Investment Q&A

Q: Your thoughts on this company, please. Seems to have a fair bit of insider buying.

Q: Hello. I missed results for Cubic which reported mid November. May I have your comments please? My questions seem to be identified as “private” which I do not intend. I check to ensure that the public box is checked???

Q: Have a capital loss on VLDR and am looking to sell for tax planning purposes. There has been a lot of negative news related to the Founder and Management direction for the company and that seemed to have put pressure on the stock as well as other factors. Lidar looks like a good long term technology to invest in, should I consider re-buying VLDR back after 30 days or can you suggest a better opportunity in the space. Your opinion on this is appreciated.

Q: 5i,
So many EV players now, Does LCID has the potential to be the next TSLA , what would you consider a good entry point for this stock
thank you 5i

Q: I missed Peter Hodson’s talk at the Canadian money show. Do you have a link for a replay?

Thanks

Q: I want to be better prepared for the next big market correction. I have been keeping ten per cent cash that can be deployed when I correction happens and I know where I want to add to positions and start a couple of new ones, for instance Microsoft. I have never shorted an individual stock but I might consider an ETF that shorts an index. Where should I start my learning? Most of our money is registered accounts which complicates shorting. I am not suggesting I want to do it now but if the market gets forthy next year and the federal banks start to raise interest rates to comabt inflation there is going to be carnage. Thanks for the good service. Glad you informed me about Constellation Software five or so years ago What I gem!!

Q: The stock has plummeted from 130 in Sept to 49 today. I don't recall a 5i recco that has fallen so dramatically and ever recovered to where it was.

Obviously the shorts have it right (so far) to be short was the right thing to do.

1)Do you sincerely feel that LSPD will ever recover to where it had been?

2)If yes, what dramatic course of events would do it?

Sheldon

Q: what is your opinion of the invest strategy in this new etf. besides liquidity what would be other risks to buying a new etf

Q: Peter/Ryan:
with recent market weakness, should we be reading anything into the fact that NBLY has held up so well? I ask, as we've fairly recently opened up a small position in the company and wondering if adding a bit more seems to be a good strategy.
thanks
Paul L

Q: Please comment on Q results released this a.m. Initial very positive reaction,now turned negative.Why? Txs for u usual great services & views

Q: I’ve done well with VB the last couple of years, however i’m thinking of switching to SQ for higher growth moving forward. Would you endorse such a move? Thank you..

Q: What would be a good entry price for Lspd? Thanks

Q: Please comment on results/outlook

Q: Please comment on results/outlook

Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!

Q: Looking at Duke with todays decline and thinking of swapping out BEP for Duke. Which would you favour for dividend safety and growth over time, and also safety of capital. Any metrics you can attach will be helpful
Thank you

Q: Your opinion/advise regarding Paypal. I am down considerably, unfortunately held in a US$ RRIF so no tax loss selling advantage. Do you think it will recover , I am in no rush to sell if there's any hope.
Thanks

Q: Any thoughts on getting into this now? Any comments on their debt situation -- looks bit high to me and would be concerning if/when interest rates rise -- thoughts?

Q: Hi Team, I was stopped out of sde after a good return and I am now thinking of buying back in. My question is the PE at 2.9 seems very low, book at 1.1, too good to be true usually is, what am I missing?

Q: Hi,

I was wondering if I could get your thoughts on a general trading/investing strategy.

Over the years, I have seen my valuations go up and down, up and down-yet I stick to the buy and hold strategy knowing I am not smart enough to time the market.

I am now thinking of adopting this strategy: selling approx 30% of a security position when I think it looks frothy. If the prices goes up, I still have 70% holding to benefit... BUT if it goes down, I would buy back that 30%.

I am not referring to day trading in and out-this would be a rebalance once/twice a year. What do you think in general of this strategy?

Thanks as always for your sage advice.