Q: Hello 5i team thank you for the great information you provide.i do own most of your model portfolio stocks except Gold corp and Syz instead I do own Bad and Wilan in my 80k portfolio.each stock aprox 4%.Now the question is regarding my kids resp in which I have about 16 k and contributing 5k/yr.which is invested in rbc 2025 fund @ close to 2% MER.and it has not done well so far.if I want to invest in good stocks which are my best choices? My kids are 9 and 5 yrs old.thank you for the great work.
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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: What constitutes a "defensive" stock? What percentage of a portfolio should defensive stocks play in today's financial climate? Would you consider the following to be defensive holdings: Any of the big five Canadian Banks, Telus, Enbridge, Cineplex, Power Financial, a food company like Saputo or Empire. If these don't fit the bill I would appreciate your suggestions. Thank you. John.
Q: Thanks for the portfolio update. I am not sure whether any of these companies offer DRIP options but what is a fella (or gal)to do with the Div payments??
Q: I love buying low and selling high (who doesn't ;-) I'm wondering when our oil sector will be the time to buy again and if I should be buying the good companies at these depressed prices on the worst down market days, or, if the fundamentals have changed so drastically with the explosion of fracking and bad oil sands press, that the sector will stay bearish for some time yet? Certainly Keystone will (if approved) provide some lift to the whole group, but what is your view for the oil sector as a whole? thanks.
Q: Hi...I would like to know is there any value using "technical analysts" of stocks? Thanks.. great service.
Q: I'm concerned about the volatility of the TSX; up 144 yesterday, down 167 today at 11.15 pst. In this environment, how can anyone invest for the long term with any confidence? We have 600G in stocks, and another 10% in cash. I was thinking of adding to some positions, but would I be better keeping the cash in the bank? Or is it just 'sell in May and go away'? Until when?
Q: General question regarding stock buybacks. Who is actually buying back the shares and why and what is done with the funds afterwards? Are the funds exiting the market or being reallocated within the market?
Q: Re: ECI
Hi Peter. Do you know anything about Ford Equity Research? They came out this morning with a Strong Sell on Enercare. It's very rare that anyone puts out such a negative recommendation on a stock so I am wondering if this is a credible institution. I own ECI and see no reason not to continue. Thank you and kind regards.
Hi Peter. Do you know anything about Ford Equity Research? They came out this morning with a Strong Sell on Enercare. It's very rare that anyone puts out such a negative recommendation on a stock so I am wondering if this is a credible institution. I own ECI and see no reason not to continue. Thank you and kind regards.
Q: I see that David Rosenberg is starting to see signs that inflation will start to come alive in the coming months. If we subscribe to this opinion, can you think of a few of your A and B rated stocks that would be worth accumulating to prepare for such an eventuality. Thanks; love your service.
Q: Where do I find a list of stock Ratings by 5i ?
Q: Hi Peter & 5i: I see that RBC Capital upgraded National Bank (NA) a few days ago, from "sector perform" to "outperform" and raised its target price to $84. Is there any special significance to one of the big six banks issuing a favourable report and upgrade on one of its main peers/competitors? Or do you see it as on a par with pretty much any analyst's upgrade of any kind of company.
Q: Our portfolio is invested as follows - Oil/gas,five, 16.3%, Pipelines,four, 16.6%, Banks,five, 16.8%, Electric,four, 10%, Reits,five, 10.6%, Tele,three, 8.8%, Commodities,two, 3.8%, Industry,three, 6.7%, Misc(PWF, ENF)4.3%, Bond 6%. All are Canadian except one US railroad. We depend on the dividends for half our income. Any thoughts on the spread, and where to add an additional 10% we have in cash?
Q: Hello Peter and the 5i Team,
My wife and I are in a fortunate position to have stable defined-benefit pension plans, but likely have been too conservative in our investing by maintaining a 60-40 weighting of stocks to fixed-income. We were looking at our large holding of the CLF ETF, and calculated an annualized return of just 2.45%. My question is this: What low-volatility equity/equities would you purchase if the CLF shares were sold? I was looking at your recent article that discussed DOL, GS, NWC, NCC.A and ADW.A, but perhaps there are others you could recommend. Love your service; wish I had joined earlier!
