Investment Q&A

• Novo Resources Corp. (NVO)
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Q: I bought less than 4 months ago, as you seemed to like it with KRR. I got both.
Down 42% on NVO, down 20% on KRR .
Any reason to hold these 2 , do you any idea when drilling results might be announced, as this would reverse the trend. Or do you see something I don’t.
Thanks for your time.

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Read Answer Asked by Luc on December 15, 2020

• Velodyne Lidar Inc. (VLDR)
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• Luminar Technologies Inc. (LAZR)
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Q: I'm looking at either of these companies for a 5 year hold in the AI autonomous driving space. Both appear to have deep pocket backers. Do you have a preference or perhaps an etf you would prefer from a risk perspective ?
John

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Read Answer Asked by JOHN on December 15, 2020

• Booking Holdings Inc. (BKNG)
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• Wynn Resorts Limited (WYNN)
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• Southwest Airlines Company (LUV)
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Q: Hello,
Now we have vaccines in the market.
In this scenario , which sectors will be booming & what stocks would you suggest to have it for potential growth in future. I would like to invest in the US side.
Thx,

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Read Answer Asked by Jigneshbhai on December 15, 2020

• Social Capital Hedosophia Holdings Corp. II Class A (IPOB)
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Q: Could I have your opinion and analysis on IPOB, Social Capital Hedosophia Holdings for a small high risk/high return holding? Am I correct that they provide capital for small technology companies in the hope of eventually taking them public?

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Read Answer Asked by Peter on December 15, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Do you know how preferred shares performed at the time of high inflation in the 1980's? If we see high inflation in the years ahead, can you estimate the impact it might have on etfs like CPD?

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Read Answer Asked by richard on December 15, 2020

• Xebec Adsorption Inc. (XBC)
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Q: You've mentioned that "XBC is either going to work out very well, or not at all."
They have significant sales. Do you mean that they may never turn a profit?

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Read Answer Asked by sandy on December 15, 2020

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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Q: Good morning,
I am a retired investor with a 50/50 asset mix and an equity focus on solid dividend payers with some growth prospects. As a bond matures in my RRIF, reinvestment opportunities in fixed income are unattractive. With projections saying low rates will continue for some time, I'm wondering if it would be a good time to buy a rate reset preferred stock ETF for income, and as a hedge against future rate increases. I would appreciate your thoughts, and if you support it, which ETF would you suggest?
Thank you.
Edward

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Read Answer Asked by Edward on December 15, 2020

• The AES Corporation (AES)
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• Sunrun Inc. (RUN)
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• Enphase Energy Inc. (ENPH)
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Q: Hi there,

What are your thoughts on the energy storage business and can you suggest a few names that you like?

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Read Answer Asked by Darrin on December 15, 2020

• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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Q: Hello,
Regarding American companies, I am seeking recommendations for 2 long term hold positions. I have quite a high risk tolerance and prefer companies with a lot of room to grow. My current portfolio has relied heavily on FANG stocks and I am interested in consolidating those positions and redistributing to riskier but potentially more rewarding companies with good fundamentals.
Your insight is much appreciated.
Thank you.

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Read Answer Asked by Lucas on December 15, 2020

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• Vanguard Balanced ETF Portfolio (VBAL)
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Q: My 89 year old Mother-in-law has a couple hundred K, half in TFSA and half non registered. She is not in need of use of this money for regular everyday expenses. We are looking for recommendations of an investment in stocks or ETF's that would pay better than any financial institution will offer. Understanding low to medium risk.
Greatly appreciated as always.

Regards,

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Read Answer Asked by Loretta on December 15, 2020

• Franco-Nevada Corporation (FNV)
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• Kirkland Lake Gold Ltd. (KL)
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Q: The vaccine news and rollout seem to be driving the price of gold down. What is your longer term view of gold and Kirkland Lake?
Thank you for your help!

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Read Answer Asked by Steven on December 15, 2020

• Park Lawn Corporation (PLC)
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• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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• Primo Water Corporation (PRMW)
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Q: Hi Peter and Staff
Reference a question I just sent on industrials regarding my investment philosophy vis a vis risk level and number of stocks (ETF of my own for each sector).

I need to subside other income by about the same amount as my dividends earned however in using the water the flowers and pull the weeds I invest my dividends each month and sell something(s) for my draws.

Tomorrow I will have some funds for Consumer Staples......

1, If you were to own the 4 above, in what % would you own them?

2. IF you were to add for consideration WMT, PG and COST, please regig the % between the 7

Thanks for all you do

Dennis

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Read Answer Asked by Dennis on December 15, 2020

• Pfizer Inc. (PFE)
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Q: I am trying to understand Pfizer. In September it was trading at $36 and change. Today after all the good news about the vaccine it is at $39 and change. This seems like a small increase given the good it is doing and news, etc. However, if there were reports of a few bad reactions (or worse, sorry to say), the stock would tank. Can you help me understand this or maybe I am seeing it all wrong. Thanks again.

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Read Answer Asked by Danny-boy on December 15, 2020

• Miscellaneous (MISC)
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Q: I was wondering if you have any recommendations for some Jan'21 bounce back stocks after late 2020 tax loss selling?

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Read Answer Asked by DAVE on December 15, 2020

Q: What is your opinion regarding a general cash percentage allocation in a portfolio? If you had some would you suggest an alternative vehicle for a cash holding like an EFT or a mutual fund to hold a cash instead of banks which offer a dismal rates for straight cash holdings.
Thank you for your service. It has been always very valuable for me.

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Read Answer Asked by Miroslaw on December 15, 2020

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: When Peter last appeared on BNN Market call, I’m sure he mentioned that in fact stocks that are more expensive to buy outperform stocks that are cheaper. Could I get a clarification and if true, an explanation for that statement. I know some folks may stay away from an Amazon or Shopify simply because the price for one share seems so high. Thanks

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Read Answer Asked by Dennis on December 15, 2020

Q: What 3 sectors do you expect to do best over the next couple years.
Please list in order of preference.

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Read Answer Asked by Stephen on December 15, 2020

Q: Receuved a notice of ipo for MCI OneHealth Technologies Inc. Do you have any information you can share on this one?

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Read Answer Asked by Todd on December 15, 2020

• Redfin Corporation (RDFN)
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Q: Hi team

I got a half position in this nice company in the US, real estate
this stock has a great run
is it abit over-valued ?
and /or overbought ?

should i take some profits ? or you would add on? or hold

thanks
Michael

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Read Answer Asked by Michael on December 15, 2020

• Real Matters Inc. (REAL)
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• Redfin Corporation (RDFN)
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Q: I'm curious your thoughts on the threat Redfin presents to Real Matters. In Redfin's investor presentation they mention their "Title Forward" service is part of their long term goal to provide a "Complete Solution" to a homebuyer. Do you think RDFN will begin to eat REAL's lunch by being in contact with a buyer earlier in the home buying process?

Thanks for your thoughts on this.

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Read Answer Asked by Dennis on December 15, 2020