Q: Hi Peter, can you please comment on the sector risk, geopolictical risk and market timing of these ETF's. QQQ (tech), XLF (financials), IHF (healthcare), EWG (Germany), EWA (Australia). I can purchase some or all or even wait if you recommend? Jeff
Q: Given the premium paid for Amica, 1.87x navpershare does this indicate that perhaps chartwell is undervalued. Chartwell trades at just slightly above napvpu(12.50).
Q: I missed the ride from the mid-20s to the mid-30s and wonder if now might be a good time to get in, or is it likely headed lower (still rather high p/e)
Q: In response to Bob's question about valuation metrics, you mention that "You can often find good value in companies in declining sectors but we would not view this as an attractive opportunity." Can you give an example?
Q: I am just wondering-with the equity markets correcting which two Income Portfolio companies and which two Growth Portfolio companies do you think are now real bargains.
Thanks in advance.
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Asked by Michael on September 02, 2015
Q: Good morning Peter and team,
I have some cash to invest and the 2 stocks I am still underweight from your equity balance portfolio are SYZ and ATD.B. I tend to favor ATD.B over SYZ although SYZ has dropped significantly. My portfolio is well balanced and would remain so after the purchase of either Co. Which one would you favor for a long term investment portfolio? Thank you for your unmatched service.
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Asked by jacques on September 02, 2015
Q: I am thinking of putting some money into the beaten up energy sector.
In particular can you please give me your opinions on these 3 companies? I can receive a decent dividend while waiting for the sector to improve. Thanks so much.
Q: hello 5i:
I am VERY interested in ECI, after reading the latest report. BUTTT, I see on another site, that ECIs present P/CF is 6.7 vs a 5-year average if 5.2. So, there is growth already baked into the price. And present P/CF is -4.4. I'm having trouble putting together a negative CF growth rate with a higher P/CF. Please unwind this for me, so I can settle in my mind whether or not this company is fairly valued or overvalued. It just does not seem undervalued. what am I missing?
Q: considering purchasing cew or zeb...
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
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Asked by Iskandar on September 02, 2015
Q: Hi Peter/team I would like your opinion on what stocks of your balanced model portfolio is better to have on my TFSA-RRSP and regular account. Thanks.Jim!!!
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Asked by Dimitrios on September 02, 2015
Q: What do you think about Coke for a long time hold. Have held it for 3+yrs and it is flat other than the currency gain.
To the member asking about BNN it can be streamed at bnn.ca on a computer or tablet about 30 minutes after its over under the shows tab. Thanks everyone for your great work.
Chris