Investment Q&A

Q: Any suggestions on Canadian stocks that will benefit from the new Canada-EU trade deal?

Enjoy your service. Keep up the great work.

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.

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?

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.

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

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

Q: Hello
There was a recent op piece advocating changing the taxation of Canadian reits.What is your opinion on this possibility?

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

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.

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!

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

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

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

Q: Peter,

About a year ago you were on BNN stating that you’re after the next ‘50 bagger’. A few months ago, another member asked you about your fav past picks, to which you replied Priceline and one other (I believe). My question is related to smaller cap / speculative stocks, you current favs, and is obviously geared more towards those willing to go up on the risk curve:

1. Do you have a couple, more speculative, names that you are a fan of right now (ie. what you feel can be the next 50 bagger)? Anything that you are ‘pounding the table’ about?

2. Do you have any general tips / guidelines that you can share relating to investing in these size companies (ie. Don’t invest more than ___% of your portfolio in micro cap / spec stocks?)

Thanks you!

Q: A few questions about FXM and WXM, which are Morningstar's ETFs that follow a momentum and value style respectively. These have spectacular >20 year 'theoretical' ie. backtested records. Is this something that will likely beat the TSX in the future or are there usually problems with backtested mechanical strategies going forwards? Do they trade at a premium to NAV and where do I find their NAV figure? Thanks.

Q: Hi This is a follow-up of Neil's question (Oct 11) about CIPF coverage. If I have a margin account but don't use margin or shorts, would it have the same safety as a cash account? What if I have some options? Thanks Henry

Q: Peter, if I have 2M$ in the stock market all with, for example Scotia I-trade, would it make sense or be advantageous to move half of those equities to another stable/secure discount trading house such as TD so as to be able to get CIPF coverage on all of it, and to not have all my eggs held in one basket? Would the CIPF coverage cover 2M$ in that instance, if I spit it up?

Q: Portfolio Management - I have held both HCG and ATD.B for a long time, so that they have become a large percentage of my portfolio. I don't like selling winners, but I recognize that there is risk i everything. Even a great stock can get side-swiped by events. How large a percentage would you hold before trimming the stock of a high quality company?

Thanks,

Hans

Q: EIF and now AET.un: "Leaky"

My primary major concern is with EIF's leaks, big drop in share price and then a quick bounce. Anyone having inside information, at one point yesterday, would have at least a 26% one day win off the low while the rest of us took it on the chin and in our pocket books to to speak.

Now today we have what looks like leaks in AET as per another member's question.

When do the powers that be step in and call these companies on the carpet to account for this behaviour?

I am an investor who can deal with volatility BUT NOT when someone else is playing by a different set of rules.

I know somone who emailed EIF but they did not even get the courtesy of a reply.

I would appreciate both your insight and suggestions for handling these kinds of events.

Thank you.

Q: Further to Brian on Sept 30th on preferred shares (PWF.PR.S & BRF.PR.E) are there other preferred of this quality available that pay a good dividend and are below par value?

Derek