Q: Hi Peter and team,
My US investment portfolio is 20% of my combined portfolios. In my Canadian (registered and non) I mostly have stocks from the 5i growth portfolio.
My US investments are full positions in VIG, BRK.B, IWO, QQQ, SLW & INTC and half position in FEZ. I also hold CRUS, VOD, VZ and GT.
I would like to get your thoughts(outlook) for the next 2 to 3 years considering the interest rates may be going(US) up and QE in Europe.
I am thinking of increasing my FEZ to full position but I have to sell something. In your opinion how should I rebalance my portfolio?
I value your opinion and really appreciate what you all do for retail investors like us.
Q: Hi all. I purchased shares in the above a few months ago and it has been doing nicely. However, I note that you are recommending EPI. Can you please tell me the main differences. Would you Recommending making a switch?
Thanks.
Have you come across these foreign companies in the tech sector and, if so, is there any opinion you could offer on their current financials and future prospects as they are expanding globally, although they are still relatively small. Any information you have would be relevant and a good starting point for further investigation, or not, depending on your answer!.
Q: Despite being out of your focus area I was very impressed by the complete answer you gave to Gordon on WM Morrison supermarkets UK on November 5. I currently hold both J Sainsbury and Tesco in this space. What do you think is the best of these three UK supermarkets and why?
Q: Pl advise if SNY is good buy at current prices. What are the reasons for the recent drop in price and how it compares with its competitors.
Regards,
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Asked by inderjit on November 12, 2014
Q: Hi Peter and team. I am wondering if it is time to pick up some European ETF's. What are your thoughts on IEV AND VGK,which one is better and is this a good time to buy or should I wait.
Thanks
Q: Hi. Have you folks looked at ICIC bank. Do you have any suggestions on how to participate in India's possible future growth especially in the financial or technology sectors?
Q: Would you have a recommendation for an ETF (preferably in US$) for China or Asia that would include majors like Alibaba. China appears to become interesting with international accessibility to the Shanghai Exchange in the near future.
Thank you!
Q: Royal Dutch Shell (RDS.A) was highly recommended on BNN last night. What is the difference between RDS.A and RDS.B? Is this a safe long term bet and which one, if any, would you buy?
Thanks.
Q: We currently hold Vale and are down substantially. We are wondering if we should sell Vale (and take the tax loss this year) and buy Altagas and Whitecap with these funds. We are currently about 14% in energy and 34% in financials with the balance over utilities, telecoms and reits. Would appreciate your thoughts on this transaction or a better recommendation.
Took over a 50% Haircut on Morrison Supermarkets in the U.K. Sold it in early October, with the idea I would use it for a tax loss and then re-purchase it after 30 days.
My feelings are mixed now that the position has been sold for close to a month, I know the competition is fierce with the arrival of the discounters, you only have to look at Tesco.Do you see value in Morrison at these levels considering they could monetize some of the real estate value of their grocery stores.
Thanks Gord
Q: What are your current thoughts on IBN (ICICI) in a fully topped up TFSA? It seems to me that India is showing significant potential with the new government and new CEO at the bank.
I am thinking of buy European Banks. I looked at Barclays, Deutsche and ING Group. Would you please comment on those three banks? If you buy three European banks, are those three will you choice.
I would appreciate getting your view on North Atlantic Drilling Ltd (NADL). The share price has really been hammered in the recent correction and I'm wondering if now is a good entry point and whether the yield is too high to be sustainable.