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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 am curious in your experience in the past with similar corrections 10% or more. What are the companies that benefit from the eventual recovery? Is it the companies hit hardest in the correction that rebound or the companies that weather the storm and continue to outperform?
Read Answer Asked by justin on February 12, 2018
Q: hey Peter & Team,

From what I can see results on the recent report were mixed but overall the year wasn't horrible. Yet, the stock is down over 50% since June, 2017 including the big hit today.

Would you mind commenting on the recent report and letting me know what am I missing here?

Thanks for all you do

Gord
Read Answer Asked by Gord on February 12, 2018
Q: I am rebalancing 5% of USD portfolio with objective of reducing overall Beta to face an increasing volatility patch.
My Question is on IGHG, that has performed well in the current environment. In a well balanced growth tilted portfolio , would you see any objection in increasing this position from 5% to 10%? I realize that trading volumes are sub-optimal. But I like the protection given to rate increase with zero duration in an otherwise benign credit risk environment, especially with ongoing strong growth in US and no sign of yield curve inversion on horizon. It also seem to give me an even safer hedging strategy to rising rates than with TBF, for which your comments were really appreciated.
Read Answer Asked by Daniel on February 12, 2018
Q: What are the pros/cons of holding Canadian companies, e.g. banks, in US markets instead of Canadian markets for non-registered accounts?
Read Answer Asked by Joel on February 12, 2018
Q: I'm thinking of adding bank exposure, during this correction. Are the U.S banks more appealing to buy than the Cdn banks ?
Read Answer Asked by Bernie on February 12, 2018
Q: Hi 5i
Any thoughts or words of wisdom on this merger (far outside your focus is understood) would be much appreciated.
Specifically, cineworld will be ramping up leverage for this deal. Would this make you nervous? I have a position in cineworld and am in the midst of a rights issue.

Thanks for any comment provided
Mike
Read Answer Asked by mike on February 12, 2018
Q: Hi 5i
Not so much a question as a request for reassurance about the volatility of the previous week. I've been picking up additional shares of cgnx (and others across both US / Canada ) and could do with hearing that I haven't missed obvious signs that the world is ending !

I've taken for granted the volatility-free markets we've had for some time but remember past panics where I watched without participating in, with hindsight, so called bargains.

Thanks
Mike
Read Answer Asked by mike on February 12, 2018