Investment Q&A

Q: Which one of these do you prefer and with what rationale? Does it makes sense to own both at low weighting.

Q: FUND seems to be alive and moving up slightly. Any Thoughts. I note last question on FUND was 2018.RAK

Q: I see Parkland's share price since 2003 was rising steadily and quite well until February 2020 when Covid hit but after the initial Covid crash and rebound has been slowly drifting lower, now down about 35% from it's $48 high to the present $31 range and will have to rise over 50% to regain it's all time high. Why is is drifting lower now...what happened?.

It will take 12 years' worth of dividends to get back to the previous high unless the company can grow and prosper and profits rise considerably. I have studied your recent report [thank you] on the company and it looks good and the B+ rating in encouraging but you don't really identify much strong growth as such. Selling the refinery could be a negative as it seems to be steadily profitable.

Comparing the 20 year price and dividend growth histories of companies like FTS, EMA, RY, and T for example it is hard to see PKI as being a superior investment.

So does the current price and anticipated growth merit investing in PKI at this time for a 10 year hold? Do you have that much confidence in management?

Thank you......... Paul W. K.

Q: It has been a while since any questions on INO.UN. I have held it for a long time, but now am sitting with a 50% loss. I am reluctant to sell at this price and also lose the current high yield. Do you think this company will survive or should it be sold?

Q: Can you please provide a link for me to an article to describe how readers should use/interpret your sentiment survey.

I usually look at sentiment as a contrary indicator I would like to read your POV.

Thanks


Sheldon

Q: Then it looks as though you lost one; perhaps you could reply to the question I have just framed?
ECN; their role in and the banks difficulties resulting from the rapid rate hikes?

Q: Are US industrials included?
If so, ~ what % ?
thanks jerry

Q: Hello, folks,
I currently own Magna but, considering recent events/performance and murkier outlook, am exploring possibly making a switch. I am looking at CTC.A, LNF, and QSR. Please indicate order of preference for a 5-year hold and short explanation of rationale.
I'd be open to suggestions of other stocks in the Consumer Cyclical space with >3% dividend if you think there are better options.
Thanks in advance,
Rory

Q: So after listening to Josh Brown interview Ric Edelman this ETF was discussed and seems timely. Would appreciate your views on Mr Edelman who sounds plugged in to what the future may deliver (he does however predict the downfall of Alphabet which isn't the base case of many - you included). That aside wondering about this ETF and your current opinion on whether it's buyable. Given the possibilities of AI, robotics, potential developments in medical science and treatment - all things that may fascinate but about which many of us have very limited understanding or vision about - might you characterize this holding in an appropriate portion as a smart piece of an overall portfolio that provides investors with exposure to future areas of potentially exponential growth - and perhaps your take on this ETF vs the ARK ETFs re valuation, risk and holdings comparisons - appreciate your viewpoint.

Q: could you give us your case for PERI,as you seem to like it.
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?

Q: Is not the RY a super buy right now?

Q: Can you verify the return of capital for HDIF.Not sure how I found a chart on it but if I am right it showed 87% ROC for 2022.Surely I am wrong . Also A new issue Is HRIF without leverage. Can you explain this? And also I currently hold some CIG686 for monthly income . Would you comment on a switch to either or or suggest something with less ROC .Please and thanks and use all questions to cover.Larry

Q: What headwinds could cause the equity markets to roll over and perhaps drop 5-10% in the next 6-12 months? Thinking of raising cash levels. many thanks...

Q: At this point do we see any positive outlook for 2024+. There seems to be value in the company, and analysts seem to think there is still value/upside. Mr. Market on the other hand seems to disagree

Q: I have recently come into some US cash. I would like to put some of it into a US TFSA account but am not sure if this would be prudent as, the US doesn't recognize the TFSA in the same manner as our RRSPs. If this is a good idea, what types of equities should be put into it: any type of US equity or Canadian stocks that pay dividends in USD?

As always, Thank you in advance for your advice

Q: What is your outlook for UCTT? Rebound? Is this your preference in the sector? High risk tolerance.

Thanks for your service

Q: Of these 2 companies, witch of the 2 do you see having the better growth profile. Thanks.

Q: NVDA has a really good run lately. Is it too late to buy some for a medium to long-term hold?

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: Hello,
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.

Thanks