Investment Q&A

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: Good morning,

Between the above 2 stocks which would you prefer to buy and why? Also prospects for both?
Many thanks.

Q: Hi Peter and Team
Although a lot of down positions in my RRIF, I would like your opinion on whether to continue to hold XBC and Acuity Ads; both down so much that they make up less than 1% of the portfolio.
Would you hold on, or switch to a couple of your recent suggestions, ANRG and CTS (that have aslo dipped since your December reports.
Don't worry about tax loss and the RIFF is long term growth.
Cheers, Peter

Q: Hi, Iam trying to decide on a three to five year investment between these two stocks. Without factoring anything else in which would you choose, thanks?

Q: At today's prices what would your favourite 5, profitable and growing small/mid cap stocks be and 5 profitable and growing large caps be?

Thanks again for your calm, rational reassurances that this is not the first time (nor the last) that the market has taken an ugly turn down ........ and that each and EVERY time it eventually recovers to reach new highs. Its easy to make money when everything is going up, the key is to minimize what you lose (most often by doing nothing) when everything is going down.

Thanks for the wisdom

Scott

Q: I get that there is money moving out of growth (tech) and into other areas of the market. However, all the mentioned names here have CAGR of > 25% amongst other great fundamentals (free cash flow, equity,...). So long as fundamentals don't change, I can't see any reason to sell - only to add to these names on this opportunity. So long as business grows (and >25% is huge!) all these should be winners in the long term, no?

I've experienced significant whiplash with most of these stocks but am optimistic that with a longer timeline I should be okay.

I'm hoping for two things in your response:
1. Giving me comfort that my thinking is correct and if I hold on I should be okay, and;
2. Of the list, the one stock you would add to today.

Thx for the comfort,

Cam.

Q: Dear Peter et al:
You have built a stellar reputation by choosing some very fine winners. SHOP/LSPD/PBH/KXS and others which have gone to become multi baggers to use Peter Lynch's phrase!

From your new picks, your holdings in Growth portfolio and from your watch list which do you think are your next multi baggers? Can you gaze into your crystal ball and share your insights? I won't hold you to your predictions!! :) You may speak freely!! Once upon a time articles used to appear in financial magazines titled, "Next Microsoft is here"!! :)

I am asking this Question specifically to buy with new monies for TFSA/cash in RRSPs and some in non registered accounts. If not stocks , ETFs would be fine too.
Many thanks in advance.
Mano.

Q: Lots happening with this company in the last months. Can you comment on expectations of this stock in the next few years? Thanks

Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?

Q: Which 5 small cap companies are the cheapest all things considered and may have the most upside if small caps in general stage a rally?

Q: Advantage Oil & Gas Ltd AAV-T
Ag Growth International Inc AFN-T
AGF Management Ltd Cl B NV AGF-B-T
Algonquin Power and Utilities Corp AQN-T
Alimentation Couche-Tard Inc ATD-T
Arc Resources Ltd ARX-T
Aya Gold and Silver Inc AYA-T
Boralex Inc BLX-T
Bsr Real Estate Investment Trust HOM-U-T
CGI Group Inc Cl A Sv GIB-A-T
Converge Technology Solutions Corp CTS-T
Dollarama Inc DOL-T
Dream Industrial REIT DIR-UN-T
Goeasy Ltd GSY-T
Heroux-Devtek HRX-T
High Tide Inc HITI-X
Interrent Real Estate Investment Trust IIP-UN-T
K92 Mining Inc KNT-T
Northland Power Inc NPI-T
Quisitive Technology Solutions Inc QUIS-X
Rubicon Organics Inc ROMJ-X
Skeena Resources Ltd SKE-T
Telus Corp T-T
Tfi International Inc TFII-T
Toronto-Dominion Bank TD-T

Of the above stocks which 5 are likely to have the best performance potential for 2022

Q: Hi, have room for one, which one will perform the best in your opinion. Thanks and Greetings, Peter.

Q: I understand Converge acquired many companies to allow for wide geographical coverage and raised money a few times already. What's expected to be their main driver for revenue growth in the next few years (they seem to have a wide range or products)? Also, can you comment on institutional backing they have. Would you consider the company medium or high risk. I am just trying to manage my exposure appropriately. Thanks!

Q: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.

Q: I'm planning on making a couple of additions to our TFSAs in the early New Year.
Kindly list these companies in order of preference based on a 3-5 year hold.

Thanks, Rick

Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard

Q: What are your top 5 picks in order of preferance for the small cap sector in the TSX and the Venture

Q: Please share your thoughts on the companies mentioned above and their latest earnings

Q: Hello, I have 3 questions:

1. What do you think about CTS Third quarter report today?
2. What do you think about TMD company?
3. What do you think about simultaneous breakout in gold and USD?

Q: Thoughts on these 3 companies going forward?

Thanks!