If I remember correctly few days ago you mentioned a stock that you would give it an A if if was less volatile or something like that. Can you tell me what the stock was.
Q: Hi
I read your excellent answer to Dave this morning in which you say "The main drivers to equities are (1) earnings (2) interest rates and (3) money flows (people going to cash/shifting from bonds to stocks). If earnings are strong and growing, and interest rates are low (i.e right now), it is hard to predict a big fall in the market.
I want to buy additional shares in Royal Bank [RY] but I have been watching the price rise steadily since the summer and am severely conflicted. Do I just go ahead and buy now because of the 3 parameters you mention are in force, or do I wait for a hoped-for 5% or more market pullback?
The current payout ratio is 49% for RY and the yield only 3.81% so I would expect a dividend increase because of the rising stock price and falling yield, but with the payout ratio so high [normally in the 45% range I believe for banks] is this even likely?
Many thanks... Paul
Q: Good morning Peter and team.
If one places a market order, in what sequence are orders executed relative to limit orders and all other market orders? In the order that they were placed?
Thanks
Q: Hi team, I bought AVO on Monday after looking at your recommendations, for $20, nice pop today. I bought for the long term but 25% in two days is reasonable. I can't find the pop reason, any news? Earnings, takeover. Your research/ideas are just terrific. Many thanks.
Q: About a third the float of PLB and ENDP turned over yesterday; what to read into that? Also there's an article in this AM's Report on Business indicating the takeover is high risk for Endo because of the Irish tax dodge issue. Would selling half the PLB position now be a prudent move? Thanks, J.
Q: Good morning Team,
Can you offer your views on Magna's latest results?
How do you factor in the drop in profit along with all the other good news offered? Did they mix in $33M in charges taking advantage of all the good news available to temper market sentiment?
Thanks for your insight.
Keep up the good work.
Marco.
Q: Hi Peter,
Almost ready to throw in the towel, wave the white flag on Wilan. I only hang on because of your comments. What do you think of earnings etc...Still hang on?
Thanks as always, you guys are wonderful.
Q: hi
Second question today, but only 3 or 4 th since subscribing. Is this a good entry point for phx ? what are your views since the earnings ? (sadly I used to own it but sold it in some down turn...)
Q: Good Afternoon, I own a few REIT's in my portfolio. They have been less than stellar. I realize there will be a correction in the future. Is now the time to unload or should they hold up reasonably well. Thank You.
Q: Hello Peter.
This may be more of a portfolio management and Investor behaviour question but as everyone wants to own a portfolio that grows and/or grows income, from your experience how does an individual investor balance all the inputs?
Inputs like, Media noting markets appear to have run their distance, Others saying we are in a long-term Bull at least into March next year, technical managers indicating sell when the uptrend is broken.(good investments don't always stay in an uptrend)
I understand most of this is noise and some is out there to generate market activity, but in the mix has to be some truth to be distilled.
As a small investor, I am interested in seeing my portfolio grow over time and would like to not pay 2.5% or more to the banks for keeping my capital in a mutual fund.
I guess the question is, how does a small investor navigate through the noise and what are the important structural inputs for successful investing as a retail investor? What are the important inputs that will support the right moves (portfolio management) at the right time?
Your thoughts on this and any resources or readings in this area you can recommend would be appreciated.
Thanks for this ongoing excellent service
Dave