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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: Both companies are in the same business, and have similar dividends.

I know that SIS is now in one of your portfolios. Was this a difficult decision - choosing between the 2 companies? Wuld you see as bright a future for PM as you do for SIS?

Could you build a case to own both?

Thanks.
Read Answer Asked by Donald on February 27, 2016
Q: Would you support selling TMA ( currently down 22%) to buy SIS. Or continue to be patient and hold for growth or privatization?
Read Answer Asked by David on February 27, 2016
Q: I want EM exposure and think IBN is an appropriate proxy. Does ICIC bank offer a way to play this theme? Any idea on the recent weakness?
Read Answer Asked by Kenneth on February 27, 2016
Q: Have held for a couple of years, what are your thoughts on their prospects.
Read Answer Asked by Warren on February 27, 2016
Q: Although you do not specifacally follow US stocks, I would appreciate your opinion on ESRX. It has dropped significantly this year. I still have an 18% profit on it. Is it worth holding or would another US investment be more promising? (My other US holdings being MMM, JNJ, NVS, VIG, IWO). Thank you
Read Answer Asked by jacques on February 27, 2016
Q: Please comment on latest eps, cash flow and outlook. Thanks
Read Answer Asked by george on February 27, 2016
Q: Hi Peter and Team,

The stock has drop from 0.45 to 0.29 in a short amount of time. It had great support with a 0.45 price stocks. But the stock has fallen so much. Why the company stock drop so quickly. What is the news on the company that was so negative. Is the fundamentals still the same. I look forward to your answer. Thank you.

Norwood
Read Answer Asked by Norwood on February 27, 2016
Q: Could you review Leucadia corp. in the U.S. and provide your thoughts. Is it good time to buy this company.

Thanks
Read Answer Asked by satish on February 27, 2016
Q: I know that this isn't your favorite gold miner, and that is fairly high risk. I have been down on this one for over a year, and I am above water and it seems to moving steadily upwards. I assume it mostly to do with the Gold Price. Have any fundamentals changed where I should keep this for awhile longer, or is time to cut ties.

I don't need the money at this time, and I don't mind some risk, but I could switch from HMY to AEG.

As always thanks for you guidance.
Read Answer Asked by Colin on February 27, 2016
Q: Hi. Could you please comment on recent earnings, dividend increase, outlook etc? Much appreciated.
Read Answer Asked by Adam on February 26, 2016
Q: Hi Peter and Team! Like Bryan, I have read Peter Schiff's doom and gloom articles. Food for thought at times, but is he not peddling his own investment company as well? I have been reading the various authors on seeking alpha, Peter Schiff being one of them. You can get those that say we are going to hell in a hand basket and should invest in underground bunkers, to those on the other end of the spectrum that think everything is rosy...and those in between. I figure we have faced uncertainty before and the industrialized world is still standing. So in my naïveté , I will stay calm and carry on. Cheers, Tamara
Read Answer Asked by Tamara on February 26, 2016