Q: What is involved with your appearances on BNN? What preparation do you do? Are they paid appearances? Do they limit the size of your entourage? Are you wearing makeup? What do you do during commercial breaks? Do they feed guests and if yes how is the food? Just curious to hear what we don't see on TV. Thanks!
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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: What are you thoughts on the direction of the economies in Canada and the U.S.,inflation or recession?
What sectors would do well for each scenario/
What sectors would do well for each scenario/
Q: The market is proving pretty resilient given the turmoil around the Iran war and the global impact to Oil markets and economies.
However, there are several additional underlying challenges already being experienced in the markets, like Govt Debt, fear of Inflation and increasing Interest Rates, bad credit, and so on…
I know this is a difficult question, but given the global disruption of the Iran War plus the current market concerns, do you feel that the recent minor pullback in the markets could soon expand into a correction of 10 to 20%??
The market seems to be on a knife’s edge right now and depending on the days headlines could change very quickly.
Thanks
Tim
However, there are several additional underlying challenges already being experienced in the markets, like Govt Debt, fear of Inflation and increasing Interest Rates, bad credit, and so on…
I know this is a difficult question, but given the global disruption of the Iran War plus the current market concerns, do you feel that the recent minor pullback in the markets could soon expand into a correction of 10 to 20%??
The market seems to be on a knife’s edge right now and depending on the days headlines could change very quickly.
Thanks
Tim
Q: Dear Team:
Not sure who the author of Rockets and Duds is/are.
What methodology do you use? Percentage of price increase is obvious. Do you look at Technical Analysis? (Momentum oscillators) Can one use that methodology to identify the rockets BEFORE they take off?! Any predictive variable?
The second part of the question, sticking to the same Rocket metaphor, once you identify the Rockets, can one benefit from the "After burn"! :) Till the module falls off!! Catch the momentum and ride it for a little while! LOL.
I wonder how your rockets have fared from the time you published them.
A cool home work for me!
Just for fun question.
Not sure who the author of Rockets and Duds is/are.
What methodology do you use? Percentage of price increase is obvious. Do you look at Technical Analysis? (Momentum oscillators) Can one use that methodology to identify the rockets BEFORE they take off?! Any predictive variable?
The second part of the question, sticking to the same Rocket metaphor, once you identify the Rockets, can one benefit from the "After burn"! :) Till the module falls off!! Catch the momentum and ride it for a little while! LOL.
I wonder how your rockets have fared from the time you published them.
A cool home work for me!
Just for fun question.
Q: Can you provide some context around who you include in the “The Best Stock Ideas”
section of your website?
section of your website?
Q: Last week I was talking to my 80-something neighbour “Jim” (Canadian resident) who recently returned home from his (owned) condo in Arizona.
Over tea this morning Jim’s spouse Susan broadly shared with us her concern of how messy and drawn-out it might be for her personally to dispose of the U.S. property in the event Jim dies before her. Their adult kids want nothing to do with the condo, don’t want to travel to the U.S., and wonder why their parents continue to own instead of lease.
Jim handles the finances and is a strong and silent type. He jokes with me he is immortal because he has no concrete plans of dying. (wtf?..). In his mind, Susan is concerned over nothing because his will transfers everything to her upon his death. Jim changes the subject when Susan asks about the future of the condo. She doesn’t want the stress of settling the disposition in his absence.
Questions:
In your experience,
1)how common is this situation?
2)is there anything Jim (and people in his situation) commonly overlook in this simple plan?
Over tea this morning Jim’s spouse Susan broadly shared with us her concern of how messy and drawn-out it might be for her personally to dispose of the U.S. property in the event Jim dies before her. Their adult kids want nothing to do with the condo, don’t want to travel to the U.S., and wonder why their parents continue to own instead of lease.
Jim handles the finances and is a strong and silent type. He jokes with me he is immortal because he has no concrete plans of dying. (wtf?..). In his mind, Susan is concerned over nothing because his will transfers everything to her upon his death. Jim changes the subject when Susan asks about the future of the condo. She doesn’t want the stress of settling the disposition in his absence.
Questions:
In your experience,
1)how common is this situation?
2)is there anything Jim (and people in his situation) commonly overlook in this simple plan?
Q: RE: TD Direct Investing - Stock Lending Program
This idea is new to me, and I’m interested in better understanding the concept.
According to the website, the benefit of participating is the interest the person lending their stock receives, which is split 50/50 with TD. There is no indication of what percentage interest you’ll receive. While I understand interest would fluctuate, without a range, it’s hard to determine the actual benefit or whether participation is worthwhile.
For an individual investor.
1) What are the major pros and cons of participating in a program like this?
2) Are there big differences if using a tax-deferred account vs a taxable account?
This idea is new to me, and I’m interested in better understanding the concept.
According to the website, the benefit of participating is the interest the person lending their stock receives, which is split 50/50 with TD. There is no indication of what percentage interest you’ll receive. While I understand interest would fluctuate, without a range, it’s hard to determine the actual benefit or whether participation is worthwhile.
For an individual investor.
1) What are the major pros and cons of participating in a program like this?
2) Are there big differences if using a tax-deferred account vs a taxable account?
