Investment Q&A

Q: Really enjoy when you run the stocks screens, especially when you explain the process, and why you pick certain Filters.
I have a subscription to Morningstar, but certain criteria is not available, like forward FCF estimates. I imagine you are using your Bloomberg Terminal to run your screens. Bloomberg is to expensive for me. However i would be willing to spend between 1or 2 thousand a year for a good stock screen that includes U.S. stocks.
What subscription stock screen would you recommend that is user friendly.
Thanks Gord

Q: Hello Peter,
Why is suncor not participating to the same degree as others in the sector with surging oil prices? Would i be better off moving to another name and if so, which is a better buy? Also, what do you think of Amazon's results? The stock has not done much if looking at one year timeframe.. Given the potential rise in rates, is it better not to take full position in Amazon? Thanks.

Q: Can I get your opinion please.

Q: Thoughts on AlGN's recent quarter and as an investment generally. Thanks.

Q: I know that you like all of the companies in your growth portfolio (or else they wouldn't be in the portfolio) but can you please provide me with a list of your top 5 companies in the growth portfolio that you think has the greatest chance of being significantly higher in the next 5-years? I I have a well diversified portfolio and I'm looking to add a few names with high growth potential to the mix.

Q: Hi Peter and Staff

PKI has been disappointing. What do you think of Topaz as a long term investment versus Parkland ?
Thanks for all you do
Dennis

Q: Please comment on quarter

Q: Hi team,

In my question of January 27th on ARK ETFs, you had a nice development on half the question, that is the newest ARK ETFs, but nothing on the second part of the question.
Do you think you could elaborate ?

Gratefully,

Jacques IDS

Q: Canada Post is currently piloting a Canada Post MyMoney Loan where funds would be delivered from TD to help expand access to financial services (loans) for Canadians.

The personal loans offered by Canada Post and delivered with TD are available in smaller dollar amounts starting at $1,000 – and up to $30,000 – with flexible repayment terms ranging from one to seven years. As always with TD products, customers can expect competitive interest rates.

Do you see this benefiting TD in any significant way and also do you see this hurting a company like GSY.

Curious to hear your thoughts.

Thank you

Q: At present, I own HWX, I was thinking of buying one more energy stock and was looking at either PXT or TVE. What would be your choice and reason why. Also with the big rise in oil, is it too late in the game to make such a purchase. Thanks

Q: After too many tiresome articles in financial media, including Barrons and WSJ, that one should “always” hold gold to diversify one’s portfolio, I gave in. I do not understand gold, have no idea how to value it and I certainly have no clue what affects the value of that asset. Notwithstanding my utter ignorance, I bought GLD:US just to shut-up the pesky, nagging voices in my head. After 2 years, GLD:US has been dead money. Worse, value is down > 10.%.

I wonder: is gold in any form, such as GLD, a *MEANINGFUL* ballast (although not a counterweight or hedge), in a 95% US-equities portfolio? Would you sell and move on?

Do you *really* think it prudent to keep holding GLD? If yes, I will continue to hold—and continue to be clueless.

Q: Hi there - I've been researching Equitable for a bit and really like it overall. My only issue (beyond a housing decline) is it's total debt (which seems quite high).

Could I possibly get your thoughts on that?

Thanks so much - really appreciate it!

Q: You answered my question on EWY:us on August 13, 2021. I believe your answer needs to be revised as your observations on South Korea do not reflect economic reality. I recently returned from a business trip to South Korea and found the economy vibrant and its people remarkably hardworking. I still own EWY:us and since your response to my question, EWY has only been going down. Korean industry, especially semis, medical equipment, heavy industries are all humming. Yet EWY including flagships like Samsung, Hyundai &c. are all down. I am reluctant to sell after what I saw there, but ask you : (Diversification is not a sufficient enough reason for me to hold).
Would *YOU* continue to hold? Thank you.

Q: Could 5I please give me the annualized return for QYLD dividend plus capital gain/loss for the last five years..... Looking at the chart in my TD Webroker it looks like not much more than the dividend . Which TD shows as 11.35% ...... I'd like to get two numbers if I could ..... One ignoring the current correction in the NASDAQ { 2022 } and one including it .......Thanks Garth

Q: Can you please give me the earnings announcements day on these 3 stocks.

Sheldon

Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks

Q: Not sure if this made it in. Can you comment on Crew? Good gains. Quite a bit of debt. Would you hold, or take profits?

Q: I previously asked you about MDT (November 3, 2021). You suggested to wait till January 2022. My original question has specifics including asking you to confirm certain key ratios. Kindly update your answer, especially in view of yesterday’s positive article on MDT. MDT and other medical equipment businesses have been stumbling due to Covid. I especially like MDT products in my med work, but that of course is not enough reason to buy.

Kindly confirm what you see on Bloomberg for the following:
PEG
FWD P/E
ROE and ROCI

Do you think the value for EV/FCF makes MDT a decent buy today?

Q: Hi 5i team.

Doing some due diligence on DOC. Can you help me understand a few things?
1) Views on recent acquisition(s) and how they fit into DOC's operating model?
2) Can you dig into their fundamentals and explain current state?

When do they report next, and are there any estimates? I don't see much in the way of analyst coverage.

Many thanks for your help.

Q: Hi, Can I get your analysis of this company? It has been on a severe downtrend for the last 2 years and shows some negative momentum. It seems the renewables are trending downwards and yet there is a push worldwide for more renewables. wondering if I should unload my shares to switch into bip and bam. Thanks