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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: I know US is not your focus but someone called Davuluri on BNN yesterday says that Nvdia is seriously overvalued and that it is a market sell with a downward trend to $38 a share. That is a huge prediction drop as the stock is trading closer to $100.
Is one too late to the party? I know it has a huge p/e but other analysts seem to think it is justified based on going forward.
Why would this person risk his reputation on a call like that or is it the case: hope you sell sucker so I can buy it?
Read Answer Asked by Helen on November 22, 2016
Q: A comment for Dave who was asking about "playing the vix." HVI is a Canadian un-leveraged inverse VIX ETF that is "safer" than going long the VIX. HVU and HUV are, in my limited experience, good vehicles for losing money. With an inverse VIX product like HVI (or XIV in the US) it tends to benefit, not decay from the contango. Strategy in a nutshell is to buy when the market is tanking (VIX > 20) and hold as the VIX declines, which could be over a period of weeks or months. It's still a risky trading strategy, but less so than long VIX products, especially the leveraged long VIX products like HVU.
Read Answer Asked by David on November 22, 2016
Q: Good afternoon,

I am wondering if you can provide your latest take on LMP. The forward PE has come down to a reasonable (relatively speaking) level, growth looks solid and the balance sheet seems safe, given the cash position/no debt. Can you speak to:(1)the competitive landscape in the sector and (2) anything investors should know about management beyond the 40%+ insider stake.

Thanks,

Jason
Read Answer Asked by Jason on November 22, 2016
Q: Hi Ryan + Group Presently I am over invested in WFP @$2:10 the thought was that the softwood lumber agreement risk was built in. Clearly now @$1:80- $1:90 range I would say it was not. My question is when I sell it (not if but when) what sectors / specific stock would you recommend Presently the market value is approx $200,000 . Thanks for your valued service
Read Answer Asked by Terence on November 22, 2016
Q: A recent article by Larry Bermann in the Globe suggested that infrastructure spending to " repair potholes and bridges" would produce limited economic benefit because of the short term nature
of this spending.Money would be better spent on educating people
to adapt to the future realities of employment.In the interim
he has suggested allocating funds to ZWU as a an income source.
Another columnist suggests avoiding ZWU and sticking with ZUT
because of better long term growth.
What is your opinion of impending infrastructure spending and should ZWU be considered over ZUT? Thanks, Joe
Read Answer Asked by Joseph on November 22, 2016
Q: I noticed you mentioned while FFH is a good company it is not one of your favourites. Would like a suggestion for a replacement.
Second question, with hydro rates in everyones mind and the thought Kathleen MAY DO SOMETHING, I was wondering what affect reducing hydro rates might have on the stock.Hard question to answer but appreciate your thoughts. What would you suggest as a replacement. I reply on dividends in my retirment and safety is also a concern.

Wayne
Read Answer Asked by Wayne on November 22, 2016