Q: Are there any companies in your 3 model portfolios that have a concerning / uncomfortable level of debt if interest rates continue to rise (say by another 2%) and a 12-18 month recession occurs? Thanks
Q: In my non-registered account, I have had small holdings in MRG.UN and NWH.UN for years, as well as larger holdings in ZRE and FIE. I was wondering if I should consider selling all four and splitting the proceeds between GRT.UN, CAR.UN, CPX, and SLF. I am looking for income but would also like some capital appreciation.
What do you think? Note that I also hold ZRE and FIE in my RRSP and plan to keep both in that account. Thank you.
Q: I intend to add to above positions for the purpose of increasing my dividend income. Please give me your opinion on each of them. Do you have a favorite
Thank you!
Q: Thank you for your recent response. I do own INO.UN and wonder about the safety of the reduced distribution. It gives a hefty current yield based upon the fallen price. In your view is it imprudent to maintain a position in the company? Thank you.
Q: Hi
I have asked you about these four companies before .
All have since dropped even further .
i know Lundin had a sink hole by one of its mines .
for the other companies is it just the market or i there a reason for the continual drop in price.
Should i be selling these stocks
Q: I keep hearing that the demand for cobalt, a necessary component in batteries, is under threat because of the development of a much less expensive substitute. If so, it appears that cobalt investments should be liquidated.
May I please have your take on this issue.
With appreciation,
Ed
Q: Can you provide a list of 5 fallen angel stocks that you believe may rise from the ashes of this relentless market decline. Betting on phoenix companies that are down significantly so no thought to market, risk, sector.
Thanks
Q: Both GOOG and MSFT have broken the lows of June. Do you see a likelyhood for significant downside from here?? I had reduced holdings in both and am looking for a re-entry point. Thanks Jim
Q: Nouriel Roubini (Dr. Doom) is forecasting a hard landing for a 2% inflation target rate with the S&P being off by as much as 40% and referred to the levels of debts of corporations and governments.
Even half that is nerve racking. Can you please give your thoughts and opinion on the matter?
Q: I have looked at the news feeds that I have access to and can find no releases that would account for the punishment the stock, (and I), are taking today. Do you show anything that would account for this drop?
Q: A few stocks I own.....junior explorers moz, ske, lio, have fallen dramatically after recently announced pp's that are handsomely lower than where the stock had been trading, much to the chagrin of current shareholders.
Why do you think management is thinking "get the money now" to advance the project even though current shareholders are being punished.
Larger cap companies like eif and neo have also had recent large placements only to see the sp diminish considerably.
What do you think is going on...thank you for ur comments
Q: Why your Growth portfolio returns are 5.44% since inception vs xiu.to avg 7.48% CAGR since 2002 returns?Am I better off investing in XIU vs your Growth portfolio what am I missing here ?
Q: In Canada, on death of an individual, are all registered plans (LIF, RRIF) of that person considered sold and added to their estate for tax purposes. What about RESP and TFSA plans? thanks