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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The market has been weak since the start of the year with the NASDAQ down over 10% from its November high. I don't own any not profitable tech, but I do own Shopify. Seems like the market is fading into the close the last few days and can't sustain a rally. Does this suggest more downside on a waiting pattern until the BOC and FOMC meetings next week. If history serves, it seems like these tightening cycles always overshoot in anticipation of the start and then settles out a bit. I guess the big difference this time is inflation and whether it moderates or forces the Fed to keep tightening. Thoughts?

Jason
Read Answer Asked by Jason on January 20, 2022
Q: Morning 5i,
I'm light on transportation, and recently read an optimistic appraisal of MTL that considered its substantial dividend to be safe, highlighted its aggressive share buyback program (approximately $100M worth of shares last year and this) good price/cash flow and forward PE metrics and evaluated both it's business and business model as solid for the foreseeable future.
I wonder if you agree and how you would compare it to TFII which I know you like? Specifically, I'd be interested in your comparison of the two in terms of total return over three or so years.
Thanks!
Peter
Read Answer Asked by Peter on January 20, 2022
Q: Do you have a hard and fast rule for taking profits into a spike? So many stocks peaked in November and "round-tripped", many giving back their pandemic moves. I have heard -triple-sell-half, rebalance above 7%, etc. I find that they are easier said than done. Just need to add another methodology to my quiver as I have seen too many gains melt away.
Read Answer Asked by David on January 20, 2022
Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron
Read Answer Asked by Ronald on January 20, 2022
Q: Hello Peter,
For an RESP today and future contributions with focus on Canada and USA, I was thinking of allocating more monies to indexes such as xic and xsp and less to sectors such as xfn or zeb , and xit. What are your thoughts? Also, i noticed that xsp has not done as well as SPY. i am assuming it is do to currency. In an RESP, I would think xsp on toronto and SPY on NYSE, both have withholding taxes.. Please comment. Thank you
Read Answer Asked by umedali on January 20, 2022
Q: With the business update from WELL I'm reminded of a similar update from GSY in the depths of market turmoil in 2020. I think GSY re-affirmed their business at a very low stock price ($12? maybe $20?). Had I been wiser and more knowledgeable at the time I would have bought more then and I didn't.

I'm curious why one would not add to (or start) a position in WELL today?

Thx,

Cam.
Read Answer Asked by Cameron on January 20, 2022
Q: Hi Peter/Ryan, PetroGirl and Eric Nuttlall are always arguing as to who was right and wrong about theses stocks and targets for them and the price of oil. Can you give us your unbiased opinion on these and if you wouldn't mind rating them from best to worst and which you might buy if you were interested in an oil stock. Thanks for your much valued view. Nick
Read Answer Asked by Nick on January 20, 2022
Q: I see that WELL is planning to initiate a buyback program to take advantage of the drop in share price. Are you confident in management's assessment that the share price in undervalued? The price has still more than doubled in the past two years which is a steep increase. Also debt is almost 40% of it's market cap and they aren't currently showing any earnings. How will they fund future big acquisitions to continue this growth?

If we are confident with their assessment of value and their ability to execute going forward, should we not want the share price to drop further to make the buybacks more effective? In which case, why are they releasing material to pump the share price back up?

If the answer is that they need the share price higher to help fund acquisitions by diluting shareholders then the buyback program seems misleading.
Read Answer Asked by Alex on January 20, 2022
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