Investment Q&A

Q: Re: November 25, 2013 (asked by robbie)
Question: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each.
IMHO we need two portfolios:
1) widow and orphans
2) Gamblers anonymous with the 5i blessing
LOL
Feel free to publish if relevant.
Thanks PB

Q: I'm interested in hearing your opinion on selling covered calls as an "extra money" strategy... I'm looking at the financial sector, but maybe stocks like BCE, MDA, JNJ, AVO, ATD.B, HCL, BEP.UN, GIB.A, MG, STN, TRP
I realize that stocks can be taken away, thereby creating the need to repurchase good companies at higher prices, but if they aren't taken away, it's "free money" for the option proceeds.
Comments???

Q: Would you ever consider providing A,B,C,D portfolios with 5 or 10 stocks in each to appeal to a range of investors.( I.e. widows and orphans thru borderline gamblers)? Thanx

Q: My wife's RRIF has two larger positions (BCE,GWO), one smaller position (SVC) and a group of roughly equal in between positions (BIR,BEP.UN,CTY,CAG,PKI,YRI). She has reached that age when she must start her compulsory withdrawals . Going forward, are there 1 or 2 weaker stocks here or should I just reduce some positions to raise the necessary capital? Appreciate your thoughts.
Thanks

Q: Hi Peter i'm a newcomer,and based on your model portfolio i will start to establish some positions,what criteria should i use.
Thank You
Dan

Q: Hi guys, great service. Would it be possible to expand your search to include all tickers being asked about. Many people ask about 2 or more companies in the same question, but the search only looks at the one chosen in the header. Thanks, Ian

Q: I am building a self managed RRSP and TFSA portfolio which is the model portfolio and a touch of the B+ and better rated stocks. Thank you for the great results. With a 15 year horizon I am slowly adding laddered bonds, in addition I have XLY, IBB, IWO, YUM and TAL for US holdings.

I am transferring, in kind, my BMO managed Blueprint stocks to a self trading account, some are already in the model portfolio. Should I keep any of the stocks that are not in the model portfolio or should I dump them all and buy the model portfolio?

AGU ATD.B BCE BAM.A CAE CNQ COS CP CVE GIB.A CM CNR ELD ECA WN G IGM IMO K MFC POT PWF RY RCI.B SLF SU TLM TRI THI TD TRP
US$ are EFA & SPY

I'm not attached to any of them, not concerned with the trading fees.

Q: Peter; There is an interesting article in today's Globe , pge.B14, on how much fees can seriously impact a portfolio.

Rod

Q: While on the hunt for a lottery ticket or two I keep running across the management teams of Stan Bharti and Sheldon Inwentosh. Can you give me any info on these guys ??--(good bad or indifferent). Thanx Robbie

Q: Peter,
As not much seems to matter anymore (LARRY SUMMERS THINKS THAT BUBBLES ARE "THE"PANACEA FOR BOOSTING ECONOMiES... Well.. we knew that all along, but neither Greenspan nor Bernake dared to say it openly before him but he obviously had the excuse of being rejected from the job lately and we understand his frustration..) I would be happy to share a little trivia on the market:

What was the lowest in 2002, 2009 for the S/P?
2002: 777
2009: 666

What was the Dow closing price on the first day it passed 16000
11/21/ 2013: 16009.99

The nagging question that remains is: will the Nasdaq close its highest at 5222, 5333 5444 5555 or 5888(5666 and 5777 have already been taken)?
who dared say blondes had more fun when we have Wall Street??

Cheers, and publish at your own discretion, of course!

Q: Hi Peter,
Just a quick question in response to one of your responses to another fellow - you mentioned you pay a lot of money for the "bloomberg terminal" at your office. I have always been curious as to what exactly the fee is for one of those terminals? I've heard in the neighbourhood of 1k/month?
Also, what do you find to me the most useful benefits/characteristics of such terminals? Is it the research they provide or charting or what?
Many thanks for your response - sincerely love your service!

Q: Would you consider providing a model portfolio consisting solely of ETFs? Your current stock model portfolio is helpful but I think that an ETF portfolio would be valuable to your members.

Thank you.

Q: SES.t
I note with thanks, your general comments from Nov. 5/13 on this apparently outperforming it's sector company. It appears that Nov.20 they announced a bought deal financing of 6.2 million shares (approx. 15% of the current float) at $15.35 (today trading up to 16.20ish). So, I was a bit confounded that the stock price went up today, normally wouldn't one expect a dilution at a lower price to bring the price down? If the price continues to hold in the face of the BDF, does this speak positive for the company? I'm not not sure on the "ins and outs" of these deals so would much appreciate any education you could provide.
Thanks as always.
One of the Neil's

Q: From I5 ''The TFSA is not yet recognized as a pension account, and there would be tax implications there.''
I am very surprise by this.
I had dividends and interests in my TFSA, and I never received any tax document from my broker. Do I have to contact my broker to correct ?

Q: I have a question about Brookfield Renewable Energy LP. I find the tax implications of brookfileld's energy and infrastructure funds confusing. Should they be held inside or outside of registerd accounts? Thanks.

Q: Hello Peter, quite enjoyed your webinar. Found it very informative. Are you planning to give any more on a regular basis?

Thx.

Vineet

Q: What is your plans for the model portfolio in 2014, are you going to come out with a new one or are you simply going to go the status quo?

Q: TRADING TIPS Peter, I have access to real time trading on Globeinvestor. Often when seeing a price for a stock under consideration, after a closer look, there are often big gaps between bid and ask and far fewer trades on offer either way. Could you give us general tips as to when to pull the trigger.
Bob

Q: re Ivan's Nov19 question re broker firms : Rob Carrick at Globe & Mail just published their latest ratings of online brokers.

Q: To Ivan's question on brokerages (19-Nov). I personally have been using BMO Investorline, with no issues and great investor information at $9.95 a trade with $50K minimum account. They allow you to group accounts to get to the $50K which was nice when I was short with my TFSA. - Cheers.