Q: Wondering what are your current thoughts on Tamarack Valley Energy? Worth a little speculation?
Thanks
Thanks
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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: Could you please comment on Franco Nevada's recent earnings. Do you continue to like this company at these levels and would you recommend purchasing shares at the current price.
Q: Could you speculate on the Canadian budget, in particular on the possibility of an increase in the capital gains inclusion rate? I do appreciate very much the service you provide. Thank you.
Q: Hi 5i: I've been looking at CVS for a while but I'm now thinking it might have got too expensive (I had thought that another dip was on the way). What do you think?
Q: Hi 5i,
I stumbled on Presm Watsa thoughts about retirement in today's Globe and Mail. Basically, he is close to see a new 1929 global crash happening rather sooner than later, with 2 ulterior decades of losses and tears. Quote follows:
In the past few years, Mr. Watsa has been troubled by a disconnect he sees between stock markets and the underlying economic instability of countries around the world, as well as the implication that deflationary conditions could have on markets. Fairfax cranked up the hedges on its equity portfolio to 100 per cent this year from 88 per cent at the end of 2015 – that’s how concerned management is about a possible financial storm.
For older investors, there might not be time to recover from the damage. Mr. Watsa’s worry is that a market downturn could mimic the stock market crash of 1929, where it took more than two decades for the Dow Jones to reach precrisis levels. And unlike the 2008 financial crisis, Mr. Watsa said, central banks are now mostly out of ammunition. “We just want to make sure people realize there are risks.”
As he is now 100% hedged (which is what, more exactly), for us, small investors, there is something similar that we could envision? Maybe to put all our money in Fairfax, and live happily ever after?!
Thanks as always for all you do for us.
I stumbled on Presm Watsa thoughts about retirement in today's Globe and Mail. Basically, he is close to see a new 1929 global crash happening rather sooner than later, with 2 ulterior decades of losses and tears. Quote follows:
In the past few years, Mr. Watsa has been troubled by a disconnect he sees between stock markets and the underlying economic instability of countries around the world, as well as the implication that deflationary conditions could have on markets. Fairfax cranked up the hedges on its equity portfolio to 100 per cent this year from 88 per cent at the end of 2015 – that’s how concerned management is about a possible financial storm.
For older investors, there might not be time to recover from the damage. Mr. Watsa’s worry is that a market downturn could mimic the stock market crash of 1929, where it took more than two decades for the Dow Jones to reach precrisis levels. And unlike the 2008 financial crisis, Mr. Watsa said, central banks are now mostly out of ammunition. “We just want to make sure people realize there are risks.”
As he is now 100% hedged (which is what, more exactly), for us, small investors, there is something similar that we could envision? Maybe to put all our money in Fairfax, and live happily ever after?!
Thanks as always for all you do for us.
Q: Amaya will be releasing year-end results after the market closes today. Could you please advise as to analysts' expectations?
Thank you, Peter
Thank you, Peter
Q: My wife will have no income for 2yrs and then a pension of about 30k after that. What is the max she can withdraw from an rsp for those 2yrs while paying minimum tax. In money saver I read that 10k withdrawn for no tax but what would be an optimum amount be. Looking to take out as much as possible during this time. Thank you all for such a great service. Chris
Q: I would like a clearer understanding of what the VIX is and when an investor would buy or sell it. THANKYOU!
Q: I hold CRH, PHM, VRX and CXR as my healthcare stocks and a little bit of ZUH also. The 2 real stinkers are PHM and VRX.
Here's how it breaks down:
PHM cost base - 12,139 current value - 2,927
VRX cost base - 10,083 current value - 5,987
Ouch! I am leaning towards hanging on to both of them as I am more of a long term investor than trader, but these 2 are the worst performers in my portfolio. Suggestions?
