Q: Hi Peter and team. 24 Q's? I'm way behind with an average of 4 or 5 a year. I don't see I need to add to it as I benefit from answers to other members' questions if they are not that specific to their portfolios. Wider coverage (more companies) would be helpful. Thanks as always. Henry
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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: Your model portfolio would suggest that less than board lots have been purchased to arrive at your percentages. I have usually tried to avoid this as it is inefficient and limits options such as stop-losses. Am I correct on this?
Q: This is a comment so don't count it towards my 24 Q limit please! :) Just hoping those 24 Q limit does not cover Q's about the stocks you actually cover. Often a Co. covered by you releases earnings and it is very nice to get a reaction from your team in the immediate term time frame.
Thanks
Thanks
Q: A new year is approaching. Coming in a little late to your party of great stocks, I am wondering if you are considering a new or possible second portfolio of stocks which have the most upside going into 2014? Or do you feel the current portfolio is still very valid from an entry point of view?
Q: When I open links and then open one of the subjects I get Wyatt Investment Research which asks for my E-mail. What is this? Am I going to start getting e-mails from them selling me their info.
Allan
Allan
Q: Hi Peter,
I am one of those members who really appreciates your services, and tries to restrict my questions, to few and far between, but well thought out (hopefully) and worthy of your attention.
I just read your excellent summary of 5i to date and really appreciate the evolving business model. I think the question restriction is a great idea.
In future reports I would be interested in seeing "where are you are intending to go" (which can change of course). Your talents can only be pressed so thin. Perhaps a # of members cap ?
Fee free to publish this note if you want to.
Thanks again,
I am one of those members who really appreciates your services, and tries to restrict my questions, to few and far between, but well thought out (hopefully) and worthy of your attention.
I just read your excellent summary of 5i to date and really appreciate the evolving business model. I think the question restriction is a great idea.
In future reports I would be interested in seeing "where are you are intending to go" (which can change of course). Your talents can only be pressed so thin. Perhaps a # of members cap ?
Fee free to publish this note if you want to.
Thanks again,
Q: what is the difference between atd.a and atd.b they act quite different
Q: Thanks for the great service. I'm looking to add a ETF (such as IWO) in a non-registered USD account. Given some of these etf's have had large moves I'm worried that if I buy before the end of the year I will get a large taxable distribution. Is this a valid concern? Thanks, Ed
Q: Aside from gold, what other sectors/companies do you believe have been oversold or present an opportunity on a value basis?
Q: When you are researching a stock, do you talk to management?
Q: Hey Peter,
What stocks are new/exciting that folks are not asking about? I am looking for something to bolt on to my core holdings to add a little sizzle.
What stocks are new/exciting that folks are not asking about? I am looking for something to bolt on to my core holdings to add a little sizzle.
Q: Would you mind recommending any stocks to be purchased during tax-loss selling and few which may do well in 2014?
Q: A suggestion rather than a comment. When searching the company reports, the indexes show the current rating beside all the entries for a company even if there have been more than one report. For example, the BAD report for May 8/12 shows the current rating of B+ whereas the actual report of May 8/12 was A-. If the index rating showed the actual rating at the time of each report this would provide a useful perspective re momentum.
Q: When professional money mangers talk asset allocation, do preferred shares go into the "fixed income" portion or the "equity" portion? Thank You
Q: BAD
Now that BAD has reached $1B market cap, how much more interest could it get by the larger fund managers? Could you please comment on what the various Market Cap 'Goal Posts' are for a company such as Badger as they grow.
Thanks very much for a great service
Brian
Now that BAD has reached $1B market cap, how much more interest could it get by the larger fund managers? Could you please comment on what the various Market Cap 'Goal Posts' are for a company such as Badger as they grow.
Thanks very much for a great service
Brian
Q: Hi Peter & team,
I'm hearing more about DEFLATION lately and wondering what effect it would have on the markets. THANKS!
I'm hearing more about DEFLATION lately and wondering what effect it would have on the markets. THANKS!
Q: Peter and team, what is a good strategy for an RESP ? Child is 12. Account is $30k in a mix of individual stocks. Due to size of account and institution, trades are $25 per. Is there a few ETFs that make sense to replace individual equities, or would you mirror your model portfolio ? My apologies if this question has been answered before. I looked but could not find it. Thank you.
Q: what impact will the Dividend Reinvestment Plan have for dhx thanks
Q: I have a question re ETF's of U.S. stocks hedged to the C$. If the U.S.dollar appreciates significantly in relation to the C$ would the hedged ETF increase because of that with all other things being equal? Thank you.
Q: Hi Peter and Team: Do you think it is an appropriate time to buy a materials ETF, or should I wait?
On the subject of the number of questions: I think each question should pose essentially one focussed issue for your analysis. To ask for details on more than one stock is being greedy, but asking for a comparison of two similar stocks would be OK (in my opinion). Infrequent questioners who have multiple queries should pose multiple but separate questions.
On the subject of the number of questions: I think each question should pose essentially one focussed issue for your analysis. To ask for details on more than one stock is being greedy, but asking for a comparison of two similar stocks would be OK (in my opinion). Infrequent questioners who have multiple queries should pose multiple but separate questions.