Investment Q&A

Q: I own a 1/3 position of each of the following: ANRG, GRN, and DNMR, and considering adding a little more to my environmental sector stocks. Your thoughts on these companies and is now a good time to do this? If so, do you like adding to all the above, or something else?

Thx again.

Q: Hi Peter and Team
Although a lot of down positions in my RRIF, I would like your opinion on whether to continue to hold XBC and Acuity Ads; both down so much that they make up less than 1% of the portfolio.
Would you hold on, or switch to a couple of your recent suggestions, ANRG and CTS (that have aslo dipped since your December reports.
Don't worry about tax loss and the RIFF is long term growth.
Cheers, Peter

Q: At today's prices what would your favourite 5, profitable and growing small/mid cap stocks be and 5 profitable and growing large caps be?

Thanks again for your calm, rational reassurances that this is not the first time (nor the last) that the market has taken an ugly turn down ........ and that each and EVERY time it eventually recovers to reach new highs. Its easy to make money when everything is going up, the key is to minimize what you lose (most often by doing nothing) when everything is going down.

Thanks for the wisdom

Scott

Q: Good Day Team,
I want to add Clean Energy.
ENPH looks a leader in USA
Would buy it now ? if not can please name 1 or two others stocks you like on Clean Energy in US or Canada.
Thanks
Best Regards

Q: In my TFSA, I have enjoyed the returns of CM, BMO, SLF, SIS. Not so much GUD and XBC. However, still good news. Am thinking of adding one of ANRG, ATA or T.
Very balanced otherwise, willing to take on risk. Please rank or should I add to the conservative side. Please free to suggest others....CTS? Well?

Q: Trying to decide between these two industrial names for a long term hold. Which one would you buy today?

Q: What are the possible reasons for ANRG dropping from a high of $25 in November to the current $17. At one point you thought it was buy at $19. What are your current thoughts?

Q: Dear Peter et al:
You have built a stellar reputation by choosing some very fine winners. SHOP/LSPD/PBH/KXS and others which have gone to become multi baggers to use Peter Lynch's phrase!

From your new picks, your holdings in Growth portfolio and from your watch list which do you think are your next multi baggers? Can you gaze into your crystal ball and share your insights? I won't hold you to your predictions!! :) You may speak freely!! Once upon a time articles used to appear in financial magazines titled, "Next Microsoft is here"!! :)

I am asking this Question specifically to buy with new monies for TFSA/cash in RRSPs and some in non registered accounts. If not stocks , ETFs would be fine too.
Many thanks in advance.
Mano.

Q: Hello. I have the above stocks in my TFSA and I have 6000.00 to add. Can you suggest any other stocks to add to this list or should I just add to the existing list? I have a 5-10 year time frame and I'm retired.

Thanks so much,
Louise

Q: If you had a well balanced portfolio and were looking to add some medium to small sized companies that were involved in industrial activity of various types, how would you feel about each of these companies on a scale of 1 to 10, with a 10 being a stock you definitely want to add right now, a 1 being a stock you have absolutely no interest in, and a 5 being a stock you thought was not bad, but not good enough to want to buy it. Say you have a risk tolerance of about a 7, with 10 being high and 1 being low. Looking for long term total return. ANRG, DIR.UN, FTT, GDI, HDI, ITP, NOA, XTC.

Q: Hi, have room for one, which one will perform the best in your opinion. Thanks and Greetings, Peter.

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.

Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC

Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard

Q: Management always seems to be one of the keys to the success of any company. Could you provide a list of companies that you consider to have top-notch management - any sector, any market cap but leaning towards small to mid cap, Canadian and U.S. I'm not going to put a number limit on this - just whatever you feel comfortable in providing, realizing that there may be too many to list for this type of question. Thanks.
Rob

Q: Which company do you believe has more long term upside potential? Would you make the switch from XBC today?
Thanks

Q: What are your top 5 picks in order of preferance for the small cap sector in the TSX and the Venture

Q: can I have your analysis on earnings - sell off a buying opp?

Q: What seems to have evolved from the Glasgow Climate Conference is the targeting methane gas. I have a small position in ANRG and am wondering if the latest news would warrant adding to it. In your sage opinion does the risk reward on this small cap look interesting?