Investment Q&A

Q: Hello,

I realize that you don’t focus on the US market but I have cash to deploy and would appreciate your opinion.
I am looking for 4-5 stocks regardless of sector to buy into this market dip. What would you suggest?

Thank you!

Q: Am thinking of adding to DIS and am wondering what the outlook is for the 1/4ly results coming up on the 6th of Feb. I notice a pullback today. Is this a good time to add.
Thanks Jack

Q: I have virtually no direct exposure to the US market at the moment and wish to rectify that. My risk tolerance is moderate with a minimum hold of 5+ years.
I am considering adding IWO and MTUM to my RRSP plus 2 or 3 other stocks for diversified exposure. What are your thoughts with this strategy and can you provide a couple stock suggestions, your reasoning behind them, and perhaps how best to allocate the funds?
Thanks for the great service.

Q: Is now a good time to buy Disney? Is there growth potential?

Q: Please comment on Disney acquiring Fox.... I own a small position ... I don’t know if I should buy more , or sell . I presume this is a good move from a cash flow perspective. How manageable is their debt ?




“taking on a lot of debt.

Q: Given the some of the uncertainties surrounding DIS, including how their new ESPN streaming service will perform, Bob Iger's impending retirement and the stock's poor price momentum of late, do you think it would be reasonable to exchange DIS for PCLN (after its modest pullback) for a very long term hold in the US consumer cyclical portion of my portfolio?

Q: whats your opinion on dis thanks

Q: Do you think the recent decline in DIS is an opportunity to increase a position?

Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim

Q: I have held DIS for about 3 years and have a gain of 30% but it has not done much lately and seems to be range bound and having problems in its ESPN division. I'm thinking of switching to QQC to get some exposure to US Tech and hopefully more growth. What is your opinion of this move?

Q: In response to Robert's question about the loss showing in his Investorline account for DIS, Investorline uses the exchange rate on the day you bought the shares for the cost basis, so it does sometimes seem misleading if you try and track your US purchases in US currency.

Here is BMO's explanation from the Investorline platform:
The Unrealized Gain/Loss is the difference between the current market value of the security and its original cost. Where applicable, the original cost will reflect the exchange rate in effect at the time of the purchase while the market value reflects the current exchange rate. This exchange rate is updated periodically throughout the day and this may cause some slight fluctuations in the market value and unrealized gain/loss.

Q: Hi,

I purchased DIS just over a year ago at $111.58 USD. It closed today at $111.30 USD, showing that I'm down 4.4% in my BMOInvestorline brokerage account.

Math isn't my forte but that unrealized loss doesn't sound accurate to me. Is it somehow a reflection of the currency fluctuations? I don't understand.

Thanks,
Robert

Q: I have held Disney for nearly two years and am down slightly. I am wondering if it is time to move on. Do you see it getting back to its highs of $120 any time soon?
I am looking at the sector rotations and thinking this could be a source of cash especially if you come out with your list of stocks to watch out. The market has been hardly cautious.

Q: HI
Is it a good time to buy more DIS as they are down.
DOl is expensive but seems to have still room to grow.
Regards
Margita

Q: I know you don't really cover US names but do you know approximately what percent of DIS's revenue comes from ESPN? I haven't watched it but my friends that do/did say it is pretty awful. I'm worried the worst is yet to come for ESPN.

The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/

Q: Can you tell me the current P/E and the historical sector PE of each one?

DIS
CRM
WBA
GOOG
RTN
KMB
HSY

Thank you, Shane

Q: Hello Team, I realize these three are very different companies. But could you please rank these in order for a conservative investor with at least a 5-year time frame to hold the chosen stock? No need to hit homers. A longer-term 5-7% annual return would be just fine! Thank you.

Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?

Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America

I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.

But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?

I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.

I would certainly appreciate your thoughts on this process.
thanks

Q: Good morning everyone,

Something is not making sense in the market here. Disney buys 33% of Neulions competitor BAMtech for $1 billion.

$1 Billion / .33 = assumed market cap by Disney (liquidity discount most likely applies, but lets negate it) of $6 billion.

Neulion has a market cap of $220 million.

Neulion has, NBA, NFL, global soccer, UFC, tennis locked in, BAMtech has NHL, MLB, PGA. Therefore Neulion > BAMtech in my mind.

$3 billion > 220 million by 13.6x. Is there something I am missing in regards to this massive valuation difference? Technology? Does Disney see some second level of montetization that the market can't comprehend? A special deal perhaps? I picked up more to make a medium sized holding, but will sell if you guys could potential shave off the valuation gap.

Q: Could you please update your list of US Stocks suitable for a covered call option writing strategy. The list I have from January is:
GOOG, AAPL, GRMN, FB, CALM, WETF, DIS, UTX, SBUX, WWAV, CSCO
Are these still the best choices at this time? Any changes or additions?
Thx, John