Q: Ross Healy, on Market Call Tonight, said that Visa was way overpriced, and that he wouldn't even begin to have an interest in it unless it fell a further 40%. What is your take?
He also echoed a theme I keep hearing which I don't understand; that this market is "old". It's "old, old, old, worn out" as if the market were a human and about to keel over due to longevity. I get that boom markets don't last forever, but my understanding is they die due to weakening economic circumstances not old age. Don't they? He said that as the S&P had fallen below 2500 the next stop was 2000. What is your take?
Are there any TSX listed ETFs tracking CDN and USD Treasuries similar to
2-year Treasuries (SHY), 5-year Treasuries (IEI) and 10-year Treasuries (IEF) and are they a good investment options for fixed income under current market situation.
Q: Health care sector: I own GUD, COV and RHT (I did not get out of RHT in time so will hold) in Canadian health sector - all are down significantly. I follow BE portfolio and have diversified non- Canadian mutual funds and etfs. What are your thoughts on USA health sector, which if any of the IBB, HHL, ZUH would you add for long term (5+ yrs)?
Q: Happy new year
I hold a 1/2 position in siana retirement home .wish to go to a full position in this space.
Is csh a better choice and why.
Kind regards
Stan
Q: I hope you would consider telling the members your views on some “ 5G Enablers”. Nokia, Ericsson, Cisco, Qualcomm might be large cap considerations. Little outfits like Inseego ( INSG) are helping Verizon rollout 5G. There must be some potential winners. Thx Frank
Q: Could I please have your opinion on CHAR Technologies (YES-X) for an investment in the green tech sector? Also, please mention other clean tech companies that you think may have promise as long-term investments. thanks, and best wishes for this new year!
What are your thoughts on Apples recent downward guidance, stock is now down 38% from its highs a few months ago, it is as you know a very cheap stock for a "tech" company. Do you feel that this is way overblown... I understand the trade war concerns but this has to be a short term concern (1-2 years).
Is this not a very compelling price at its current valuation with the cash hoard they have and stock buybacks, services revenue increasing, etc.
I do not own Apple but I have been waiting for a good time to buy some and now seems like a good opportunity to maybe buy half a position and see how it goes? Would you think Apple would be a good stock to buy for a grandchild's RESP money not needed for 15 plus years?
Q: Wanting to make an initial investment into equities within my TFSA which has lots of room. Planning to put in about 10k. Planning to buy and hold long term. Would like a recommendation on growth stocks to get started and have a bit of diversification. Also should I buy all at once or buy some names now and others later. Thanks!
Q: SQ share price has basically been cut in half as of late. Do you see this as overdone? I am interested in the long term prospects in this company. Do you see it as a good entry point for this name? Also, if the US economy is slowing, do you still feel SQ will keep up its rapid pace of growth and is this company "here to stay" so to speak. It seems like this company still has a long runway of potential here globally, would you agree? Thanks for your comments.
Q: Hello Team. It seems the level of negative sentiment in the sector has not diminished since Dec although it has only been two days. Every day there is some new big issue to fret about like Apple today and U.S. growth yesterday. Does the VIX adequately reflect this negative sentiment? Are we still waiting for the "spike"? Would your advice be that, rather than try to adjust equity holdings to conditions, just sit tight and wait it out ?
Clarence