Investment Q&A

Q: Hello Peter,
Three high value stocks - ZM, PLTR and XBC. Despite earnings, revenue beats and raised guidance, you said ZM will drift lower and settle. With PLTR a similar story but you felt it would not drop to the target short of $20. And now with XBC, despite pricing an issue at $5.80 you don't think it will drop much and it has been holding up pretty well. Can you give an insight into how you made three different calls on similar volatile high value stocks? Is it intution?
I have been wanting to take a full position in XBC but it kept running away. What price would you suggest I jump in?
Love to hear what you have to say.
Regards
Rajiv

Q: Hello Peter,
With Xebec's bought deal at $5.80 per share with latest acquisition of Hygear, why are investors paying over $7 today? What am I missing? Would green renewables be a good bet given what is happening to Xebec? Also, why is Score dipping given the positive news on its outlook. Also, is good natured products a stock worth dipping into ? Thanks very much.

Q: Please comment on XBC's acq of Hygear for $65.2m cash plus 10.3m shares of XBC @$6.03 per share.Also on the $100m Bought Deal & $50m private placement with CDPQ--what is the price? Txs for u usual great services 7 views

Q: Acquisition of HyGear and a $100 million bought deal announced...thoughts?

I see there is a bought deal offering and also a private placement. Does this mean some shares will be sold to the public and some will be bought privately? With the bought deal price of $5.80, do you think the share price drops this much?

Would you add, hold or sell on this news?

Cam

Q: Finished reading the book 100 Baggers and it was a great read. Good to know lots of companies achieved these level of returns. You just have to find a few and hold on.

One of the book suggestion is to focus on smaller market cap companies which can grow over time among other metrics. Looking at some of the recent IPO that came to market with 20B+ market cap and SNOW hitting 100B makes you wonder if some of these newer IPO's can get you 100 Baggers returns.

My questions are as follows:
Do you see market cap playing less of a role going forward and investors will just pay up for growth? Maybe instead of putting 10K in the stock you may have to invest 20-30K to get that capital to compound to 1M without having a 100 bagger.

Finally, just for fun if you were to guess at a few name in the US or Canada that has 100 bagger potential what would they be? I see SHOP, TTD and WELL as having a shot.

Thanks

Q: I know these are very different companies, but would you pick one over the other? Or do you think a bit of both would make sense? PKI is my only energy holding at this point.

Thanks.

Q: Hello Peter,
I have to choose between PHO and XBC for starting a new position. Which one would you recommend for the TFSA?
Also what do you think about replacing OTEX with the 2nd choice from above?
Appreciate your opinion as always.
Regards

Q: Could I get suggestions for long term dividend paying stocks for a young investor to add to these stocks.

Q: Hello Peter,
I thought Electrovaya's numbers were decent and yet stock sold off. Was this sell on good news and do you think it has potential in energy space? I have small position on Xebec but was wondering to raise to full position as opposed to buying Greenlane for diversification? Also, any reason why Enwave is chugging higher as your previous comments were not that positive. What has changed? Finally, is it too late to enter Shopify? i am sort of glad to have held onto blackberry and finally got a bit of pay off today.. I am just wondering if Knight may do same in the future by surprising the market with good news (I know one cannot forecast but based on its history as a company it has not done much.). Thank you.

Q: 23 year-old slowly building out his TFSA. GSY (23%), KXS (19%) and LSPD (29%) now dominate weightings with PHO, PBH, REAL, BAM.A and CNR being between 5%-7% each. Going to trim GSY/KXS/LSPD back to 10% each and use the funds to purchase four new positions. Given this is a long-term hold could you suggest your favourite 5 or 6 (Canadian or US) growth stocks or those with potential to be the next SHOP in order of preference and why? Many thanks for your always astute insights.

Q: do you have any favourite companies in the area of carbon capture technology? if so please rank from first to last thanks Richard

Q: Hi 5I,

For TFSA today, which of the above would you choose?
Thanks.

Desiree

Q: please rank in order 1 2 3.4. highest risk. best growth potential thanks Richard

Q: Good morning, could you please rank these 10 small caps that the team has mentioned recently in terms of both opportunity (highest to lowest) and risk (Lowest to highest). I am unfamiliar with DCM but from your comments, and the extremely low PE, I am assuming they owe a few bucks? Could you shed some light on the company? Thx as always for tremendous guidance.

Q: thinking about a position in XBC just wandering your thoughts in the last two weeks GRN has really outperformed XBC do you still like XBC better and if so why and do you think this wouls be a good entry point for XBC T hanks

Q: Can you briefly describe the difference between these three companies? Their work seems to overlap but QST is struggling since the pandemic. Which one is most investible now for the next three years?

Q: what percentage of revenues/sales are comprised for each of the 3 business segments of the company. can the company's process to remove carbon be easily copied by competitors? assuming this is the greatest area of future growth who are the companies greatest competitors? thanks Richard

Q: Hi. I follow your Canadian balanced portfolio and have all the above industrials except XBC. Following your advice to not to add to losers SIS has become my smallest holding at 2%. I have had it for over 3 years so not really down when considering the dividend. My though is possibly replacing it with XBC. Your insight would be appreciated. Is SIS just out of favor and XBC overpriced. Or does XBC just have so much more potential?

Q: Greetings 5i,
I am looking to reduce my Industrials and hold each of these stocks In various accounts. I would prefer to trim an entire position rather than a portion of each. In what order would you reduce these holdings today? Tax-loss selling is not a factor.
Thank you
SP

Q: I hold 1/2+ positions in XBC, WELL, LSPD, DPM, GUD in an attempt to add overall performance to my balanced portfolio. This group has performed well. I'm going to sell GUD and DPM. Your thoughts on adding to the rest of the holdings or adding something else like KXS. Any other stocks worth looking at?

Thank you.
Derek.