Investment Q&A

Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!

Q: It appears that pre-1984 the P/E ratio of the S&P 500 could go below 10 at times (not clear on what measure -looks like trailing earnings), apparently in recessions. But since then, no sub-10's. Is there a reason we may now be in to a new era of P/E norms ie well above 10 and if so for what reasons? If we were to go down there now that would be pushing a 35-50% drop from here, depending on what P/E measure ( and much further if earnings are adjusted down). Also, Josh Brown (CNBC) pointed out this 9-range P/E ratio in recessionary times as in if we get a recession look out below--any comment on his comments?

Q: Your comments about the proposed acquisition of XTO Energy from Imperial Oil & Exxon would be appreciated. Different strategy from other producers to do M&A vs giving mega free cash flows to shareholders right away as increased dividends, special dividends or share buy backs.
Are they long term trying to emulate Tourmaline’s growth strategy. Comments most welcome. Thanks for ALL you do for us.

Q: Can I get the valuations of LRCX and KEYS
Are they profitable companies that I can hold for long term

Q: May I have your comments on earnings please. Is it a buy at this price?

Q: Is this a good entry point for shop a
t these levels?

Q: As a follow up to your answer to Shane, when you say 'turn off investors' do you mean that many people consider its general business practices unethical? Or is it something else?

Thank-you.

Q: Hi Team,
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!

Shane.

Q: Would you be a buyer of US Banks now or would you wait for potentially lower prices? I have a small position in RUBY which I'd like to increase but it is down 26% from my original purchase price but I am not sure how US Banks are expected to perform in this market and facing a possible recession.

Q: What your opinion of PID at these levels? Would you add to a position here? Good dividend but a horrible looking long term 10 year chart. Thanks Ron

Q: What do you think about ASAN at these levels and valuation re-rating in the tech arena ! I am wondering if it will have a big bounce on any upcoming recovery, even if a brief bear market rally....to exit my final portion, or to keep for longer term growth recovery? Thx !

Q: please your thought or opinion those 3 Funds
thanks
jean guy

Q: Can you speak to GSY financial stability and how a struggling economy could effect them / how much of a concern is defaults.

Q: Are Fiera's dividends sustainable? I just read an article which said it had a 160% earnings payout as dividends to shareholders and a 55% cash payout ratio last year. Can you explain which metric you consider more important? Thanks!

Q: Good afternoon - I am about break even on a full NVDA position and am considering selling and purchasing QCOM. Both are well down from their highs and while NVDA may have a higher ceiling, QCOM does pay a dividend which I am eyeing with interest. What do you think, and why? Thank you

Q: Is this a good entry point for nvei or lspd at these levels?

Q: I can get 5% + annual return to maturity on many triple B+ rated corporate bonds in the 6-8 year time frame. Do you see much risk of default or other issues with corporate bonds with companies like Enbridge, TD, Loblaws, and BCE? (I realize their face value will fluctuate as interest rates go up or down)

Q: Can you pls explain why China has only 2% inflation, while the US has 8% inflation!?..if so...why are we all not buying Chinese stocks?

Q: hello 5i:
market (S and P) down close to 2% today (Tuesday) and QCOM up 5%. Were the earnings and outlook THAT good? And where do you see it going from here?
Paul L

Q: The Canadian ones of the 4 resource stocks above have dropped a considerable amount over a short period. The two US ones, have been underperforming for months. Is there any I should part company with?
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,