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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: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?
Read Answer Asked by Steven on June 28, 2021
Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.
Read Answer Asked by Lai Kuen on June 28, 2021
Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry




Read Answer Asked by Jerry on June 28, 2021
Q: Hello Team,
What are your thoughts on the recent press release of XAU, with respect to their financials and their enterprises as a whole?Do you have a comment on the Impact of the Basel 3 obligations within the Banking system and its possible impact on XAU in the next few months?
Also would you like to comment on the Roy Sebag shareholder letter?I am interested in your view.
Read Answer Asked by ANDREW on June 25, 2021
Q: Back in 2018 (seems so long ago) you described AOI as “It is setting up to be an interesting value proposition.”
Does this statement still hold true and are there other micro-oil & gas companies out there that might be worth a look? Thanks!
Read Answer Asked by David on June 25, 2021
Q: Thanks for the wonderful work from the team. I am holding BRLXF since past 2 years. Have a good 100% gain. However in past 6 months its down significant from about $40 to $30. Do you still see a good growth potential for the stock or would you recommend something else in this sector. Holding period is long 5+ and comfortable with risk and volatility.
Also any recommendation on any ETF or something else where one can park cash component of the Portfolio. I hold about 10% of portfolio in cash to be deployed at times when market is over sold .
Read Answer Asked by Nimish on June 25, 2021
Q: For someone who is bullish on gun stocks, do you have a preference between RGR and SWBI? Is there any metric you would watch and compare to find a time that would be worth moving weight from one company to the other?
Are there any other gun stocks you would consider?
Read Answer Asked by Lucy on June 25, 2021
Q: On a 2 year horizon, (this account must close in 2 years) which has the more chances to do better? We would sell ENGH to harvest tax loss and buy TOI if the perspective in such a short time is favorable.
Thank you for your enlightening advise.
Read Answer Asked by Yves on June 25, 2021
Q: With so many analysts being quite bullish on the price of oil in the coming months I was wondering if you could give me a few Canadian O&G company names, besides CNQ and SU, that are more oily than gassy? Thank you.
Read Answer Asked by Paul on June 25, 2021
Q: I had bought this when the SPAC mania was high with the belief that this SAPC from Goldman Sacs would be a good investment and provide a decent gain as well as an Initial buy-in into a great company as people like us just cant get in any decent IPO..
Unfortunately, this too has dropped and I'm almost 20% down. Is there any news as to which company they are pursuing and please advise if I should hold or sell this and invest in a growth stock, as they are back in favor.

thank you as always your advise and guidance.
Read Answer Asked by Rajesh on June 25, 2021
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