Q: I recently bought the following health care stocks: Merus, NHC, PHM and CRH Medical and they are all down a lot now, some as much as 40%. I’m not sure whether I should sell and take the losses or hold on? And why is health care selling off? I thought it usually did well in a recession?
Q: I'm not familiar with ETNs or potential risks associated with them, but would appreciate your thoughts on a fund such as Barclays CAPE that seeks to invest in the undervalued sectors of the S&P 500.
Are the potential risks justified versus a low cost ETF that just tracks the S&P500?
Q: Filed on sedar yesterday was a disclosure that a US Fund owns 11% of the shares of Quorum Information Technologies (TSXV: QIS). It appears that this institutional investor has been buying this stock over the last year through Cantor Fitzgerald Securities. For such a small but profitable and growing Company, is this good sign when a US institutional investor is taking a big stake in a micro cap Canadian software company?
Q: Looking way ahead - would you agree with the view that it would be very unlikely to see significantly higher interest rates in Canada in a world of low oil and gas prices. If this view is correct - would it be fair to look at O&G equities (and to a lesser extent - energy infrastructure equities) as a "hedge" against higher interest rates. Thanks
Q: Hi Peter & Team, additional question regarding preferred
XPF, CPD and ZPR are down 2.67%, 11.54% and 17.26% (12 months)
a) Why such variation?
b) Is it best to buy ZPR since it is down the most?
Thanks
Q: Airboss has a beta of 0.17, but after a 4% drop Friday it dropped almost 5% today before pulling back somewhat. Isn't this a bit atypical for a low beta stock, and can you think of any reasons behind this behaviour? I know the market is down, though it wasn't Friday, but most lower beta stocks are holding up better.
Q: The Q2 results seem very good, but I saw they used half of the net earning for "stock compensation", so the earnings/shear become 0.11 instead of 0.24. What does it mean ? It is normal practice? Thank you
Q: Big drop today on volume,continuing its drop.Is results coming out this week?Bought small portion @ $10.32,so now down 39%.Buy more,hold or sell?.Thanks for your normal great services & views.
Q: I wonder what you think the chances are of CXI following in Home Capital Groups's (HCG) footsteps and buying a small Schedule 1 Bank, as adverse (or to speed-up) to waiting for their own application approval process? If they do, do you know of any that could qualify (or that they could afford)?
Q: Am considering a change from present US ETF holdings - VB & VO.
These 2 represent approx. 50% of total US investments. What is your crystal ball opinion for a switch to an equal amount between XLV & XLY? As always - thank you.
Watching Freehold go into a free fall over the past couple of weeks. Would you say it is compelling value at $11 given that it has gone from p/b of 4 + down to about a P/b of 2? Or is this a value trap given that oil could go lower from here? I appreciate your thoughts.