Investment Q&A

Q: Am I correct in concluding from my calculations that investors place a lower value on GS shares than they do on firms like MS and JPM? If yes, is GS’ share price discounted because GS carries a higher risk than its peers ? For GS my calculations have ROE at 16%, and PEG at 1.25. I cannot work out ROCI— I come up with a bizarre number. What are your ratios for all these please?

Other than a high debt level, would you have concerns about GS that amateurs would not see? Is GS a reasonably good investment based on both its own projections, its actual history, and projections by the more insightful “Mike Mayo type” analysts? (I don't have access to Mayo’s research) .

I am fully allocated to financials, but that seems to be one of the few sectors that possibly has some value. Correct? I find worrying about “diversification” and “allocations” rather tiresome. Do you find time spent on “proper” allocation worth while on your own PERSONAL accounts ? Really?

Q: For long term US financial exposure I hold JPM, BAM and C. Wondering if I should sell C and consolidate into JPM/BAC, or buy GS, or do nothing at all?

Thanks.

Q: Merry Christmas

What is your opinion on GS

Q: Do you feel there is a need to go into the US to get additional financial exposure, into something like GS or JPM? Or would RY be sufficiently diversified given its size, and international diversification.

Q: Good day,

Which US banks would you recommend for long term hold for some exposure?

Thanks for all the work you do.

Cliff

Q: thoughts of this lower volatility, more defensive us holdings?

Q: HI 5i,

Concerning American banking system, rumors are that under the Trump governance, some banks have gone back to the same financial strategies as before the financial crisis of 2008. I do have those 3 American bank in my retirement portfolio. Should I get a ride of those and, if the answer is yes, any suggestion for replacement.

Thanks you

Q: Greetings,
All of the US investment banks are struggling so far in 2018. Is there some reason for this and is this a good time to add to ones holdings (i own JPM) or would you prefer something like a Bank of American or the Regional Bank ETF.

Q: Hi
Would you consider GS a buy sell or hold after these earnings? They best but stock is now down.
Thx

Q: Looking to add a US financial. I already own MFC, RY, TD, BNS, JPM. I'm looking for a 6-7% total return so I don't really need to get too aggressive. Was thinking about GS. Any other recommendations that would fit my criteria? Thanks

Q: Hello Peter and Ryan,
I was thinking of putting money in CME, SQ, GS, GMP (toronto), XAU(toronto), and MOGO(toronto) as a means of getting myself started on investing in bitcoin. Any comments? Lastly, when a company like CMED is reluctant for a takeover, does this normally imply the company is looking for more money on the table or feels it can do it on its own? I know that is a speculative question but in general as it seems CMED is not backing down. Thanks very much.

Q: Hi Peter and Team,
I recently read an article on bitcoin. In this article, the author identifies a number of companies as equity proxies for bitcoin. Square (SQ), Advanced Micro Devices (AMD) and Goldman Sachs Group (GS) are 3 of the companies mentioned in this article.
Would you please enlighten me on the connection between the 3 above-mentioned companies and bitcoin. Your comments, as always, would be much appreciated.
Cheers,

Q: Would you sell USB.us if you held it and replace it with Goldman Sachs GS.us instead? OR would you keep USB (assuming your allocation allowed) and simply ADD Goldman? I’d appreciate some SUBSTANTIVE reasoning , would really apreciate that. Many thanks.

(PS: I reviewed your previous comments on Goldman Sachs and was baffled by your responses. Goldman a target for takeover given anti-trust rules & regs? And: Goldman I could not see where made the acquisitionist you referred to; nor does Goldman pay the dividend amounts you mentioned. Nevertheless , I defer to your expertise)
I have a question about 854

Q: Given the attack by Trump on financial regulation in the US, do you think it is a good time to add companies like goldman sacs and wells fargo or perhaps Jpm to my portfolio. Thanks.

Q: Could you please give your opinion on GS latest results of Feb 3
When are the dividends payable. Would you own this stock for a 5 year+ hold?

Q: I have a position in GS. Could you please comment on recent results and your thoughts going forward. Many thanks as always.

Q: Hi Peter and Team,

GS is down over 7% today on an otherwise good day in the markets. Any substantial news that would account for this steep drop? Thanks in advance for your valued advice.

Q: I would appreciate your opinion on the retirement of Mr.Webb as well as your assessment of their assets under management and their performance fees.Thank you, Don.

Q: Your thoughts on the latest quarter please

Q: Do you see much growth potential for GS in the near future or is it just a income stock. It is well off it's highs for some time now and just don't know if it's worth continuting to hold or use the money elsewhere for better potential for growth.
Thank you.