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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: I am currently rebalancing a portfolio that actually has never been balanced...thanks to your website..sounder fundamentals are setting in.....my question...i have a few accounts...in one account H&R and Baytex each have aprox 25% weighting, IPL in another account represents 43% ...mainly due to appreciation and bever balanced...i would like to reduce Baytex but currently down 7% on the stock..should I cut the losses and replace with other suitbale for balancing..IPL reduce to 20%(?)..these are RRSP accounts..thanks
Read Answer Asked by Matthew on October 28, 2013
Q: I see a reference to a Nov 16 conference call. Can't see any other info about it on the web site. I may be blind but please fill me in.
Read Answer Asked by Gary on October 28, 2013
Q: Hi Peter,

I signed up for your Oct 16th conference call, but was unable to listen in due to a later conflict.

Did it go well. Are you considering holding another session ?

Thanks for your great service !
Read Answer Asked by Jim on October 27, 2013
Q: Parking Cash - you mentioned in a previous reply that short term treasuries were a good place to park cash. Do you mean US treasuries? Thanks
Read Answer Asked by Ronald on October 27, 2013
Q: Please suggest a source of fundamental Canadian stock data for retail clients. By which I mean detailed enough to be useful but not overwhelming. It should also include micro/Mid caps stock data of the type of stocks mentioned at 5i Research.
Read Answer Asked by Shah on October 27, 2013
Q: I wish your opinion on "technical analysis" "These squiggles mean that it will go up...and this type of squiggle means that it will go sideways, etc. Sorry but I have been in engineering too long to really believe in reading chicken entrails, but respect your views.
Read Answer Asked by Gerald on October 27, 2013
Q: I watched BNN last Tuesday and an analyst said that TSX is at a 2-year high and suggested that short-term investors should take a side-line position now.

I need to cash in most of my “Cash Portfolio” next March/April for a major home renovation project. I have the following stocks in this portfolio. I also have some cash.

AGU, BNS, AYA, CGX, MG, ENB, MDA.

AGU is down 7%, all others are fine.

Please suggest which/when stocks I should sell and/or switch to more short-term tolerant stocks. Thanks again!


Read Answer Asked by Rita on October 25, 2013
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 ?
Read Answer Asked by Monique on October 25, 2013
Q: Hello.

What is your opinion on seasonal investing.
Read Answer Asked by Greg on October 25, 2013
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
Read Answer Asked by William on October 25, 2013
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
Read Answer Asked by Matthew on October 25, 2013
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
Read Answer Asked by Bob on October 25, 2013
Q: Hi Peter, as a Canadian in vestor, what are the tax implications of buying US stocks for TFSA or RRSP accounts?
Read Answer Asked by Manuel on October 25, 2013
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.
Read Answer Asked by Neil on October 24, 2013
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/
Read Answer Asked by mike on October 24, 2013
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!
Read Answer Asked by Alain on October 23, 2013
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?
Read Answer Asked by Keith on October 23, 2013
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
Read Answer Asked by Ronald on October 23, 2013
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