Q: Are any of the companies in your model portfolio besides Magna available on the US stock exchange? I'm going to have some US dollars available that I would like to use on a model portfolio stock if possible. thx!
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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: Peter and crew:
At year end in your model portfolio, you made some adjustments to the equities held. As a new subscriber I was wondering if this ever occured during the course of the year (i.e. if you felt a company was no longer worth holding). If this was the case would you put out an updated report prior to the switch, or give your subscribers any sort of warning/justifications about upcoming changes to the portfolio.
Thanks as always for a great service!!
Phil
At year end in your model portfolio, you made some adjustments to the equities held. As a new subscriber I was wondering if this ever occured during the course of the year (i.e. if you felt a company was no longer worth holding). If this was the case would you put out an updated report prior to the switch, or give your subscribers any sort of warning/justifications about upcoming changes to the portfolio.
Thanks as always for a great service!!
Phil
Q: Hi Team..Can you tell me what the yield is on XFR (the Canadian alternative for FLOT) I do not have a U.S. account which leads me to my second question. Is it still a good idea (with the US $ being so high) to buy some US $ and put FLOT in a US account? I own CDZ and most of your income and growth portfolios but no bonds! Thanks so much for all that you do!
Q: You have Superior (SPB) in the income portfolio, so you must think it is a pretty safe, conservative investment. What happened when the share price went from $30 in 2006 to $6 in 2011, and even all the convertible bonds were trading at 60. I thought the main problem was the debt. And what has changed so much in the past 2 years that it's moving in the right direction?
Q: In your income photo folio you have FLO and CPD.Return ( yield ) of CPD seems better than FLO.What is the reason?I appreciate your response.ebrahim
Q: New member. On your model portfolio I have decided to buy & hold
as long as the stock remains on your list. However because my capital is tied up in other stocks I could buy only the 9 rated
A or A-. Am I talking a risk by not diversifying to all 20?
Tony
as long as the stock remains on your list. However because my capital is tied up in other stocks I could buy only the 9 rated
A or A-. Am I talking a risk by not diversifying to all 20?
Tony
Q: Peter and crew:
I really like the look of your model "income" portfolio, and am looking to largely mirrror it in a non registered account with a 10 year + time horizon. My concern is with the tax implications of XHY, CVD, CPD and ZRE in a non registered fund (higher tax than dividends). Would you be able to suggest three of four solid dividend companies (not included in your other portfolio) that may be used to replace these. I understand this would make the portfolio more aggressive, but am comfortasble with that due to bond exposure in registered funds.
Thanks as always for a great service.
Phil
I really like the look of your model "income" portfolio, and am looking to largely mirrror it in a non registered account with a 10 year + time horizon. My concern is with the tax implications of XHY, CVD, CPD and ZRE in a non registered fund (higher tax than dividends). Would you be able to suggest three of four solid dividend companies (not included in your other portfolio) that may be used to replace these. I understand this would make the portfolio more aggressive, but am comfortasble with that due to bond exposure in registered funds.
Thanks as always for a great service.
Phil
Q: Hello Peter & Co.
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony
I notice that your equity portfolio has no exposure to the energy sector except for ENB (pipeline) and no exposure to the pharma/health care sector; however, some 25% of your portfolio is in the technology sector.
What was your thought process to arrive at that?
Tony
Q: Why would you have this stock in your income portfolio at .04%yield?
Q: At present I own all of the stocks in your new model portfolio (not the income pfolio) and have some cash to employ to take advantage of market opportunities. With some of the stocks having declined significantly (CSU,STN,SYZ) would you add to one or more of these thinking that they are oversold; or would you add to the stocks with upward momentum (e.g.CSS,AYA,HCG, CCL) - or would you suggest doing nothing for the time being? Thanks for you help.
Q: I want to invest as per 5i Income Portfolio. But I already have 5% plus positions on BNS, ENB, and L. Can you suggested suitable replacements ? Or should I just follow the entire stock list. Thanks for your great service.
Q: I have set up my wife's RRSP account after the model portfolio. Since the start of April the portfolio is down about 3%. When you get Dividends etc. should we wait until we get a larger amount before we buy. Also should we buy the stock that is losing the most or buy the one that is gaining the most.
Thanks for your advice.
John
Thanks for your advice.
John
Q: A pushy question, when do you plan on introducing a growth portfolio.
Thanks
PB
Thanks
PB
Q: Hi Team Davis & Henderson
I purchased DH around $16.00 so I have a great capital gain. Since you have moved this to the Income Portfolio I assume you feel the rapid expansion is over and I should move on if I am looking for capital gains. Thanks Jim
I purchased DH around $16.00 so I have a great capital gain. Since you have moved this to the Income Portfolio I assume you feel the rapid expansion is over and I should move on if I am looking for capital gains. Thanks Jim
Q: I have 25 per cent in my portfolio in oil and gas stocks--tou, sgy, spe,pou wcp and I am doing great, but in your model portfolio you have zero oil and gas and just surge in your income portfolio--why. dave
Q: Hello Peter and Co.
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
Q: Hi Peter and Team:
Re: your model portfolio:
1. SYZ: volume is only 8950. should I buy at $8.8 now?
2. ENB: should I buy at $51 level or wait until there is pull back?
I bought most stocks as per your model portfolio and tries to buy at price same or lower than yours. for the last few days, performance was negative. Should I make any adjustment?
thank you
AD
Re: your model portfolio:
1. SYZ: volume is only 8950. should I buy at $8.8 now?
2. ENB: should I buy at $51 level or wait until there is pull back?
I bought most stocks as per your model portfolio and tries to buy at price same or lower than yours. for the last few days, performance was negative. Should I make any adjustment?
thank you
AD
Q: Just some general comments on AYA that some members might find useful from one who has been investing for 25+ years:
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!
Q: Hello Peter,
I sent in a question a couple of weeks ago but didn’t receive a reply… so here goes again:
I was a bit surprised by some of your stock selections for the Income Portfolio, and also by some of the exclusions.
Loblaw, for example (a low margin business with big competition, small yield and only recent dividend increases) made the portfolio while companies in a somewhat similar space like THI, PBH, NWC, HLF, CSW, ADW, BPF (having generally higher yields/better 5 year dividend growth) did not. Can you explain why Loblaw?
If I follow your advice, is there a particular company in the names I mentioned that you feel would be best switched-out to acquire L?
Thank you very much,
Paul
I sent in a question a couple of weeks ago but didn’t receive a reply… so here goes again:
I was a bit surprised by some of your stock selections for the Income Portfolio, and also by some of the exclusions.
Loblaw, for example (a low margin business with big competition, small yield and only recent dividend increases) made the portfolio while companies in a somewhat similar space like THI, PBH, NWC, HLF, CSW, ADW, BPF (having generally higher yields/better 5 year dividend growth) did not. Can you explain why Loblaw?
If I follow your advice, is there a particular company in the names I mentioned that you feel would be best switched-out to acquire L?
Thank you very much,
Paul
Q: I would like to make investments as per your income portfolio. However I already have 5% holdings in BNS,ENB, L and T. Should I purchase other stocks in the same sectors or keep with your Model portfolio? If you think I should not duplicate, do you have any suitable replacements. Thanks for your great service.