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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 a little of the beaten track ,but do you guys have any investment book recommendations . Ones that are worth a read

Thanks in advance
David
Read Answer Asked by David on September 18, 2013
Q: Hi Peter & Team,
thanks for your advise on the compossition of my RIF.
As a follow up question I would like your view on replacing my fixed income portion from bond ETFs to Utlity, Prefered stocks or any other similar lower risk higher dividend ETF.to enhance my potential return with a lower risks profile.
Thanks a lot for your excellent advise.
Read Answer Asked by Raoul on September 18, 2013
Q: Allow me to be the first to ask, the Fed is not tapering Bond buying, good or bad for equity? Most seemed to have $10-$15 billion 'priced in' so the obvious initial reaction is that stock will rally (they seem to be doing so as I type this question), however, the fact they are deciding to do nothing makes me wonder, just how bad IS the US economy? Should this really be considered a good thing for equities?

Thanks!
Read Answer Asked by Ray on September 18, 2013
Q: Hi Peter and staff, we've been with you since Jan 2013, thank you for your excellent service - my wife and I have done very well with your recommendations. We were wondering when you do updates to company reports if you can show the ratings change + or (-)? - just a thought. Many thanks.

Read Answer Asked by George on September 18, 2013
Q: Hi Peter and the Team,
I would like to have your opinion and advise on my plan for my RIf. 200K and I do not intend to withdraw more than the legal annual requirement about 7%. My goal is to protect my capital therfore expect a 7% annual gain.

Cnd. Equity 40%: TD Cnd. Index 16%, Mawer Cnd. Equity 12%, RBC O'Shaughnessy All Cdn Equity 12%.
US Equity 20%: VUS 10%, O'Shaghnessy US growth 10%.
Global Equity 20%: VEF 10%, Mawer Global Equity 10%.
Fixed Income 20%: CBO 10%, VSB 10%.

I would like your views on the composition of this portfolio, my expectations and my choice of investments.

Thank you so much for your excellent service.
Regards
Read Answer Asked by Raoul on September 17, 2013
Q: What is your opinion on selling "cash covered puts" as a way to generate additional income? Thankd
Read Answer Asked by Ronald on September 17, 2013
Q: Hello 5i team. I've noted that a number of typical 'dividend stocks' seem to have haled their downward momentum and are up the past few days ... e.g., AQN, BCE, CPX, NPI. Is it premature to buy back into some of these? Also noted that 10-year treasuries have pulled back from their flirtation with the 3.00% level and were at 2.78% today.

Keep up the excellent work you're doing for your subscribers.
Tom
Read Answer Asked by Thomas on September 16, 2013
Q: Hi do you suggest paying off a rental property or putting the same money into some of your A stocks some advise keeping a mortage on a rental since some of the interest is tax deductible
Read Answer Asked by Dale on September 16, 2013
Q: I would like to know if your model portfolio is a long term buy and hold as it is, or if at some time you would make adjustments to it either by adding new names or by re-balancing?
Read Answer Asked by Catherine on September 16, 2013
Q: What service offers up-to-date info covering "shorts" as a percentage of the Float? Thank you.
Read Answer Asked by Robert on September 16, 2013
Q: The S&P Dow Jones Indices has just announced additions and deletions to the S&P/TSX Canadian Indices. For example, companies such as SUM has been added while companies such as DH, NFI, STN, WCP have been deleted. What does this mean? Do stock prices rise or fall on such changes?
Would index focussed fund manager purchases or sells also affect prices? Thanks!
Read Answer Asked by Paul W on September 16, 2013
Q: Hi team, I don't know if this question will provide an answer so I'll give it a shot.
Mortgages- is it wise while rates are low (mine is 3.09 fixed 5 year term ) to put additional money on your mortgage to pay down the principal or would you be inclined to invest it elsewhere for a higher return? My thinking is to pay additional payments on a mortgage while rates are so low. Whats your take?
Cheers
Read Answer Asked by Seamus on September 15, 2013
Q: I believe the direction and level of the US 10 year treasury bond yield is frequently used as a portfolio weightings benchmark. I recall the quant/strategist Peter Gibson (formerly CIBC and SCM) used to say he would shift weightings in stocks as this 10 year rate approached 3.75%. (do you know where he woks now by chance?). Stocks still seem to have the heaviest weightings but as treasuries have moved rapidly toward 3%, I was wondering what rate do you think a shift into a heavier fixed income weighting in a balanced portfolio should occur. Thanks for all you great work.
Read Answer Asked by Sue on September 15, 2013
Q: I am in the process on selling my TRP as part of a rebalancing. Do you recommend selling at the market price or the bid? For example I could sell small chunks at market or the total position at the bid. TRP must be widely held but I suppose a market price could be manipulated. How safe is the market price?
When buying do you guys tend to buy at the ask price or at the market?
My father told me he always bought/sold at market as he felt it was better to execute the purchase/sale rather than quibble about the price.
Thanks
Thanks
Read Answer Asked by James on September 15, 2013
Q: I don't know if you would be able to answer this question here..

We (myself and wife) have an operating company (software consultany) and a holding company ( transfer any savings and then invest ).

What are the benefits of adding my kids ( who are now around 19 ) as preferred share holders? Is there an article on canadianmoneysaver around this?
Read Answer Asked by S on September 15, 2013
Q: Hi Guys,
Great insights!
Would you feel comfortable putting all your money into the model portfolio?
Read Answer Asked by David on September 14, 2013
Q: hi team,

What's your view on low vol etf vs. using dividend etfs
Read Answer Asked by Karl on September 13, 2013
Q: I have cash in TD's Premium Money Market Fund yielding .81 % and I am considering putting the money in Ing Direct Savings Account paying 1.35% interest. Are there risks which I am unaware of as the yield difference is considerable. I frequently sell funds to cover stock purchases and the TD money market fund is quite active with money flowing in and out. Thanks, Bill
Read Answer Asked by William J on September 13, 2013
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