Q: The Schiller P/E ratio is 37.21 today, higher than it was on Black Friday, 1929, and second only to it's maximum of 44.19 in Dec. of 1999. This overvaluation is confirmed by the Market Cap / GDP ratio. Those extreme highs were followed by extreme corrections. How should we prepare against such an eventuality?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Looks like Morguard Real Estate Investment Trust Trust Units has been moving, can you please give me your latest opinion, their recent Q'ly results. Would you recommend this for a non registered account?
Thank you for the excellent work and take care
Atchuta
Thank you for the excellent work and take care
Atchuta
Q: I have noticed that you have started to recommend TT in the last month or so and it has also appeared on your disclosure list when asked about US stocks. Can you tell me what about this company makes you recommend it when it is at close to a 40xp/e in the industrial sector. I am thinking of replacing SIS with it as I am overweight Canadian stocks and underweight US stocks according to portfolio analytics.
Q: I am deploying a lump sum and I had an initial 1% position if LSPD bought at $56 in middle of November. I am up close to 40%. I know they signed a new deal in the U.S. yesterday and there's good momentum. Should I take my quick profits or let the value of the stock build. I originally was planning to build a 3% in LSPD over time. Its tough given the valuation is so high, but may go higher or may be much lower in a correction.
Thanks,
Jason
Thanks,
Jason
Q: Hi group am getting interested in marijuana again can you tell me which ETF is you favorite (CAD or US) also what would be your top 3 individual stocks. What are your views in general on the sector Thanks for you help on this
Q: On Yahoo Finance, the earnings per share of su and su.to are +2.27 and -4.24 respectively. the earnings per share of cnq and cnq.to are +2.31 and -.50.
Witch is the correct one and why this discrepancy?
Peter, CONGRATS on your new job and bless you for telling your public instead of just pulling out and say nothing.. Merry Christmas to your staff.
Witch is the correct one and why this discrepancy?
Peter, CONGRATS on your new job and bless you for telling your public instead of just pulling out and say nothing.. Merry Christmas to your staff.
Q: Just wondering about your opinion of the Globe and Mail 2020 ranking of Board of Directors.
https://www.theglobeandmail.com/business/careers/management/board-games/article-board-games-2020-how-we-ranked-canadas-corporate-boards/
Would appreciate your suggestions on where to look for information or ranking of the best lead companies in the Canadian markets
https://www.theglobeandmail.com/business/careers/management/board-games/article-board-games-2020-how-we-ranked-canadas-corporate-boards/
Would appreciate your suggestions on where to look for information or ranking of the best lead companies in the Canadian markets
Q: What is your opinion on scotia resource fund, what would be better.
tia pat
tia pat
Q: Hello Peter and Team,
Looking to for an inflation hedge for my Son's mother in law. She just sold her house and has all her money in cash. She isn't very comfortable with investing so gold won't work. We are slowly putting her TSFA contribution in VBAL as we need some growth for the future (approx. 25% of the cash), but that is all she is comfortable with investing. What are your thoughts on ZRR? Is there any other product you would recommend as an inflation hedge?
Looking to for an inflation hedge for my Son's mother in law. She just sold her house and has all her money in cash. She isn't very comfortable with investing so gold won't work. We are slowly putting her TSFA contribution in VBAL as we need some growth for the future (approx. 25% of the cash), but that is all she is comfortable with investing. What are your thoughts on ZRR? Is there any other product you would recommend as an inflation hedge?
Q: I saw on the news (CBC TV) last night a segment about delivery of Covid-19 vaccine which requires deep refrigeration. There was a picture of a truck with a sign on it "Brinks Healthcare". Do you know if Brinks is, or will be, involved in the delivery of these vaccines?
Thanks,
Jim
Thanks,
Jim
Q: Hi folks
I don't understand how AZEK did not appear on anyone's radar while it is the largest of the 30 public holding of the Ontario Teachers' Pension Plan at 17.65% of the portfolio.
Grateful to you for sharing more investment grade info on the company.
Thank you
I don't understand how AZEK did not appear on anyone's radar while it is the largest of the 30 public holding of the Ontario Teachers' Pension Plan at 17.65% of the portfolio.
Grateful to you for sharing more investment grade info on the company.
Thank you
Q: Good morning what is your take on the Q they reported? Do you see this ever getting back to the 12-15 range? thanks
Q: Any update on this company?
Q: I know these are very different companies, but would you pick one over the other? Or do you think a bit of both would make sense? PKI is my only energy holding at this point.
Thanks.
Thanks.
Q: If you had to choose between Enbridge and TC Energy - to hold for the next 10 plus years, with the goals of preservation of capital (acknowledging market risk) and overall dividend return during that time period, which one would you choose?
Q: good morning. with most of the banks reporting now for year end and most of the majors making a ton of money again this year can you see that dividends will be allowed to be raised again starting next year or do you see problems in the future.
i noticed bank of nova scotia did not raise at all this year and hoping that they can restart again next year.
i noticed bank of nova scotia did not raise at all this year and hoping that they can restart again next year.
Q: What is the net asset value of dfn at present and where can i find this on my own in the furure? thanks
Q: Good Morning,
What do you think of ERE.UN for a TFSA or an RESP for a long term hold? About 10 years maybe?
Thanks
What do you think of ERE.UN for a TFSA or an RESP for a long term hold? About 10 years maybe?
Thanks
Q: REITs and REIT ETFs: You do not recommend REITs in unregistered accounts nor in RRSP, is it OK to have REIT ETF instead of REIT in unregistered account in order to do easier calculations if selling ,concerning income tax declaration : I use only the T3 or T5 provided by the bank, is it OK then ? 2) Concerning RRSP the tax rate is usually not high when we are retired since salary is lower so s it OK to have some REITs or REIT ETF in my RRSP?
Q: Would it be worth doubling down on AFN. It's a 2% position and is worst performer in my margin account being down 46%. Still hanging on stubbornly.