Investment Q&A

Q: Peter and Co, I am looking for a Canadian energy company that has good upside as well as large tax losses that could be used to offset any potential windfall taxes in Canada. I already have reasonable positions in CVE, VET, TOU and HWO.
With appreciation,
Ed

Q: Under the "lottery ticket" portion of my portfolio I own SVA, they announced a deal with EVO. RBC has no information on EVO, what can you tell me about EVO, thoughts on the deal?

Q: Hi Peter,

It looks like capitulation is nearing. There isn't anywhere to hide anymore.

Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?

Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?

Thank you
Debbie and Jerry

Q: did qst recently release earnings. if so, how were they. did they meet analyst expectations. do you think it is candidate to have a rebound considering their technology.

Q: You can ignore this if you already posted an answer.....

Thoughts on the quarter for LSPD

Thanks

Dave

Q: the tmg ruling isn't great for dnd. can you explain its implications and what it means for stock in the future. 5i has been recommending dnd as a good growth opportunity and recently makes your list of top growth stocks. do you still feel this way.

Q: What are your favourite gold stocks?

Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.

Q: Could you please provide an update for your February comments. It seems to co to us to go up even in this turbulent market. Is it time to buy? Thanks, Lesley

Q: Hi folks, opinion on Stc/t Q3 results recently reported....stock continues to be sold off, on minimal volume/interest.....hold 1/2 position at C$20sh...would be good time to avg down??....or wait for a reversal...guess bottom line is BUY/HOLD/SELL....thx as always, jb Piedmont QC

Q: In the past I owned ZUB or ZBK for exposure to the US Banks. I would like to go back to these ETF. But when I look at the top 10 holdings I see JPM and BAC, but not MS or GS . Are MS/GS not considered as banks for these Etf or are just a smaller percentage? Would you have another suggestion for this specific sector?

Would regional banking KRE be a better choice at the moment.
Or something like IYG, even if I would prefer a canadian Etf.
Thanks again.

Q: Could you comment on SNOW's current valuation at about 14x sales? Would you consider it a more compelling add today given it has growth on its side?

Q: Hello

"Taking a bath" on this one.

Do you see any reason for optimism?
Buy, sell or hold?

Thanks!

Q: My 17 year old son wants to buy HAS shares for long term gains and dividend. Do you think the stock is a good candidate for buy-and-hold? Is PE 34 too high?

Thanks,

Q: With the probability of a June interest rate hike and GIC rates following,

would a lot of people be moving into GICs and out of stocks.
Thank You.

Q: Hi Guys
Just an observation, but do you guys put as much thought into the entry price you pay for a security as you do on your research?
From my past experience, it has always been the entry price that determines if i make money or not.
An example would be Annergia & Xebec & Questor
Thanks! Gord

Q: You mentioned that oil and gas was the best sectors to invest in right now. What companies would suggest that we could buy right now.
Could you name a few.
Enjoy the long weekend. Thanks, as always

Q: I would like to harvest a tax loss on Intel and am thinking of using Nvidia as a proxy while I wait for a possible repurchase of Intel. Wondering if you think Nvda is the best option proxy wise or would you recommend something else? Many thanks.

Q: 1) What do you think the odds are of DND being able to reverse the ruling by the CMA?

2) Do you agree that if DND had to sell TMG it would reduce revenue by about 6%? This was my rough calculation based on 2021 DND annual revenue.

Thanks for your insights.


These questions are prompted by the following news release:

"The CMA has provisionally found that Dye & Durham's acquisition of TMG, which closed in July 2021, would lessen competition in the UK property search services market. The CMA also asserts that the only effective way to address the issues it has identified would be for Dye & Durham to sell TMG to a third party. Lastly, the CMA press release gives the erroneous impression that Dye & Durham failed to notify the CMA regarding the transaction when in fact there was no obligation to do so under applicable UK law, which provides only for voluntary notification.


Dye & Durham disagrees with the CMA's provisional findings and is evaluating its potential options. Dye & Durham complies with all laws and regulations in every market in which it operates. The Company has exercised every best effort to help the CMA with its review of the transaction, explain its benefits and offer a remedy proposal and is ready to continue to work collaboratively with the CMA going forward."

Q: I've been trying to figure out this inflation/interest rate mess as it relates to my RRSP. I dumped a bunch of low rate government strip bonds in January and I'm thinking of replacing them with these 3 preferreds. They're fixed-rate resets yielding in the 5 to 6% range. They are all below the recall price. I know that trade volumes are low. What do you think?