My wife and I are in a fortunate position to have stable defined-benefit pension plans, but likely have been too conservative in our investing by maintaining a 60-40 weighting of stocks to fixed-income. We were looking at our large holding of the CLF ETF, and calculated an annualized return of just 2.45%. My question is this: What low-volatility equity/equities would you purchase if the CLF shares were sold? I was looking at your recent article that discussed DOL, GS, NWC, NCC.A and ADW.A, but perhaps there are others you could recommend. Love your service; wish I had joined earlier!
Q: hello 5i:
I'm having a great deal of trouble trying to determine the direction of interest rates ie. inflationary vs deflationary forces, and thus some portfolio choices I need to make. Your opinion please.
thanks as always
Paul
I'm having a great deal of trouble trying to determine the direction of interest rates ie. inflationary vs deflationary forces, and thus some portfolio choices I need to make. Your opinion please.
thanks as always
Paul
Q: Hello to all. My question regards the model portfolio. Could you break down the three main allocations (Stocks,Bonds,Cash %'s) and add any other sectors you would suggest. And also can you suggest a particular bond. Thanks for all your help.
Q: Thank you for your response to my Nucor question, you made a very interesting point, that Nucor will generate $1.4 bb in cash flow this year. I get most of my information about companies through my bank and it didn't have this point. My information seems to be lacking, is there a site that you can suggest that provides better information than a bank?
Q: Hello 5I team, I have a elementary question about the 5i research model portfolio. What do the letters P & L % in the heading mean? I know that "w/div" means with dividend.
Thank you.
Thank you.
Q: Can I please have your best recommendations for parking cash and still earning better than miserable bank term rates? Any specific ETF's that you would suggest for best preserving capital and still earning something? So far I have been reasonably happy with preferred share ETF HPR and the like - I do prefer to go to cash during bear markets or holidays and would rather pay fees and taxes than suffer drastic drops on investments. Thanks
Q: Peter and Team,
I am 30 years old. I currently have 14.6% of invested funds in cash and the remainder is all equities. Of the total portfolio, I have 10.7% in utilities split between IPL.UN (3.2%)and TransCanada TRP (7.5%). With TRP hitting $50 today, I was thinking about switching some of that common stock into the Preferred stock. Can you please give some guidance on the quality of this move and if you recommend a particular TransCanada Preferred or if there is some other vehicle you'd recommend totally?
I am thinking I could use some diversification from common equities but in a general sense, I am scared of buying bonds for a few reasons: I worry that while you may get your coupon, you may get hurt by either significant capital losses or by devaluation of currencies. Because Bonds are typically priced against US Treasuries, I am scared a run on the government credits could put pretty much any bond at risk of big capital losses. Is preferred stock a good way to go?
I am 30 years old. I currently have 14.6% of invested funds in cash and the remainder is all equities. Of the total portfolio, I have 10.7% in utilities split between IPL.UN (3.2%)and TransCanada TRP (7.5%). With TRP hitting $50 today, I was thinking about switching some of that common stock into the Preferred stock. Can you please give some guidance on the quality of this move and if you recommend a particular TransCanada Preferred or if there is some other vehicle you'd recommend totally?
I am thinking I could use some diversification from common equities but in a general sense, I am scared of buying bonds for a few reasons: I worry that while you may get your coupon, you may get hurt by either significant capital losses or by devaluation of currencies. Because Bonds are typically priced against US Treasuries, I am scared a run on the government credits could put pretty much any bond at risk of big capital losses. Is preferred stock a good way to go?
Q: Hi Folks,
The work that you're doing is brilliant, commendable and an enormous resource. Might I respectully suggest that The Name of Security always be mentioned in The Answers to Questions? For me, anyhow, I don't always recognize The Trading Symbols.
Respectfully,
Dave (Nicholson)
The work that you're doing is brilliant, commendable and an enormous resource. Might I respectully suggest that The Name of Security always be mentioned in The Answers to Questions? For me, anyhow, I don't always recognize The Trading Symbols.
Respectfully,
Dave (Nicholson)