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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: Good morning..currently rebalancing RRSP portfolio...currently own ARX,BTE,WCP and E representing 18%...was thinking of reducing ARX and adding TOU...is 18% to high in current market conditons?
Utility pipeline...BEP.UN,IPL,NPI..representing 15%...thinking of selling NPI to reduce allocation to 11.5%..is this allocation okay whith the current market...

sorry one more question...I have no exposure to healh..if wanted a 5% holding what would you recommend?

Thanks again!!
Read Answer Asked by Matthew on October 30, 2013
Q: I would like to purchase half positions in Stantec, Home Capital and Cineplex but I can't bring myself to pull the trigger because of recent positive share price appreciation. How can I justify entering the market at this particular point in time? I was clobbered in 09 ie sold out near the bottom and clobbered again recently with a position in VIX. Thank you.
Read Answer Asked by Richard on October 29, 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: Hello.

What is your opinion on seasonal investing.
Read Answer Asked by Greg on October 25, 2013
Q: Based on BOC further delay increasing interest rates...how do you feel about good quality REITS for the next 12 months(few names)...what other key sector/name would benefit ...growth...Thanks
Read Answer Asked by Matthew on October 23, 2013
Q: I have held a Man AHL hedge fund MCC101 in my RRSP for a number of years. It did well in the market crash. I think it would do well in a market up turn but in an up and down market like we have had it does nothing. Is there any point in holding on to this? I think if I just followed your model portfolio I would do (a lot) better.
Read Answer Asked by Brian on October 21, 2013
Q: Is now a good time to buy preferred shares
Read Answer Asked by PATRICIA on October 21, 2013
Q: Any suggestions on Canadian stocks that will benefit from the new Canada-EU trade deal?

Enjoy your service. Keep up the great work.
Read Answer Asked by Nick on October 19, 2013
Q: The S&P500 has been going vertical since Nov 2012, except for the mussing about QE easing. Profits have been slowing and the multiples are expanding. When do you expect a pull back in the US market?
Read Answer Asked by Richard on October 18, 2013
Q: hi 5i team
What is better right now, TFI or CSS, or a bit of both ?
and is this market overbought after this agreement on the US debt ceiling ?
thanks
Read Answer Asked by Francois on October 16, 2013
Q: This is more of a followup to the question about selling in view of the mess in the US right now. I am also up allot due in part to your great advise. I did bite the bullet and sold to protect my gains. My reasoning is that the potential upside is far less than the potential downside. I would rather be a scared chicken than a dead duck at this point. Something to think about.
Read Answer Asked by Bradley on October 15, 2013
Q: I would like to know what the percentage breakdown in sectors would make a good stable portfolio. IE Financials/Energy/technolgy/Health care etc.
Thanks!
Read Answer Asked by Larry/Elsie on October 15, 2013
Q: Still not sure what to do. Sell or Hold my stocks. You said earlier that they would settle the Dept.Ceiling but it's getting very close now. I'm hoping i'm not asking this to late to get a answer. Would need to know by noon Oct. 16th. If they don't settle should I be selling my stocks. I'm up quite a bit so i'd hate to lose it. Hope I can get a answer soon. Thank You Very Much For All Your Help. Andy
Read Answer Asked by Andy on October 15, 2013
Q: Considering your model portfolio, would you continue to deploy new cash into it and spread it out evenly amongst the stocks (or just the winners?) or wait for the debt ceiling thing to get resolved?
thanks. Really appreciate the service.
Read Answer Asked by John on October 09, 2013
Q: Hi Peter and team

I am concerned about the possible default of the U.S. Should we take some defensive measures to protect our portfolio?

Hope you are enjoying your well-deserved vacation.

Joanne
Read Answer Asked by Joanne on October 06, 2013
Q: I'm not to sure how it all works. But on oct. 17th. The US National Dept. might come into play. A friend of mine told me maybe we should be selling ALL of our stocks. Ever since we've been listening to you guys were boyh up. Him about 25% & me about 35% we really don't want to lose our profits. So do you think we should be selling or holding on. We really appreciate all the help we've received from you. We'll be waiting for your advice. Thank You Very Much. Andy
Read Answer Asked by Andy on October 04, 2013
Q: hi guys, thanku for all the good advice. i'am making money in canadian stocks and a few american stocks, but am anxious for american stocks to start moving. my question is what is your best guess on american stocks to start moving. thank dale.
Read Answer Asked by dale on September 25, 2013
Q: Hi 5i people. This is a follow up question to one asked by Ray regarding QE. No one seems to be worried about the consequences of QE. It's a party, let keep going! The FED's balance sheet is now above 3 trillion (with a T). Could we please pause for a moment and ask what happens when they unwind that or how are they going to do it? Are we not at least robbing Peter (tomorrow) to pay Paul (to-day)? Henry
Read Answer Asked by Henry on September 19, 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
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