Investment Q&A

Q: I have been investing for a long time, and have always looked carefully at the p/e ratios and other valuation metrics of stocks that I have bought. I've always felt that the valuation of a stock matters. I read 20 or 30 years ago that the ultimate value any stock holds is the long term ability to generate profits and return these to shareholders in the form of dividends. Lately, it seems that a lot of that is being ignored. There are so many well owned, highly regarded stocks that aren't even profitable on a GAAP basis, and p/e ratios are non-existent in many cases because the company is losing money. I like growth stocks, but it just seems to me that there needs to be some kind of reasonable valuation factored in as well. Many of these high flying tech stocks are now trading at multiples of sales instead of non-existent earnings, and many of those at 20, 30 or more times sales. I know that you like a lot of these, so no need to specify any particular stock. I can see that these companies are growing revenues rapidly, but it can't be as simple as that can it? The revenue is going up 40% or 50% or more a year, and it's a good business, without a ton of debt, so it's a buy? Isn't there some kind of limit? Not trying to be critical - I own some of these high priced tech stocks myself. Some of them, I just can't get my head around what looks like astronomical valuations. Thank you for any comments or insight.

Q: May I please have your opinion of AT. Thank you.

Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John

Q: Do any of the mega tech names stand out as good buys ? I’m contemplating buying MSFT.

Q: Just a general question. With markets at all time highs, but the virus is still a big part of our lives. While the market is forward looking, a lot of damage has been done. In addition, this would be the first recession with only 1 wave of selling as opposed to multiple waves. Do you think there are near term risks or are we just headed higher and try not to overthink it, but leave some cash on hand for future opportunities? How much cash? 20%?

Thanks,
Jason

Q: The share price is now about $1 above the deal price. Sell or is a higher offer coming?

Thank you.

Q: Hi 5i,
I've been considering taking a position in REAL, especially now on the dip. However, and while I understand there may be many reasons why insiders sell that don't necessarily reflect their view of the future health of 'their' company, the number and size of sells of REAL by management over the past many months (particularly by Jason Smith) give me 'real' pause. Could you give your opinion on the insider selling that's taken place with REAL in the past year or so, especially when coupled with what I think is an almost complete lack of insider buying?
Thanks,
Peter

Q: Hello, could you please add fpxi to your database and tell me your thoughts on the ETF

Thanks, Michael

Q: I am looking to buy a position in U.US (Unity Software), but I need to sell one of the other listed companies to raise the cash to do this. Which one would you sell (or trim) to do this, taking into consideration this would be a long term investment. I am looking for maximum share price appreciation. Thanks

Shane.

Q: Hello!

What is your current take on the company? They have reported what would appear promising two quarters as far as revenue while successively reducing their costs yet the stock has done nothing since it first bottomed in September. Overall there is not much movement despite of volatility. Any thoughts would be greatly appreciated.

Q: I’m seeing more and more questions from members about the EV space. I’ve taken a small position in EXRO with money I can afford to lose because their technology could be a game changer. I’m comfortable with the thought they may not succeed. It seems to me you always wait to endorse until a company has established a track record through sales, etc. This is obviously sound investing advice but doesn’t apply to many startups or companies with new technologies. I don’t often take ‘a flier’ but I feel we’re observing a sea change in energy and related industries. Could you discuss the EV space and identify some of the companies who may have your interest if not your dollars.

Q: I would appreciate any information that you have regarding the FDA approval and general info on the company $TLT-X Theralase.

Thanks Valter

Q: For a long term growth position would you choose REAL or PLTR or both and why?
Thank you for your service

Q: I like GRT for it's industrial focus and international exposure.
Am thinking of buying some.
Any comment would be welcome
Thanks, jerry

Q: Good Morning
Do we get the dividend tax credit from Canadian stocks listed in the New York stock exchange?
Thanks.

Q: what do you think of scr.?
Phil

Q: I'm a buy and hold investor. I have a 2.86% position on Enbridge and 3.22% on TC. Would like to increase to about 4.% for each. . Looking primarily for dividend income. Thoughts ?

Q: your views on this company.
I'm having a hard time digesting the deal with Glencore and what it means to the company. Can I have your professional opinion on this company as an investment over the next 3-5years?
Thanks

Q: Hi team,

I’m seeking to create a globally diversified all equity portfolio using low cost ETFs that accurately represent the market cap of each country for a 10-15 year hold. I also hold ZUT as an alternative to fixed income and am contributing to an inflation adjusted pension through my employer. For some real estate exposure we have two single family rental properties in slow and steady Manitoba. A small portion of my portfolio is in bitcoin as a hedge against inflation, not more than I’m comfortable loosing. BTC has been this year’s best performing asset but there are mixed opinions on its future and what I do own doesn’t cause me to loose sleep.

Currently my core holding is VEQT which is heavily overweight in Canadian equities. There are numerous ETFs for investors to sift through, many of which are very similar and it can be a bit overwhelming.

Firstly what are your thoughts on the strategy of holding a globally diversified portfolio that most accurately represents the market caps of each country? Or are there benefits of being overweight in certain countries, and if so can you recommend some ETFs?

If you believe being globally diversified with weightings equal to a country’s market cap is a sound strategy can you recommend some ETFs that would achieve this. I’ve been considering switching VEQT to VXC, XAW or XEQT.

Thanks for all the fantastic information and guidance. I really enjoy the investor education your service provides.

Q: What's the best way to play gold as insurance against inflation? An ETF? A mining company? What do you recommend? What do you think of AEM?

Thanks,
Robert