Q: Hello 5i team,
Could you elaborate on GPS's current business ? I sold it late 2013 before it peaked at around $3.50. What has changed?
Thanks,
Antoine
Q: Thinking of this one in replacement of GILD that i sold 2 weeks ago. low p/e and peg, nice dividend but high debt.Argus and S&P by applying comp p/e come up with a target of 84$. Does it deserve the p/e or cheap for a reason?
What is your view on this one ?
Any suggestion ?
(like everybody else: I know you don't cover US stocks... bla bla bla)
Thanks much!
It looked to me that they were pretty flat compared to last year even though they had lowered production costs and were selling at better commodity prices. Management mentioned they had slowed production at the start of 2016 which impacted the revenues, however. They also re-affirmed growth opportunities with 3 new mines they would like to begin work on in 2017. Earnings were not impressive by any means, but I cannot understand the 22% drop over them (although silver being down $.70 today will not help). Could I get your comments please.
Q: LTE reported today. Please comment on results, and what you think of the stock as a high-risk holding. I have more than doubled. Should I continue to hold (with a trim) or take my profit and move on.
Q: I have only 17 percent in fixed income, I am sixty, still working, with a fairly well balanced portfolio and no plans to use the income for quite a few years. I currently have most of my fixed income in CBO and CLF with some XHY. I would like to add another 5-10 percent and I am wondering if just adding to what I have is the best way to increase my Fixed Income allocation.
Q: I was asked to review my sons portfolio and he is a ETF investor mainly. I have a concern with the very high MER of 3.76% current for healthcare Leader income ETF It has a high yield (8.4%) that I think is tempting him but Brand leader fund by the same firm has a mer of 1.44 %. Why the big difference. I see the hhl is advertised and promoted heavily on BNN. Are they charging fund holders for their promo on a under preforming fund? I found a great site The Wealth Game (wealthgame.ca) that lets you calculate the true cost over time of fees. It can be an eye opener for younger people with longer time horizons that are sucked into what they may think are low fees such as 2 or 3 percent. Your views please.
Q: Could you please outline the risks in holding these types of high yield bond ETFs, with respect to the effect on the capital and yield components. I have a long term (15-20 years) view.
Are there scenarios where more stable bonds (ie. XBB) might outperform it over a longer period (15-20 years) of time?
Q: Doubled my money on TNC, thank you kindly. I do not have PHO,ITC,or GPS. You have advised all as replacements. Could you place them in order of preference please, and explain why.
Thank you
Peter
Q: Hi: I have a small portfolio containing Bep.un, Drg.un, and Bns.( just starting out). Can you recommend a couple of stocks and etf's for further diversification. This would be for a medium to long term hold, risk tolerance is medium .
Thanks