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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: I've dug back in your past Q&A on this stock. I see you mention that this company has a high debt load. From what I gather, debt : capital is in the 55% range if I'm reading the figures correctly. Do you consider this high / worrisome? Is there a different metric you use that raises a concern.
I know this is a cyclical stock and am not planning to buy today, but want to put this info in my back pocket for a future purchase if the company is on solid ground.

For what it's worth, I agree with Kyle's comment yesterday about "Free Markets" (or lack thereof). With markets close to record highs and low interest rates robbing retirees of income from interest-bearing investments, do Central Banks feel they have an obligation to continually goose the market, or at least put a floor under it? Debt just keeps climbing at all levels. Will be interesting (scary?) when the music stops.
Read Answer Asked by James on March 05, 2020
Q: Hello: I sold BABA and cut TCEHY holdings in half last week in a bit of a panic and would now like to know of any US stocks you might suggest to replace these two. I already own GOOGLE.
Thanks. Lesley
Read Answer Asked by Lesley on March 04, 2020
Q: Hi there. It seems like in this Coronavirus hysteria nobody is excited about testing or treating cancer based on the trading of Guardant and Exact sciences. Do you like the current levels as a nice entry point for a speculative and long term position in each? It seems oversold unless I am missing a fundamental problem. To put a sharp point on the question, are they good buys today?

Thanks!
Read Answer Asked by Tim on March 04, 2020
Q: Hi 5i
I greatly appreciate and follow your US recommendations. My LIF has suffered serious losses and I wound like to build it back up with one of these US holdings or another you could suggest for a 2-3 year period. If all are suitable, please list in order of preference based on growth over risk.
Thanks
Read Answer Asked by Gary on March 03, 2020
Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.
Read Answer Asked by Joel on March 03, 2020
Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks
Read Answer Asked by dan on March 02, 2020
Q: Charlie Munger's philosophy has always been buy great companies at a reasonable price. When you look at EPS growth over the last 20 years for a company like Starbucks what would your evaluation be for average entry point price.
From Peak to Trough it went from around $16.30 in Oct 2006 down to $3.32 in Nov 2008. The negative sentiment back then at the time, reminds me of the Canadian Oil and Gas industry today. Thanks for providing such a useful chart in your companies profile section.
Gord
Read Answer Asked by Gordon on March 02, 2020
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