Investment Q&A

Q: Firstly, what would you consider the current fair value of a BAM.A share to be, with consideration to the fact that rates are rising? Secondly, would you buy BAM.A at the current price or wait for a lower price given the negative momentum?

Q: I own both of these companies, and would like to add more to my current positions. I know you like them both as long term investments. Do you prefer one over the other?

My other question is: What is your opinion about selling puts to add to these positions? Volatility is very high on both, so I would get a decent premium, and I (possibly)get to buy them at a much lower price. This just seems like win-win to me. Are there any risks in doing this that I'm not aware of? I am not using any margin for these purchases.

Thanks for all that you do

Q: I know you follow and like both adtech companies APPS and TTD but there have been no questions on applovin which seems to be a big player in this market as well + recent purchase of mopub. I was wondering your thoughts on this company and its outlook how would you compare it to apps and ttd and where would you rank it for growth potential?

Q: Can you give us your take on this company? Is it a reasonable longer term hold or is now a good time to sell?

Q: Can you tell me why Boyd Income Fund is doing so badly? Thank you.

Q: Hello Peter,
What do you think of Gladstone Land? Shopify and Nuvei are both experiencing downwards momentum. What upward signals would you use to add to these two stocks? Would it be 50 day moving averages or is there a price that would make sense showing upward movement? Thanks very much

Q: Virtually every day the trading volume in ATH is substantially higher than its peers and it keeps making new highs. It appears someone is accumulating a position. Can you provide any insight?

Q: Whats your best
Picks today in consumer discretionary and consumer cyclical that have both growth potential and pay dividend for a registered account?
Thx

Q: Can we have your thoughts on their 1/4 please.

Q: Can I get the outlook on Park Lawn now that the pandemic is almost behind us.
How do you see Methanex performing with the recovery and oil price surging

Thank you

Q: Please comments on Fury, it does not seem to move up with gold price increase ? Hold or sell? Many thanks

Q: Generally, for a long-term investor, in this type of market would you be adding to growth stocks (out of favor but prices are down) or value ("good" for this environment but prices are not down or less so)? Thanks.

Q: I am curious what the insider ownership is and if there has been any recent movement there.

Also, does Sprott still own 18%?

Thanks for the great service

Q: Hard call but much appreciate any input. Paid 38.$ For LSPD now nearing32$ .Would you consider doubling down or hold ,sell and move on? Thanks Larry

Q: Regarding Brad's question about RIO's dividend: according to its report, RIO is paying out on April 10 its final semi-annual dividend of 306.72 pence ($4.17US) and a special dividend of 45.60 pence ($0.62US). The $10.40 that Brad mentioned is the total annual 2021 dividend which includes the interim and special dividend that was paid out last summer.

Q: Hi Peter, Ryan, and Team,

I and others have recently commented on Parkland's relatively poor performance lately. PKI is held in our son's TFSA (which I manage). Being reluctant to sell at a loss, I've held off, hoping for better days ahead.

I found this analysis (from National Bank Direct Brokerage) and am curious if you agree with their assessment, or should we take our lumps and move on?

Could changing the sector index help PKI?
We note that PKI is classified in the S&P TSX Energy Index, which could be
misplaced given that retail constitutes >40% of its business. In our view, PKI’s
share underperformance is related, in part, to fund flow imbalance (given
that PKI doesn’t benefit from rising commodity prices). We further note
that many peers, including Alimentation Couche-Tard, Casey’s and Murphy
USA, are in the Consumer Index (either Discretionary or Staples). With a
growing non-fuel business (including the recent M&M acquisition), sector
reclassification for PKI to the Consumer Index could direct investor focus
more toward PKI's operational performance versus commodity exposure (it
could also help to reduce share price volatility in the long term). We remain
constructive on PKI given ongoing end-market recovery, attractive valuation,
and anticipated future accretive acquisitions.

Thanks in advance for your continued help as we navigate this difficult market.

Q: SPB has taken quite a beating missing estimates, trouble with the Kamp purchase ;but has 2 big investors, one being BAM, has experience with growth through acquisitions. I initially bought at
$15.00 and looking at topping up to 3% position. I am a patient investor and like the almost 6.5 % yield with the stock now just north of $ 11.00.
Your thoughts. are appreciated. Derek

Q: What do you think about buying lightspeed right now?

Q: This is submitted for the benefit of other members. Reading it and watching what the federal government is doing starting by freezing bank accounts gives me great concern.

https://goldswitzerland.com/gold-about-to-accelerate-but-avoid-trudeaus-fascist-kleptocracy/

Q: Would you add to a half position today? Thanks.