Q: I am a new member and I want to start an equity portfolio. I already have bonds and GICs. Since the market is volatile and uncertain, which sectors would you recommend for a retiree with a low risk tolerance seeking for some growth ?
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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: Hello.
What is your opinion on seasonal investing.
What is your opinion on seasonal investing.
Q: Hi Peter:
I enjoyed the show on BNN, you gave us great ideas
I got a half position on ESL and Paladin Lab, wonder should I
wait patiently for a market correction ?
(we had a strong Sept and with only one week left in Oct, the market has not corrected); thanks
I enjoyed the show on BNN, you gave us great ideas
I got a half position on ESL and Paladin Lab, wonder should I
wait patiently for a market correction ?
(we had a strong Sept and with only one week left in Oct, the market has not corrected); thanks
Q: I am a new member and in reviewing your "model portfolio" can not locate the "starting date" for your accumulated profits. Please advise. tks
Q: Hi..was wondering if there is a screener of non-eligible dividends for tax..bascially want to enusure purchasing correct ones outside of any sheltered portfolios...thanks
Q: Hi
Today, the investment and company questions section is not working properly. On the most recent setting, I have one or two for Oct 25 and then it quickly shows scrambled dates. Is this just me, or is it a system problem.
Thanks for you help. I use your site daily and really appreciate the timely and quality information you provide
Today, the investment and company questions section is not working properly. On the most recent setting, I have one or two for Oct 25 and then it quickly shows scrambled dates. Is this just me, or is it a system problem.
Thanks for you help. I use your site daily and really appreciate the timely and quality information you provide
Q: Hi Peter, as a Canadian in vestor, what are the tax implications of buying US stocks for TFSA or RRSP accounts?
Q: Just wondering if as a possible way to improve an already amazing site, you have considered joining forces with a charting outfit (stockcharts, etc.) so that when one clicks on to the symbol for a question that is asked about a stock, one can immediately be taken to that stocks chart. I appreciate this is not a technical analysis site, but having easy access to the charts of stocks enquired about may be helpful to many. Just a thought...thanks for all the great work.
Q: I was looking at the graph posted today by Joshua Brown showing the sentiment_cycles of the bull/bear market. He sugests we are now in the excitement phase.Just wondering if you find these kinds of illustrations at all useful for investing.
http://www.thereformedbroker.com/2013/10/24/
http://www.thereformedbroker.com/2013/10/24/
Q: Since there is lots of talk about dividends, I have a question...what is the hype about dividends, I've researched this and found that on ex-dividend date the stock value drops about the same as the dividend itself, so isn't like taking the money from your left pocket and putting it in the right pocket?
I do understand if a person is retired and needs money regularly to survive, it is a good way, and there is also a tax benefit is those cases, but is it worth it otherwise?
Keep up the great work team!
I do understand if a person is retired and needs money regularly to survive, it is a good way, and there is also a tax benefit is those cases, but is it worth it otherwise?
Keep up the great work team!
Q: When you are going to sell a stock is there a better or worse time to sell to get full advantage of your dividend or does it depend on the individual stock? Example BAD
Q: Hi Guys! Regarding ex-dividend dates. Do you not have to buy the stock 3 days before the ex-dividend date because it takes 3 days to settle?
Q: Market Question - every morning on the news it says "Dow and S&P futures" are up or down. What are futures? How are they calculated? and are they of any importance? Does the TSX have futures?
Thanks
Thanks
Q: Hi Peter and gang,
I have noticed over time there does not appear to be an easy way to remove old, delisted or defunct firms from one's portfolio in most investment company accounts. Is there anybody out there performing this function?There would appear to be an opportunity for a non-profit to accept them and a donation for transfer out of an investor's account. this could clean up records, provide non-profits with a cash stream and simplify gains and loss declarations.
David
I have noticed over time there does not appear to be an easy way to remove old, delisted or defunct firms from one's portfolio in most investment company accounts. Is there anybody out there performing this function?There would appear to be an opportunity for a non-profit to accept them and a donation for transfer out of an investor's account. this could clean up records, provide non-profits with a cash stream and simplify gains and loss declarations.
David
Q: When evaluating your monthly Summary Reports, can you please clarify the difference between the "2013 P&L" and "Total P&L" values. Many thx.
Q: Hi 5I team,
I'm wondering how much cash I should be holding for the current environment? And is there a minimum cash percentage I should keep all the time?
Currently, I have 25% and that's probably too high.
I consider all my/husband/kids investments as one basket (family RESP, my RSP, husbands RSP, spousal RSP, minor sons RDSP, my TFSA, husbands TFSA and joint margin account) as being able to take moderate risk because I have a DBP through work.
I'm wondering how much cash I should be holding for the current environment? And is there a minimum cash percentage I should keep all the time?
Currently, I have 25% and that's probably too high.
I consider all my/husband/kids investments as one basket (family RESP, my RSP, husbands RSP, spousal RSP, minor sons RDSP, my TFSA, husbands TFSA and joint margin account) as being able to take moderate risk because I have a DBP through work.
Q: Hello,
I have a question regarding earnings, why is an increase in EPS more important than revenue/net income growth?
Thank you.
I have a question regarding earnings, why is an increase in EPS more important than revenue/net income growth?
Thank you.
Q: Thanks for your excellent site.
I would like to invest 20% of my RIF into a Balanced (or other low risk alternative)ETF or MF to replace my Bond investment and improve the return of my portfolio.
I do not depend on my RIF for a living and my risk tolerance is average.
Your view and advise please
I would like to invest 20% of my RIF into a Balanced (or other low risk alternative)ETF or MF to replace my Bond investment and improve the return of my portfolio.
I do not depend on my RIF for a living and my risk tolerance is average.
Your view and advise please
Q: Hello Peter!
On 15th.October I started my $100K Portfolio partially based on your Model Portfolio and also on my own ideas as follow|
ACQ-13%
CSU-13%
AD- 13%
BAD-12.5%
AYA-7.7%
STN-7.7%
BYD.un-9.2%
MG-9.3%
ESL-6.5%
RRx-6.5%
Please give me your opinion on my portfolio and what would you change. Thanks Andrew B.
On 15th.October I started my $100K Portfolio partially based on your Model Portfolio and also on my own ideas as follow|
ACQ-13%
CSU-13%
AD- 13%
BAD-12.5%
AYA-7.7%
STN-7.7%
BYD.un-9.2%
MG-9.3%
ESL-6.5%
RRx-6.5%
Please give me your opinion on my portfolio and what would you change. Thanks Andrew B.
Q: Hi Peter,
I realize you are mainly into stocks but I had a call from a company named "Rare Diamond Investor". They sell coloured diamonds as an investment. Just wondering what your thoughts on that are? Is it a risky investment. Thanks.
I realize you are mainly into stocks but I had a call from a company named "Rare Diamond Investor". They sell coloured diamonds as an investment. Just wondering what your thoughts on that are? Is it a risky investment. Thanks.