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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: I HAVE CONSTELLATION CSU.DB AND AM LOOKING FOR ANOTHER DEBENTURE. YOU HAVE RECOMMENDED CJT.DB IN THE PAST. OF CJT AND CHR WHICH IS YOUR PREFERENCE. ANY OTHER DEBENTURE YOU MAY CONSIDER TO BE WORTHY WOULD BE WELCOME. THANKS
Read Answer Asked by Maureen on January 16, 2019
Q: My question is about global debt as a potential factor affecting markets going forward. According to a report in the Washington Post today global debt is now about 318 percent of world gross domestic product.

The breakdown is reported like this: Government debt has tripled from $20 trillion in 2000 to $65 trillion in 2018, rising as a share of GDP from 55 percent to 87 percent. Household debt has increased over the same years, from $17 trillion to $46 trillion (from 44 percent to 60 percent of GDP). Finally, nonfinancial corporate debt rose from $24 trillion to $73 trillion (71 percent of GDP to 92 percent).

Do you think growing global indebtedness is a serious risk factor investors should be aware of?

Link: https://www.washingtonpost.com/opinions/with-booming-global-debt-were-entering-unexplored-territory/2019/01/16/8896c5e2-19bb-11e9-88fe-f9f77a3bcb6c_story.html?utm_term=.f9c7f2e8f264

Thank you. Michael
Read Answer Asked by Michael on January 16, 2019
Q: Can you please offer an opinion on CVE: SIM, Siyata Mobile Inc. Also, can you give me 1 or 2 names that have an opportunity for explosive growth over the next few years.
Read Answer Asked by Valter on January 16, 2019
Q: I have been analyzing my holdings through this recent rally and most have performed well , some like COV and HMMJ spectacularly well. VB and CRH are two which are not participating. I know you are not fans of CRH. Why is VB not participating ? While it is a short term view, surely sentiment must have an effect. Even GUD is up lately.
Read Answer Asked by David on January 16, 2019
Q: What is your view on NFLX at this point? The recovery has been very nice, but I am wondering it is getting close to pull-back again. The increase in pricing will help earnings, but could they be doing that to offset a slowdown in sign-ups? Also, competition seems to be coming fast and furious now. Your thoughts?

Thanks
Read Answer Asked by John on January 16, 2019
Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.
Read Answer Asked by D on January 16, 2019
Q: It's challenging to assess the earnings of REIT's if using the distribution payouts as a base of information. It would seem logical that payouts with a high return of capital would suggest weak results, yet individual price quotes suggest often refer to low P/E's.
Or maybe it's better to compare Return on Capital vs Cost of Capital?
Thanks from Randy
Read Answer Asked by Randy on January 16, 2019
Q: I think the future of NFI business looks bright, see following link:

https://www.statista.com/statistics/802526/us-public-buses-in-operation/

This statistic represents the overall number of buses and the number of electric buses in U.S. city fleets as of December 2017. In December 2017, American cities used about 65,000 public buses nationwide, 300 of which were electricity-powered.

I am significantly down on this stock. It is a long term hold and favourite of mine.

My gut says the market is wrong on this equity and I should buy more shares here. My brain say don't chase / average down. Start a new position in another equity altogether.

Looking for some veteran wisdom from you guys. I am sure you have been here before.

Your earliest response is appreciated, NFI is oversold!

Thanks


Read Answer Asked by LARRY on January 16, 2019
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