Q: Can I get your take on canadian insurance companies in this market. Which one would you prefer and why? Would you start buying now or wait a bit till after the next rate hike? Thanks
Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks
Q: Hi Team,
The last couple days I am seeing a drastic sell off in oil producers, and what seems to be a rotation into investors buying up the most beat down tech names. Do you see this rotation continuing? Is it time to dump oil stocks and buy back into tech / growth names?
Q: Hi, Energy sector was creamed today with 5% decline on the top of 15-20% drop over past week. I also learnt from CNBC that many large investors are buying significant amount of September Puts. We trimmed 25% of our 10% Energy weighting, selling XLE, XEG,CNQ and TOU, mostly at market open. Do you believe , Energy sector could be range bound for near term and has further downside ? Would it be prudent to cut the sector weight to 5%, in General, without being specific to our portfolio ? Which companies would you reduce, in order of priority, among, CNQ, TOU and SU, based on balance sheets and possible further downside caused by Oil/Gas price and recession ? Thanks
Q: Hi, With recent drop in Oil/Gas prices, would it be prudent to reduce exposure to Large E&P and Integrated names and increase ENB weighting, so we have Energy exposure but with limited downside. In your Balanced Equity Portfolio, I noticed that ENB weight is about 7.5% and you appear to be comfortable with that. Thank You
Q: Any specific news regarding BMO keeps falling for the past 2 weeks even the market is up today but BMO stocks is down, try to understand why it keeps going down, wondering because BMO invested heavily in oil and gas and crude oil is down. Appreciate your insight.
Q: With losses mounting day by day If I sale most stocks and take a huge loss,Which stocks cdn and US make good strong stocks in US and CDN.
5 EACH.I know this is not easy but perhaps better than cashout with lots of losses.
Q: Currently there is a lot of turbulence in markets for many reasons, could you provide a list of 3-5 balanced companies that you would find attractive both at current prices and economic situation.
Q: QUIS has been a significant disappointment for some years now and appears to have changed its business profile at least once along the way, such that even now there is a current apparent need to make a substantial progress. So the question is there a reasonable prospect that the recent announcement involving Visa will have a significant impact on this company's sales and profitability?
Q: On a company like ATH what do you think investors would rather see a small dividend or share buy backs. Which would have a greater impact on the share price?
Q: Hello 5i research
On BNN yesterday one Guest recommended Rinf -Proshares inflation expectations ETF for this market conditions.What are your thoughts , appreciate your guidance.
Thanks
Q: With the GFI agreement to purchase YRI for .6 shares for each GFI, which stock is better to buy at the current price drop? GFI ( 9.50ish) YRI (6.45ish) or both.
Q: Hi there, can you please provide insight into BOXD.US, looks quite interesting here from a trading perspective, but how about from a longer term investment view?
Anything catch your attention regarding financials, ratios, management, board, etc?
I believe management and board have been buying strongly at bottom here, please confirm?