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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: With markets at all time highs Is this a good time to look at taking some profits and moving to bonds such as ishares 1-5 laddered Bond ETF or a DEX ST Corp Universe ETF?
Read Answer Asked by Kevin on June 07, 2014
Q: 5i gets numerous questions on where to park cash; Rob Carrick addresses this in a comprehensive assessment of Investment Savings Accounts and Money Market Funds in the June 7 Report on Business of the Globe and Mail. Bottom line: ISA's pay 1.25% and MMF's way less.
Read Answer Asked by Jeff on June 07, 2014
Q: Can you see any indication of a topping to the present bull market (other than it's length) - investor euphoria - divergerce of indices- excessive P/E etc. ??

thanks Jim
Read Answer Asked by jim on June 07, 2014
Q: Peter,

If you were going to put together an equity portfolio for $1mill (say) with a combined goal of income and capital appreciation and medium level risk, how many holdings would you suggest and what would they be ( presumably some from each of your recommended portfolios?)
Read Answer Asked by tony on June 07, 2014
Q: Peter- I have been heavily invested in 4 key stocks. The are Byd, Acq,Avo,and Bad. All have done extremely well and I have done exceptionally well because I have been overextended in each. For example in some of my accounts ie TFSA,RRSP,RRIF OR UNREGISTERED accounts have anywhere from 15% to 23% in each of these stocks. I know I should cut back and I will but I also know these stocks will continue to do well. What percentage should I cut back to and should it vary between my wife's RRSPs or my RRIF or our TFSAs or the unregistered account. With your help we have been able to make very material financial changes to our lives. I never thought I would have $850,000 invested in the stock market. Thank you so much for your help.
Read Answer Asked by Jim on June 06, 2014
Q: i have just taken control of our 13 year old grandson's RESP - value 25,500 cash - i am looking for suggestions of stocks to buy preferably with DRIPs - thinking TD, CNR, CPG, a pipeline and some small caps - appreciate your expertise - thank you

Tom Sinclair
Read Answer Asked by Tom on June 05, 2014
Q: Hi Peter, Please tell me when you are going to update the "summary" list of stocks.

Thanks,

Peter

Read Answer Asked by Peter on June 05, 2014
Q: Hi team - what do make of the IPO re pricing going on - specifically with Journey. Is this a sign of weakness or just the market pushing back?
Read Answer Asked by Scott on June 05, 2014
Q: Good morning, I just want to thank Bryan (June 3) for his suggestion re: a donation button and your answer which led me to the National Kids Cancer website where I donated to Peter's ride challenge. A very worthy cause and a great challenge for Peter. Thanks for giving me the opportunity to donate to this cause. Like Bryan I, too, am very pleased to be able to give something back as a token of my appreciation for the fantastic advice 5i has given me. Since I started my subscription and changed by investments I am up 77% in 18 months. Thanks, 5i team. Best of luck on your ride, Peter.
Read Answer Asked by Thea on June 05, 2014
Q: Hello,

Ref: 4 Jun question from Thomas about laying one stock chart over another.

NB: You indicate about posting it to the Resources Q&A section, although I cannot find such a section. That is maybe where I should be posting this (plse advise where this section is).

Many free sites offer a comparison feature (Google Finance and Yahoo Finance being two). I use Google for my example, and will use BNS and TD to compare. Enter BNS in ticker field, and one will get a chart of the stock price in $. Select time period you want (let us use one year). Above the left top corner of the chart box is the 'compare' field, enter TD, and select the add button. The chart will convert to two lines: one line for BNS and one for TD (each in diff colours) and the scale will convert to %. One can then read the chart to see the relative performance for the time period selected. One can add quite a few names to the same chart. Hope this helps.
Bob
Read Answer Asked by Bob on June 05, 2014
Q: Hi Gents,

