results last week.With the airline industry experiencing it's worst downturn in it's history ,one is not very upbeat about the industry's outlook over the next year or so.I am looking at Fly for the longterm.Is it to early to invest in this company and how will it come out from this crisis?
Many thanks,
Jean

Q: Morning guys :
Please comment on recent quarter
Thx
Mark

Q: If I sell BIP,UN at a loss and buy BIPC would the loss be considered a superficial loss by CRA.
Thank you.

Q: Peter, I am interested in buying into Lightspeed and Boyd Group in 2 or 3 tranches. Both companies have earnings coming up in the next couple of weeks. What are the expectations and would you be comfortable buying at these levels, or prefer waiting until after earnings? Thanks so much.

Q: Can we have your take on results for these two companies?

Q: Hello team,

Is BUS even worth keeping. Some 14000$ after, I am down 87%. The problem is that it is in an RRSP account and I can wait, but I don't want another CXR. I can still stop another 2K loss on this dog. My real question is about their investability. Who would want this dog? How much debt they have and can they service it until this period is over in the market? What is their backlog like and can they get manage well and stay solvent? The stock was around 0.60$ prior to the recent events, can they make it back there once small caps are back in favour, or something else is fundamentally wrong with them? I can average down a bit from my 1.98$ which I am sure you would reject, but I thought I would ask anyway.

As I said, BUS is in my RRSP and I can wait, but I want to hear your non-emotional assessment and be a forward looking investor instead of clinging to where I was before.

More than two thousands thanks!

Q: If you were going to invest a position in gold what would your top picks be please

Q: Lowest sp in 7 years. Down 50 % over 7 years. Ouch !!
Preferred shares overall have been hit very hard for some years.

I don"t get it.... Why ?
The current yield is 6.3%. Why would you not buy?
....thank you

Q: What is your position on Kinaxsis going forward, perhaps for the next twelve months ?

Q: Hi guys great job again.
I have about 5% of lspd in my tfsa and 2 % of bldp. I have noticed that lightspeed as been doing well this past week my concern is since all restaurants are still closed, i know that they have plenty of money but how long can they survive no one as a clue when restaurants will re-open and i believe less people will be dining out. Your thoughts on this company please as should i still hold i have it at $32.75 per share or should i dump and just move on. thank you Wilson

Q: Which companies you think are leading in quantum computing technology.

Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks

Q: Dear Peter and Ryan.

Thank for your great work. I have a full time job and receive T4. I am filing income taxes for some capital gain last year. I am wondering whether I can claim the membership subscription here as an expense to offset the capital gain. Where to fill the number if yes?

Thanks again,
Yiwen

Q: Looking to invest my CRA return in two of the above companies. I am well diversified, growth oriented and looking at a 3 to 5 year timeframe. Please rank the named companies with any appropriate comments.
Much appreciated as usual. ram

Q: Hi,
which two Canadian banks have the highest exposure to the energy sector? Same question but to the mining sector?
Thanks,
Dan

Q: I'm looking to start a new position in one of the above. They are both trading very close to each other in valuation. CN is bigger with more reach so I was leaning that way but wanted your take. Why would you go with one over the other? This would be in my TFSA.

(I feel like I have enough spicy growth names in my TFSA and am looking for something I can let sit for 20 years and not think about.)

Thanks

Q: Your comments on their recent results would be appreciated. Since I already own it, do you advocate, in light of the report, hold or sell, since I'm sure you don't advocate buying more. Thank you.

Q: What are your thoughts on BAM's move to help retail with a 5B investment. I'd imagine its only helping companies that are its tenants so that it may prevent some large vacancies. Are they taking equity in these retailers for lending them money? Didn't BAM do this in 2016 with Rouse and 2018 with GGP and both were bad moves? Struggling to see how this is a good move, retail is a nightmare and for good reason.