Q: Hi, what do you think of these names to take advantage of the pullback in the financial sector due to the SVB bust? Or would you just stick with JPM and BAC? I realize that not all these banks are exactly comparable. Thanks,
Q: What do you think of investing in this company at the current time? The national post ran an article today about the weight loss benefits of Ozempic. And to maintain the weight loss, one needs to take it for life. Do you think this opportunity has already been priced into the stock? Appreciate your thoughts. Thanks
Q: Please provide an update on Equinor ASA and some comment of their recent moves acquiring more north sea oil exposure. I believe they also expanded holdings near Newfoundland.
Q: INDA has been week. I've always thought I should get some exposure to India but never have. Why has it been weak? Do you think the India growth thesis is still intact? What do you think about INDA as a way to play India growth at the present time?
Q: I have been sorting my portfolio now I have transitioned from an advisor managed portfolio to one I manage myself. This stock is less than 1% of my portfolio. I bought it, sold not long into the pandemic and purchased some last year. The decision I have is do I add to this near these levels or drop it and focus on growing a position in another industrial stock in the portfolio (CN (thinking of switching to CP), CJT, EFN, WTE, WSP, XYL). For me geographic diversity is currently 90/10 Canadian in this sector.
Q: What is the correct symbol to trade the Mercedes ADR in the US.
I get DMLRY when I search it in my service provider. I have also seen MBGYY and MGBAF but can’t trade those apparently. Also no recent trade history comes up. Why is that, can’t believe it’s not trading?
Thanks,
Len
Q: What do you think of Fresnillo (FNLPF) as an option for Canadian investors? The volume of shares being traded seems very low, but just today (Feb 16th) the Globe & Mail ranked it number one on a list of “silver producers with sustainable dividends”.
Q: How does AU (AngloGold Ashanti) stack up against other gold miners? Their stock fell 6.57% today (2/15). Any information you can provide about the quality of their assets and management, as well as their growth and cost of production, would be appreciated.
Q: I have been looking at both Stellantis and Mercedes Benz (via ADR) as potential investments. Both pay above a 6% dividend and both have performed well on a year-to-date basis. It seems as though the dividend for each is paid yearly: is this accurate? Also, would either investment be sensible for someone looking for stable dividend yield with some growth of the underlying investment? Any insights will be much appreciated. Thanks so much, and I look forward to your commentary.
Q: With China sending UFOs to annoy Biden and inconvenience Justin do you feel this could cause issues with holdings in China? My only exposure is in VEE so wonder if I should sell it and buy a ex china emerging market ETF. Do you have a recommendation for a VEE replacement with no or much less China exposure.
Q: Peter and His Wonder Team
I have owned this bank for several years and am aware of all their problems. I know they are in transition and restructuring. I realize they are at risk but am wondering if at this point it could be viewed as a possible contrarian play. It seems so cheap to what I paid in the past that I am thinking that maybe I have nothing to loose in buying more and at least recovering some of my money back. Of course that means that they will survive and not go bankrupt...even a take over might lift the value. Or do you think I am just in dream land? Thanks for your opinion as usual.
What is your evaluation and views on Bouygues Offshore ?
Solid company ? Reliable ? Good future in America ?
I understand it operates in Canada as Colas Canada. Have you ever heard of it ?
Gratefully,
Q: Hello Peter,
I don’t have any investments in my portfolio in the emerging market, especially in China. Would you please recommend a few stocks and/or ETFs for 5 year or longer holds. If possible, please provide on each of your recommended investments an approximate price-entry point. In general, what percentage of my portfolio should be allocated for this market?
Now, I realize this is not your area of tinkering and please, if you feel its an area you are not comfortable with, say so.
In the many podcasts and financial shows that I follow and listen to a growing number of 'experts' ae waxing eloquent on how they expect the markets ex NA, whether they be EM or Europe will outperform over the next year +
Can you tell me
1)Do you agree with this, why yes or no?
2)If one has no direct international exposure should one , in your opinion own something to give then that exposure. and
3)Finally if you do agree what options would you reccomend investors consider.
Q: Hi Peter, I would like to know your opinion on Hindenburg Research report on Adani group share value which has resulted in substantial share drop. In india general perception is that it is politically motivated with offcourse different views among experts. Just to highlight importance of this report that these type of negative reports have capacity to change governments.
Q: You have mentioned both VIU and VXUS for International exposure in a portfolio. Can you please explain the difference between them? Would one be better than the other as the only International exposure in an ETF portfolio?
Thank you!
Q: The Hindenberg report on the Adani group have hit its stock prices significantly and caused quite a splash in the Indian stock markets. What are your thoughts on this short seller report ? Do they have any credibility? Thanks. Shyam