What is the Summary Portfolio that was posted to site 2 Jun (I am new to site, and cannot find an explanation or come up with one myself)? It cannot be the A and B stocks as there are C rated stocks on the list, and it is more than the Income and Model combined.
Thanks.
Bob
Read Answer Asked by Bob on June 05, 2014
Q: Just a suggestion: think it would also be helpful to have questions that are related to US stocks show up when you search for the ".US" field, if possible. Right now, they only show up when you search for the specific symbol name. Not sure how easy this could be to incorporate, but thought I would ask. Thanks!
Read Answer Asked by Fay on June 04, 2014
Q: This is in response to Thomas' question regarding charting. If you're looking for a quick comparison of charts, tmxmoney.com has such a feature. Pull up the quote of a company you're looking for, then hit the "charting" tab that comes up. Input your parameters, ie: time range, frequency, moving averages etc. You are able to layer/compare up to 11 charts at the same time.
Read Answer Asked by Simon on June 04, 2014
Q: hi:
Do you know of a free site where I can lay a chart from one stock or index , over different one ? Thanks .
Read Answer Asked by Thomas on June 04, 2014
Q: This is just a comment.... I think you should have a button that says "make a donation" so that those of use that feel we would like to buy you a beer could just press it and send you a donation of x number of dollars. You have helped me so much in just a few months that I would like to just send a couple of bucks your way. I know you don't need it but it would be nice to say thanks in a concert way.
Read Answer Asked by Bryan on June 03, 2014
Q: Hi Folks
Did not see monthly summary of 5I stocks for May. I assume coming shortly.
Stan
Read Answer Asked by stan on June 03, 2014
Q: Hi. I read a lot about the financial markets. I am a senior. Things I read are about making money in the Market is luck. I have also come across literature that if buy a stock and it immediately goes against you, you sell. Here is my latest case. US - EPO within 3 or 4 days of June the 2nd it reached 25.7. Bought on a dip of 25.27. 2 days later June 2nd it is down to 24.4.

TKM - within 3 or 4 days of June 2nd it reached 14.6 plus. Bought it on a dip of 13.9. 2 days later June 2nd it is down to 13 (I sold it).

TKM also trades on the US (I bought Canadian version) and XPO both have good upside potential according to Seeking Alpha.

PTS (Points) within 3 days of June the 2nd it hit 28.1. Bought on a dip of 27.1 by June 2nd down to 25.6. Points 5i seemed to like it. Could you tell me how you would have gone about making these buys because they all went south. Dennis
Read Answer Asked by Dennis on June 03, 2014
Q: Hi,

Assuming a well diversified portfolio consists of 20-25 equity names. Would you take the total value of your portfolio and split them equally over the 25 names, which in my case would mean have 15 stocks in my taxable cash account, 2 stocks in my TFSA and 8 stocks in my RRSP or should you split your RRSP and Taxable accounts and come up with different portfolios for both. I know that you add quite a few stocks, but it seems difficult to decide on which stocks in your portfolios to assign to your RRSP and in my case my RRSP returns would be dependent on only 8 stocks.

Thanks for your help,
Jason
Read Answer Asked by Jason on June 02, 2014
Q: Peter; This is more of a info email re Yangerra. I was notified by my online broker, BMO InvestorLine,
that YGR is a non qualified investment for registered accounts, I.e. RRSP, RRIF erc. I sold mine
anyways after the share consolidation but apparently the CRA can impose large fines for non compliance.
I have no idea why it is not allowed etc.
Rod
Read Answer Asked by Rodney on June 02, 2014
Q: I am hoping you can give me some pointers on buying stocks and holding onto them. Before buying a stock should I watch it closely for a few days and then put in a limit order? Also, I have had stocks, everyone sells and they drop 15 to 20% - most of the time they seem to go back up - so if I sold and then wanted to buy it 30 days later it is usually back up to where it was before it fell. Should I be like everyone else and sell and move on or wait for it to come back. These are things that seem to happen. Thank you. Dennis
Read Answer Asked by Dennis on June 02, 2014