Investment Q&A

Q: Time for some trash talk. The options I’ve seen are WCN-T, WM-N, and RSG-N. could you ranks these on growth and balance sheets (debt), and is there anything else you would suggest. Thanks.

Q: I am looking to add a growth-oriented stock to a pretty conservative bluechip portfolio, with investments in financials, energy/resources, telecommunications, drug/healthcare and transportation - mostly in Canada. I believe I could benefit from more growth-oriented stocks in other sectors and have recently acquired small positions in GC and TSGI. What growth-oriented stocks would you take right now, keeping in mind that I am a DIY newbee with only a modest ability to read statements and analyze risk

Q: Any company trading for below cash in the bank at the moment? Canada preferably.

Q: In attempting to assess the performance of my (mainly 5i) portfolios, how dividend %ages determined? In other words, do I divide dividend $ by the "book cost" of a portfolio or by the "market value" ?

As always... as learning experience.

Thanks again.

Q: I haven't kept up with news in Brookfield Renewable but see it has really declined. I had been looking for an entry point. Is this it? Yield seems great and it is very oversold. Was there a reason for the decline? Is now a good time to start a position? I Have a 5% weighting in AQN presently.

Q: Hi 5i. What is your thoughts about today's news, the acquisition of Dealermine by Quorum. They say the acquisition is acretive right away and it doubles the size of Quorum to a revenue base in excess of C$25 million, the majority of which is recurring SaaS revenue.

Q: I would like to buy eiher ATD.b or PKI. Which would you suggest for a better investment, and growth in the next few years.
Thanks for your help.

Q: I am wanting to add to my position in Magna but wondering if the company could be impacted by the Stronach family feud?

Q: Hi Peter,
I meant to ask this a while ago but it slipped my mind. I saw a reference to an article that I believe you wrote a few weeks ago in either the G&M or Financial Post. I could not locate the article. It was called SOCKS, a Cdn equivalent to FAANG. Would you have a link to that article?
Thanks
dave

Q: Can I have common share dividends paid in US$ or do I have to buy them on the NYSE to have them paid in US$?

Q: good morning.i have a 25000 bank of canada rr bond dec1 2026.it is now at 194.41 premium. what happens to the premium in 2026,thanks b.w

Q: BOUGHT THESE NOT LONG AGO AT 10 YEAR LOW AND NOW DOWN 25 % OR MORE.. STAY THE COURSE OR BAIL?>>

Q: I purchased Boyd a couple months ago at the top of the chart. It has been all weakness since and is down ~$10. Is there any reason to get out of it now based on the weakness? Did I just time it wrong? Or, alternatively, should I be adding more at these levels?
Thanks,
DG

Q: Hi Peter, Ryan,

For a long-term hold, is today a good entry point for PBH and CCL.B? If so, would you purchase a full or 1/2 position? If only one was to be purchased which has the best value and upside? One last question, are they best held in a TFSA or RRSP?
Please take the appropriate credits for our inquiry.
Cheers,
Jerry and Debbie

Q: Hi Peter: I have a US equity trading acct. In the acct I hold 1/3 in ITOT, 1/3 in QQQ and 1/3 in SPYG. Over the past 3 yrs I have been satisfied with the returns. In your opinion should I just "stay the course" or would you suggest an alternative? I value your opinion. Thank you.
Ron Noble

Q: SJ was up nicely this morning on a quarterly report that I thought looked good in terms of the forward view. Then at around 10:30, it just came off the rails. Did you listen to the conference call? Was there something there that set it off? Thanks

Q: Another disappointing quarter judging by the market but I can't help but think there is value in long term. Would appreciate any insights plus your opinion. Thanks

Q: Hi,
I'm looking at sectors, both Cdn and US as I have a lot of cash to redeploy as the market gets stronger, hopefully over the coming weeks or months. REITs are something I've been considering and I'm wondering about the effects of rising interest rates on them in general. Are REITs that are based on residential rentals better than REITs based on commercial properties? What about REITs for industrial properties vs commercial? Or would it be best to just steer clear of this sector until interest rates stop rising? I am retired and count on my investments to generate income, but am also lucky enough to be able to handle risk and I am very adamant about maintaining stops to protect capital and profits.
As always, your thoughts are most welcome!
Dawn

Q: What do you think of absolute result.
It looks like they are steadily going forward and the results are good.
What is your opinion adding here?and what do you see in their results numbers.....could you analyze them.

Q: Good morning,
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers