Investment Q&A

Q: I have read recently that some are predicting an oil supercycle around the corner. What is your opinion about this, and if you agree, how would you suggest an investor participate? It seems to me that not too many see something like this happening, but that may be a good sign from a contrarian point of view??

Thanks, Mike

Q: Hi Peter and Team,

Ark Investments has many interesting and high performing ETFs. Are you particularly excited about any of them?

Thank you for your great service. Thank you.

Q: Can i please get your assessment of the above 2 companies and how they compare. Would you consider them a buy for a new position today. If not can you please reccomend your favourites within the sector. Many thanks.

Q: SKE:CA has been doing a of drilling and I can not read their results could give your opinion , is company going to have viable gold mine ???
Jim.

Q: Here is a good presentation on Sernova from the president. It touches on market size. Talks about potentials revenue streams and their thoughts on market sizing. A fun number was "untapped $2B market". I'm in since 0.42.

https://journey.ct.events/view/3a577711-041b-48a3-8b1c-0d47129bb30c

The two big ones:
- Type 1 diabetes
- Hyperthyroidism and Hashimoto's

Q: What stocks would you recommend for an RESP right now?

Q: Hi there, regarding the EV space, yes the frenzy continues, however, do you see it with more legs to run in the near term, say three to six months? Will stimulus spending continue to assist the EV space, considering the new US administrations go green policies to come?
Considering your previous experiences, can you see the EV space cooling off in the short term with profit taking, or do you see it still running hard for now, based on what you see in the markets today?
Any favorites today? Any you like that still look as though they have some value left in them?
Thanks!

Q: Hi 5i,

Could you rank these companies for their risk adjusted H2 potential over the next few years?

TIA!

Q: Good day all ! Looking for your thoughts on QTRH. I purchased in early 2020 at prices between $1.44 and $1.97 and am now standing still at +35%. Are we looking at a repeat of the last quarter anytime or do you expect this stock to move sideways as it did thoughout 2018-19 ? Thank you.

Q: Much has been discussed about the apparent disconnect between the value of these two entities. If, as you suggest, the price discrepancy is too wide, in your opinion is it because BEP.UN is undervalued or that BEPC is overvalued? In other words, if the difference in price shrinks, which stock should move the most?

Appreciate your insight.

Paul F.

Q: Quite a few subscribers mention that they want to increase their fixed income percentage in their portfolio. Yet they ask for your advice on bonds. In my experience, they are not the same. I think of fixed income as a GIC. Your thoughts?

Q: Hi,

How is TNT.UN doing in terms of its distribution? Is it reasonably safe?

Thanks,

Gord

Q: The old adage that selling is harder than buying is certainly true. As previously discussed I have done a double with EGLX in my TFSA in a relatively short period of time. I mentioned selling half and having the remaining 50 % as free money. This makes sense and feels good. However, because of unrelated circumstances it was not done and the good news is that the stock is up another 20% ! What to do?
I know you are a momentum investor; how would you handle this? The investment is now almost 50% of TFSA but less than 3% of total investments. Thanks. Derek

Q: which company do you prefer for growth over the next 5 years? which company has the best balance sheet? which company is forecast to be profitable first and in what approximate time frame? which company represents the best takeover target? thanks Richard

Q: Hello
In Friday's (Jan 15th) Globe & Mail, Clyde Russell warned that the 2020 bullishness on commodities may not continue into 2021 because China's massive buying spree seems to be ending (e.g. Dec imports of copper were down 8.7% from Nov's imports etc). What is your view on commodities for 2021?
thanks

Q: which do you like best, or is a better stock in this space?

Q: Do you see small holding in Bitcoin as a reasonable hedge against inflation. I am thinking of 2-3% of my portfolio? I would likely get exposure through an ETF.

Thanks, Mike

Q: Peter;
Closed Funds (CEFs).
Intrigued by your recent articles on DIY investor’s advantages and becoming a fund manager again, I re-read a couple of my books on hedge funds by Seabastian Mallaby, Edward O. Thorp, and Simon Lack’s “The Hedge Fund Mirage: The illusion of big money and why it’s too good to be true”.
In the latter 2012 book Simon Lack argues large hedge funds and most institutions ignore closed funds which leaves good opportunities for small hedge funds and sophisticated investors of which there are very few in his opinion. In Lack’s opinion the CEF space is dominated by individual retail investors who chase yield that is mis-stated (CEFs publish a distribution yield rather than the actual yield so are engaging in ROC) and foolishly buy IPOs of CEFs. Lack says numerous articles and books have been written on this subject and how to evaluate CEFs but my research did not produce very much at all. Do you have any views and suggestions on how an individual could or should approach this opportunity if it still exists?
WRS.

Q: I need some help in understanding some of the OTC Pink Sheet listings. While asking for a quote on Sika AG at RBCDI, two different options are presented. SXYAY at $27.52 USD and it has traded volume. SKFOF at $237.00 USD but has no traded volume for 15 Jan 21, and a very low avg vol.

Why the 2 diff "listings"? Different classes of shares?

Q: Do bonds rise when interest rates rise? If so, can you recommend a few dividend paying bond funds for a RRIF.