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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: Hi,
I try to follow your metrics where I can. I think you usually recommend using forward earnings for PE ratios as the market looks ahead. In your answer to Cal on CSH.UN you referred to earnings for the year just ended to give you a PE of 20. Your database shows a PE of 746, which I believe is trailing as well. Did you mean the year ahead to get a PE of 20 or maybe I am missing something?
Thanks.
Read Answer Asked by Dave on January 19, 2022
Q: These stocks were recently purchased before the melt down in teck, and wondering what your thoughts are going forward.
Should I be pulling the plug, I am underwater on all three
Thanks
Read Answer Asked by Rick on January 19, 2022
Q: Good morning, If I were to buy these three stocks in a separate account and never looked at the prices of the stocks or the account for five years, would I be happy when I saw the results after the five year period, thanks?
Read Answer Asked by Pat on January 19, 2022
Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?
Read Answer Asked by V on January 19, 2022
Q: I read recently that Apollo Global Management acquired a significant ownership in Martinrea. Although, now I can’t seem to confirm the source after a google search. Anyways, do you see a scenario where MRE is acquired by Apollo or another Asset Manager like Brookfield? Can you rate the probability on a scale of 1-10 whereby 1 is least likely and 10 most likely. Many thanks in advance and I must say I really enjoy your service.
Read Answer Asked by Anthony on January 19, 2022
Q: BAM had a brutal day today and has lost 10% previous to today. So we are off close to 15%.Would you view this price level as an attractive entry point for this name?
Read Answer Asked by Kim on January 19, 2022
Q: the above renewables are all down substantially; are there one or two that are worth buying at this time?
Thanks,
Read Answer Asked by Fred on January 19, 2022
Q: There is a lot of M&A in the gaming space, Zinga being bought buy TTWO and ATVI by MSFT today. Is there any company that you se being interested in EGLX?
Read Answer Asked by Marios on January 19, 2022
Q: Hi 5i,

For all of the companies you cover here, when you rate stocks, what is the most important factor you consider first? Do you actually meet with the senior management face to face on regular basis, or occasionally, or never? In any case, how you rate their management teams?
Thank you very much!
Read Answer Asked by Jinlong on January 19, 2022
Q: Looking to the future and the EV space. I know GM and F are making big inroad’s and have the scale. However, what about TM as an alternative play. It has a decent divd and has had a long lead time in EV’S relative to NA players…and arguably a more reliable product.
Looking at this as a long term US divd play
Read Answer Asked by Harry on January 19, 2022
Q: The New Report I received yesterday in my email shows "additions" of 1% in the growth portfolio to Kelt and Tamarack. When were the initial positions taken?
Read Answer Asked by Edgar on January 19, 2022
Q: Hello Peter,

With ATVI trading 15% below the acquisition price, what would you say to selling SQ or PYPL or both? and investing the proceeds in ATVI for an approx 15% return in the next few months.

Both PYPL and SQ have been a long term holding for me and while I do expect both PYPL and SQ to bounce back a little I am not sure of a pop greater than 15%. Eventually I will have to decide between the two for a longer term hold. I would like your suggestion here.

ACTVI seems more certain although not 100 % risk free. So does this seem to be a good trade and an arbitrage opportunity?

I own SQ and PYPL in a 2:1 proportion.

Regards
Rajiv
Read Answer Asked by Rajiv on January 19, 2022
Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.
Read Answer Asked by Martin on January 19, 2022
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