Q: I was reading Norm Rothery's article on the "hot potato" portfolio strategy. As you know it involves investing in one of four etf's based on the previous year's best performance. The asset classes are Canadian Bond Index, S&P/TSX Composite Index, S&P 500 and MSVI EAGE Index. I have to do a little more research on this strategy but should I decide to allocate a small investment here, what 4 specific etf's would you recommend?
Dennis
Q: A family member (41) has roughy $15000. to invest
Currently has $2000 in XIC and the balance of $13000. in cash in a TFGS.
I was thinking VGT, XLI but would like your suggestions please
The goal is to be able to add a similar amound every year for a while.
Thank you.
Q: As a long term (15 years) shareholder, I am in the money. But, despite what appear to be solid metrics and reasonable growth and a fairly broad book of business, the stock goes nowhere and is not followed by analysts. Daily volume is generally thin. The dividend appears secure. Is it worth continuing to hold?
Q: I follow your responses quite closely and value your perspective. On Sept 16th your response to a question on BYD.UN included the statement that it was 12 x ev/ebitda. For those of us who follow such metrics, could you outline the numbers you used to come to this result. My numbers return a result of 4.8. Perhaps an explanation of why you rely on such a metric would also help. Thanks.
Q: What percentage of a RRIF account would you recommend having exposed to a covered call strategy using ZWC, the said account has Enbridge, Superior plus, XTR and FIE, with the two latter having the largest percentage
I was too late buying into both Roku and Pays and am now considerably underwater on both. Are either worth the long wait for a rebound, or is it time to cut and run? Thank you.
Q: The Energy sector in general but particularly the Canadian portion is avoided and therefore undervalued. Is it a reasonable place for non speculative investments considering the political and sunset industry climate?
Q: Just back from a trip and noticed Peter was on Market Call last week. Tried to access his top picks from that show but the link was taken down. Could you tell me what they were?
Thank you david
Q: I have enjoyed the steady rise of aqn over the last couple years. What does you research attribute the increase to? Projects and revenue coming on line or flight to higher yield in low interest environment. I guess the question is does the company deserve the multiple? When do you start worrying about valuations?
Q: I have a relatively large cash infusion (an additional 20% of my overall portfolio value) to invest. Over what timeframe would you recommend that I gradually add to/start positions with this cash? Do you have any other general advice re: how best to invest the cash as part of my portfolio?
Q: Just curious as to what your opinion is on Michael Burry's views on index funds. He's been saying they're in a bubble similar to the subprime CDOs that caused the 2008 crash. Thanks.
Q: Hi Everyone at 5i! What are your thoughts on Spotify as a long term hold? Would there be other names in the same field with a better growth potential ? Cheer, Tamara
What US ETF's do you think would be a good way to play the US market for the next 2-3 years. I really for longer than that but I think there's going to be a lot volatility in the next couple years. I'm underrepresented in cyclicals, consumer discretionary, banks, energy and big Pharma, but not technology. I own QQQ.
Q: Hey guys. If buying one of these 2 companies (AQN / BEP) which would you pick and why? 40 years old so long time horizon and planning to buy in my RRSP.....