Q: In an earlier response you made a reference to “the typical small cap January bounce after a disastrous year”. I’m holding a few big loosers which I was looking to dump for a year end portfolio clean-up. I didn’t want to do any selling in the middle of the tax-loss selling season and was holding on in hopes of this “January bounce”. Given the way the market has started off the year so far, I’m beginning to think the chances of a bounce have all but faded away. Looking into your crystal ball, would you suggest still holding out a little while longer in the hope of a minor short term rebound in some of the names that have been decimated over the last year?
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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 have a large investment in Apple.Assuming the lower sales estimates for Apple products to be true, would you recommend paring the amount when the stock price is plummeting?
Q: 2 questions:
I have done very well with ABBV, but wonder how much of an impact is likely when Humira comes off patent in 2016. Have you heard of any company plans that would offset the loss? Do you have a hold or sell suggestion?
How much and what kind of a difference is VEF’s transition from the FTSE Developed ex North America Hedged CAD Index to the FTSE Developed All Cap ex US Hedged to CAD Index? How is it likely to affect my returns?
I have done very well with ABBV, but wonder how much of an impact is likely when Humira comes off patent in 2016. Have you heard of any company plans that would offset the loss? Do you have a hold or sell suggestion?
How much and what kind of a difference is VEF’s transition from the FTSE Developed ex North America Hedged CAD Index to the FTSE Developed All Cap ex US Hedged to CAD Index? How is it likely to affect my returns?
Q: What is your opinion about this company?
Would you consider it a buy and is dividend sustainable?
Would you consider it a buy and is dividend sustainable?
Q: Hi Peter
Why when running stock screens under criteria in which you know certain stocks should pass,they don't come up,I notice this happens quite often.
The free screen I have been using is at Zacks, I find the large selection of criteria to be better than most.
I subscribe to both Morningstar & The Globe & Mail and find their stock screens lousy.The Globe Investor Gold advanced filter screen was the best, but they closed it down because it was to costly to Maintain.
Gord
Why when running stock screens under criteria in which you know certain stocks should pass,they don't come up,I notice this happens quite often.
The free screen I have been using is at Zacks, I find the large selection of criteria to be better than most.
I subscribe to both Morningstar & The Globe & Mail and find their stock screens lousy.The Globe Investor Gold advanced filter screen was the best, but they closed it down because it was to costly to Maintain.
Gord
Q: Hello Team! I purchased this insurance company in anticipation of rising rates in the US. It was doing very nicely until it fell prey to a short seller attack. It is now down 10% from my original purchase price. Do you have any insights into this company. Thank you, Jen
Q: Hello I am interested in how I could get some exposure to Samsung; perhaps through an ETF here or one in the US. A top ten holding would be preferred, but not necessary. Is the Mawer 102 or 150 likely places to start? Thanks in advance.
Q: In your post about sustainable dividends please explain what is meant by CAGR, CFO, PCT and LFY. Thanks.
Q: Hi Peter/Team Happy New Year. What is your opinion about FTN. Thanks, Jim!
Q: The macro seems to be very good for TCN in the US, and yet the shares continue to drift lower, roughly 30% off from 52 week high. Am I missing something or does TCN look very attractive at this price?
Thanks
Robert
Thanks
Robert
Q: Hi Guys, I'm a little nervous to start the New Year. What are your favorite defensive stocks right now in the healthcare, staples, utilities, telecom space etc..maybe get cautious and collect some dividends for a period of time until the global economy markets settle in a bit.
Thank-you.
Thank-you.
Q: Hello Peter & Co,
In my previous question, I was enquiring about exposure to the US Housing sector to add to a position I already hold with TCN; in your response you mentioned a few REITs but I was surprised that you did not mention any of the Canadian lumber companies such as Interfor or Western Forest.
Needless to say that I greatly value your opinion
Antoine
In my previous question, I was enquiring about exposure to the US Housing sector to add to a position I already hold with TCN; in your response you mentioned a few REITs but I was surprised that you did not mention any of the Canadian lumber companies such as Interfor or Western Forest.
Needless to say that I greatly value your opinion
Antoine
Q: Would it make sense to construct my portfolio buying all the A rating for companies under 5iResearch coverage and to diversify I would pick some of the B rated companies, replace them as you eliminate or down grade them?
Thanks
Thanks
Q: I see the Globe and Mail has an article about CAE. They say that CAE will benefit from increased defence spending . Would this be a good time to invest with CAE. looking at putting it in my TFSA.
Q: Do you think Riocan has bottomed yet? With a 6% yield it looks very attractive.
Q: Happy New Year! Thank You for the great service. I hold HCG, BAD and ACQ in my TFSA. All 3 have losses ranging 40% to 47%. I'm a buy and hold type of investor and not looking at selling my positions. What is your long term outlook for these stocks (greater than 5 years).
Thanks
Kevin
Thanks
Kevin
Q: Disney appears to be trending down. May I please have your longer term (2 - 5 year) opinion of Disney.
With appreciation!!
Ed
With appreciation!!
Ed
Q: SIRI,the US co of XSR reported that in 2015,its subscribers of 2.3m exceeds 2m guidance.It expects to meet or exceed its 2015 guidance for revenue,adjusted Ebitda & free cash flow.Will announce results in 1st week of Feb.It was up .03 to $3.93 after hours. XSR is slated to report results after close of market on 1/13.Its last q shows eps of .02 vs .04 expected resulting in a big drop in its price.Please provide your view on up coming results Always appreciate your great services & opinions
Q: Hello Peter and the 5I team
I am wondering about HLF as a good value pick at the moment. But I notice that the low canadian currency seems to effect them negatively, since I believe that the canadian currency will continue to be weak should I stay away from this stock? What is your general feel for this stock ? Is the div safe? Another stock I am considering is AD. Is the div safe with this stock? I realize that these 2 stocks are very different but if you had to pick one which would you pick and why.
Thank you
I am wondering about HLF as a good value pick at the moment. But I notice that the low canadian currency seems to effect them negatively, since I believe that the canadian currency will continue to be weak should I stay away from this stock? What is your general feel for this stock ? Is the div safe? Another stock I am considering is AD. Is the div safe with this stock? I realize that these 2 stocks are very different but if you had to pick one which would you pick and why.
Thank you
Q: Peter, can you provide the name of some US securities which can be used to set up a US income portfolio with call options (as per your article in the Canadian money saver)