Investment Q&A

Q: Hello Peter,
What is your view on Clairvest Group? Is it in the same space as the new BAM(asset manager)? Thanks very much.

Q: when momentum was in vogue price to sales was a favourite measuring stick for valuing tech companies. so it would seem to make sense to apply this metric in the current environment. accordingly what are the historical metrics for MSFT GOOG. AMZN and what are the latest price to sales metrics for these 3 companies. thanks Richard

Q: US stocks in my RRSP: I strongly believe that 2023 shall be another year with high volatility, for numerous reasons (world economy ,geostrategic factors,debts,China
slowdown,etc..).In this perspective,I increased the proportion of US covered call ETF using call options on 100% of portfolio in order to : 1) reduce volatility et 2) maintain significant dividends during this coming period.When the market will stabilise ,I will reduce the % of these ETF in order to increase the % of Cies stocks and of "conventional ETFs".Please comment this strategy ,plus your point of vue will be appreciated since I know that "no one can predict the future" ! regards,J-Y

Q: What is the best ETF as savings account for US dollars?

Q: I completed the Portfolio Analytics Tool and uploaded my own holdings. It suggested I should invest in 30 percent fixed income - I’ve spent my investment years in the equity market - any suggestions for this asset class such as which bonds, what terms, etc… ?

Q: What do you think of tou. is it a buy now or wait a while. Do you think the future looks good.

Q: I sold Nutrien at a much higher price in 2022 with the intention of rebuying if the share price pulled back. While the share price has indeed pulled back, the 50 dma is heading down and the 200 dma has recently turned down. These technicals are giving me pause. I know 5i prefers looking at fundamentals. Considering fundamentals, NTR looks cheap to my inexpert eyes. Would you be comfortable buying now given the fundamentals of the company?

Thank you as always for your expertise.

All the best in 2023.

Q: What are a few non-tech, non-financial stocks that you are high on right now?

Q: Is this a good time to look at Weed,,, what do u think of this class of stock THANKS RON

Q: Thanks for all your help!! If you need US funds is there any downside to moving stocks that trade in Canadian and US markets to US markets and receive the dividends in US funds?

Q: hi. can you rate these as a buy, sell or hold please. long term investor
cheers, Chris

Q: Regarding the T1135 form, my understanding is that by owning both ILF (U.S. ETF) and Vale (ADR), they would need to be declared (i.e. not exempt from reporting) above the $100,000 threshold correct? I believe this is true unless they are held within an RRSP or a TFSA, in which case both would be exempt.

On the other hand, ETF's with foreign holdings that are created by Canadian institutions such as the BMO's ZEM would also be exempt from reporting, even if that one was held within an open account.

If the above is true, is there a Canadian-based alternative to the ILF ETF ? I would like to have some exposure to Latin America. ZEM, for instance, has holdings I'm not really interested in.

Q: Good morning, Can you see a turning point after bottoming out for growth stocks of this nature this coming year for company's like Shop, Nuvei and Lighrspeed, just to name a few, thanks?

Q: CAN I HAVE YOUR THOUGHTS ON VTIP.US

Q: hi folks:

what am i missing here?

time and again, when a dividend company comes under pressure (in this case AQN) all the wags talk about 'soaring and unsustainable dividends'

this clip from today:

Yes – Algonquin’s juicy dividend. The drop in share price has caused Algonquin’s dividend to soar. As of the time of writing, the stock is down over 50% year to date, while the dividend yield has swelled to 10.93%.

That’s an insane, if not unsustainable, dividend yield. Even if Algonquin were to slash its dividend in half, it would still offer a very competitive yield, and still one of the better-paying options on the market.


the dividend $ has NOT changed; only the yield as a % of share price has

either the company can support the dividend or it cannot

my point: a dividend is a reflection of the strength of the balance sheet and the companies cashflow

that the price gets knocked in half is irrelevant to the dividend paid

UNLESS said bal/sht and cashflow will no longer support the divy at that amount

(yes, i understand that the current price reflects people's belief that the balance sheet cannot continue this level of dividend)

so, are these type clips just sensationalizing or am i completely wrong?

again.........

thx

happy new year team

Q: what is the best stock for a.i. investing in?

Q: Can you offer a coles notes assessment as to why these two banks declined 25% this year vs. 10 or less for the rest of the big 6?

Q: On 5i website the yield for CASH:ca is indicated as 2.298% whereas the Horizons website indicates 4.78% gross yield. Could you please explain the discrepancy of ~2.5%.
Thank you

Q: Would you recommend investments that invest in shares if individual art? Any in particular?

Q: hi, what are your top 5 Canadian large cap growth stocks right now ( focusing on your model portfolio, as well as any others outside the portfolio with high conviction ). and can you provide 5 in small to mid cap range, Canadian, too please...
cheers, Chris