Q: Dear Peter,do you see merit in taking money off the table when the market has had a good run and waiting for a downturn to reinvest? Thank you for your much appreciated help!
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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: UBS is a Swiss based international bank that I'm interested in purchasing as a stock. Would you recommend it or, if not, could you suggest a European based etf as a better choice ? Thanks, as always.
Dave
Dave
Q: Hi,
I read your response about Rio Tinto. I'm currently deciding between Rio and BHP for exposure to the materials sector. I currently have a small 2% position in Western Forest Products, but no base metal exposure. Which do you prefer between BHP and Rio and do you prefer the super majors vs canadian companies like First Quantum and Lundin?
I read your response about Rio Tinto. I'm currently deciding between Rio and BHP for exposure to the materials sector. I currently have a small 2% position in Western Forest Products, but no base metal exposure. Which do you prefer between BHP and Rio and do you prefer the super majors vs canadian companies like First Quantum and Lundin?
Q: I have held RIO for some time hoping that it would recover. I realize it is cyclical but would like your opinion on whether it is worth holding or whether there is a better place for my money.
Really appreciate this service. Thanks, as always,
Joanne
Really appreciate this service. Thanks, as always,
Joanne
Q: The corruption scandal that is hitting Brazil's Petrobras, a number of high ranking government officials and several CEO's of oïl service companies has sent the country's economy into tailspin. It wouldn't be an exageration to say that there's blood in the streets of Brazil right now, which means that many otherwise profitable companies are selling at a deep discount. Companhia Brasileira de Distribuicao seems to be one of them. Based on what your Bloomberg terminal says about the company, would this be a good time to buy CBD or would you prefer to wait until the dust settles?
Robert
Robert
Q: I'm thinking of buying a European large cap ETF like FEZ or ZEQ. What do you think of European equity prospects for the next year? I'm trying to understand the impact of the ECB QE policy, the strong US dollar/weak Euro and a possible Greece-exit factors into Euro equity prospects for the rest of the year
thanks
thanks
Q: Hi Peter and Team!! I know you don't really report on US stocks, but with this Heinz Kraft buy up...do you think the same could happen with MDZL?? and what are your thoughts on this company as an investment? Regards, Tamara
Q: My question is not about Vivendi per se but rather about activist investors who buy large numbers of stocks in underperforming companies (such as Vivendi) and then pressure these companies to break up into smaller businesses purportedly to boost shareholder value. Does this tactic always have the effect of improving returns for shareholders? Or are there times when it's better to wait until the dust settles? When I think of CP's huge gains after Bill Ackman's involvement, buying this company is hugely tempting.
Robert
Robert
Q: Is this a good time to step into Europe, using FHB as an
introduction to European banking.
introduction to European banking.
Q: Hello Team,
PHG has been going 'sideways' for some time now, and I am considering a switch to GE (or another stock you might recommend). As the Euro-zone economy appears to be recovering with QE, would this move be premature?
Thank you for your insight!
PHG has been going 'sideways' for some time now, and I am considering a switch to GE (or another stock you might recommend). As the Euro-zone economy appears to be recovering with QE, would this move be premature?
Thank you for your insight!
Q: For European diversification, would you agree that the hedged HEDJ is a better alternative to FEZ given the rising US dollar?
Q: Can you please comment on negative bond yield we see, i believe, mostly in europe. I think i understand the concept of deflation but why would an investor accept negative ytm ? (Too much risk perceived elsewhere ...) Are those investors mostly gov't entities ? If i am not mistaken i saw the 30 year german bond yield at 1%. I really have hard time to see the appeal. Thank you for your thoughts.
Q: With the E.U. implementing quantatative easing, I'm looking at european stocks, what do you think of this insurance company.
Q: I was wondering if you have any knowledge of this company?
Q: Is Alibaba more trouble than it's worth, for the average investor? It seems that at every turn, there is some new charge against it. I realize that huge companies tend to attract lawsuits, often very frivolous, just by the nature of their size, but BABA's charges don't seem quite as innocuous as those posted against others like Apple, for instance. What is your take, Peter, on holding this company? Do you foresee a "crash and burn" that eventually will take down the house, or is the risk/reward worth it? Thanks, as always, for your insight.
Q: Understand this is a long shot given its a swedish company but any comments you may have would be appreciated. No problem if you politely tell me to get stuffed. Thx
Q: What is your opinion about SNN and why dropped today?Thanks.ebrahim
Q: Would EC be a good long term hold for my RRSP? Last report, comment
Thanks
Cec
Thanks
Cec
Q: I saw your recent answer on FAP. Do you have any ET to recommend that give off shore exposure to the credit market? I would seem to me that some exposure to this sector would be important for diversification of income sources. FAP does fill that bill. I don't own it but am tempted by the yield (as you say).
Q: Hi Peter. The conference on Saturday at Four Points was most informative and fun. Thanks for putting it on. My question relates to playing the Japan market. Would you recommend a Canadian ETF that would give adequate exposure, or alternately and US ETF. Thanks