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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 manage between 25-30 individual stocks in 4 portfolios - 2 for each of my wife & I in RSP, CASH & TFSA accts. I would appreciate your advise as to where I could obtain "software" that would mimic your "Model Portfolio" as well as allow for the production or graphs & bar charts to monitor trends, etc.
Thanks again for your superb service!
Read Answer Asked by Robert on October 21, 2013
Q: What was the start date of your model portfolio?
Read Answer Asked by Linda on October 20, 2013
Q: I would appreciate an independent opinion: I will be retiring soon and am thinking of taking the commuted value of my pension. Is it better to invest in your model portfolio or place the funds in Sunlife My Money for |Life Plan for Income and capital appreciation
Read Answer Asked by Jerry on October 20, 2013
Q: The new Canada-EU trade pact will likely open many opportunities for Canadian companies, in time. Which ones might be the biggest beneficiaries long term? Since Magna has a large presence in Europe already I can imagine it would be one of many. Thanks, J.
Read Answer Asked by Jeff on October 19, 2013
Q: Hello. Can you name 'pound the table" buys in each of sector - energy , financial , transportation, industrial and technology. I have long term horizon and decent risk tolerance. Thanks
Read Answer Asked by RUPINDER on October 19, 2013
Q: Hi Peter
Could you recommend a great site for Screening Canadian Stocks I would like to do more in depth analysis before I buy any stocks

The site could be a fee based or free
Thanks so much for putting the retail investor on a level playing field
Read Answer Asked by Paul on October 19, 2013
Q: David Rosenberg from Gluskin Sheff posted a report on Friday in which he suggests that the resource sector may be in for a bit of a bounce. One of his recommendations involves companies that are involved in the construction of energy infrastructure, specifically "Engineering & Construction companies specialized in natural gas infrastructure." Are there any companies that you like that are involved in building facilities for the distribution of natural gas, both for domestic consumption and LNG for export. Thanks again for your great service.
Chuck
Read Answer Asked by Chuck on October 19, 2013
Q: Any suggestions on Canadian stocks that will benefit from the new Canada-EU trade deal?

Enjoy your service. Keep up the great work.
Read Answer Asked by Nick on October 19, 2013
Q: Hi team,

What is your rule of thumb for placing an on-stop sell order, besides the obvious objective of
locking in a profit? Would it be a based on a percentage move on the downside? Or is their other criteria you look at? Thanks for your help and the great service you provide.
Read Answer Asked by Stephen on October 18, 2013
Q: The S&P500 has been going vertical since Nov 2012, except for the mussing about QE easing. Profits have been slowing and the multiples are expanding. When do you expect a pull back in the US market?
Read Answer Asked by Richard on October 18, 2013
Q: Hi 5i Gang, I saw a commercial for a software program called "vectorvest". I was wondering if any of you have heard of it, tried it, or have any concerns with it. The commercial makes it sound way too easy, but it sounds interesting non the less. Seems a little pricey as well.
Read Answer Asked by Kim on October 17, 2013
Q: Hi Peter, how does one know whether or not there are too many shares outstanding for a company? For example, in a previous question regarding Bombardier, you said that they have too many shares outstanding. How can I know that Bell, Rogers, or any other company has too many shares outstanding? Is there some sort of calculations to apply? Thanks Gervais
Read Answer Asked by Gervais on October 17, 2013
Q: hi 5i team
What is better right now, TFI or CSS, or a bit of both ?
and is this market overbought after this agreement on the US debt ceiling ?
thanks
Read Answer Asked by Francois on October 16, 2013
Q: Hello
There was a recent op piece advocating changing the taxation of Canadian reits.What is your opinion on this possibility?
Read Answer Asked by edward on October 16, 2013
Q: Hello
several years ago I (like many others) was blindsided by the Harper Gov't. when they flipped on their promise of taxation on Income Trusts. I can't help but wonder about future government taxation changes to Reits, with more and more corporations spinning out their realty holdings. Would appreciate your thoughts.
Thank you
Read Answer Asked by Les on October 16, 2013
Q: This is more of a followup to the question about selling in view of the mess in the US right now. I am also up allot due in part to your great advise. I did bite the bullet and sold to protect my gains. My reasoning is that the potential upside is far less than the potential downside. I would rather be a scared chicken than a dead duck at this point. Something to think about.
Read Answer Asked by Bradley on October 15, 2013
Q: I would like to know what the percentage breakdown in sectors would make a good stable portfolio. IE Financials/Energy/technolgy/Health care etc.
Thanks!
Read Answer Asked by Larry/Elsie on October 15, 2013
Q: Still not sure what to do. Sell or Hold my stocks. You said earlier that they would settle the Dept.Ceiling but it's getting very close now. I'm hoping i'm not asking this to late to get a answer. Would need to know by noon Oct. 16th. If they don't settle should I be selling my stocks. I'm up quite a bit so i'd hate to lose it. Hope I can get a answer soon. Thank You Very Much For All Your Help. Andy
Read Answer Asked by Andy on October 15, 2013
Q: An article of interest to members on Nobelist Eugene Fama: "So Fama’s ideas have made an enormous contribution to how people invest, saving them billions in fees which generated beautiful homes for fortunate mutual fund managers but less than nothing for their customers." - See more at: http://marginalrevolution.com/marginalrevolution/2013/10/eugene-fama.html#sthash.fZuPDfSt.dpuf
Read Answer Asked by Ronald on October 14, 2013
Q: I am looking to diversify into US and International markets using Vanguard ETFs. Would you recommend purchasing Canadian Hedged or Non Hedged ETF?

Thanks
Read Answer Asked by Sylvain on October 14, 2013
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