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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: Whatís your outlook for SAP and is it good candidate for a defensive hold over the summer months.Maybe any other suggestions in the spaceÖ
Thanks.

Read Answer Asked by Sonny on June 21, 2022

Q: The brutal war in the Ukraine is expected to cause global food shortages. With the exception of fertilizers, how should a retail investor play this trade?
Thanks for your insights.
Ian

Read Answer Asked by Ian on June 13, 2022

Q: I'm hearing more and more about a looming global food crisis, largely due to the unfortunate situation in Ukraine and its impact on grain shipments. Apart from fertilizer companies, what other options do you feel would be good expressions for a global food shortage investment thesis?

Read Answer Asked by Scott on June 06, 2022

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Read Answer Asked by John on May 21, 2022

Q: Hi Peter,

It looks like capitulation is nearing. There isn't anywhere to hide anymore.

Would you wait for further drops in WMT, TGT, COST, L, and PBM or is it a good time to jump in on some or all of the these names?

Can you rank the stocks in order of preference for a 3-5 year or more hold in an RRSP? Would you purchase any of the stocks for a TFSA at this time?

Thank you
Debbie and Jerry

Read Answer Asked by Jerry on May 19, 2022

Q: Please recommend, especially during this uncertain economic times, two to three Consumer Staple stocks to hold, again for longer than 5 years. My aim is 5 % yield but I do understand that yields for good quality companies are usually low. I would be happy to invest in those with really strong growth down the road. This is what I have compiled with: NWC, PBH, ATD, EMP.a, L, MRU. By all means, please include ones that you feel would serve this purpose.
Thank you again for your insight. Roger

Read Answer Asked by Roger on May 17, 2022

Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Read Answer Asked by Michael on April 27, 2022

Q: I am low on my consumer defensive allocation.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.

Read Answer Asked by SV on April 25, 2022

Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks

Read Answer Asked by JOHN on April 25, 2022

Q: Hello Peter,

I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.

Your thought, please. Thank you!

Read Answer Asked by Nhung on April 21, 2022

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Read Answer Asked by Jacques on April 20, 2022

Q: What do you suggest in Food , Fertilizer and
Material stocks? I am looking at"beefing" up in those three areas as a protection for the present high inflation.

Read Answer Asked by Jean on April 18, 2022

Q: I hate the idea of losing money in a TFSA for a number of reasons that are probably best dealt with in therapy. However, letís say that we knew for a certainty that we were going to have a recession of unknown depth and duration starting in 2023. Come 2025 do you think you would have sooner held BCE, SLF, ENB, BAM.A, SMU.UN, and L (maybe 4% average yield with avg. PE in low 20ís) in a TFSA, or a 2 year GIC at 3%? Seems to me if a recession is deeper and longer than average Iím glad I had the GIC, if shallower and shorter, the equities?

Read Answer Asked by Stephen R. on April 12, 2022

Q: Could you rate these 3 companies for me best first and which would be best to add at this time. I believe they have all moved up recently and am wondering if I have missed the boat. Do you have an alternate choice? Should I add one position or 2 half positions.

Thanks again for your support and wisdom.
John

Read Answer Asked by John on April 11, 2022

Q: The phrase ďDonít trust anyone over 30Ē was coined in the 60ís, but as I head into CPP eligibility age Iím kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70ís, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80ís and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GICís (remember Trust Companies?) at double digit interest rates but wasnít invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.

Read Answer Asked by Stephen R. on March 23, 2022

Q: Do you feel loblaws is getting over valued.
I was surprised it is still only has pe of 20 times.
Is that traditionally high for a grocery stock. Is the price finally catching up to the fundamentals or is this a place of safety where people are hiding out till things settle down.
I have owned for years and wondering if i should take alittle off the table.
It still is at a comfortable weight in my portfolio as it didnt do much for the first 5 years that i owned the stock.

Read Answer Asked by Geoff on March 11, 2022

Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?

Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in

What% of my portfolio should be in energy going fwd

I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points

Realize more than one question here so deduct as necessary thanks for your help

Read Answer Asked by Terence on March 09, 2022