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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: Hello Peter,
I would like your assessment of DXCM after the earnings call. The growth rate has not tapered, the valuation on P/E and P/B looks to be in line with growth companies such as CRWD, VEEV etc. The product has now access to the european market, which probably was not part of the equation earlier quarter. Apart from the impending retirement of a senior executive, what would cause the sharp drop relative to the market?
Would this be a candidate for capital loss sale and buy in Dec or Jan?
Look forward to your thoughts.
Regards
Rajiv
Read Answer Asked by Rajiv on October 29, 2020
Q: What are your thoughts about these companies, aiming for dividend growth and capital apreciation. Do you suggests any alternatives with similar strategy and sector?
Read Answer Asked by Clayton on October 29, 2020
Q: The Company has sent out their year end shareholder information for the AGM. I note that three insiders own approx 51% of the Company.

Additionally, the Company has stated that it is reviewing all options and has created a committee to do so.

My question for 5i is, if the three majority shareholders wished to take the Company private, how would that occur, is there a threshold they would need to take it private, and what options are there for a shareholder?

Thanks
Read Answer Asked by Kelly on October 29, 2020
Q: Hi,

1)In the next 2-3 years do you think REITS or utilities will do better (some growth, less volatility)?
2)Can you suggest 2 CDN reits and 2 CDN utilities you feel comfy with>
3) Can you suggest 2 US reits and 2 US utilities you feel comfy with?
Read Answer Asked by Graeme on October 28, 2020
Q: Based on the softness in the equity markets, which 3-5 stocks stand out as strong values today?
Read Answer Asked by JAIME on October 28, 2020
Q: Would you buy BBTV today for long term hold like LSPD? It dropped below ipo price, it trades at 14.75 right now.
Read Answer Asked by Hue on October 28, 2020
Q: Given that US Stock dividends in a TFSA are subject to US withholding tax, is there any particular type of stock that you would recommend for a TFSA for a senior who has moderate risk tolerance? Thanks for your help.
Read Answer Asked by Pat on October 28, 2020
Q: I hold all 4 of these stocks in my portfolio and because of the decrease in the price of oil all are on the small side as a percentage of my portfolio. Thinking of rolling all into one stock and wondering what stock you feel will recover quickest in an oil recovery and which stock do you feel is the safest.

W
Read Answer Asked by Wayne on October 28, 2020
Q: I have noticed a lot of insider selling lately and wonder whether these actions should raise concern. I note your previous response about individuals, even insiders, wanting to use some of the profits or rebalance their investment portfolio(among a couple of good reasons), but when four individuals in the same company start cashing in, should we, the ordinary investor be concerned. What is your current position on these names?- hold or adjust?

Thank you

Peter
Read Answer Asked by Peter on October 28, 2020
Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?
Read Answer Asked by Kevin on October 28, 2020
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