Q: In response to a previous question you recommended GSY and TCL.A as good candidates as value stocks. I note that both are near their 52 week highs. I was under the impression that a value stock would have a share price that is not doing well. I would appreciate it if you would clarify for me your criteria to identify a value stock. Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I would appreciate your insight on when to exit from growth and longer term portfolios. In winning positions one has luxury to take profit according to personal inclination. Some take at 15%, some 20% to 25%.
My special concern are loosing positions. I have heard of 13 week moving average, Chandelier stop (3ATR). They make sense in a trading situations. What will your advise be to get out from 5i type Growth and Long term portfolios when the stock has tanked. Could that a specific % loss say 8% to 10%. I am interested in your criteria.
Thanking you
Shah Husain
My special concern are loosing positions. I have heard of 13 week moving average, Chandelier stop (3ATR). They make sense in a trading situations. What will your advise be to get out from 5i type Growth and Long term portfolios when the stock has tanked. Could that a specific % loss say 8% to 10%. I am interested in your criteria.
Thanking you
Shah Husain
Q: I was thinking of using this etf to give some downside protection to my portfolio. What are your thoughts on this? If you think this is okay, what % of my portfolio should I allocate to this?
Thanks
Thanks
Q: American Depository Receipts
I am somewhat confused on this product. Is it simply a way of
purchasing a specific non-north American stock without having to go through a non - north American exchange? Please enlighten me. Do you value them in a diversified portfolio?
Thank You
Paul
I am somewhat confused on this product. Is it simply a way of
purchasing a specific non-north American stock without having to go through a non - north American exchange? Please enlighten me. Do you value them in a diversified portfolio?
Thank You
Paul
Q: Greetings,
Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?
Cheers!
Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?
Cheers!
Q: What is the difference between a distribution and a qualified dividend
Q: If I wanted to build a $300000 balanced portfolio starting now Would you suggest jumping in the deep end or building slowly with your new recomendations
Q: Great BNN show yesterday Peter! With equity markets near all time highs, how do you think one should protect against downside risk for their portfolio (if at all)? Holding gold companies in January/February 2016 proved to be a bit of a hedge against the overall market decline and I continue to do so for this reason (amongst others). Curious to hear your view on inverse ETFs as well.
Q: Are there any independent web sites devoted to monitoring and evaluating the ETF population? Looking for something that tracks free cash flow (FCF) stability and growth of distributions, frequency of asset or index modifications, as well as risk assessment (Morningstar?).
Thanks in advance,
Larry
Thanks in advance,
Larry
Q: Dear 5i Team,
Recently read that Alaris Royalty and Parkland Fuel were dropped from the S&P/TSX composite shareholder yield index. What does this index represent? The news release also mentioned the S&P/TSX composite buyback index - what is this index for? Thank you for you great service.
Regards,
Danny
Recently read that Alaris Royalty and Parkland Fuel were dropped from the S&P/TSX composite shareholder yield index. What does this index represent? The news release also mentioned the S&P/TSX composite buyback index - what is this index for? Thank you for you great service.
Regards,
Danny
Q: I am setting up a dollar cost averaging couch potato portfolio with low cost mutual funds (td e-series etc). I will be contributing money into this portfolio every month from my salary. The portfolio will consist of 25% canadian index, 30% US, 30% internatonal, 10% Emerging Market, 5% Nasdaq. My time horizon is 15 years with above average risk tolerance. The question I have is if I need to include bonds in this mix. I feel that stock will do well in the next 15 years amidst an interest rate increasing environment. I am hoping to achieve an avearge of 9% to 10% return per annum over the 15 year period. Please let us know if it is a sound plan. Thanks for the great service.
Q: I previously had brought together several accounts into one and am doing some analysis to figure where I'm at from a portfolio approach. I am looking at the sectors of Financial, Consumer, Materials, Technology, Energy, Gold, Health Care, Utilities, Real Estate, Telecommunications and Industrials. Is that the right list and what kinds of percentages (of total portfolio) are recommended for each one?
Thanks!
Thanks!
Q: Is it better if the shares outstanding and the float are close in their amounts.
What percentage do you prefer a ROE to be?
Thank you.
What percentage do you prefer a ROE to be?
Thank you.
Q: I have stocks in my Trading account, but will be in Guatemala doing volunteer work for the next month. Can you suggest a safe place to "park" my trading money for a month (or more)? Something safe but that provides income would be ideal. Thank you!
Q: Looks like us financials are losing steam / as is the US currency against the Canadian $ I have some profit in US financials would you take the $ and run or wait?
Also what do you see for the US $ against the Canadian currency going fwd especially after Trumps comments today that the US $ is too strong ? - I under that this is 2 questions thanks as always for your insight
Also what do you see for the US $ against the Canadian currency going fwd especially after Trumps comments today that the US $ is too strong ? - I under that this is 2 questions thanks as always for your insight
Q: Per your portfolio adjustments you are selling ADW.A. You mention that it has a low yield and is shown as 1.39%. Is this 1.39% of original purchase price or current market price. I always look at my yield return based on original price paid and not on current price. Is this the proper way of doing it.Thanks
Q: Best wishes to the team for 2017. Your independence and objectivity are always refreshing and welcome.
BTW. How do you estimate US or International exposure for nominally Canadian companies as diverse as TD Bank and Enbridge? Apologies if you have already addressed this.
BTW. How do you estimate US or International exposure for nominally Canadian companies as diverse as TD Bank and Enbridge? Apologies if you have already addressed this.
Q: Hi Peter
There a few gloomy predictors in the US predicting a very serous correction due to the very high margin debt it seems to be getting a bit of ink .
Do you have any comment on the subject of margin debt?
Kind regards
Stan
There a few gloomy predictors in the US predicting a very serous correction due to the very high margin debt it seems to be getting a bit of ink .
Do you have any comment on the subject of margin debt?
Kind regards
Stan
Q: Is there a way of reviewing the "Member Updates" section -- i.e., the monthly commentary where you make changes in the portfolios, etc.? I'm usually pretty good at keeping those notes, but I didn't for last month, and wanted to review your comments on your portfolio changes. The rationale you provide behind your choices is always of interest. Thanks. (I know what the changes are, just looking at the portfolios, but would want to look at your notes from that time.)
Q: If someone only has a TFSA account and no other investments should they still add a ETF like VEE? They have a long time frame or just invest in the different sectors of the Canadian markets?
Thanks
Thanks