Investment Q&A

Q: The general technical pattern of the US markets and other markets to a lesser degree appears to be aggressively trending down, with the recent positive earnings now in the rear view and corrected, unfortunately. I’m reading your language from past comments that the year is expected to be rough for tech but I think it is worth noting that the trend line underway for major indices and even successful companies appears to be headed down and possibly with much bigger drops ahead.
Could you please comment on where you see this from your perspective? Do you expect a sizeable drop ahead and do you advise any mitigation at this point either to rebalance or to sell any current holdings, such as small caps, tech, high debt or other potentially at-risk assets that may be staring down a large drop.
Almost nothing looks to be at a ‘bottom’. To echo a lot of headlines, it looks like there could be a slide ahead.

Q: Why the huge drop today??

Q: I would like to get your thoughts on ADW.A today. I am down ~35% and there seems to be no investor confidence in this stock. It should be a reopening idea which should start performing as we are lifting restrictions. Would you add to a position or has the stock has become a falling knife.
Also, I have heard Peter suggest it is not when to buy a stock it is knowing when to sell. What criteria would you use to determine a sell?

Thank you

Q: Interest to know insider trading history before purchasing a Canadian stock. Where can I find it? Is there any free official web site that list insider trading history?

Q: I realize their past quarter wasn't very good, but it continues to drop a lot. Is there any news we aren't aware of? Is this a good buying opportunity?

thanks,
Paul

Q: Comments please on their Feb report for the end of the year and latest quarter... and for their prospects going forward. Thanks!

Q: In TRP's Feb 15 report there are two phrases used:
- "Net income attributable to common shares" and
- "Comparable earnings"

What is the distinction being made by TRP here?

Thanks.

For context, here is a portion of their Feb report:


Net income attributable to common shares for fourth quarter 2021 of
$1.1 billion or $1.14 per share compared to
$1.1 billion or $1.20 per share for the same period in 2020.
For the year ended December 31, 2021, net income attributable to common shares was
$1.8 billion or $1.87 per share compared to net income of
$4.5 billion or $4.74 per share for 2020.
Comparable earnings for fourth quarter 2021 were
$1.0 billion or $1.06 per common share compared to
$1.1 billion or $1.15 per common share in 2020.
Comparable earnings for the year ended December 31, 2021 were
$4.2 billion or $4.27 per common share compared to
$3.9 billion or $4.20 per common share for the comparable period in 2020.
Net cash provided by operations for the year ended December 31, 2021 was
$6.9 billion compared to
$7.1 billion for 2020.
Comparable funds generated from operations for the year ended December 31, 2021 were
$7.4 billion, in-line with 2020 results.

Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?

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.