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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: They just released new drilling results and I need some insight. Are these results in line with expectations or perhaps below?

I know this stock has a long way to go but I have a small position and I’m considering adding to it as a long hold.

Are the drill results good and do you have a favourable long term outlook for this stock?

Thanks
Read Answer Asked by Jeffery on March 24, 2022
Q: Regarding the trucking stocks, are they able to immediately pass along their higher costs (ie fuel) to clients? Or do you expect them to express a negative narrative in near term because they have to eat those costs?
Read Answer Asked by Doug on March 24, 2022
Q: Given current market volatility and the increased speculation that we are headed into a recession, what are your top 5 defensive stocks with reasonable potential for growth in Canada and US. Could you include good entry points for each.
Read Answer Asked by Timothy on March 24, 2022
Q: May I please I get your updated thoughts on DME? Helium seems to be in a tough spot on the supply side with explosions at the Amur Russian facility (pre-invasion) taking it offline for the rest of the year (possibly longer given the war) and the US BLM Cliffside facility likely to be offline until at least June. Seems like an opportune time to enter production. Do you think the current stock price offers a good entry for a 3-5 year+ hold?
Read Answer Asked by Marco on March 24, 2022
Q: Hi - 2 part question: Over the next year or so, what would be your top selections for US healthcare stocks? Second, what sub sector of US Healthcare do you like the most over next year?
Thank you as always.
Read Answer Asked by Doug on March 24, 2022
Q: If one was to assume the Fed is going to need to be tougher than expected and they will have to be more aggressive (regardless of 5i stance), what sectors can maintain/improve their earnings growth and which could be expected to have the earnings expectations lowered from current levels under that scenario?
Thank you as always!
Read Answer Asked by Doug on March 24, 2022
Q: What are your thoughts on this company? To quote "FCR remains one of a small number of REITs trading at meaningful valuation discounts versus pre-pandemic (P/NAV 74% versus 86%, P/AFFO 16.0x versus 20.0x)" I understand its debt is high but has been reducing it aggressively pre pandemic.
I know you like GRT.UN and CAR.UN, wondering where FCR ranks in relation to these 2.
Read Answer Asked by John on March 24, 2022
Q: Everyone, you suggested a number of micro caps stocks rather than one or two. Recently you have suggested MTLO and PNP. Can you recommend another three? Individually I will invest $1000 each and with the assumption that they could go to zero. Many thanks.
Read Answer Asked by Clayton on March 24, 2022
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