Q: Hi Peter What is your take on the Whitecap Beaumont deal >Sure am not happy with wcp raising cash at $13.50 probably to fiancé the deal.
Regards Stan
Regards Stan
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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: Is 5i starting a new model portfolio for small cap stocks and when?
Q: Good Morning!
Will the growth portfolio be all Canadian stocks? The new portfolio with its about 25 stocks will be my entire growth portion of my overall portfolio. And is it it wise to put all my growth investment in Canadian stocks?
Will the growth portfolio be all Canadian stocks? The new portfolio with its about 25 stocks will be my entire growth portion of my overall portfolio. And is it it wise to put all my growth investment in Canadian stocks?
Q: Hi guys, was wondering if you can comment on the following?
a) approximately how many holdings will the growth portfolio have; and
b) if one was starting with less capital than the portfolio assumes (e.g $50,000 vs. $100,000), is it generally better to still add the proportional amount of all securities suggested? Or would it be better to hold say half portfolio and add remaining positions over time?
a) approximately how many holdings will the growth portfolio have; and
b) if one was starting with less capital than the portfolio assumes (e.g $50,000 vs. $100,000), is it generally better to still add the proportional amount of all securities suggested? Or would it be better to hold say half portfolio and add remaining positions over time?
Q: I was thinking about setting up the new portfolio between our 2 TFSA. 13 companies in one 12 in the other. I doubt I will need the money ever which give roughly 30-40 years for it to work its magic. Now would it be reasonable to do so and would you expect it to outperform a portfolio such as the model portfolio or similar? What if I need the money in 10 years? Both TFSAs are max out and I have other diversified portfolios beside that.
Q: Correct me if I am wrong. Your research and investment advice has leaned towards mid to small caps and generally a bit safe from the risk reward perspective. By that I mean that there is a far lower probability of making a loss as compared to making above market gains. I have done well with your advice and am wanting to clear room for buying some stocks from your next portfolio coming out end of the month. I am fully invested and therefore will need to raise cash by doing some selling. Although my holding pattern is 3-5 years, I would probably have to exit my oil and gas stocks with significant losses and also trim gains from other holdings. The rationale being, there would be a better opportunity with the newer portfolio recommendations.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
Q: I am currently missing the following 6 stocks from the model portfolio: Amaya, Ciniplex, First Service, Magna, MacDonald Dettweiler and WCP. Is this a good time to buy these companies? Or should I wait until you make changes at the end of March? I currently own a 1/2 position in XTC and wonder if I should just bump it up to a full position instead of buying magna? My full positions represent 4% of my Canadian equity portfolio, or 2% of my entire portfolio.
Q: Hi,
I have been holding ET for quite sometime now. What I have observed that it starts rising before the earnings release and goes upto around 18.5 and then after the earnings it falls back below 17 dollars and stays there for quite some time. Would you suggest I replace it with another stock as except for dividend it seems to be a dead stock. Which stock would you recommend as its replacement.
I have been holding ET for quite sometime now. What I have observed that it starts rising before the earnings release and goes upto around 18.5 and then after the earnings it falls back below 17 dollars and stays there for quite some time. Would you suggest I replace it with another stock as except for dividend it seems to be a dead stock. Which stock would you recommend as its replacement.
Q: I follow the insider trader info on the TSX website and note BCE is sold almost every day by insiders. Does this raise an alarm with your researchers.
Q: Hello Peter. In a RESP account for a 16 yr old child valued at 50k, are you comfortable moving it to model income portfolio. Current holdings CDZ,CHB,XHY,CNR,ENB,XFN (about equal weights). or any other suggestion.Thanks and keep up good work.
Q: With the plans for a major expansion do you see this as a good time to buy Loblaw?
Q: Wondering which one you prefer for growth with a 5 - 10 - 20 year time frame? Any other companies that you'd pick over these 2 given the time frame / growth profile? I am leaning towards ATD.B because of the opportunity for growth outside of Canada but Loblaws recently announced plans to open 50 new stores across the country.
