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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'm looking to buy a US bank. I know you like JPM, so can you compare JPM to OZRK for me? I know JPM is way bigger so less risky in theory.Looking at Fwd P/E OZRK looks more expensive but it looks much more consistent over the last 10 years and has better ROE and cash flow.Please give me you r analysis.Thanks and I'm learning a lot from your service!
Read Answer Asked by Adam on November 22, 2016
Q: I know US is not your focus but someone called Davuluri on BNN yesterday says that Nvdia is seriously overvalued and that it is a market sell with a downward trend to $38 a share. That is a huge prediction drop as the stock is trading closer to $100.
Is one too late to the party? I know it has a huge p/e but other analysts seem to think it is justified based on going forward.
Why would this person risk his reputation on a call like that or is it the case: hope you sell sucker so I can buy it?
Read Answer Asked by Helen on November 22, 2016
Q: A comment for Dave who was asking about "playing the vix." HVI is a Canadian un-leveraged inverse VIX ETF that is "safer" than going long the VIX. HVU and HUV are, in my limited experience, good vehicles for losing money. With an inverse VIX product like HVI (or XIV in the US) it tends to benefit, not decay from the contango. Strategy in a nutshell is to buy when the market is tanking (VIX > 20) and hold as the VIX declines, which could be over a period of weeks or months. It's still a risky trading strategy, but less so than long VIX products, especially the leveraged long VIX products like HVU.
Read Answer Asked by David on November 22, 2016
Q: Good afternoon,

I am wondering if you can provide your latest take on LMP. The forward PE has come down to a reasonable (relatively speaking) level, growth looks solid and the balance sheet seems safe, given the cash position/no debt. Can you speak to:(1)the competitive landscape in the sector and (2) anything investors should know about management beyond the 40%+ insider stake.

Thanks,

Jason
Read Answer Asked by Jason on November 22, 2016
Q: Hi Ryan + Group Presently I am over invested in WFP @$2:10 the thought was that the softwood lumber agreement risk was built in. Clearly now @$1:80- $1:90 range I would say it was not. My question is when I sell it (not if but when) what sectors / specific stock would you recommend Presently the market value is approx $200,000 . Thanks for your valued service
Read Answer Asked by Terence on November 22, 2016
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