Investment Q&A

Q: Some say the extremely high debt governments are carrying will take whole world down.. And China's extremely unmanageable ( undisclosed and previously hidden) debt will bring widespread collapse to the western world as well as their own economy
Do you agree, and specifically why/why not? How-- on what basis would you assess now whether we are going into a severe bear market? Should a 'wise' investor "cut n run"?

Q: Peter and His Wonder Team
I know you are quite negative about TA because of there past record. Yesterday they cut there dividend and are seeking provincial assistance in transitioning from coal to other forms of energy. What are your thoughts about there prognosis going forward? Do you have any faith in there CEO this time around?
Thanks again for your assistance!
Dr. Ernest Rivait

Q: I have 2 cash accts., RRIF-$35000 and a tfsa $12700. If a major mkt drop takes place,which stks would be suitable for the RRIF, and for the TFSA.(Which I would like to trade short term or day trade.)

Q: The only tech stock I hold at present is DH. I am considering adding OTC and GIB.A. Would these three stocks complement each other, or would you suggest an alternative grouping? Thank you.

Q: Good morning

Can you please provide an update on WB including payout ratio (safety of dividend) and balance sheet. It seems all the stars are aligning for this company this winter.
It has had a nice pull back with the market and would like to know if you think is a good entry point for income and some capital appreciation?
Thanks

Q: What companies on the TSX will benefit most from government infrastructure spending.

Q: Would you advise buying now in anticipation of a bounce back, and if so, what sector? Tech? Health? Or should we buy defensive stocks or bond funds in anticipation of continued heavy turbulence?
If you had some money ready at hand, what would you do with it?

Q: The stock price is in free fall,cant just blame volatile markets, whats your thoughts on this co.

Q: In answer to a question about Cascades on Nov. 3rd, you said it was not your favorite in the sector and I was wondering what company was. With thanks, Bill

Q: How would you rank these names for growth potential-SYZ,TNC,PLI,SIS ?Thanx Robbie

Q: If one decides he has too much risk, would it be wise to sell some equities now at these depressed prices, or wait for a recovery to act?
Thanks,

Q: Do you think that this becomes a better investment the lower the dollar goes? Or will the deterioration of purchasing power make even staycations out of reach for too many households?

Q: I know in the past you have mentioned that you use Bloomberg Professional. I'm just wondering if you could recommend websites or software that the average person can take advantage of for Canadian market research and portfolio tracking?

Q: Peter, there appears to be no let up in car buying, Exco I believe, brings in mostly US income and have expenses mostly in CAD, and its P/E seems very reasonable. Yet the stock is down. Other than this brutal market, any reasons? Subject to over concentration...buy more?

Q: To add to the general hilarity, Albert Edwards from Societe Generale Private Banking, told his clients yesterday that they should sell everything as we are heading for a 2008 style crash and US stocks will lose 75% of their value. This comes from the UK Telegraph Saturday Jan. 16, 2016. Publish or not as you see fit.

Q: Hi Pete and Ryan,

Two questions on two different companies:

1. VSN - How are these guys funding their projects if all their cash flow is going to pay the dividend? It seems to me that a dividend cut is in order as they can't keep going like this forever. What do you think?

2. Capital Power - In light of Alberta's climate change policy, do you think Capital Power will be able to grow their power generation asset base such that the shutdown of their coal assets (in 2030) will be mitigated, if not immaterial altogether? Capital Power seems to have decent cash flow and upcoming projects underway, but I wonder how much this will impact them in 15 years time.

Thanks again,

Aaron

Q: I have gone through homepage and financials of wcp and surge. My question is this; of the hedges that were in place for 2015 and pending 2016, how many of these were actually carried out at these prices? It seems to me if they were all carried out, these two companies would be in the black.
On a related note, if oil futures are going down, why is US and Saudi Arabia pumping and selling the oil glut. It seems to me that this is done deliberately to flush out all the other countries, and would leave US and Saudi controlling the future oil production. Just look at the price of TCW, CFW, PD. FRC. and many others. These companies are on there last legs and will be bought out or cease activities. Are there others who believe like I do? Thanks, this has been on my mind for several years. Sorry to be a pain.

Q: I think the U.S. is going into a recession as some have predicted and much of the data supports. Ones overall view of the big picture should be paramount, not the buy the dip mentality which has been pervasive view and correct over the last few years, prior to 2015. Things have changed and the markets are forcasting the change. Cash will be safe but until the change for the better starts to happen, I recommend stay in cash. Not for everyone, but if you invest or trade, you have to sleep at night. just one point of view and this makes a market go up and down. Watch all the data. not good at the moment imhop.

Q: I am interested in some balancing to my overwhelming Canadian holdings.
1. Can you suggest some low MER ETFs to provide US and World (excluding North America)?
2. What do you think of 'fundamental' ETFs compared to those based on 'market cap'? Any suggested names for further research?
The complexity of the expanding ETF field seems self defeating to their intended purpose. Thank you for your guidance.

Q: I have built up about 60% cash. I held onto RY TD and BNS. With blood in the streets I am considering deploying some cash (gradually). What sectors should I look at and in what order. Any individual stocks that look compelling at this time. Thank you in advance