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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: I've made a ton of money on Warrants but don't know of any site that reports New Warrants as they are issued. FP releases a monthly report on the 1st. Business day each month....but that's too late as most are out of the money by that time.
Until a year ago the Star would everyday display high volumes and I caught the Warrants from there.....but they stopped reporting on that.
Do you know of any site that reports Warrants as they are issued?
Thanks for the great service. I've learned a lot and made a lot of money from it.
Cheers. Austin
Read Answer Asked by Austin on November 06, 2017
Q: Here are two strategies. I sense that a lot of us are doing 2) but that you would favor 1) am I right? How strongly do you feel about the pros and cons of each.

1) Pick one (or more) of the 5i portfolios and invest your entire nest egg into it. Keep the asset levels in sync with changes you make. Keep doing that for many years no matter what your emotions may tell you.

2) Pick and choose only certain stocks you want to buy looking at the 5i portfolios, also BNN top picks, the "Buy" ratings on your online investment tool, similarly with stocks not in 5i portfolio but that are discussed here in the question section, etc. etc.

P.S. I ask in the context of a basic semi-savvy investor who is no way as knowledgable as any expert, does not have the time or ability to become one, is retired and whose worst-case investment needs are simply to beat inflation over time to preserve purchasing power and deliver an income stream that does not run out before death.
Read Answer Asked by John on November 06, 2017
Q: Hi 5I- We are a couple of RRIF collecting seniors with 63% equities, 20% in your income portfolio minus AGU, CPD ,CVD and XHY, and 17% cash. Please comment on our plan to take some profits from our equities to add to our cash and invest half of cash in the missing parts of your income portfolio and wait for a downturn in the market to deploy the rest of the cash to your income model. Would you suggest another option? or add to some of our downers instead, eg. loblaws, enbridge, kwh.un, disney? Appreciate your advice and service, thanks.
Read Answer Asked by Peter on November 06, 2017
Q: Hi Team, Every day for the last week I have been following this stock on the OTC website. My friend bought some 30 days ago at .30 cents, today the stock is $2.29 and he is now up 660%. How can this penny stock be rocketing into outer space with an average daily trade volume of 20,000s? I mean look at the OTC site...the share offerings are in the 100s. It seems to me it's breaking all the trading rules ever thought of. Up, up, and away.....how high will the stock go....and there is no news and no Insider trading?? CRAZY!!!
Can you explain to me both what is going on how is it going on with this stock? PS I have not bought any stock yet. Thanks Team, can't wait for your reply on NRBT.
Read Answer Asked by Chris on November 03, 2017
Q: Great new website.

My question is about interest rates. I saw an interview recently discussing interest rate cycles, stating that we have have had 30 years of interest rate decreases, that interest rates have now bottomed and we have begun a long term trend of rate increase. The guest also said that the last long term rate increase cycle was during the 1950s and 1960s. During that 20 year period, the interest payments on bonds were mostly offset by capital losses, resulting in a net return of less than a half of 1 percent annually over 20 years while stocks returned 19% annually over that period. In your opinion, what would be the catalyst for a repeat of this scenario? Does this mean that retirees should shun bonds in favour of stocks even though the risk might be higher?

Thanks and great work
Read Answer Asked by Hans on November 02, 2017
Q: I try to maintain a diversified portfolio. However, I am wondering when you refer to owing "materials" what role metals and other mineable resources should play. For example, I tend not to own metals or mining stocks but instead, I choose to invest in other materials such as chemicals (MX) or lumber (SJ) (and maybe even including CCL as your portfolios list it as materials).

Am I getting "proper" diversification this way or should one also invest in gold, silver, copper assets etc?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on November 02, 2017
Q: Hi 5i
Thanks for the service. Certainly worth the investment.

While in my view I maintain a diversified balanced portfolio, a major market setback would be uncomfortable. As you will likely tell by this question, my Investor behavior and potential investment actions are currently suspect. It only took a couple of Market Pundits to turn me into a potential seller.

Without all the tools to see money flows and changing trends and without a pile of time to dedicate in a way that will distill the varying Market Opinions, it does not take much some days for me to think I should be exiting the market to protect against a set back.

I do hear lots about strong and growing earning in the US and a mending economy in EuroZone.

What is the case and evidence currently showing through indicating higher markets and stronger companies performance? (recognize set backs come from where we are not looking and can happen without notice)

Aside from the global Quantitative Easing experiment and nose bleed valuations for some stock prices, what caution signs are flashing for you?

Thanks
Dave


Read Answer Asked by David on November 01, 2017
Q: Many thanks to Donald the member who gave us a report on his bitcoin experience. I have been pondering an investment but it does sound very risky and complicated. Especially if one is a bit technically challenged.I think I will wait on crypto currency for a while yet.
Read Answer Asked by David on October 31, 2017
Q: I own equal amounts of these bond funds in an RSP. While CBO has a 2.3% return over the last year, and is considered one of 5Si"s "core" holdings, I am thinking that I should retain this position. XSB is off about 1% in the last 12 months, and its return over the last 5 years is dismal. XSH has about a 0.4% return in the last 12 months , with a 3 year return of 2.1%. Is there a benefit to selling any or all of these positions, and purchasing higher yielding bond etf's? If I were to sell, should I seek US or Canadian bonds fund, and which specific etf's might you recommend?
Thank you for your consistently good advice.
Read Answer Asked by doug on October 31, 2017
Q: Can you please give me your thoughts (or alternative recommendations) on the following Funds for a 64 year old heading into retirement within the next year.

RBC Select Balanced Portfolio - Series A . (RBF460)
EdgePoint Cdn Growth & Income Port Sr A (CAD). - (EDG188)
EdgePoint Global Growth & Inc Port Sr A (CAD). - (EDG180)
PIMCO Monthly Income A (CAD). - (PMO005)

Please deduct as many credits as required.

As always, thank you for your invaluable service.

Micheal
Read Answer Asked by micheal on October 31, 2017
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