Investment Q&A

Q: Factoring in real estate and gold as separate sectors, based on your current outlook, what would be a 12 sector composition of a conservative equity portfolio? What percentage for each sector?

Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.

Q: you have refered to share consolidation on the way to explain possible pull back of stock price.Can you explain further but also, how does one get this type of info?
Thanks
Jean

Q: I stumbled across this ETF (PYF) by accident. What are the drawbacks with this one. It has a 52 week low/hi of 19.42/20.52 with a yield of 7.1%. It looks like a nice place to park some cash for a season but what is the downside (there is always a downside and usually a big one)? Thanks for doing a great job.

Q: Trying to think of away to avoid two mistake made recently, or at least increase odds of avoiding in future.

PHM purchased and then up over 100% in few weeks/months, then down to minus 30%-50% range few weeks/months later.

CXR purchased and then up over 70% in few weeks, then down to minus 30%-50% range in a few more months.

Gross losses manageable as portfolio weighting was responsible.

PHM I guess fundamentals did not justify the increase and was popular stock at time is best thought I can think of and maybe a soft sell signal?

CXR seemed to go up on short covering, then down dramatically, then slightly back up on takeover rumours. No idea what to have done differently on this one. Feel like the CEO and CFO just dishonest on it.

Ideas? Lessons?

Q: At the coming Money Show there will be a seminar on
dark pool trading oil & gold. What exactly is this?
Risky business?

Q: What are the pros and cons to selling covered calls? Is there a favorite sector for using this technique?

Q: Hi Gang, I have a good number of shares of some blue chip dividend payers such as BCE and RY and wanted to know about some insurance with buying puts. When these correct I feel some pain but do not want to sell as to avoid capital gains plus they pay a nice dividend, just want to sleep better and want to smooth out the volatility, also was thinking of doing the same thing with some index ETF's , is there an essay or an explanation on your web site.

Thanks and keep up the great work.
Anthony

Q: hi peter : whats the percentage chance of a market correction; say for the rest of 2016 . would you expect a 10% or a 20% . there is so many big time buyers & fund managers saying it's time to sell .would like to know what your thoughts are Thanks Gary

Q: Hi 5i:
What is the best way to buy Canadian treasury funds and would you recommend buying them now? If yes, how long would you keep them?

Q: In your allocation answer you spoke of 10 sectors. Where is Real Estate?

Q: What percentage of one's portfolio should be in energy stocks and in gold stocks?

Thanks

Dave.

Q: In order to reduce the correlation of my portfolio to the broader market, I hold a full position in JJG, an ETN that tracks a basket of grain commodity prices. My understanding is that, as an ETN (vs. ETF), its credit quality is only as good as that of Barclays Bank. Since BCS does not appear to be doingwell (esp. post-Brexit), I fear that JJG might be at undue risk.

BCS sponsors a number of different ETNs. Where do these assets rank in the "pecking order" in the event of a "bail-in"-type refinancing of the bank during a 2008-type crisis?

Q: In response to Sunday, Questrade does have lower fees than TD except when you buy in lots of more than 1000.

Q: I found a PREFERRED SHARE listing put out by CIBC Wood Gundy that shows the yield, the price, the reset dates, and reset yields. I have found this very helpful but I don't believe it is a complete listing. I contacted BMO Investorline but their searches weren't helpful. Do you know a site where I can find this information. Thank you for your help.

Q: Hi.

Im curious questrade has lower commission fees and and dont charge buying etf, only when you sell. Do they have the same coverage with stocks and etf with other brokers? Im with TD and thinking to switch to questrade. Your opinion please.

Thanks, Sunday

Q: Is the update of your coverage universe coming out or am I missing something?

Q: Hi Peter & team: Re your answer to Peter yesterday, "Over a long period, sector allocation is in fact more important than stock selection." Please let me know what sector allocation should be, or reasonable.

Thank you and keep up with your great work!

Q: I missed your appearance on BNN earlier this week. Would you happen to have a link to the full video?

Q: thank you for your solid responses it makes a difference