skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I just signed up for Money Saver then noticed the Mutual Fund/ETF offer. I had assumed that Money Saver would provide the mutual fund and etf information I was looking for including 'best of' tables. Can you explain the difference please.
Thanks Peter.
Read Answer Asked by Peter on December 17, 2018
Q: I believe JPM is your preferred US bank based on a prior question. I'm wondering if you can compare and contrast it to Wells Fargo and make the case for one over the other? I'm curious as P/E difference seems insignificant between the two. The Buffet backing of Wells Fargo is interesting as well. Can you comment on why he prefers it? Take 2-3 credits as needed! Thanks
Read Answer Asked by Tim on December 17, 2018
Q: Hello -

Being aware that you don't necessarily cover US stocks to any great extent, are you able to tell me what UPS's valuation is compared to it's past, on metrics you find useful?

Is debt concerning to you for this type of industry?

This company's stock has dropped off a lot - likely some to do with current market conditions and partly with Amazon supposedly taking over this industry, and the rest of the world while they're at it :)

Thanks.

Jim
Read Answer Asked by James on December 17, 2018
Q: Hi I’ve read that markets are fairly valued based on forward PE of 15 or so. I’d like to look at this from a bigger picture, the total market cap to GDP ratio, the so-called Buffet Indicator. In the past 100 years, this is showing extreme over-evaluation currently 151% exceeded only by the 2001 Tech bubble, 161p. If rates continue to creep higher I can’t see how this will end very well. Then again, if the they peak and then fall, the over evaluation is at least buffered, Your thoughts ?
Read Answer Asked by Daniel on December 17, 2018
Q: Further to my question and that of Marios, I tend to agree that when a stock continues to fall as it has, one does get concerned that something is happening that we do not know about. Perhaps poker popularity is diminishing or perhaps debt reduction is not being taken seriously enough?
Based on your analysis of the company what are your projected revenues/ their forecasted this year and the next? Has the company made any comments/projections regarding how internet gambling is trending? Also you mentioned their debt levels. Has debt been increasing this year and are there any tangible signs that the company has plans to reduce the debt load.? What have they said in their conference calls regarding the industry and their plans to cope with their debt levels? Do they have the cash flow that would allow debt reduction?
It seems obvious that the market is concerned about something re this company. When I see a company trading at about 10 times next year's expected earnings and people continue to sell the shares day after day then one starts to question the validity of the projections and their ability to continue as a viable company with excessive debt! Not too long ago there was a drug company with all kinds of rosy projections that fell to junk status from very lofty levels. And debt, I seem to recall was an issue. Hopefully we do not have a similar situation with TSGI?!
Read Answer Asked by John on December 17, 2018
Q: An analyst from Citi has warned that “debt service ratios for non-financial firms” in Canada are very high, and a crisis is possible within a year. Is it safe to assume that none of the companies you recommend would have any trouble servicing their debt (TSGI, SIS, PBH, COV, TOY, etc)? Do any prominent names come to mind which might be at risk? Thanks for your thoughts.
Read Answer Asked by Brian on December 17, 2018
Q: Hi – what is your general view of the MIC’s now, for TFSA or RSP.? Which MIC do you prefer if any? Can you please rank the three listed and indicate if there’s a different one that you prefer. Thanks.
Read Answer Asked by Kirk on December 17, 2018
Q: Could I get your opinion on purchasing these stocks going into the new year. If none your choice of some income and dividend suggestions. Also comment on bce for a long term hold. Merry Christmas to all.
Read Answer Asked by kenneth on December 17, 2018
Q: Hello, my understanding is that because of our tax rules the tax loss season (November - December) is something Canadian only. Is that correct? Do the American investors also have a tax loss season? Thanks, Gervais
Read Answer Asked by Gervais on December 17, 2018
Q: I would like to have some clarity on the buy back of share. Just received an offer to buy back from 3.35 to 3.75
Why they want to back back? and is it a good move...should I do it?
I know that you have recommended this share before and would like to know what are you going to do if you still have it.
thanks for your help
Diane
Read Answer Asked by Diane on December 17, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!