Q: Dear 5i
With the recent chaos in the markets i had gone to mostly cash but kept the bond ETF`s ( CLF , CBO , XBB , ZAG ) , only to watch them go down quite a bit as well . It's a bit concerning to think that i was well protected to the down side ( at least i thought i was ) , only to see bonds go down . You would think with interest rates going down ( generally good for bonds ) bond yields going down that bond prices typically go up . But such haven`t been the case . In light of all this should i be temporarily reducing my bond exposure or is the worse over do you think for dropping bond prices ?
Would appreciate your insight .
Thanks
Bill C.
This maybe a naive question but I'm curious about falling prices of oil stocks. If a companies stock price goes to Zero does that mean the company is bankrupt and will go out of business? How important is a company's stock price to it's operation. We know that a stock's price doesn't always reflect a company's NAV but many oil company's stock prices are so low what's stopping a large company like Suncor from buying all the stock of cheap companies, other than that they are lousy businesses.
Q: XRB is 100% government bonds and is now trading at a substantial discount to NAV. How can this be as the bonds are all government issue and (hopfully) the government is not going to default? Is this another case of dumping anything for cash or is something else happening? Would you enter a small position here as hedge against inflation down the road?
Q: What’s your current thoughts on CAE? long term holder but a large portion of my gains have been lost recently. I assume due to the thought the demand for simulators and their services will drop?
Q: Is there any company-specific reason for big drops in CIGI in the last few days other than market-related issues. They recently acquired an Engineering service firm, any concerns there in general as well as any debt/share issuance concern?
Q: Hi, if I was going to buy one or two utility companies and one or two REITs for reasonable income, growth and safety, which ones would you recommend? Thanks.
Q: Hello,
Please comment on my logic based on relative beta's :
If I sell my holdings of XTR and buy equal amount of ZRE, in theory, is there more of a chance that in a market recovery, the overall return for ZRE will be higher simply because it fell more and can therefore rise more?
Or is that too simplistic considering there are so many moving parts?
Q: In general, when the markets come roaring back, do investors tend to load up on those companies that weathered the storm (kxs, real thus far) or promising companies like lspd or stc who are taking a massive hit?
Thank you,
Kevin
Q: Having read their financials, I am trying to understand to what extent they have hedged their revenues. If I am reading this correctly, I not seeing many call options on oil beyond the first two quarters. Any concerns over their ability to weather the storm, debt wise? Long term debt isn't due for a few years. Covenants could be problematic? Cuz the stock looks very cheap.
Q: I own some CU. Knowing this, would ACO.X being more diversified, be good value at this price to hold as well as CU? Any thoughts on ACO management? They seem to have held up well in past "strained" markets and the dividend is nearing 5%. Good for a dividend investor?
Q: Would you have any recommendations for individual corporate bonds with decent yield to maturity for up to a 7-year term? Based on my research, yield remains low for decent quality. Thank you!
Q: Do you think it would be wise to invest in BRK at this time given the weakened balance sheets of some companies he may be interested in? With Buffet's stockpile of cash he may be looking to make his long-awaited "elephant-sized" acquisition in this beaten down market.