Investment Q&A

Q: Reviewing your " New Reports, Market and Portfolio Updates!". You added to tve, and kel. When were these added to the growth portfolio or are they new positions at this time.
Thanks

Q: I am down 21% on BABA and even more down on UPST and AFRM. At this point, with a plan to hold for 3-5 years, would it make sense for me to sell all my BABA and invest in UPST and AFRM. Which of the 2 is expected to have a better upside in 3-5 years? Which of the 2 is riskier?

Q: I read recently that Apollo Global Management acquired a significant ownership in Martinrea. Although, now I can’t seem to confirm the source after a google search. Anyways, do you see a scenario where MRE is acquired by Apollo or another Asset Manager like Brookfield? Can you rate the probability on a scale of 1-10 whereby 1 is least likely and 10 most likely. Many thanks in advance and I must say I really enjoy your service.

Q: BAM had a brutal day today and has lost 10% previous to today. So we are off close to 15%.Would you view this price level as an attractive entry point for this name?

Q: the above renewables are all down substantially; are there one or two that are worth buying at this time?
Thanks,

Q: There is a lot of M&A in the gaming space, Zinga being bought buy TTWO and ATVI by MSFT today. Is there any company that you se being interested in EGLX?

Q: Hi 5i,

For all of the companies you cover here, when you rate stocks, what is the most important factor you consider first? Do you actually meet with the senior management face to face on regular basis, or occasionally, or never? In any case, how you rate their management teams?
Thank you very much!

Q: Looking to the future and the EV space. I know GM and F are making big inroad’s and have the scale. However, what about TM as an alternative play. It has a decent divd and has had a long lead time in EV’S relative to NA players…and arguably a more reliable product.
Looking at this as a long term US divd play

Q: The New Report I received yesterday in my email shows "additions" of 1% in the growth portfolio to Kelt and Tamarack. When were the initial positions taken?

Q: What do you think of the M & M acquisition. I thought it appeared to be a sound strategy and should increase in store customers and purchases.
Cheers, Chris

Q: If I want to initiate a position on GSY, what would you consider to be the optimate price? As well, GSY has dropped over 8% since the start of 2022, will it fall any further?

Q: Any updated thoughts on VSBY since the new CTO, Intel JV, etc? The tech sounds hugely scaleable and they have some interesting partnerships.

Q: Hello Peter,

With ATVI trading 15% below the acquisition price, what would you say to selling SQ or PYPL or both? and investing the proceeds in ATVI for an approx 15% return in the next few months.

Both PYPL and SQ have been a long term holding for me and while I do expect both PYPL and SQ to bounce back a little I am not sure of a pop greater than 15%. Eventually I will have to decide between the two for a longer term hold. I would like your suggestion here.

ACTVI seems more certain although not 100 % risk free. So does this seem to be a good trade and an arbitrage opportunity?

I own SQ and PYPL in a 2:1 proportion.

Regards
Rajiv

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: I have a question for shopify it looks like there next report will come out on February 16. This company took a beating of $500.00 per share in the last 3 months, i am looking to get my feet wet on this company would you have any idea if they meat or beat their target can you see it taking off again.. And my other thought is i read alot of bartchart and it gives you signals like buy, sell, and hold which i do not follow it to closely but what i do check out on the companies that i am looking to add to my portfolio or if i already have them and that inside trading now i know why the tech's are taking a beating, pretty well almost all of them but not CSU in the last 6 months there is about 10 to 1 ratio that are mostly sellers. Some of these ceo or vp do not believe in their company. Thanks again guys sorry for making it so long you may charge me extra points.

Q: I am a little embarrassed to admit that I am in all tech and growth companies. The rhetoric now about the interest rates, the war activity in Ukraine/ Russia, Threat of invasion China to Taiwan. Inflation and other factors that create the current environment. The question is boiled down to when do we see big tech i.e. MSFT, Tesla, NVDA and little tech : EGLX hit bottom and make gains again? CNBC Tom Lee Fundstrata says first half is volatile and choppy and the second half of 2022 we see gains and steady improvement. How low does the Nasdaq go before a upwards turn?

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).

Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.

Q: Hi!

What is your take on gold (investment-wise) in general and ABX in particular?

I ask because I am getting some vibes that the sector is ready for a big move up.

I would like to go on more on vibes though.

Cheers,
David

Q: Peter et al:
Would you kindly give me an opinion on this etf, including mer and some better alternatives. It is at an all time high so maybe I am late to the rotation. Maybe the other side of the equation IWO would be better to watch and buy when it goes lower.
Thanks,
BEN.