Q: Seems like India has done very well and the preamble I hear seems to suggest that the same will happen going forward. I understand Prem Watsa is opening an India Fund, and there are the excel funds. Should I consider either of these or perhaps a couple of blue chips india stocks. What are your thoughts. I also would have the same question about investing in Vietnam, Thailand & Indonesia. Any suggestions would be much appreciated. Thanks.
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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: Hi Peter & team, SAN was halted and now is back trading. They announced a Priv. Placement of Senior Notes. Would you consider SAN a buy?
Thank you!
Thank you!
Q: I respect the opinion of David Rosenberg at GS as an astute macro economic observer. He is quoted in the National Post saying "Eurozone financials, meanwhile, are much cheaper after severely lagging in 2014. As a result, the strategist thinks the group has more upside potential than downside risk since some trade at single-digit multiples.
He also pointed out that European stocks as a whole offer a 3.7% dividend yield, compared to below-60-basis-point yields on German 10-year bunds.
“The ECB has no choice but to get more aggressive so the euro remains vulnerable, but that should be positive for large cap exporters,” Mr. Rosenberg said.
It's hard to believe European stocks as a whole offer a 3.7% dividend, so he may be referring to Eurozone financials here. What ETF or other way of investing would you suggest if one wanted to follow his advice to get this kind of yield? Thanks, J.
He also pointed out that European stocks as a whole offer a 3.7% dividend yield, compared to below-60-basis-point yields on German 10-year bunds.
“The ECB has no choice but to get more aggressive so the euro remains vulnerable, but that should be positive for large cap exporters,” Mr. Rosenberg said.
It's hard to believe European stocks as a whole offer a 3.7% dividend, so he may be referring to Eurozone financials here. What ETF or other way of investing would you suggest if one wanted to follow his advice to get this kind of yield? Thanks, J.
Q: Last year I asked you what foreign stock market would be the best performer for 2014 and suggested ishares Japan or Germany as options to buy. You went for Brazil which didn't work out too well, while my own prediction for Japan was only slightly better. What is your prediction for the country ishares to buy in 2015?
Q: Which of the following etf's holding emerging market securities would you recommend.... HAJ, VEE or ZEM? Most of my other ETF holdings are Blackrock iShares with some BMO products, so I would like to diversify into Horizons, Vanguard, or BMO on this one. Many thanks!
Q: I hope you all had a Merry Christmas and we are looking for a prosperous New year with your advice. I would like to diversify my holdings outside of Canada for growth using etf's. What areas of the world and what etf would you recommend? I already have etfs in the US for exposure there. Perhaps a etf for Britain, Korea, India or China? Or would an etf that covers the world ex US make more sense. I appreciate your wisdom and advice on these matters.
Colin
Colin
Q: dont know why everyboby goes to FEZ instead of FEU which has top country's has England,Germany and Switzerland with a much higher yield. Versus France replacing England in FEZ.your opinion on FEU please. The best for the coming year to the team. Great stuff.
Q: Do you follow Martin Armstrong? What is the best way to short emerging market bonds? Thanks, Andre
Q: With the recently announced change in US/Cuba relations would you recommend this etf?
Q: Your thoughts on CTrip.com please. Would you view the recent pullback as a buying opportunity?
Q: Can you please give us your thoughts on what is happening in Russia. How big a risk is it for north american markets ? Thank you
Q: Most of my investments are North American and at this time I am looking at adding some international through an ETF. Looking at EEM, FEZ and VXUS. What are your thoughts on this selection looking at a 5 yr window. Would one enter now or even though we are having an up day is there more down side to come. Also any other recommendations.
Merry Christmas to you and staff.
Merry Christmas to you and staff.
Q: Would BP.US be a good stock to purchase. Eddie.
Q: My understanding is that you view Germany and Japan as the 2 countries to benefit most from low oil prices. This being the case could you recommend etf's that that would give maximum upside preferably in US dollars. Dividends are not important to me for this investment. Thanks for your great service.
Q: I'm looking for a way to play the drop in oil prices. With Abe getting re-elected and Japan being a large importer of oil, I was thinking CJP may be a good way to play the drop in oil. Also was thinking about ATD.B for another way. Could I get your thoughts on both strategies.
Q: What is your opinion about this oil company at present oil turmoil?Thanks.ebrahim
Q: Hi Peter, I bought this in June for $55 (must have split stocks) anyway, there was a lot of insider selling on Monday. Should I be concerned and maybe sell this stock?
Q: hi, what would your recommendation be for a china exposure etf. i heard a talking head say exposure to the shanghai index is best? thoughts? need something liquid too.
Q: This is the Warren Buffet backed company from China.I have held this stock from $10 down to $2 and back to $6,about 4+ years.In your opinion should I hold on,do not need cash,or would it be better to just sell and buy a more stable dividend stock in Canada.Could you recommend a couple replacements if I sell?
Thanks for any imformation, Brad
Thanks for any imformation, Brad
Q: Both ETFs have taken off significantly after Nov. 24, the opening of the Shanghai Exchange. Which of the two might have further upside potential, and are they relatively 'safe' as investments?