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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: Current price $40.57(5yr low),6.62% yield(mainly due to drop in price,partly div.growth)& high $66b debt.A rising interest rate environment,which will be further aggravated if Trump impose tariffs.New York Fed Governor W Dudley stated"raising trade barriers would risk setting off a trade war,which could damage economic growth prospects around the world".Recently filed for potential mixed shelf offering.Will be dilutive & negative if sell shares @ such low price(remember CPG which keeps on issuing shares).However it does have $10b non core assets,of which $3/4b are to be sold In 2018.Have not heard of any sale,maybe not getting the desired price. I have 1/2 position @ $49,so add,hold or sell.Txs for u usual great services & views.
Read Answer Asked by Peter on March 05, 2018
Q: I keep reading the traditional fixed income portion of a portfolio that has been allocated to bonds in the past, is a bad idea as a long term investment going forward. With that being said, what type of investments/products would you suggest the average investor allocate the fixed income portion of their portfolio going forward?
Thanks
Read Answer Asked by Curtis on March 04, 2018
Q: I would like to diversify my portfolio with a non US International Equity Fund. I have been considering the Mawer International Equity Fund, but am leery of their MER. What are your thoughts and possible options?
Read Answer Asked by Guy on March 04, 2018
Q: This is to add to a member query about attending the AGM in Omaha. I went about 20 years ago and the event was huge. Too large for the one hockey sized arena. There were over 20,000 people then, and it was like attending a religious revival. Most of Berkshire's companies have product displays at the event, which 20 years ago was split between at least two large venues. There usually is a Q&A with Charlie and Warren but good luck asking a question. There are shareholder events, like attending the minor league baseball game, the team Warren owns personally.
Read Answer Asked by Daniel on March 02, 2018
Q: This may fall into the category of a question that can't be specifically answered, but can you tell me why Micron Technologies P/E is so low at 7.5? Currently Apple trades at 18, NVDA is at 48 and Google is at 59. MU has good income growth and profitability but seems to trade at a much lower multiple than its peers.
Read Answer Asked by Mark on March 02, 2018
Q: Can you please give me the Opinion of 5I on Axion Ventures
It is trading on the Venture EX for just 0.95 cents
showing a P/E of only 1.5 (Looks highly profitable)
It is scoring a # 10 on the Thomson Reuters Reports which I checked
on TD Web.Broker.
Appears to be a Good Buy.
Great to see Ryan Modesto on Market Call today.
Thank you
Read Answer Asked by Eric on March 02, 2018
Q: I presently own REF in my RRSP (4%) - with the aquisition by CHP would it be advisable to keep the merged position or sell and replace. If I replace - what REIT looks good at the moment? I also have a position in AX (2.5%). Should I sell before the close or wait for another competing offer? If I don't by a replacement REIT what looks good in it's place?

Thank You
Read Answer Asked by Reg on March 02, 2018
Q: Can anybody tell me why the price at the pump is so high? Everybody is saying there is a glut of oil and the price per barrel is so low, yet the pump price keeps going up? It can't be just taxes. How can they justify it.
Read Answer Asked by Brad on March 02, 2018