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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: Hi,

This question is more about the sector than individual companies. I inserted GLD/XGD/JGD in the stem b/c if I put GOLD, it takes me to a small cap gold co!

An answer by a well respected senior guest on BNN made me look up the prices of Gold companies in 2011 when spot gold hit 1900+ in 2011, Alamos was 20+, ELD 100+ (really?) CG 23+, and so on and so forth.
If anything, with low interest rates and USD in shakier position compared to 2011, these companies ought to be doing much better. Yet they are still a lot lower than their 2011 prices.

Any reason why?
Will they reach their 2011 highs again? If you think they will reach their 2011 prices, what would be your picks in that scenario?

Read Answer Asked by Savalai on August 05, 2020
Q: I'm in the process of looking at my total portfolio and I would like confirmation on my reasoning. My four stock portfolios comprise 67%; my commercial and residential real estate holdings comprise 27% and my private equity investment in an Industrial corporation comprises 6% of my total investments. I don't consider my personal home or my cottage an investment but their estimated values are included in the above. I do not own any publicly owned stocks in the Industrial or Real Estate sector in my Stock Portfolio. Should I be considering my total portfolio for sector weightings? For example my IT sector is 26% of my stock portfolio but it would only be 17% of my total portfolio. I am retired and the investment income from my commercial real estate holdings and private equity investment provides sufficient income. I currently own some dividend paying income stocks and wondering if I should continue to own these? I know you don't provide personal advice but looking more for guidance. I know my Real Estate holdings are high at 27% but I will not be disposing of any of those properties.
Read Answer Asked by stephen on August 05, 2020
Q: May I have your assessment of the following 3 South African gold companies: DRD, GFI and AU. Thank you.
Read Answer Asked by John on August 05, 2020
Q: This morning Phillip's question and your response convinced me that my portfolio should include minimum rate reset preferred shares. I would appreciate it if you would provide me with your recommendation for 3 or 4 low risk preferreds.
Read Answer Asked by Dennis on August 05, 2020
Q: In your answer to Kevin's question regarding assets Aug. 4 you state that Dollarama "Does not have many hard, physical assets." and go on to say that it leases stores. Your website 'Company Profile' would appear to disagree. "All the stores are owned and operated by the company." Would the profile be out-of-date? I am interested in the company too. Thanks
Read Answer Asked by J on August 05, 2020
Q: Can you provide me with the sectors that 5i would put these stocks in. In your Growth portfolio you have SHOP in IT, but I was thinking it is more Consumer Disc, the same as AMZN.
Read Answer Asked by stephen on August 05, 2020
Q: I have over 1000 shares of BEP:US in my RIF. I am planning to convert the shares to BEPC:CA and take some shares out next year as part of my RIF annual withdrawal. You have predicted that BEPC shares should do better than the BEP:US shares and so far you prediction seems to be correct. (Yes it is early days). I am thinking of selling the BEP:US maybe in a week or two, thinking the demand from Canadian investors will have slackened by then. Am I being foolish trying to time the market?
Thanks,
Jim
Read Answer Asked by James on August 05, 2020
Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks
Read Answer Asked by rajeev on August 05, 2020
Q: Watched Jeffery Gundlach being interviewed by Daniel Martino Booth, his credentials are very impressive, I have always liked to listen to his view of the Worlds Financial System.
According to him the Fed will take drastic measures in Drastic times. example being they have already done so by violating the Federal Reserve Act, with their purchases of Corporate Bonds, Stock purchases will probably come next.
I was confused by his biggest fear that the FED might declare their Liabilities as " Legal Tender"...... could you explain what he means by that Statement. I assumed that their Liabilities where already Legal Tender in the fact that their liabilities are backed by the Tax Payers of America, or did he simply mean he is fearful of the Fed just printing 7 trillion and wiping away all the debt.
thanks Gord
Read Answer Asked by Gordon on August 05, 2020
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