Q: On Jan 27th, Pierre asked about buying ZJG. You suggested XGD holding larger companies primarily for safety. I am thinking of adding gold exposure and see that both ETFS have the same MER (.55%)and while XGD has a 70% exposure in N.A. ZJG is 100%.
My question is, would the smaller gold producers in ZJG have more torque to the price of gold and perhaps benefit from M&A activity? Or perhaps not.
Thanks for your great service Gord.
Q: Has the Toronto Star printing opportunity changed your less than positive outlook for this company ? I have never followed the company's progress but am now trying to decide whether or not to buy some shares. It does look attractive to me but I may be missing something.
Thanks in advance .
What are your thoughts on XEG? Would buying shares of XEG.TO be a good strategy for getting exposure to an oil price recovery without the risk of holding individual oil companies?
Q: Peter and His Wonder Team
I realize aluminum is in the "doghouse"...oversupply and underdemand. However I have read a few analysts who think the balance may tip within 6-12 months. So I am looking for a longterm contrarian play. Are there any Canadian companies that might qualify...they must have a decent balance sheet with low debt, good management, safe jurisdiction. A junior company usually has more upside. Your thoughts would be appreciated. Does such companies exist or am I dreaming?
Respectfully...Dr.Ernest Rivait
Q: Low yielding companies such as Ccl, Csu, Sj that outperformed the Tse in 2015 are down over 10% so far in 2016.
High yielding companies ie Ala, PPl,Trp that underperformed last year are up over 5-7% ;
Do you expect this trend to continue?
Q: Any possible reason for price drop on Jan 28&29 when markets and most stocks were sharply higher? Two large crosses on Jan 29:
$198.25 10,000 GMP Securities L.P. GMP Securities L.P. 14:02
$197.50 13,700 Macquarie Capital Markets Canada Ltd. Macquarie Capital Markets Canada Ltd. 16:00. I have added to my position. Thanks
Q: Growth stock 5i favourites are KXS, TNC, SIS and NFI which is on sale. Also oil stocks are on an uptrend. Rank on which order you would buy 5 these entities? Here are some of my under-performers which I am considering selling a couple of in order to help purchase buying your top rankings. List the three worst performers of the 6. PLI, CXR, IT, ESP DSG and DRT. Thanks Dennis
Q: I have noticed that, when someone asks about investing in Google, Amazon, etc., you have recommended one ETF or another. I don't believe you have ever recommended FDN, which I hold and like. Is there a negative to this vehicle that I may have overlooked?
Q: Since the beginning of this year, City's drop has been more than twice that of JPM, and its recovery is also way slower. RBC Direct suggests it may be due to oil loans. Do you have any information on why it is performing so poorly (relative to JPM and others)?
Q: I am looking to buy about $100k of Fixed Income for my asset allocation and I have a 12 year horizon. Do you think I should buy actual bonds in some sort of Bond Ladder? or Bond Mutual funds? I am quite sure interest rates will rise at least 2-3% in the next 12 years. Is there a better fixed income product.
What is your view of Rogers recent earning report, and didn't increase the dividend? What's the company's outlook for 2016? What is your recommendation for the stock, hold, sell or buy more if already has a small position. Thanks