Investment Q&A

Q: I’m down approximately 7% on AQN at $19.20. What are your views on prospect of recovery? Is this a hold/sell/buy?

Thanks.

Q: I'm a firm believer in not trying to time the market. Having said that the Shiller PE for the US market seems to be at a high level. How much do you pay attention to this? Should the current number be cause for concern?

Thanks,

Joe

Q: I've read other postings you've had on this company. What do you think of their recent earnings report, revenue growth, drug pipeline, recent insider buying and insider ownership and future stock price. Thanks.

Q: thoughts on AVCN please... also a buy or a pass at this time ...thx

Q: Hi. Please comment on Q1 results. Any red flags?
Thanks,
Dan

Q: Please comment on Ruku's earnings. If to buy only one for a long-term holding from the above names, which one would you buy now? Thank you.

Q: Your thoughts on GWO's most recent quarter and would you buy now for a long term hold, or choose an alternate insurance company such as SLF or MFC. Thanks.

Q: Hi Peter,

Your former coworker at Sprott has invested quite heavily in this company.
It’s had quite a run. Is it too late to buy? As always, your insight is greatly
appreciated.

Q: hi, Lion Electrique LEV is a good buy 1% my portfolios.
thanks Jean guy

Q: The other day Brad was asking about the current trend of shifting to value and a concern with rising rates & inflation, and wondered whether it would good to lighten up on growth stocks. The 5I answer covered a number of points and suggested adding sector diversification or balancing out with some value stocks. and that “high grading” things a little might be prudent. Although I like the sector diversification they offer, if I wanted to do some “high grading”, would I want to move out of these 3 names? They have been increasing in value ( by the way, I came to consider them because of 5I, so thanks). Or do you see them as being sufficient "grade" to continue to hold? hank you for your excellent service.

Q: Ring Central showing great weakness.
Your comments please.

Q: Hi Peter, Ryan and Team,

I was wondering about what is the best course of action for an investor when interest rates rise? Should we get out of growth stocks and move to consumer and noncyclical stocks? If our time frame is 5+ years, should we just stay the course? What 3 or 4 stocks would you recommend when interest rates rise?

Thanks for your helpful advice!

Q: What do you think is the remaining downside in this market? 0% or 5% or more than 10%? It does not bother me because markets go up and markets go down!
Many thanks
Clayton

Q: MKS instruments has an agreement with PHO to purchase their company for an all cash agreement to be finalized by September.. What does this mean for the shareholders?

Q: I own shares in Zoetis and I thought that the recently announced earnings were quite good but the stock has dropped significantly after the earnings announcement. Can I please have your comments on the earnings the company in general and would you recommend that I hang in or move on. Thank You.

Q: In an answer about this fund on March 24 this year you said you thought there were better funds. Could you name a few and explain why please?

Q: I am asking this question on behalf of my son. He does not like to invest on his own, he has no interest and probably never will. I am thinking of setting up some kind of weekly investment program using Wealthsimple (to save on commissions), to acquire a fixed dollar amount of shares/ETFs every week. This will serve as his pension in the long run. He is 31 years old. He is fairly conservative but still young so can easily assume some risk.
1. Do you think using Wealthsimple is a good choice.
2. Do you think that investing a fixed amount every week in the same shares/ETFs is a good strategy OR would you recommend doing so every 2 weeks or on a monthly basis. (If the markets (on average) don't move too much from week to week we can increase the investment window.) Would you recommend a different investment strategy?
3. What would you recommend as a good mixture of ETFs and stocks for somebody of his age and risk appetite (to acquire and build on over time).

Thanks again.

Q: In one of your answers about Affirm, you mentioned that it is "It is still pricey at 14X sales". What numberX sales would you consider as reasonable for a growing company like Affirm.

Q: Hello Peter,
My margin account is dominated with US stocks and a corresponding borrowing of US dollars. The Canadian dollar has been exceptionally strong probably at the top of the trading range. I generally prefer not to speculate on the dollar and keep the borrowings in the same currency as the assets. However, I am tempted to convert about 50% of the US borrowings to Canadian.
In your experience, would you endorse this, or just stay the course?
Regards
Rajiv

Q: Hi, a sector rotation in the market, in recent months from high growth names to value has been quite visible. Value, I believe, also includes cyclicals like financials, industrials and consumer discretionary sectors. Materials and energy, seem to have already shot up multifold. Portfolio Managers appear to agree for this trend to continue for a while. I am trying to catch some more exposure to the Canadian value companies, in those sectors. We own banks 15% and rails 5%. Looking for your expertise to have a list of your preferred names, which are not overly expensive and have room to grow. Also, if you could recommend an etf for Cdn companies to have exposure to value. Thank you