Q: With regard to the person who asked about TD Waterhouse; I have BMO Invest and could not be happier. $9.95 per trade, a wealth of information available on stocks, recommendations, etc. Now I wonder how I ever got along without it. - Edward
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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: Hi Peter,
I am a relatively new member ob your site. I just wondered with regards to your model portfolio do you recommend buying these stocks at the current prices and how often do you reassess the recommendations. Thanks Clare
I am a relatively new member ob your site. I just wondered with regards to your model portfolio do you recommend buying these stocks at the current prices and how often do you reassess the recommendations. Thanks Clare
Q: On Ivan's question on brokerages, the Nov.19 Report on Business in the Globe and Mail has its 15th Annual Online Brokerage Survey featuring ranks from A thru D. Personally I use 3 of them, an A, a B and a C, and I find each has its own strengths and weaknesses as it relates to my needs. J.
Q: 5i recently responded to a question on sector classification / weighting by stating that your ideal sector setup would have 'around 15 sectors' opposed to the TSX's 11. I'm curious to know what your ideal sector classification setup would be, and what your ideal sector weighting would be today given a blank slate for a risk on investor? IThis will allow me to vet my existing portfolio with your sectors to see how it stacks up and if its too overweight / underweight anywhere. Thank you.
Q: ENW had recent announcement with a large vegetable producer which I thought would have moved the stock upward. Shortly after this announcement it signs an undertaking with Raymond James for funding to build the processing equipment. Any reason the stock would drop, rather than rise on what appears to be good news?
Q: Hi Peter and Team, any comments on which company to trade stocks, I have heard so many negatives on TD Waterhouse. Any of your other members have any opinions that could be helpful, would be appreciated. Keep up the great work and Thanks
Q: Hello, I would like to know why the size of an etf seems to be a factor when 5I answers questions relating to etfs. My understanding is that regardless of its current size when a buy is initiated the fund provider just has to add the appropriate amount of units to satisfy the purchaser via buying the underlying stocks in the market. Does this create liquidity problems/a wider bid ask spread? Your comments, as always, would be appreciated. Thank you.
Q: I assume there was nothing in google search data before the last crash that could be used to predict the next one? Perhaps something less obvious than increasing paranoia or volatility?
Q: I have a reasonably well balanced stock portfolio, consisting mainly of large TSX dividend paying stocks. As the DOW continues to reach new highs, I am growing increasingly concerned about the propects of another bubble, and want to have a strategy ready to protect the gains in my portfolio if necessary. Other than cashing out, would your view be to invoke stop losses on my more interest sensitive stocks? If so, what level of stop loss would be appropriate (ie. is there a typical percentage or dollar level that is used, or would it vary by the type of stock?
Thanks for your input 5i.
Brian
Thanks for your input 5i.
Brian
Q: Hi Peter and Team,
I am just starting with a small portfolio of $30,000. Could you please give me your top 3 picks in the Manufacturing, Resource and Financial sectors. Thanks very much for all your wonderful information. Steve
I am just starting with a small portfolio of $30,000. Could you please give me your top 3 picks in the Manufacturing, Resource and Financial sectors. Thanks very much for all your wonderful information. Steve
Q: Hi Peter,
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
Q: Hi 5i: There seems to be no consensus on the definitions of the sectors that an investor should represent in a portfolio. I have seen lists that range from 10 to 20 such "sectors". What sector definition do you use? Also, what software system do you use to identify the sector to which a particular stock belongs? I ask the latter question because I use RBC Direct which, for example, puts IPL in the Energy sector while most other sector systems I've looked at class IPL as an utility.
Q: Will you pl suggest ten stocks with strong fundamentals we can buy during the upcoming tax loss selling season Dec 2013 for substantial gains in one to two years time frame?
Q: Investment firms often charge 2% to manage a portfolio. This equates to a 20% fee on a portfolio that earns 10% (2%/10%) which equals a fee of 100% (2%/2%) of the net gain versus say an 8% benchmark which you can buy as an ETF. How do they get away with this and how do you negotiate lower rates? Thanks. Michael
Q: Hi Peter, what's the best strategy for a new subscriber (with cash) at this point in time ? buy your model portfolio or move in as your new recommendations come through ? Thank you, Paul
Q: Please explain what the pros and cons are of a company being a take out candidate. I know it worked out for PLB. Does it usually result in rapid share price gains?
Thanks!
Thanks!
Q: could you please share a few names from the top of your list of take out candidates thanx robbie
Q: In our joint portfolio we have 19% in oil (BTE,CPG,HSE,WCP), 15.5% in pipelines (ENB,IPL,PPL,TRP), 22% in banks (BMO,BNS,CM, RY,TD), 10% finance (PWF,KMP,FCR), 10% telcom (BCE,T), 12.5% utes (BEP,EMA,NPI,VSN), 11.5% misc (BIP,DH,PKI,WB). We depend on dividends for income and would like your thoughts on steady industrial stock(s) for a $10,000-15,000 investment to round things out. Would AFN seem suitable? Any others?
Q: I thought I had seen a Q&A concerning the tax efficiency of where to hold Cdn div stocks, Cdn equity stocks, US stocks, etc in term of registered account, TFSA, and/or margin accounts. Could you please point me to it (couldn't find it) or answer this question please.
BTW, awesome job team!
BTW, awesome job team!
Q: Great Webinar today, thank you Peter
Barb
Barb