Investment Q&A

Q: With all this volatility in the market affect WFC's bottom line in more ways than are immediately apparent to the unschooled investor? Will revenue be affected by declining commissions significantly as some analysts have been hinting? What else could slice into its profits, in this market (leaving aside volatility)? I would appreciate some fundamental analysis on whether to hang on for the ride -- or just bail. I've lost 10% on my initial investment, but I'm not so much concerned about its past, as its future.

Q: Time to buy yet?

Q: I have taken a good look at the financials and balance sheet. This seems to have a clean balance sheet with a great R.O.E with low costs. It has also indicated that much of the loan book has provisions for rate increases and decreases. So I look to you for a more in-depth look.
What are your thoughts of the balance sheet and income statement. Going forward what are your thoughts on this company continuing to take share from the larger banks and maintain the growth and free cash flow? Thank you for your perspective.

Q: Hi Guys
Did my question re Valero get through to you?
Thxs
Wayne

Q: I am looking to re-deploy some US$ and would like some recommendations. Looking for reasonable risk level, decent growth potential and some dividend.

Q: Please provide recommendations in Canada & US for the following sectors to properly diversify a long term income portfolio :

Consumer Staple
Material
Consumer discretionary
Industrial
Utilities

Thanks

Q: The value of PJT.us shares allocated to my RSP is less than a percent of RSP. My options seem to be to leave the PJT shares which were remnants from the 'corpoarte action' by BX , i.e. leave them as is..... OR I could add to the holding. Since PJT is newly independent as a listed entity little history is available to us, the NON-Bloomberg Club :( .
With the panic selling lately (panic that is incomprehensible to me) PJT shares may have become good value . Perhaps now could be an attractive point at which one could add to above-noted PJT holding?

My question is whether PJT is a business whose shares are OK to add to?
Your diagnosis of PJT’s prospects and your opinion would be much appreciated, especially if you deliver your somber (and sober) ruling with gravitas.
Enjoy le weekend. AO: jv dictated
File : Dept: Neurosurgery, Trauma, Rochester NY

Q: hello 5i:
can you advise what type of tax treatment dividends from US REITs, such as OHI, receive here in Canada? From either a registered or open account?
thanks
Paul L

Q: Good afternoon:
You answered a question about MELI two years ago and stated that you viewed it as "quite risky". Would your view be the same at the current time and current price?
Thank you.

Q: I find it interesting that KMI, currently at $13.00, offers January, 2018 long Leap put/call straddles for approximately $8.00.If bankrupt within 2 years, you are paid $5.00 while if the stock rebounds to a price it was at barely 2 months ago, you break even. Comments?

Q: I am interested in some balancing to my overwhelming Canadian holdings.
1. Can you suggest some low MER ETFs to provide US and World (excluding North America)?
2. What do you think of 'fundamental' ETFs compared to those based on 'market cap'? Any suggested names for further research?
The complexity of the expanding ETF field seems self defeating to their intended purpose. Thank you for your guidance.

Q: Which would you prefer in the refining space, Holly Frontier (HFC.US) or Valero (VLO.US) and why?

Q: I am thinking of buying more gold stocks .What is your feeling
About Pershing gold us .
thanks.

Q: DDD and SSYS have taken a beating. Do you think these are worth investing in hoping for a rebound. Or is there better value in another company in the 3D printing sector?

Q: Short term placement for $150,000 US in todays very volatile market 3 - 6 months. Growth only!
As always, thank you for your expertize.

Q: Which stocks will benefit most from the low Canadian dollar. I had thought that exporters like Magna would, but the market has not been any kinder to it. Can you suggest a few names to consider?

Q: I would like to add more US dollar exposure. For a variety of reasons I don,t want to convert any more C$ to actual US$ (t1135 and conversion fees) .I am looking for something liquid and not exposed to interest rate shocks if such a thing exists.
Thank You

Q: Hello,

SWKS has been a top pick over the last two months twice by Bruce Tatters on BNN. Unfortunately, I own this stock and it continues to escalate on the down side. I get bits of negative information from my Itrade account about it. However, you will know a lot more about it than I do. Should I take my losses?

Dennis

Q: Recent press releases from the company have argued that"a low oil price is good for NAT." According to what logic can this be so? Thanks.

Q: I made money on this when it was over $50, and now, after a positive report from the company, it has been dropping like a stone to about $22. I still believe rail will do well, and most of its business is in the US, so maybe now is time to take a half position?
John