As always, appreciate the input
- J
As always, appreciate the input
- J
Q: In regards to your upcoming higher risk growth portfolio what % do you recommend one could hold in their equity portfolio- 5%,!0%?
How many years is short term, medium term, long term?
Thank you
How many years is short term, medium term, long term?
Thank you
Q: Following Alan's q&a on Mar. 4, about the growth portfolio (which I have been waiting for quite sometime), I could not find it. The only 2 portfolios I have found were the Income & Model. Please guide me.
Thanks,
Morris
Thanks,
Morris
Q: Morning.I am confused (not unusual) I don't understand the strategy of another Portfolio. I have followed 5i's advice and invested in the two existing portfolios (thankyou) ... when you introduce another portfolio if I were to follow your direction, should I start trimming back on the Model Portfolio and try to come up with 100K to reinvest.From what I have read it may be riskier than the other two. Ryan/Peter could you just clarify why we are embarking on another portfolio ? what its goals are? and what account would best suit this new entity? Thanks as always.
Dumb Dumb
Dumb Dumb
Q: It sounds like the Growth Portfolio will have around 25 stocks, a few more than the other portfolios. I know diversification is needed to reduce risk, and am wondering if a large number (30?) of smaller cap names could ever provide the same risk level as a 'standard' portfolio of 20 securities. Would you ever suggest this type of strategy? Thank you for a great service!
Q: Hello, I'm trying to pick up the remainder of the company's that I don't have from the Model Portfolio. The ones I still need are: DSG, ESL, FSV, MG & SLF.
With the exception of SLF, these companies are at or near their 52 week highs; so should I wait for a bit of a pull back, before I pick them up? And what about SLF, should I wait to hear about interest rates to increase before jumping in?
I'm also a little hesitant to grab anything at this time in anticipation of your new portfolio that is soon to come out. Any firm dates for that?
I know market timing is difficult or impossible to predict, but any advice would be appreciated.
Patrick
With the exception of SLF, these companies are at or near their 52 week highs; so should I wait for a bit of a pull back, before I pick them up? And what about SLF, should I wait to hear about interest rates to increase before jumping in?
I'm also a little hesitant to grab anything at this time in anticipation of your new portfolio that is soon to come out. Any firm dates for that?
I know market timing is difficult or impossible to predict, but any advice would be appreciated.
Patrick
Q: just confirm what i am saying your upcoming growth portfolio will be released around april 1, will contain 25 stocks and will not i repeat not be equal weighted.
and my second point is a question, what is your cutoff of a companies market cap to be included or is it openended.
and lastly just a comment i think the interest from your membership is huge and i think most people will try and cherry pick it. dave
and my second point is a question, what is your cutoff of a companies market cap to be included or is it openended.
and lastly just a comment i think the interest from your membership is huge and i think most people will try and cherry pick it. dave
Q: Just a question/suggestion about your upcoming growth portfolio.
Because I already have your model portfolio, indexes and bonds, I won't be able to buy all 25 stocks when you release your portfolio in March. I can probably buy about ten stocks and then will buy the rest over time. I assume others will be in the same position. The problem them becomes which ones to pick in which order. When you publish the portfolio would you be willing to include a ranking or suggest the order they should be bought in?
Thanks,
Carla
Because I already have your model portfolio, indexes and bonds, I won't be able to buy all 25 stocks when you release your portfolio in March. I can probably buy about ten stocks and then will buy the rest over time. I assume others will be in the same position. The problem them becomes which ones to pick in which order. When you publish the portfolio would you be willing to include a ranking or suggest the order they should be bought in?
Thanks,
Carla
Q: I am thinking of building a small portfolio using only the (A) rated stocks from your monthly summary list. Wondering if that would provide enough diversification to get a decent return over the long term?