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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: Quite often, in both questions and answers, when there is no apparent or obvious reason for a significant drop in a stock's price it is simply attributed to "profit taking".
Can you please explain how and why this works - what are the mechanics of it?
Thank you,
John
Read Answer Asked by John on March 22, 2018
Q: Hello
My Self Direct RRSP account holds approximately 50% in the older couch potato version XIU,XBB,XSP,and XIN. The balance is primarily Canadian dividend funds found within your income and balanced portfolios.
Now that I have retired should I sell the original 4 couch potato funds and replace it with the new Vanguard fund (VBAL) plus keep a few of the better dividend stocks.
Just looking to keep it simple and not stress over re-balancing and diversification.
Thanks
Gary
Read Answer Asked by Gary on March 22, 2018
Q: I have held this stock for awhile, cost about equal to current price. Dividend suspended for reasons I could not follow after the price of the common dropped like a stone following Air Canada's withdrawl. I have no clue on how to do an objective analysis of this situation. I am not losing money, the potential gain is very good but the whole situation with the company is very murky. The easy out is to sell but if the company stabilizes itself or sells itself the potential gain is quite good. Given that the dividend on the preferred was stopped for what was described as legal reasons rather than cash flow reasons how does one assess the possibility of the dividend being restarted?
Read Answer Asked by Dennis on March 22, 2018
Q: What is the equivalent site (annual reports, quarterly disclosures etc) for Japan?
Thanks.
Read Answer Asked by CAMERON on March 22, 2018
Q: A brief follow up re your response to my question regarding American tariffs.
Could you pleases clarify what you meant when you stated that
"Inflation is no one's concern,"
I thought that the higher the rate of inflation the greater potential for rates to rise which ultimately affect the markets. So I think that inflation is a concern to the Fed.
Read Answer Asked by John on March 22, 2018
Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?
Read Answer Asked by Kuldar on March 22, 2018
Q: Hi there,
Just doing some portfolio re-balancing as my portfolio seems to have gotten off track a bit lately. I am running with about a 22% weight in industrials but have CCL and richards Packaging classified there. I always struggle where to classify these two - more suited to materials or do you have an alternate classification. i am extremely underweight in Consumer Discretionary. Any recommendations? i have been reluctant to buy anything in this space lately!
Read Answer Asked by kelly on March 22, 2018
Q: I have a general concern that I would appreciate your assessment regarding both the US and world economies. We have a US stock market that has been rising consistently for some time now. Bond yields are on the rise with increasing concerns about inflation. Now there is a threat of a major trade war as Trump considers placing significant tariffs on Chinese imports. This has been tried in the past (ie 1930) with dire consequences. Sure, US imports of tariffed goods decreased but so did exports as other companies struck back with their own tariffs. And if China, for example, sells less goods to the USA it will buy less raw materials from other countries affecting their economies.. So the risk is a major slow down in world economies. I would expect prices for many products in the US to rise substantially, due to Trump's insular view of how things work with increased pressure on inflation and bond rates. My concern is that all of this could result in a major recession next year. How do you view this situation? I would appreciate your thoughts and analysis. Thanks.
Read Answer Asked by John on March 22, 2018
Q: With the drop of share price I have less than a full position in these stocks. I can top-off only two, which would you choose and why? Thanks!
Read Answer Asked by Jean-Bernard on March 22, 2018
Q: With the 2017 earnings report out and the stock price at $16.240, do you still have a wait and see approach to this company?

Does the quote from the latest press release, listed below, indicate that the worse is over for AGT?

We believe that the challenges of the past quarters will begin to ease as the effects of governmental interventions and market corrections subside and markets find their new balance as a new crop season begins, with India’s current harvest and the upcoming Turkish harvest in May 2018. While AGT cannot control the timing of a market recovery, we expect a gradual recovery, with respect to volumes and prices and with them margins and earnings, to continue over the coming periods through 2018 with North American harvest and into 2019
Read Answer Asked by David on March 22, 2018
Q: I hold these two Sentry funds , down 30%. bought them when gold was $1300 . when gold goes down they go down. when gold goes up they do not come for the ride . any thoughts for the future. thx. Jack
Read Answer Asked by Jack on March 22, 2018
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