Investment Q&A

Q: the above are my healthcare holdings in my RRIF. I need to add but am wondering about eliminating individual stocks for an ETF with a higher income component. Any suggestions both on the move and the ETFS

Thanks

Q: Good morning. What are your thoughts regarding "Evertz Reports Purchase Order in Excess of $152 Million?" This would be (on average) $30 Million / year for the 5 years of the deal, although the income may be received in a less even way!
Thanks.

Q: Can you please give us your recommendations on Nickle, Cooper and Platinum stocks and ETF for both Markets.

I heard above will be key in EV and green energy. Supply will be low so prices will go up. What are your thoughts.

Can you also provide your recommendations on Mining, Chemical Processing, Battery Component Production and Battery Cell Production stocks and ETF in both Markets.


Thanks for the great service you have been providing to small investors at reasonable price.

Q: Could there be some market manipulation. The price to cash flow is now at 6.5 . Its outlook is decent for the year. You would think something devastating happened like a huge lawsuit.

Q: Peter; Does it seem normal business practice to announce your earnings date but no mention of the strategic review? Thanks
Rod

Q: I note that CITI Group looks cheap with a P/E of 5.7X. It also has a nice yield of 4.16% and a Book Value twice that of it's share price. I would appreciate you opinion of this company as a long term hold. Also, I would appreciate your opinion regarding the significance of P/E and Book Value.

Q: Can I please have your views on this company.
Thank You for the great work

Q: Yesterday both GOOG and MSFT reported first quarter results. Considering this limited information which company would you invest intoday for a 2 year hold. Would you consider that MSFT results are reduced by a large "extraordinary charge" for termination of employees that is not expected to be incurred in the future in making this opinion. Thanks. Mike

Q: Reading your recent comments on LVS (somewhat expensive), do you have preferred recommendations in the group that may consider the Far East, Las Vegas, digital etc.? Thanks

Q: I'm considering starting some positions in lithium companies. Do you think this is an good time to take positions in LAC, ETL, and SGML? If so, please suggest the order in which you would buy them - best to worst. If you have other suggestions that you feel have more potential I would appreciate it if you would share them. Thanks as always for you"re support.

Q: I am considering the addition of VZ given what I consider to be solid numbers: it's P/E of 7.4X, RSI of 0.34 and yield of 6.77%. I would appreciate your opinion of this company over the long term, and the sustainability of the dividend.
Thank you.

Q: Bit of a gong show. Initial plans to spin off (with royalty attached so how much of a real spin off was it?). Change the spin off plan plan with shorter royalty life. Decide to can the spin off plan after spending substantial time and money (I have the half inch thick Proxy Circular). Now their Q1 is over of mine costs and short on revenue.

Is this company really a hold or should I give up and take the gain?

Q: Inevitably, when someone asks about the best NG companies in Canada, TOU and ARX are normally in the mix. So setting those two aside, I would appreciate your opinion on three other stocks in that sector that don't receive nearly as much attention. The stocks in question are Headwater Exploration, Spartan Delta and Pine Cliff Energy.

Thanks as always

Q: At what share price would you consider buying ISRG?

Thank you,

Mike

Q: What do you make of this news regarding SPB, and what are your thoughts on the future prospects of SPB and the safety of the dividend? https://www.newswire.ca/news-releases/marquard-amp-bahls-ag-announces-its-holdings-in-superior-plus-corp--805501409.html

Q: Stock is down over 8% this morning. The only news I can find is the dividend payment frequency. It's seems overdone.
What are your views?
Thanks

Q: Can we get your take on the call this morning. Anything serious to be concerned about? Would you buy now?

Q: Good afternoon,

I am starting a RESP for our grandsons: one born in 2021, the other born in 2023.

To maximize the CESG grant I contribute just over 2500$/year.

How would you suggest to invest the funds ? 2 or 3 index funds?
Would you include a NASDAQ -100 index fund such as XQQ, ZQQ or HXQ or even XIT (Canadian tech ETF)?

I would appreciate your guidance.
Kind Regards

Q: Hi Peter,
I have over 6 figures to invest for 3 or more years for a Canadian holding company and am looking for suggestions to invest in each of the sectors, in a combination of ETFs and stocks. I would like to be more tax efficient where most of the returns would be in capital gains (total returns are mostly in the growth of the stocks, less in dividends). Investments can be in any geographic areas. In terms of risk level, I am comfortable with your balance portfolio approach, where it has some elements of growth.

One example I have, closer to income than growth, is HXH-T. It is a dividend ETF, low MER cost, with beta of < 1, pretty risk adverse. The price of the stocks is the index it tracks plus dividends.

Thank you,
Roger

Q: I've been sitting for years waiting for the long awaited "potential" to become realized. Is there anything new on the horizon, or is this going to continue to be dead money?