Q: Jim Rogers is calling for the worst bear market ever. In a recent interview, he said the following:
“When we have the bear market, a lot of people are going to find that, ‘Oh my God, I own an ETF, and they collapsed. It went down more than anything else.’ And the reason it will go down more than anything else is because that’s what everybody owns…”
“… If somebody can just take the time to focus on the stocks that are not in the ETFs, there must be fabulous opportunities in those stocks because they’re ignored… Some of them have got to be doing very, very well. And nobody’s buying them, because only the ETFs buy stocks.”
I’m curious to know what you think of these comments. Is he right that ETFs are bound to fall much more than stocks? Are some more at risk of a plunge than others? Also, if “ignored stocks” are better investments than the ones in ETFs, can you name a few examples? Thanks.
In our grandchildren's RESP (ages 15 and 16) I have been using accumulated dividends to 'top up' the above ETFs, as I'm able to do so commission-free through Scotia iTrade. The portfolio is balanced, with the majority of holdings from the 5i portfolios. Can you suggest a strategy as to which ETF(s) I should invest this extra cash at any given time? Since the 16-year-old is in grade eleven, and the 15-year-old is in grade ten, is it safer to use CLF and/or CBO, even though their charts don't look so great, as compared to CDZ and CUD?
Q: In the financial sector, specifically banks, what dividend stocks do you prospect to have higher growth rates in the long run. Narrow down on a few stable growth stocks in the sector.
Thank You!
Q: I am a trader by obligation rather than by choice as I spend an important part of my time trading micro caps.
For obvious reasons these companies mostly have little or none revenues, expectations is all what is left.
However, there is another way of being sensitive to the balance sheet is expenses, and i am particularly sensitive to burn rates because that may be a key to future share offering with or without the dreaded warrant.
I just read this document: http://avc.com/2017/09/some-thoughts-on-burn-rates/?utm_source=Daily+AR&utm_campaign=871270e2bd-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_c08a59015d-871270e2bd-140326233
Would you give me your opinion on its value for future reference.
Thanks
CDJ
Q: I bought PGF and BTE on a big dip in April and neglected to sell on the multiple dips after that..... The recent rally has me back to a less painful loss. What the hell is causing this rally? I will likely sell once this level off but the fundamentals just don't seem to support the influx of money into these highly leveraged companies. I had written it off as dead money for the next few years and lesson learned ( again) to sell when you call momentum wrong. Not an analyst on the planet has oil going up to numbers that BTE and PGF need to cover their dept let alone make a profit in the next 12-18 months. So I guess my question is what is driving this rally in highly leverage energy stocks.
Q: Hi Team
The company released an independant report showing that their technology reduces emissions. Are the reductions really a game changer or is this just hype?
The stock price is up nicely. Do you think it will go higher from here or pull back?
Thanks for your thoughts.
Ian
Q: Wesdome announced a restructuring today, "effective immediately". Could I have your reaction to to this and the large trade volume coinciding with the release. More of a buy or more of a sell with the news?
Q: Can you please address the issues plaguing Allergan at the moment? What is behind its momentous drop in share price over the past few weeks? I currently own a 2.5% position. Would you feel comfortable adding more on weakness. Would you buy today?
Thx
Karim
Q: NWL has declined sharply in recent weeks due to (1) Hurricane Harvey on its U.S. manufactured resin businesses, and (2) bankruptcy proceeding of Toys R Us, which NWL is one of their top suppliers. NWL has issued revised 2017 guidance due to the impact of Harvey but, in my opinion, it's not material. Is the selloff overblown? Is it a good entry point now, or is it catching a falling knife? Welcome your thoughts. Thank you.
Q: Data Communications has good revenues for a small company - would you please provide an assessment as to whether this is a good/risky investment?
Thank you.
Q: Hi team, which of these 2 fin tech stocks do you prefer today, they have both had big run ups, do you think they are ok to buy into now?I am thinking to add to my RRSP.
Thanks
Q: Hello. I hold some esidemtial real estate personally but in my stock portfolio I only hold HR.UN which has performed ok but not great. Am thinking that it may be time to move on from it. If you could hold one REIT what would it be. Considering CsH.UN but open to other suggestions. Only hesitation on HR.UN is that I like the yield
Q: I am under water on these three stocks. I am looking for best possible growth. Risks are fine.
Keep any of these three stocks or replace with stocks offering better growth? Your suggestions please. Thanks.
Q: How much do you rely on technical analysis for making buy recommendations...do you you consider buying a strong stock on weakness...a pullback to a moving average....pullback to major support levels?
Q: Thanks for the great work guys. Your comments on dr(medical facilities corp). I am looking to add to my healthcare/consumer portion and the yield is good. Apparently insiders own 45% of the company.
Q: Could please tell me your newest additions to each portfolio in the last 2 months
I do not see where to find the date of entry ( although I see the start price)
Thankyou