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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have a little extra US funds to put to work (US20,000 in cash account)...was looking to take advantage and potential upside over next 12/18 months...currently own Occidental. What other 2 US energy stock would you recommend at this point? Also, what other 2 US stocks in any category would you see for great potential?

Thanks
Read Answer Asked by Matthew on October 06, 2022
Q: I own these stocks as part of my technology sector. Do you see any overlap in any of these names? Particularly between SHOP, LSPD and NVEI, or are they different enough to own all? Also if you were to choose to high grade 1-2 names, what would you choose if any? Thanks!
Read Answer Asked by Keith on October 05, 2022
Q: Hi team,
I have been a long term holder of ADW and overall with dividend and trimming at prior highs will come out just above par with this holding, which is not desired for multi year, but a nice learning experience for me.
I am thinking of selling and splitting between tc energy, sun life and alphabet. The first two for greater yield play, and all three on the belief that on positive macro news all will perform better relative to ADW (small cap, debt level, your B rating, consumer lag on discretionary).

Thanks for your thoughts.
Read Answer Asked by Allan on October 03, 2022
Q: Hello,

I have roughly $75,000 to invest. I am looking for US base stocks with upside. I have a pretty balanced portfolio so am looking for growth type names or ones with upside. This year i purchased amazon, netflix, disney, and nvidia so please recommend 4-5 of your best ideas other then those ones.

Thanks
Read Answer Asked by sean on October 03, 2022
Q: I know your standard advice in terrible markets is do nothing, but I think I read you advising another member it might not be a bad idea to sell some names like Google and Amazon and buy them back after a month. Isn't this risky?
Read Answer Asked by Andrew on October 03, 2022
Q: Hello, thinking of selling these stocks for tax loss reasons (10-15%). Although one would think a very possible recession with the related decrease in earnings is already baked in share prices, I am afraid it is not entirely so. I intent to buy these stocks back in a month, hopefully with a lower SP. Is the tradeoff between tax loss and the risk of share prices jumping much higher worth it? Thanks
Read Answer Asked by Martin on September 29, 2022
Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?
Read Answer Asked by Chris on September 26, 2022
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
Read Answer Asked by Stefan on September 22, 2022
Q: I have some US liquidity. Could you please list 5 or more equities you see reasonable upside in over the next 3 years or so.
Read Answer Asked by Claus on September 22, 2022
Q: Hi Peter and staff,

On Sep. 13 I asked about possible new purchases, and one of the recommendations was UPST. So I'm looking at the chart and it looks like it's on a free fall for the last year, although it has stabilized recently.
I went back and checked on past Q&A and your view was not positive for UPST. You recommended AFRM over UPST and you mentioned that the fundamentals and potential have deteriorated.
I also checked and it appears that right now there are 2 Buys, 6 Holds and 1 underperform.
Just wondering what new information you have that would make this a buy.

As always thank you for your advice.

Joe
Read Answer Asked by Joe on September 15, 2022
Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
Read Answer Asked by ed on September 15, 2022
Q: Hi,
In your recent blog on 5 investing principles, you say it is important to distinguish between permanent and temporary market losses. However, you do not say how to do that. DOCU, PTON and NFLX all did great in the pandemic. All are floundering now. So, do you view the market losses in DOCU, PTON and NFLX as permanent or temporary and why?
Thanks.
Read Answer Asked by Dave on September 14, 2022
Q: As part of a balanced portfolio, we have the following 3 equities that I would like to add to, for some additional tilt towards growth:
SHOP at 1.6% of portfolio (down 46%),
GOOG-NE @ 2.5% of portfolio (down 12%),
NVDA at 3% of portfolio (up 11%).
What portfolio % would you feel is reasonable for each for a balanced but leaning to growth approach ? Would you purchase all at this time or divide the purchases into 2 or 3 tranches over the next # (?) of months ?
Many thanks, as always.
Read Answer Asked by Alexandra on September 13, 2022
Q: Hi there, I’m a big fan of the Balanced Equity portfolio. If you had to create a US Balanced Equity Portfolio using CDRs, what stocks would you purchase to create such a portfolio?
Read Answer Asked by Michael on September 12, 2022
Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal
Read Answer Asked by cal on September 12, 2022
Q: What one to select?...that is the question for me. GOOG is trading at 20.6 x earnings and AMT at 43.1 x earnings. Wow what a difference in this metric.....Guess I go with GOOG, right?!......(Even thought keen to add to AMT)
Then there is PLC...keen to top up, like overweight as some investors are bailing out, while future revenue growth is expected to be strong for the rest of this year and 2023. PLC is now trading at 27.4 times earnings. Time to add, right?!...........Tom
Read Answer Asked by Tom on September 12, 2022
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