Q: I will appreciate your detail financial analysis of this company.
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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: How would you compare Tmc and Ai atrium going forward ?
Q: Peter; I thought this was very interesting - particularly the performance number. Publish if you wish .RodThere are interesting items from a JP Morgan report on concentrated stock ownership called The Agony and the Ecstasy: Since 1980, 320 of the S&P 500 companies have been deleted for business distress reasons, 40 percent of all stocks have suffered a permanent 70 percent plus decline from their peak value, the median stock in the Russell 3000 index was down 54 percent, and two thirds of all stocks underperformed versus the Russell 3000 Index and for 40 percent, their absolute returns were negative. Those are tough statistics. Further, according to S&P Dow Jones Indices, and reported by Barron’s, just 18 percent of large-cap managers have outperformed the S&P 500 over the past 10 years.
Q: What do you think of SSP on the venture? I noticed back in 2010/2011 the stock price was around $10. What was the market cap back then and how many shares were outstanding in 2010/2011? How can I find that info myself? Thanks
Q: Wondering what are your current thoughts on Tamarack Valley Energy? Worth a little speculation?
Thanks
Thanks
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