Investment Q&A

Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.

Thanks for your service?

Q: What are your thoughts on this stock? Should I hold, sell, or buy more?

Q: Any reason why PBH is dropping significantly after a solid quarterly report?

Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .

Howard

Q: I'm in the fortunate position of sitting on a double here in just a few short weeks. NTR represents almost 4% of my quite well diversified portfolio in a cash account. I'd rather not pay CRA a capital gains tax but don't want to see my investment reverse either. What would you do? Partial sell to allow for zero cost? Nothing?

Thank you kindly,

Geoffrey.

Q: Could you comment on Firm Capital's latest quarter? FFO and AFFO are down Q to Q and FFO Y to Y. The distribution is well over 100%.. Does something have give regarding the distribution?

Q: I am looking to add a US blue-chip industrial company. How would you rank MMM, HON, ITW and ROP for management quality and overall business prospects? Given their current prices, how would you rank them for total return potential if purchased today for a long term hold?

Q: I noticed EV Nickel’s 35% runup yesterday. Can you recommend EVNI or other more established miners poised to take full advantage of a « commodities boom »?

Q: You used to be quite positive on GILD in response to subscriber questions asking for recommendations in the US Healthcare sector. Have you given up on the GILD turnaround story? At what price would you buy in?

Now, your top choice seems to be ABBV on the basis that it is performing better and your belief that Humira patent issues are well-known and baked into the stock price. However, ABBV is trading at an all-time high (not just a 52 week high) and GILD is trading at a price that is a 52 week low and lower than its closing price in 2013. Which stock has the better risk-return profile and why? Even if you think ABBV is the better long term investment, I am still nervous buying in at all-time high prices - what would be a good entry point on a pull-back?

Q: Peter,

Go on the assumption that we will be in for a period of slow and consistent interest rate increases. I am very interested in how a bond fund could possibly increase the NAV during this period. For every uptick in the rates every single holding, whether of a short or long duration loses value. Do you agree ? What could a fund manager possibly do during this period to actually increase the NAV? I guess I am interested in the tricks of the trade or is it simply grab the umbrella and hope the rain eventually stops.

Thank you

Paul

Q: Peter,

You brought up a mention of female vs male investors in the recent edition of the Moneysaver. I assume you are speaking of the DIY group. What percentage of this group do you think are males vs females and the reasons for.

Thank you

Paul

Q: Hi 5i!
Would you mind giving a bit of comparitive information between these 2 companies? And would you prefer one over the other (if so, why) or invest equally for a bit of diversification within the sector? Are there others in the sector that you would recommend?
Thanks!

Q: Just can't catch a break on this one. SP is back to where it was 10 years ago. Any thoughts on long term prospects ...any hope for share appreciation after the merger with Warner ?? I know this is a tough market but am I better selling this for an alternate ...if so what ?

Q: Any reason why NIO is taking such a beating lately? One would think EVs are the future of transport. Could you initiate a position today? Thanks.

Q: Any comments on today's big drop? Thanks.

Q: Do you think it is worth continuing to patiently hold NVTA in my RSP or is it time to sell ? Of course with no tax loss available for an RSP.

I thought the NVTA Feb report and guidance was encouraging.

Also, do you see NVTA moving to profits in the next couple of years, or at least convincing investors that growth is sufficient to entice 'growth investors' while waiting for eventual profits.

Thanks!

Q: LWRK continues to decline. I have read recent postings and note your comments. Just wondering whether you thought this company may have some attraction for a potential buyer such as BBU perhaps at these levels?
Thank you

Q: What is your view on QYLD as a place to stash cash in the current market? Looking at the chart, although its unit value has dropped since inception, it seems to have held its value on a total return basis - would you agree? Any better recommendation?

Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .

Q: I have now smallish positions in these ETFs held in registered accounts. ARKG at a 40% profit ARKW at a 60% loss and ARKK at a 64% loss. Do you see these recovering in the next few months or would you sell now and look elsewhere?
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Many thanks.