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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: 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?
Read Answer Asked by Graham on November 19, 2013
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
Read Answer Asked by Ivan on November 19, 2013
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.
Read Answer Asked by Adam on November 19, 2013
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?
Read Answer Asked by Rob on November 19, 2013
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
Read Answer Asked by Brian on November 19, 2013
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
Read Answer Asked by Steve on November 19, 2013
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.
Read Answer Asked by Chris on November 18, 2013
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.
Read Answer Asked by Roland on November 18, 2013
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?
Read Answer Asked by inderjit on November 18, 2013
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
Read Answer Asked by Michael on November 18, 2013
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
Read Answer Asked by Paul on November 18, 2013
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!
Read Answer Asked by Brenda on November 17, 2013
Q: could you please share a few names from the top of your list of take out candidates thanx robbie
Read Answer Asked by Robert on November 17, 2013
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?
Read Answer Asked by Edward on November 17, 2013
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!
Read Answer Asked by Brenda on November 17, 2013
Q: Great Webinar today, thank you Peter

Barb
Read Answer Asked by Barbara on November 17, 2013
Q: Hi Peter & Team,
Would you still recommend 65% fixed income/35% equities for a retired 65yr in current market? Presently 65% cash and pondering deployment. With XBB/XSB/XRB trending down and with low GIC,it is a tough decision.Your guidance would be appreciated

Carl
Read Answer Asked by Karl on November 15, 2013
Q: General question , but at what time and when is the next webcast?
Read Answer Asked by Jean on November 15, 2013
Q: Peter - I am wondering where you go to in order to find out when individual companies are giving their quarterly reports and what the street consensus is for their upcoming performance. Is there a specific website to go to for that information. I really appreciate your service and have truly benefitted more that ever before. You are to be congratulated for setting this up.
Read Answer Asked by Jim on November 15, 2013
Q: Hello Team 5i,
I have a diverse portfolio consisting of many companies, some of the companies are located in faraway places, hence my question about tax treaties with other countries. In my RRSP account I am consistently being deducted funds when I receive dividends, I assume for taxes, below are a few of the companies doing this. I have contacted my brokerage company and am basically told this is the way it is. One of the companies below “Williams Partners” deducted the most money. I thought we had a tax treaty in place (USA) or is there something I need to sign.
Williams Partners LP NYSE:WPZ, China Mobile Ltd NYSE:CHL, Royal Dutch Shell PLCNYSE:RDS.A
Your help is always appreciated,
Read Answer Asked by Mark on November 15, 2013