Q: Hello Peter & Co,
People were talking about impending increase in interest rates for quite a few years now. Friday's US employment statistics were encouraging and yet the stock market dropped like a rock; it seems that investors are so "hooked" on low interest rates that they are willing to put the prospect of a "good economy" in the proverbial "back seat".
I fear that when the rates will start rising, the stock market will take a licking.
How do you explain this paradox...what is your take on this?
Thanks,
Antoine
Q: Hi, I'd like to get your opinion on snipp interactive after the pull back it has had. Is it now worth a speculative add? I realize it is still not very cheap, but I get the feeling that it will never get cheap... I am debating between SPN and FTG for a speculative addition to my small cap portfolio.
Q: To use a baseball analogy in discussing the cyclicality of the auto sector: What inning do you think we are in? What indicators should be looked for to indicate that the game is over?
Thanks, Mark
Q: Despite decent results,ET had quite a big decline in price.Ex Div date is 3/11.It has a decent price increase prior to release of results. Is it a good entry point now?.Appreciate your usual excellent opinion & services.
Q: Regarding the article on 5i research blog "30 Cash Cows of the Dow", would you have any idea on a similar article for the TSX. At least a site where someone could find out the top shareholder yields for the TSX. Tnx for the great article and for the great work.
Q: Thank you for your cautionary note in your reply to my REITs question. May I assume you meant AX.UN - Artist - as one of your recommendations?
Thanks.
Q: Hi Peter, What do you think of the Q4 results from Hammond Manufacturing? The yoy comparables look good but they did indicate that the oil price collapse would a challenge moving forward.
Q: I have held VB(NYSE) in a RIF for approx.2 yrs. Including the substantial change in currency, I am up about 45%, however this sector has somewhat flat-lined recently. I am thinking of selling this security & would appreciate your thoughts on buying into a medical/pharmaceutical index in the US.
If looking for US equity exposure and exposure to US businesses with International earnings, doesn't it make sense to buy Berkshire and simply trim the weighting when it rises in order to "pay yourself."
If seems to me this would leave one with a long term hold of a diversified collection of bluechip businesses and minimize fees because you don't pay a management fee and you don't have to buy a bunch of companies individually.
Q: REIT pricing looks especially attractive after today's price declines. I have six REITs that I purchased six years ago and would like to hold them for life. Now, I am looking at adding to my weighting to bring it to 15% from 10%. I know there may be minor further damage when rates rise but the average dividend is now well over seven percent. What do you think and which would be your top three names in this environment? Thanks.
Steven