Q: Hello Peter,
I am unable to decide if I should sell all my positions in the energy sector and perhaps revisit 9-12 months from now. And the reason I hesitate is because there could be a (greater than 70%?) probability that from this level, the returns could be better than the market. I think that given the risk of the sector a 70% threshold makes sense?
If you think I should have sector exposure, would you be kind enough to suggest 6 stocks that I should hold/switch into. I am looking at a 12 month investment period when I may revisit stocks/sector allocations.
Thanks in advance for your help in navigating through this muddle.
Regards.Rajiv
Q: Its been a while since any questions were asked on WETF and they continue to show strong growth and diversify their product line up. Do you have any comments on the most recent quarter or outlook for the company moving forward? Thanks,
Q: What is the best way to convert CDN$ to US$ in order to buy US stocks? Broker fees are expensive. I do buy CDN ETF that hold US stocks but I would like to hold some US stocks directly.
Thanks.
Q: I would like to increase my exposure in a life insurance company. I currently own Sun Life (3%) in a well balanced portfolio which includes US exposure and I am wondering if I should buy more SLF or go south of the border and pick up some AIG. My thinking is that interest rates are set to rise in the US, which is usually good for lifecos while Canadian rates are still lagging.
I realize that some of the interest rate increase is already priced into AIG as it has done will for the past year. But is seems to me that as much as things are "priced in" there is still a reaction when the event itself finally occurs and there will be a lag to earnings until the higher rates actually hit the bottom line.
Do you feel AIG presents a better long term upside or should I stick with SLF?
Q: Good Morning Peter, Ryan, and Team,
I purchased shares in Jean Coutu when they got knocked back to under $20. The company has had a decent history of dividend growth and could be considered somewhat safe for an income account. I noticed very recently that you added Andrew Peller to the Income Portfolio and they just reported a pretty good quarter. If you had to choose between the two would you own PJC.A or ADW.A for an income account ??? Thank you very much for your sage advice. DL
Q: I am interested in the lesser followed companies and I think this one would qualify. Could you please give a "mini report" on it. It seems like a nice profitable company. Could this be a way to participate in the US housing recovery? Is it cyclical? Does it have good prospects for growth?
Keep up the good work!!!
Q: Could you please comment on the price decline and a very negative technical pattern(down,down). I hold this stock for income and some growth but some "unknown" seems to continue to push the stock down. What am I missing??
Thank You Ron
Q: The stock hit 52 week low after the earning. what are your views on earnings? is the stock buy, sell or hold at these levels? I have a very small position.
Q: What small/mid cap European fund/ETF(s) would you recommend at this time. I am interested in diversifying geographically a portion of my investments
I would just like to say that for me this has been the best perfoming equity in my portfolio and I have held it since 2012. This was a company that I had never heard of until I joined your group so kudos to you guys. It has become a larger holding in my portfolio and has provided stability in this ugly Canadian market.
Q: Hi, Quarterly results seem strong. Would appreciate your comments. How is the FX working for the co. with a large portion of revenue from US operations? Thanks
Q: Peter and team could you recommend a good silver play Canadian for day trading . Also what would be a good solid silver company to invest in Canadian long term.