Q: Good afternoon....based on the recent comments by Bank of Canada -Poloz "low growth, low rates" what impact do you project for interest sensitive stocks (REITS, Pipelines/utilities, dividends stocks for income)...Thanks
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Investment Q&A
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Q: Hi Peter and Team,
In previous answers to questions you've said that 1) earnings, 2) interest rates, and 3) flows of capital (e.g., from bonds to stocks) tend to be the main drivers of market activity.
What is your take please on these drivers so far this year in Canada? Are any trends emerging?
Many thanks.
Michael
In previous answers to questions you've said that 1) earnings, 2) interest rates, and 3) flows of capital (e.g., from bonds to stocks) tend to be the main drivers of market activity.
What is your take please on these drivers so far this year in Canada? Are any trends emerging?
Many thanks.
Michael
Q: Do you anticipate a substantial pullback in the market in the next while?
How would you recommend to prepare for the possibility and
Would things would you recommend to do if it should come more suddenly than rxpected?
Thanks
How would you recommend to prepare for the possibility and
Would things would you recommend to do if it should come more suddenly than rxpected?
Thanks
Q: I was wondering what you thought of Prem Watsa's statement about a 'monstrous' real estate bubble set to burst in China. If it does, would there be a major impact on CDN markets? And if it would, which sectors would be hit worst or least?
Q: To your list of Quebec companies like FSZ possibly impacted by a PQ win you could add BCE, IAG, ATD, PJC, POW, NA, CNR, MRU, BBD and more. I don't think the separatism issue is on the media's radar in a big way yet, but if polls next week indicate a jump in support due to the star candidate's arrival, this could change fast with the feds being mute so far. My memory doesn't go back to the referendum of 20 years ago but I wonder if it wouldn't be the banks and financials hurt most as both sides have a tug of war going on the C$ as a central theme presently, and money runs scared first, asks questions later.
Would you agree or which sector is most vulnerable? Thanks, J.
Would you agree or which sector is most vulnerable? Thanks, J.
Q: Hi - In the event that the PQ wins a majority in the Quebec election and starts another referendum process, what sectors / companies in Canada (especially amongst the companies you follow) do you think would benefit the most or be hurt the worst?
Q: Do you think we are at a turning point for the newspaper industries. Online advertising is growing. And if you look at app like lapresse +. It seem like those are gonna be great plaform for advertising revenu going forward. The market seem to think the sector it's dead. To me it looked like it might have found a way to rejuvinate itself. Am i wrong?
Q: Hello team, today I sold Mastercard and some other USA based stocks - with my concerns over the Ukraine issue. My feeling is that while the Canadian portion of my portfolio will be affected, it is the USA stocks that are the most exposed to a large drop. I read your respons to Michael about the Ukraine but am wondering about your position of USA vs Canada risk percentage.
Many thanks.
Dave
Many thanks.
Dave
Q: Will the situation in Ukrain affect the market, and how much?
Q: I see a lot of cost cutting measures in order to increase earnings. Does it point to an advanced stage in the economic cycle ?
Q: Hi Peter,
I have approximately $14000 to reinvest in a non-registered account. I'm looking for "safer" capital gains, dividend optional, to be held for 1-3 years. What are your top recommendations?
Also, since it's almost the end of RRSP season, do you suggest I wait a month or so before I make the purchase? (I realize you don't advocate trying to time the market but....)
I have approximately $14000 to reinvest in a non-registered account. I'm looking for "safer" capital gains, dividend optional, to be held for 1-3 years. What are your top recommendations?
Also, since it's almost the end of RRSP season, do you suggest I wait a month or so before I make the purchase? (I realize you don't advocate trying to time the market but....)
Q: Do you believe we are entering an era of disinflation / deflation or inflation?
Q: I consider myself to be an investor, rather than a trader; my time horizon for any stock purchase is 3 years or more. However, with the recent volatility in the markets I am tempted to hedge a small part of my portfolio with hedge ETFs such as HIX and HIU. Since this is new territory for me I am calling on your expertise to answer a few questions: do you recommend hedging; if so, what percentage of a portfolio do you recommend should be hedged; to use HIU and HIX properly would I need to treat them as short term trades? Since the whole prospect of hedging appears to me to be trading, which I am not keen on for myself, I am very hesitant to employ a hedging strategy.
Thank you for a great service.
Thank you for a great service.
Q: Your reallocation to BNS & G confuses me. There are other higher rated (quality) ones in the model portfolio with less than 5% current allocation. Timing???
Q: Would you please comment on what is going on in the markets today; is this a buying opportunity or should we wait. What do you do with your portfolio on days like this?
Q: Hi guys. There is alot of news regarding emerging market economies raising their interest rates in order to boost their plunging currency. is there any possibility of Canada doing the same any time soon?
Thanks.
Thanks.
Q: Peter and Team,
Just a general question --- what are your thoughts on this "emerging markets crisis".
Just a general question --- what are your thoughts on this "emerging markets crisis".
Q: This morning in a response to Paul, you recommended corporate bond ETFs for the bond portion of a portfolio. It seems to me corporate bonds are very closely correlated to equities so I'm wondering about the rationale. True that the bonds are less volatile but when equities tumble, so do the corporates.
Q: My reading of articles regarding the market activity over the last couple of days suggests a quantum shift in expectations: currency concerns, earnings lower than expected, potential deflation, more anxiety over China, etc. etc.
Can you tie the story lines together and share your views on what has really happened, why and where we are likely to go from here - flat, down or maybe another upward bounce. And how to manage one's portfolio in the days or weeks ahead
As usual, a grateful 5i customer.
Can you tie the story lines together and share your views on what has really happened, why and where we are likely to go from here - flat, down or maybe another upward bounce. And how to manage one's portfolio in the days or weeks ahead
As usual, a grateful 5i customer.
Q: Good day folks. a question regarding U.S.investments in a Canadian exchange etf, now that the Cdn $ is trading around 90 cents, does it make more sense to use a hedged etf in Cdn $ rather than a non hedge etf in either Cdn or U.S. dollars.
from cold Panama City Beach, Fla, thanks
from cold Panama City Beach, Fla, thanks