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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: You've recently mentioned the potential effect of activities of money managers on this market, specifically buying and selling to make targets to ensure their best bonus and keeping up with their competitors.

When does this sort of "bonus securing" activity occur-now near the end of the year? Every quarter?

I suppose I'm hoping to know when large institutional buying and selling are at their highest and lowest, over the course of a year.

Cam
Read Answer Asked by Cameron on November 01, 2018
Q: This is a market question. Yesterday, markets were up nicely until news of more US tariffs on China came out, then they plunged. But they plunged deeper in Canada than in the US. Would you have a try at explaining why that would be given our valuations are cheaper and US tariffs on China would have no impact on us? It seems every time US markets drop due to China tariff concerns ours go down more. Are we in a bear market in Canada? Morgan Stanley has said the US is now in a bear market and all rallies should be sold because it's going to get worse. Would you advise that here?
Read Answer Asked by John on October 31, 2018
Q: As a result of the recent decline in the North American equity markets I would appreciate you advise the current % weighting of the various sectors of the TSE, S &P 500 and Your recommended % weighting of those sectors.
In regards to your recommended weighting of the energy sector what portion would you suggest should be in the energy producers and what portion in the energy infrastructure companies i.e Enb, Key, PPL
Thank you
Read Answer Asked by Terry on October 29, 2018
Q: I am a retired, conservative, dividend-income investor. I have added ROE and Payout Ratio to the metrics that I track to assess the securities that I hold. Can you give me some ballpark levels that are a good starting point? For ROE, is >10% a reasonable level? For Payout Ratio, is <90% ok? I suspect it differs by industry (eg. I know the banks are around 50%), if so can you lay it our for me...thanks.
Read Answer Asked by Stephen on October 29, 2018
Q: According to Bank of America while individual investors are still buying stocks, institutional investors are selling. Is that a bearish sign ? Typically professionals exit the market before a major downturn and retail investors as always late in the game throw their money into the market at a wrong time. What are you thoughts on this?
I have recently bought SIS, PBH and other 5i BE stocks. I had placed some stink bids with my buy price atleast 10% below the price about a month ago and all those transactions went through to my surprise. The stocks are still falling further. I know for long term investment one should not worry about 10-20% fall in good companies but are institutions selling the companies followed by 5i portfolios and may be they are waiting to come back in at a much better pricing in near future ?

Thanks for the great service as always
Ninad

Read Answer Asked by Ninad on October 26, 2018
Q: I have received a proof of claim form for Amaya Inc. Securities, Seattle respecting a class action suit. I have received a dozen of these for companies that I have held in the past. My one experience of spending many hours filling out forms and paperwork and research and dealing with Siskinds LLP was after 2 years and a lot of my time, in the hopes of recovery my losses ($5,000.00), I received $150.00. Is it worthwhile for shareholders to go through this, or is it strictly a benefit to the lawyers to collect names for their suit?
As I started to bring this to your attention, I noticed someone has written in about webinars. Where do I find them? Thank you Dennis
Read Answer Asked by Dennis on October 24, 2018
Q: Based on some of my recent readings, it appears that companies with long term vs short term thinking and decision making processes outperform in the long run. A few companies that come to mind for me would with management teams that don’t worry only about their quarter to quarter numbers would be CSU, JPM, Berkshire and Amazon. Can you name as many companies as you see fit that meet this criteria ‘long termsism’ thinking that would be good long term buys in the USA or Canada? Thanks again
Read Answer Asked by Aaron on October 24, 2018
Q: I'd like to put some money in GIC's. Do you have any recommendations? My bank's GIC rates are much lower than the third party rates. There's only a flat fee of $20 to buy them so that doesn't bother me. The best returns seem to be offered by "Manulife Bank" and "Equitable". They are almost double the big banks. I'm leaning towards Manulife. Is there any risk when buying GIC's?
Read Answer Asked by John on October 23, 2018
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