Investment Q&A

Q: Today Jeremy Siegel was asked about the main sources of market returns for investors i.e. multiple expansion, dividends, earnings growth, stock buy backs.

The person asking the question said that over the last 10 years 40% has come from multiple expansion, 15% dividends, most of the balance from earnings growth.

100 years ago 50% came from dividends.

The Q then was “ where will the returns come from in the near future?”

His answer focused on the massive role played by STOCK BUY BACKS.

Finally my Q:

Do you agree with that looking ahead this will be a major source of stock returns ( vs multiple expansion and dividends)?

Is there a filter to ID companies with the highest buybacks( similar to historical data on dividends)?

Thanks.

Q: For a resident Canadian retiree, can you list a few instruments to earn interest on USD funds ? Thanks

Q: What would be your top 3 Intl ETF's be for income and long term holding.

Q: Is it too early to move some cash to a bond etf.
Which would you suggest in Canada and US.

Q: I would like to dip my toe on one of these companies. Which one do you think has better long term potential?
Thanks

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: I unfortunately bought these companies recently.I am down a huge percentage in a few short weeks.Are there any names here that I should keep?I thought I was buying high quality basket.Does energy collapse in a recession?

Q: Hi.
Which is a better buy for long hold?

2 How serious is the law suit TD is facing?

thanks ralph

Q: Hi 5i. We have sold these2 for a tax loss, and are now looking to re-acquire at a lower price.
1) Do you think these are good companies to own ?
2) Assuming above is Yes : what do you think would be
a) a good price to re-buy and b) a great price to re-buy ?
Thanks for all you do.
Terence

Q: Do you think national bank is the best bank stock to buy? If not, which bank stock do you recommend? With thanks. Rose

Q: Hi guys I am holding 10.000 shares of this stock and I am down 50% do you think that it has a chance of turning around or would you dump it I don,t need the money , however maybe I should move on to something else thanks Larry

Q: Hi Team,
What are your thoughts on the Unity aquisition? The market looks like it does not approve? Thanks

Shane

Q: this bell reset preferred yields 6.514 for the next 4.6 yrs...would you consider this OK for a fixed income or cash investment?

Q: Currently down about 16% with SIS and am thinking of selling and buying Hammond Power Solutions Inc. Any comments or is this a bad move

David Coles

Q: Hey Peter and Team,

I have a new investor in the family. He's 24 years old. He is looking at starting to invest and has a long term horizion. In todays volatile market do you have a suggestion for where he could put $2,000.

Thanks for all you do

gm

Q: there is no doubt in my mind, the microchip situation will eventually pick back up. When it does, which companie(s) do you think will be great to invest with and would have a high impact on the chip return.

Q: In your opinion which company offers the best return over the next 5 years,crwd or nvda?

Q: With the increase in interest rates, is this a good time to purchase bank stocks and what would be the preferred bank?

Q: Hello,
I am trying to understand how Horizons S&P 500 Index ETF tracks the index. At the moment I'm typing this message, the S&P 500 sits at 0% daily change, SPY at -0.03% while HXS is at -1.09% and HXS-U is at -1.08%. Why do we see such significant deviation from the index in $3.5B ETF with very high trading volume and close spread between bid and ask? Thanks.

Q: Hi!
With Bank of Canada raising 1 percent, I was surprised to see utilities perform well. I understand the sell off in banks would be due to loan losses. Would higher interest rates not be bad for the utilities or is it that these are seen as safety and therefore rising? Do you see utilities like Fortis and Emera as expensive now and would you support lightening up on banks to buy these due to higher risk with banks during potential recession?