Q: I am thinking of buying the following ETF's: VCNS, XEF, XIU, WXM, ZSP, VEE, ZAG,VVL, XQQ and XUT. Which of the following accounts: TFSA, FHSA, Non-Registered, and RSP, would be best for Canadian tax reasons to put each one in?
Q: Retired, dividend-income investor. I've been pondering this question for months.
I run a concentrated portfolio, normally holding approximately 10 ETFs and 10-12 stocks.....plus fixed income. Over the years with 5iR, I have tried to follow your rough guidelines...as follows:
1. Target < 15% Covered Call ETFs => I'm just over 15%....ok as is.
2. Target < 15% per Fund company => I'm just over 16% with BMO ETFs (ZLB, ZUT, ZRE, ZWC), 15% with iShares (CDZ, XIT, XST), and < 5% with other funds (NNRG, HHL, HMAX, etc.).
If the target % is based on my entire portfolio, I am ok. However, if it is based on "equity-only", my #'s jump to 22%, 17% and 8% respectively.
Q#1 = please clarify Equity only vs entire portfolio. How much leeway is there if it is only on Equities?
3. CIPF insurance target < $1mm per account (TFSA/Cash total versus RRSP/RRIF total), allowing for the 50-50 spousal split on joint accounts. I'm ok currently, but starting to crowd the limit on one of these.
4. Then we throw in some of the recent questions about a very simplified portfolio based on only a handful of ETFs, so you would obviously be over the limits above.
Q#2 = how do we meet all of these potentially opposing targets?
Thanks....Steve
I run a concentrated portfolio, normally holding approximately 10 ETFs and 10-12 stocks.....plus fixed income. Over the years with 5iR, I have tried to follow your rough guidelines...as follows:
1. Target < 15% Covered Call ETFs => I'm just over 15%....ok as is.
2. Target < 15% per Fund company => I'm just over 16% with BMO ETFs (ZLB, ZUT, ZRE, ZWC), 15% with iShares (CDZ, XIT, XST), and < 5% with other funds (NNRG, HHL, HMAX, etc.).
If the target % is based on my entire portfolio, I am ok. However, if it is based on "equity-only", my #'s jump to 22%, 17% and 8% respectively.
Q#1 = please clarify Equity only vs entire portfolio. How much leeway is there if it is only on Equities?
3. CIPF insurance target < $1mm per account (TFSA/Cash total versus RRSP/RRIF total), allowing for the 50-50 spousal split on joint accounts. I'm ok currently, but starting to crowd the limit on one of these.
4. Then we throw in some of the recent questions about a very simplified portfolio based on only a handful of ETFs, so you would obviously be over the limits above.
Q#2 = how do we meet all of these potentially opposing targets?
Thanks....Steve
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Miscellaneous (MISC)
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Purpose US Cash Fund (PSU.U $100.18)
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Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $118.77)
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US High Interest Savings Account Fund (HISU.U $100.20)
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Global X 0-3 Month U.S. T-Bill ETF (UBIL.U $50.06)
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CI U.S. Money Market ETF (UMNY.U $50.11)
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iShares 0-3 Month Treasury Bond ETF (SGOV $100.52)
Q: Hello,
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.
Q: Stepping back and ignoring what is currently happening with the price of gold, what percentage of a portfolio do you think an average investor should dedicate to gold?
Thanks as always.
Thanks as always.
Q: I think I agree with Eric Nuttal that we have not yet seen the full impact of the middle east problems and that energy supplies will be tight for at least a few years. But seriously, who can really predict anything geopolitical these days?
In any case, if this is correct, would you be inclined to dump big energy consumers (e.g. NTR - which you like, and I own) in favour of energy producers? If so, would you go with oil & gas or renewables? Large caps or smaller caps? Suggestioned names most welcome!
In any case, if this is correct, would you be inclined to dump big energy consumers (e.g. NTR - which you like, and I own) in favour of energy producers? If so, would you go with oil & gas or renewables? Large caps or smaller caps? Suggestioned names most welcome!
Q: Vix has climbed from $14.48 on Jan 9 to $30.95 yesterday. Do you think we are nearing a contrarian buy signal?
Q: Hi. I asked this question yesterday but I don't think it went through.
I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?
I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?
Q: Everyone, what five positive trends in the market today. Trying to hear good news in the market.
Q: What advice would you give to a young, middle age and retiree investor ?
What advice would you give to a beginner, intermediate and experienced investor?
Thank you
What advice would you give to a beginner, intermediate and experienced investor?
Thank you
Q: Hi there, regarding your response today about CNQ, SU, CVE (generally oil stocks), why would you be comfortable buying any of the three recommended? Especially if the war ends relatively soon, S of H opens allowing oil to flow smoothly again and with the over supply story surfacing again sooner rather than later?
Thanks!
Thanks!
Q: How long did the last stagflation in U.S. last?
Q: Hello, can you please confirm that REITs should be held in registered accounts (RSP, LIRA, TFSA) whenever possible considering their tax treatment (distribution treated the same as interest income in my understanding). Thank you.
Q: Can you please provide a brief commentary on how you think AI will evolve in the next 5 years (economy, labor market, possible deflation and change in economic model projected by some). I know its a hot topics that can fill books. I am just wondering about your insights. Thank you!