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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 made an error and have both Ford and GM in an RSP. I would like to sell one or both to free up some US cash. Each would incur a small loss.

Which one of Ford or GM would you sell? Perhaps both? In the alternate would you simply reduce each one and keep some of each? (The only other industry exposure I have is a small position in Martinrea)
Read Answer Asked by Adam on February 11, 2015
Q: after the recent earning release, what are you current opinions and advice with respect to this stock, and company
Read Answer Asked by john on February 11, 2015
Q: Good morning,

I read an article in the Toronto Star this morning regarding the expected strong growth in robotics (manufacturing etc.) over the next 10 years .Quoting the article, growth quadrupling by year 2025.

Can you please provide two or three of your best ideas in this space from a best risk/reward perspective(either US or Canadian) that would stand to profit the most if these projections come close to fruition.

Thanks
Tom
Read Answer Asked by Thomas on February 11, 2015
Q: I read in the Intelligent Investor that one good measure of a stock valuation is to multiple the PE ratio with the PB ratio. If the result is under 24, that's good. Canadian banks currently fall under that threshold. However, Glusheff is far above that threshold (PE = 12, PB = 6.6). (1) Do you like this measure (2) Does it apply to most stocks, even money managers? (3) Could educate me on how you use the PB ratio in your evaluation?
Read Answer Asked by Matt on February 11, 2015
Q: Hello Team, I'm considering attending PDAC in March. How do you feel about this conference? Do you think it would be worthwhile for a retail investor like myself to attend & if so, what can I expect to gain from it? Any insight you can provide is appreciated. Thank you.
Read Answer Asked by Michael on February 11, 2015
Q: Would you suggest buying any etfs for Europe, India, emerging, China and if
So any suggestions
Read Answer Asked by jason on February 11, 2015
Q: Fixed Income portion of my registered accounts investment is 22.5%, and I want to increase it to around 30% I currently hold HFR, XSB, HYG, and CBO. I also hold a small amount of funds in Royal bank Bond fund. Should I add to these or can you suggest some other alternatives? I am 66 years old but does not the income from RRSPs at this time.
Thank you
Read Answer Asked by satish on February 11, 2015
Q: hi folks:
there was a 'report' that seth klarman's baupost group recently bought 21mm shares of bxe. I cannot confirm this action and only see orange as being the sole 'big acquirer' can you tell me where I could look for confirmation of this (assuming it is not an internet 'rumour')
thanks
Read Answer Asked by Robert on February 11, 2015
Q: What do you make of Seth Klarman taking up an 11% interest in BXE...thanks as always for your insight...
Read Answer Asked by Curtis on February 11, 2015
Q: There are often questions about sectors. I stumbled onto this web page that gives a clear description of each sector along with reasons for considering each sector in the light of economic conditions. I believe the 11 sectors listed (a separate one for real estate) aligns with 5i's view of how sectors should be divided. I found it helpful and thought I'd pass it along: https://www.fidelity.com/sector-investing/compare-sectors
Read Answer Asked by Jerry on February 11, 2015
Q: What are your 3 top etfs that follow s&p 500 and top 3 that follow American banks
Read Answer Asked by jason on February 11, 2015
Q: Just a general question. I'm I wrong in thinking that this time of the year where allot of people are making last minute investments in RRSPs and TFSAs seems to give some extra momentum in the stock market? It just seems that even though we had a bit of a panic in the oil sector and an unexpected rate drop, there still seems to be allot of areas which are pushing above or hanging around yearly highs.
Read Answer Asked by Paul on February 11, 2015
Q: The following quote was made on the BNN evening Market Call:

"Guardian holds about 4.7-million shares of the Bank of Montreal and other investment securities which are worth a total of $16.75 per Guardian share (as of 30 Sept) vs. a $16.63 current share price (100 per cent of share value). If you strip out the value of its investment portfolio, the underlying business – which has been robust over the last few years – is a free option"

At face value this sounds like a hell of deal, which my past experience with stocks means it is to good to be true.

I see your last comments are about 9 months old so I would appreciate your thoughts on the above statement and if you view it as an attractive purchase in this current price range.

I just renewed my Membership and you have made it quick and painless. Please keep up the great work.

Mike
Read Answer Asked by Mike on February 10, 2015
Q: You have not commented on this stock since Oct.28. It has continued to climb and is now over 5% of our portfolio. Would you recommend selling a portion now or riding it further?

Barb
Read Answer Asked by Barbara on February 10, 2015
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