Investment Q&A

Q: Would it be a fair assessment that most insiders have only excercised stock options and sold their shares and really have none of their own skin in the "game".Thoughts

Thx

Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks

Q: In your article Stock VS Bonds you wrote:
Investors theoretically should have an exit target price in mind when making a purchase.
Can you explain this a bit more? Would you give an example? Maybe with SU?

Q: Hi 5i team,

If you were to do a bond ETF portfolio to complement equity and other holdings, what (Cdn-listed) ETFs would you choose for balanced exposure to a range of market environments? Long-term registered account. I am thinking:

XBB--Canadian universe
VGAB--Global universe
XSTP--Short term US inflation-linked government

Thanks.

Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:

The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.

For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.

Could you please list some companies that you feel would benefit from the above changes.

Q: Shop had split yesterday. Please compare, contrast and rank these two companies, which one would you prefer better? Many thanks

Q: I purchased Zip Recruiter last year after reading about it in the Investor Suite. It had a high probability of achieving it's target price. Unfortunately, the markets have had many headwinds from various factors and now, a recession may loom near. May I please have a current view of Zip Recruiter and it's medium term (2 year) outlook.

Q: I want to reduce Canadian exposure and increase international exposure in my portfolio. Would it be a good idea to sell XTC and buy ZXM? I am down in both securities. Could you please provide your views on future prospects for this move. Thanks

Q: please comment on the Q4 and year end. This quote from CEO, is it just hype or is this company ready to start increasing customers and revenues? Also does the insiders and institutional share holders tell us anything?
"Though financial performance in FY22 was below our expectations, I am confident in the platform we have created for growth in FY23" said John Proctor, President and CEO of Martello. "The end of the 2022 fiscal year marked an inflection point for Martello towards an absolute focus on becoming a Microsoft Modern Workplace optimization leader. In FY22 we built the product, sales channels and go-to-market strategy to address this market, one which has greater potential than anything Martello has ever done. We are seeing early indicators of momentum around the Vantage DX solution just a few months after launching.

Q: Just curious if you know what has been driving up the share price of EINC over the last few sessions? What is your view of this stock? I have a small position, is it a continue to hold? Thank you.

Q: Peter; Today- June 29- oil and ng are both up - and the oil sector is down- what gives? Thanks. Rod

Q: Just a follow up to my previous question. Would you initiate a partial position in both or do you prefer one more than the other?

Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why

Q: Of these which has best long term potential or do you have another preference?

Q: Is it time to get rid of this stock?

Q: Hi Guys
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord

Q: Please rate these energy companies in order of your best choice for growth in the next 2 years.

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.