Investment Q&A

Q: Happy New Year!

I currently hold all three companies in a TFSA. I need to free up some cash for another investment idea and would appreciate your thoughts on which of these you would let go, and why.

Thanks, Rick

Q: Cogeco shares are trading near their 52 week lows in spite of a decent recent dividend increase, an apparent sustainable payout ratio and relatively low PE. What gives? Is this a screaming buy or a value trap?

Thanks

Q: Is there anything like Marc Chaikin’s Power Gauge for Canadian stocks that you are aware of?
Thanks, and Happy New Year 🥳

Q: Good Morning Peter & Team,

Financial Performance has been mentioned as strongly profitable with a net profit margin over 45%. Year-over-year Quarterly revenue grew by almost 60%. Everything looked great. I took on a position and am now down over 10%. I know you never comment about personal rules one of which for myself is if it drops 10% below MV sell because only the pigs get slaughtered on wall street.

You're advice regarding what I should do (buy/hold/sell), is there any explanation you can provide why there there was a precipitous drop today, and would you remain bullish on this name?

Thanks for all you do

gm

Q: If you were going to make one investment into crypto would would you suggest and why please? Also, you placed HUT on a list of "Bottom 10" ... why please? Thanks again!!

Q: Hi,
I am wondering about whether or not replacing stocks sold for a tax loss strategy is prudent, or not. All of the above listed stocks are at a loss in a taxable account. I am looking to offset a large profit that occurred in July when a number of stops were hit. The loss on GSY and SBUX is not terribly large, and so if it is deemed these stand a good chance of rebounding in the early part of 2022, then I may decided to keep them. In selling any of the stocks listed, are their replacements I could purchase that would likely add some growth? The alternative being just wait out the 30 day period and repurchase the strongest of the list. Your thoughts and suggestions would be most appreciated! Thanks for all the great advice over the years! Dawn

Q: How does Hut 8 Mining Corp. (HUT) make money?

Is management competent?

Thank you.

Q: SHOP has been drifting down quite a bit and seems to have no traction at all for the past couple of weeks. Realize it's a volatile stock. However, is there anything to be concerned about? Any news making the rounds that might explain recent performance? Do you still consider it one of the better long term investments for growth?

Q: In my TFSA, I’m holding ATZ,CSU,GSY,TOI and LSPD. I’d like to split this year's $6000.00 allotment in January between two of these 5 stocks. At this time considering a 3-5 year hold, what would you suggest and why? Thanks and btw, it’s because of 5i that I’ve been able to achieve an 85 per cent return in my TFSA. The advice and info I glean from the questions, portfolios and reports are invaluable. Keep up the great work on our behalf. Best investment I’ve ever made is joining 5i.

Q: lOTS OF MONEY HAS BEEN MADE IN THIS AND SPACE SECTOR FOR RISKY INVESTOR WHAT TO BUY?

Q: Looking at historic gold/silver charts after economic shocks it seems gold/silver spikes are quite possible in the next few years. Which few companies would you pick to play that possibility?

Q: hey guys hope all is well there has been a fair amount of insider action just wondering if its ok for a small position over 3 yrs or is buying on insider trading is a good idea thx as always

Q: Looking for guidance for 2022 TFSA contribution in my wife’s account.
Have partial positions in both of the above companies and was going to top both of them up however both have been very volatile and want your opinion if they represent good value here and prospects remain good going forward.
I am specifically concerned about GOOS given how much it has fluctuated this past year.

Q: What looks most attractive to you today in the BE portfolio? Thanks again.

Q: In a TFSA, I have ERF, LSPD, LSPK, NVEI, WELL. IN 2022 can add another $6,000 to TFSA. If you were going to add to existing holdings in what order would you add. If instead, you were going to add a new stock to the TFSA, what would you add?

Q: Hello 5i,
Looking to consolidate two half positions into one. The two half positions are PLC and CAE. Which one should I keep? Thanks.

Q: With reference to Peter’s article entitled Five Investment Themes To Keep An Eye On In 2022, what 2 or 3 stocks would you recommend in the travel & leisure sector & the gold sector? Thanks … Cal

Q: ABBV has had a good run recently. So good that it is now trading at a PE of approx. 32 from what I see. I see revenue has been consistently climbing, and P/CF appears to be a bit lower than it's historical numbers. However, according to Morningstar it I see that it is trading at approx. 1.2 above fair value - historically high for ABBV.

What are your thoughts on this stock? Will the revenue drop a year or two once the Humira patent cliff is hit? I'm assuming this may all be priced in. Just wondering if in your opinion the valuation has become stretched, or can be justified.

Thanks,

Q: Hi team,
I was looking for your best bets for my 2022 tfsa contribution. I was leaning towards either Bam, Toi, or Lspd. What are your thoughts? Or do you have a better choice or 2 out there? I have a long term investment horizon 10yrs plus; and have no issue holding so long as the story in the name doesn’t turn negative . Thanks and happy new year !
Shane

Q: I paid a lot more attention to my investment approach this year, and obviously used your service to make a lot of my decisions, slowing trying to align with the recommendations of your portfolio analysis. I currently hold 25 different stocks.

Looking back at 2021 my overall investment return was 21.41%, slightly lower than the TSX Composite Index of return of 21.74%.

I'm not unhappy with that return, obviously, but I'm wondering given my level of success if I should be simplifying my life and just moving to a few ETFs to cover appropriate geography/industries and forget about it.

This is probably a hard question for you to answer but you might have some insight.