Q: Just a small correction to your July 23 response on SIL, National Bank Financial noted this week in a report that the company has $165M USD in cash, approximately 12% of the company's market cap.
Q: For international/global investments, Mawer appears to have performed well.
Would you consider either of these mutual funds adequate exposure or would there be also ETFs that would cover similar holdings, which I would prefer.
Thank you!
Q: Modern Monetary Theory appears to be gaining increasing acceptance. If Western governments were to adopt this Theory, what do you believe the impact would be to investment portfolios? What investment classes do you believe would do well, and what investment classes would do poorly? Do you see this Theory as causing a change to portfolio allocations amongst investment classes?
Thank you for your wonderful and thoughtful insights.
Q: Feasibility study is in progress for this palladium project.
It has the potential to be very robust given the large land package.
Generation Mining acquired a 51% interest in the Marathon Property from Sibanye Stillwater on July 10, 2019 and can increase its interest to 80 per cent by spending $10 million over a period of four years. As of Q1, 2020, approximately $4 million of the $10 million has been spent.
What are your views of this project.
Q: Hi 5i!
What can you tell me about a company called Avangrid (AGR:US).
Any company info would be great along with their fundamentals.
How would it compare to BEP, AQN, BLX, INE etc.?
Would it be something to invest in for 3 to 5 years at this time?
Or would you prefer the other companies named above?
1. I have not diversified my assets outside the TSX and would like to do so. Between a TFSA, an RRSP, and non-registered account, which is best to purchase US stocks (for tax purposes)?
2. If I wanted to buy an ETF on the TSX for US exposure, what would be a good one?
3. If I wanted to buy an ETF (also on the TSX) for exposure to emerging markets, what would be a good one?
4. Would you buy an emerging markets ETF in your TFSA, RRSP, or non-registered account?
Thank you for answering my questions. The information you provide is very valuable.
Q: My question is about utilities but we could extend it to any enterprise - it really deals with governments not letting the (often painful) market forces of capitalism take over. I'm not some kind of anti-government fanatic but I know true (unfortunately painful-now) market forces are being and will be suppressed more by cash-strapped governments facing a popular backlash.
I've come across a story where the British government may turn to forcing regulated utilities to accept lower profitability and thus lower dividend payouts to help keep utility bills down for the consumer.
Utilities may argue they can't provide reliable services without higher rates but it seems any company delivering 4-8%+ dividends wouldn't get much sympathy from cash-starved governments in a sub 1% interest rate environment.
With rising political pressure from financially strapped consumers would governments view regulating profits of utilities, banks and others as a great way to boost their popularity?
Q: HI Guys,
Have these stocks bottomed here &
Would you buy these 5 names right now and in what order would you put them in 1-best & 5-worst
AGF,CIS,ONEX,BMO,CWB
What financials would you be buying if you don’t like those?
Q: Of the three silver stocks listed which one has the best fundamentals. Could you list them in order of preference and if you have 1 or 2 that you prefer instead please include them also.
Thanks again for your much appreciated advice and analysis. John
Q: I have no exposure to fixed income and wanted to know if there are any other that you were preferred over this list? I am looking at buying all of these names each for a 5 % weight.