Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?
Q: Hi,
Is there an ETF that holds only a higher concentration of the FAANG stocks? I looked at the FNG but it does not seem to hold FB (could only find top 10 holdings). I’d like exposure to these growth names and maybe now good time to start a position with the declines in Netflix, and FB.
Thanks,
K.
Q: You mentioned in an earlier question that MBA was highly leveraged. Do you think it is reasonably leveraged compared to most REITs or a personal real estate portfolio? It seems to me that most of the debt is real estate related. Do you think this one is any more risky than owning leveraged real estate in general?
I would like to eventually add Lassonde and Waste Connections to my portfolio. If you could only add one today, for the long term, which would you select and why?
Q: Hoping for some education on economics here. In an answer to Terrance about portfolio weightings, you were suggesting 20% be allocated to Industrials and 5% to Materials. I would have thought Materials would have been higher in this scenario on the assumption that a strong industrial sector would boost raw material costs.
Is the reason for the suggested minimal Materials allocation because of your oft-stated concern that Material producers tend to be price takers and not price makers or is there an underlying economic reason where material costs are shown to lag production increases?
Q: At present, I do not have much exposure to Canadian industrial stocks in my portfolio. I am assuming the best way to achieve this would be via an etf. Accordingly, could you please suggest a few.
Q: I've held this ETF for 2-1/2 years, its up about 40%. I purchased it initially as a US dollar holding not subject to US estate tax exposure. With Trump doubling the estate value amount before those taxes kick in, for now, thats no longer a concern. For future buys, is there a better US dollar ETF you'd recommend - lower MER and/or better growth, safety?
Q: Can you please provide your analysis for copper and Capstone Mining, is this a buy based on future opportunity at this stage in business cycle.
Also, Intertape was recommended this morning, is this a buy with decent growth prospects? Thank you!