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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 Peter & 5i: A recent Morgan Housel article circulated by the Motley Fool discusses a developing trend in the fees charged by financial advisors, away from a percentage of AUM model and toward a flat fee approach. He suggests that this transition will ultimately have many people paying significantly less than they do presently for the services of their financial advisors. My questions: 1. Do you agree that this trend is coming? 2. If so, over what timeframe would you expect it to be substantially implemented? 3. Will it have a material impact on the revenue and earnings of the Canadian fincancial corporations that 5i members may own? 4. If so, which ones would likely suffer the most severe effects? Thanks for your thoughts!
Read Answer Asked by Lance on April 23, 2014
Q: What is your opinion of Guardian Capital. Jerome Hass had some positive comments the other night on BNN. What do you think?
Read Answer Asked by michael on April 21, 2014
Q: Hello Peter,
I am looking to make a move ( 5-7% weighting )on either SLF or GWO, maybe both. Ford recommends GWO as a Strong Buy. Could I have your opinion on which one you would pick? I would consider either one or both, to be ``cornerstone holdings``. In other words, long term growth with steady div. income, within a moderate to medium risk, but well diversified, portfolio. Thank you sir!
Read Answer Asked by Rick on April 16, 2014
Q: Peter, could you give me your oulook on Counsel Corp, seeing as how it has dropped recenlty, is it the time to buy?
Read Answer Asked by Jim on April 16, 2014
Q: Hi,

Thinking about IAG and MFC. MFC has outperformed IAG is the past 12 months. The foreseeable slowdown of Chinese growth and other problems likely affect MFC's Asian business. Additionally, I am still not very comfortable about MFC's financial status.

For risk control, is it wise for me to swap my holding from MFC to IAG and maintain a similar percentage in my portfolio?

Thank you.
Read Answer Asked by Eric on April 15, 2014
Q: AHF has management and financial ties with argent(AET.UN). Could this affiliation impact its reputation and status in the market?
Read Answer Asked by david on April 15, 2014
Q: What is your opinion of Lloyds Group? It has been on a down trend for the past three months, could this be a result of heavy selling by the British Government?

Thanks,
Glen
Read Answer Asked by Glen on April 15, 2014
Q: Greeting Peter & Co.
While I am currently a little nervous about the stock market I don't want to miss buying opportunities for quality stocks. I am considering adding to my very small position in Sun Life Financial, my only financial holding. Also, I am considering increasing my exposure to Canadian financials by initiating a new position in TD Bank.
I would appreciate you thoughts on these two potential purchases.
With appreciation,
Ed
Read Answer Asked by Ed on April 14, 2014
Q: Any reasoning for insurance and banks selling off .... Is it the lack of higher interest rates in the near term .. And is this a buying opportunity ... BNS and SLF ........ Thx
Read Answer Asked by Bob on April 12, 2014
Q: Further to the question from Terrance this morning, TD is not overbought according to RSI today. It is currently at about 61, really, a pretty good score. This number changes daily and, like any of the other momentum indicators, should not be considered a buy or sell signal in isolation.
I agree with 5i, technical analysis is another tool along with fundamental analysis. But, don't buy anything unless the fundamentals are favourable (that's why I subscrible to i5 Research). And, don't worry about the technicals unless you understand the whole picture.
Read Answer Asked by Fred on April 09, 2014
Q: Ggod day -

What is your view of the impact of interest rate changes on mortgage co's. and your view of holding these in TFSA?

Which is your preference - TMC, MKP, FC, TZZ, and AI?
Read Answer Asked by Kirk on April 07, 2014
Q: I have 30K in BNS and 18K in ZEB.Ijust added SLF 19K.My question is would it be better to sell ZEB and start buying other banks starting with TD and RY or buy XFN ,lower fees,more exposure or just stay withy ZEB.I am leaning towards replicating ZEB as you have mentioned before but wanted a second opinion.Thanks for all your wonderful advice.
Read Answer Asked by Paul on April 03, 2014
Q: Would loading up a TFSA with equally with 3 Cdn banks be a reasonable start for a 29 year old beginning investor? In the stupid question category: what does P & L stand for in the model portfolios? My racked brain has come up with only incomprehensible answers. Thank you.
Read Answer Asked by M.S. on April 02, 2014
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