Thanks for all your excellent advice over the years. It's a real privilege to recieve the benefits of your many years of experience in the markets. cheers
Here's how it breaks down:
PHM cost base - 12,139 current value - 2,927
VRX cost base - 10,083 current value - 5,987
Ouch! I am leaning towards hanging on to both of them as I am more of a long term investor than trader, but these 2 are the worst performers in my portfolio. Suggestions?
Thanks for all your excellent advice over the years. It's a real privilege to recieve the benefits of your many years of experience in the markets. cheers
Q: you comments please
Q: Hello,
I currently have a half position in ENF and IPL representing the energy portion of my portfolio at ~4%. I am looking to build my energy position slightly and was considering building ENF to a full position or selling it to go for a full position in ENB. Which way would you lean for long term position at this time?
Thanks,
Jeff
I currently have a half position in ENF and IPL representing the energy portion of my portfolio at ~4%. I am looking to build my energy position slightly and was considering building ENF to a full position or selling it to go for a full position in ENB. Which way would you lean for long term position at this time?
Thanks,
Jeff
Q: I asked a question about your thoughts on Wesdome about a year ago, and your opinion at the time was neutral in tone. Since that time, Wesdome has increased in share price by over 50%. Have your views on the company changed since that time? Thank you very much.
Q: I am thinking this might be a good time to increase my exposure to Europe. I currently own Eur ( 3 % in an Rrsp portfolio that will be used to generate income) and I wonder if I should just add to that or take out an additional position in XEH.
Thank you.
Maggie
Thank you.
Maggie
Q: What date does Clearwater Seafoods CLR report?
Q: Bad news, followed by downgrades. Would you recommend holding, or is it time to sell? Thank-you.
Q: Hi 5i,
I found the "Five from 5i" extremely interesting today but in reading about Blockchain I couldn't help but think immediately about DH and what impact such a technology and process might have on them. From your far more informed perspective, would you see DH as an adopter and still be able to survive or would Blockchain provide serious competition. I couldn't quite glean from the article to what extent the concept is, or would be, proprietary. That would make a significant difference for companies such as DH, I assume, should Blockchain gain traction and become an industry standard. Any thoughts or insights would be appreciated. And, yes, I hold DH - currently about 0.25% underweight my target.
Thanks!
Cheers,
Mike
I found the "Five from 5i" extremely interesting today but in reading about Blockchain I couldn't help but think immediately about DH and what impact such a technology and process might have on them. From your far more informed perspective, would you see DH as an adopter and still be able to survive or would Blockchain provide serious competition. I couldn't quite glean from the article to what extent the concept is, or would be, proprietary. That would make a significant difference for companies such as DH, I assume, should Blockchain gain traction and become an industry standard. Any thoughts or insights would be appreciated. And, yes, I hold DH - currently about 0.25% underweight my target.
Thanks!
Cheers,
Mike
Q: Hi Peter
What is next for Khan? is it worth holding or is it time to move on?
Kind regards
Martin
What is next for Khan? is it worth holding or is it time to move on?
Kind regards
Martin
Q: I hold this stock and have done well with it. I am considering buy more. Would you consider todays price to be to high for entry ??
Q: Hi - I would like to top up my Gold/Silver Assets in my portfolio. I have a 10-12yr time horizon. - I own about 2% gold and silver bullion (in my safety deposit box) and would like to buy about $15k of precious Metals stocks but want them to be dividend producing stocks. - Can you give me a few of your favorite Precious Metals Stocks (or ETF's) that have a (relatively secure) dividend. I would like to buy about $5k of 3 different names if possible - also what do you think of Mandalay Resources (MND). - thanks again for this very valuable service!
Q: I currently owe NYX (NYX Gaming Group) at 3.3% weight and would like to add another technology stock. From your model portfolio would SYZ,DSG or ESL be preferred? I do like the dividend of SYZ but since NYX is considered high risk I would preferred the 2nd technology stock to be stock that I can hold for the long term and is low risk. I don't intend to keep NYX for a long term.
Thanks
Dolores
Thanks
Dolores