Q: Since, you are having a Webinar on Thursday on Money Saver. My question on Money Saver and 5i Research is on the Sell side. I do not remember any recommendations of an outright Sell on any Stock or ETF. There have been between the lines avoid and do not buy, but where have the words for Sell on a lousy Stock or ETF? Herbert
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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: I am amazed at how closely the D.J.I.A. and the SP 500 track each other.
The stocks in the Dow are picked by editors of the Wall Street Journal and are share price weighted so Proctor & Gamble has 4 times the weighting of GE.
The SP 500 is market cap weighted so Amazon which never makes money has 5 times the weight of Morgan Stanley which made $6 billion last year.
How can you explain this? Thanks
Derek
The stocks in the Dow are picked by editors of the Wall Street Journal and are share price weighted so Proctor & Gamble has 4 times the weighting of GE.
The SP 500 is market cap weighted so Amazon which never makes money has 5 times the weight of Morgan Stanley which made $6 billion last year.
How can you explain this? Thanks
Derek
Q: Hi Peter, there was a video of a trader by the name of Alessi Rastani reported on the BBC Sept 20 network that is predicting a huge crash coming and seems to be very positive about it. Can you shed some light on this and should we worry about this. How do you handle something of this nature and people like this. Thanks Nick
Q: Could I have your views on these 3 funds from TD. Seems to be pretty good performers on a ytd to 15 year returns. Fees seem to be quite reasonable for those 3 funds.
Q: Hello Peter and Team,
With ToysRUs, it is a good reminder what debt can do to a company. Would there be any companies in your model balanced portfolio where rising debt is starting to raise flags?
Thank you for all you do.
Wes
With ToysRUs, it is a good reminder what debt can do to a company. Would there be any companies in your model balanced portfolio where rising debt is starting to raise flags?
Thank you for all you do.
Wes
Q: I am retired and was expecting dividends when I bought MT-U.
I would like your opinion on this company.
Thank you.
Serge
I would like your opinion on this company.
Thank you.
Serge
Q: Hi team, looking for some advice for a small LIRA account 40k, that won't be touched for the next 15 years. I would like to grow this as much as possible at a medium risk level with maybe a small position in higher risk, thinking maybe Square? Canadian or US companies, doesn't matter. Current holdings are FID 669 which is going no where but down and EFA. I'm thinking to keep the EFA and sell FID to reinvest in growth.
Thanks for your advice
Thanks for your advice
Q: If you had two or three hundred thousand dollars (not in an RRSP or TFSA), and you wanted to grow it aggressively for a period of about three to five years, how would you invest it, and what kind of a return would you expect? Would your answer be different if it was only fifty thousand? Assume that I don't need any income from the investment, that I have maximal tolerance for risk, and that I've already tried tulips but I was 380 years too late. Thanks.
Q: Are utilities just not the place to be right now?
Q: I am retired, age 65 and I am constructing a portfolio for dividend income which my aim is to have monthly dividend income for cycles 1,2 and 3 for dividend payments. This will be my main portfolio for income.Here is the portfolio I have put together for a unregistered account :
cycle 1: BNS,BCE,SU,TD,GSY,TRP,T
cycle 2: BMO,EMA,RY
cycle 3: FTS,ENB,MFC,SLF,TRI,SLF,NFI,CU-T,AQN,ATD.B,CCL.B
I would appreciate your opinion on this portfolio.Also, I'm sitting in cash in my TFSA and I am looking to possibly put some of these stocks in that account and would appreciate your recommendation on that as well.
cycle 1: BNS,BCE,SU,TD,GSY,TRP,T
cycle 2: BMO,EMA,RY
cycle 3: FTS,ENB,MFC,SLF,TRI,SLF,NFI,CU-T,AQN,ATD.B,CCL.B
I would appreciate your opinion on this portfolio.Also, I'm sitting in cash in my TFSA and I am looking to possibly put some of these stocks in that account and would appreciate your recommendation on that as well.
Q: I normally look up exchange rates on the Bank of Canada website for calculating my ACB for my US holdings but it appears that they only go back as far as 2007 and some of my US holding are older than that. Where is the best place to look up older rates?
Thanks
Thanks
Q: Hi Peter,
I have been following your model portfolio and have greatly benefited from it. Thanks so much for your great recommendations.
I would like to ask for your advice on some non-tech US stocks. The stocks are:
- Abbot (ABT)
- Buffalo Wild Wings (BWLD)
- Celgene (CELG)
- Chipotle Mexican Grill (CMG)
- Echo Global Logistics (ECHO)
- McCormick & Co (MKC)
- Restaurant Brand (QSR)
- Starbucks (SBUX)
- Yum Brand China (YUMC)
- Yum Brand (YUM)
Would you also be able to suggest some other US non-tech stock alternatives, as well as some small caps?
My investment time horizon is 15-20 years.
Your opinion is greatly appreciated. Thank you!
I have been following your model portfolio and have greatly benefited from it. Thanks so much for your great recommendations.
I would like to ask for your advice on some non-tech US stocks. The stocks are:
- Abbot (ABT)
- Buffalo Wild Wings (BWLD)
- Celgene (CELG)
- Chipotle Mexican Grill (CMG)
- Echo Global Logistics (ECHO)
- McCormick & Co (MKC)
- Restaurant Brand (QSR)
- Starbucks (SBUX)
- Yum Brand China (YUMC)
- Yum Brand (YUM)
Would you also be able to suggest some other US non-tech stock alternatives, as well as some small caps?
My investment time horizon is 15-20 years.
Your opinion is greatly appreciated. Thank you!
Q: MICS
I heard about this product for the first time at the Money show from Colin Ritchie. Please explain the good and bad about them and if you feel they fit into a conservative income oriented portfolio? If so, would you consider them part of fixed income?
Thank You
Paul
I heard about this product for the first time at the Money show from Colin Ritchie. Please explain the good and bad about them and if you feel they fit into a conservative income oriented portfolio? If so, would you consider them part of fixed income?
Thank You
Paul
Q: Ihave never owned etf's and I am not sure how safe they are as investments in a downturn. I think I should start etf's in my RRSP's versus individual stocks as I will need to start withdrawing from a rrif in two years. Where can I get information on what etf's are best for me to start putting in my portfolio. Thanks.
Q: Hello 5i team,
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best
In a recent response to Stanley you said you would consider a pension as fixed income. Tha is not new. But, i was wondering whether you could give a rough approximation of the value of a pension, say arbitrarily, a pension of $30,000 per year, in terms of a percentage of fixed income. Say in a portfolio of one million, if that helps to clarify my question.
All the best
Q: Hi 5i
Did Siemens AG really not pay a dividend last year? I was looking to buy for diversification purposes till I saw this.
Regards,
Did Siemens AG really not pay a dividend last year? I was looking to buy for diversification purposes till I saw this.
Regards,
Q: I have advanced funds to my sons and their wives, ages approx. 40, to set up TFSA's and suggested they invest in Reits and set them up as Drips. I gave them a list of suggested Reits and I believe they have all followed my suggestions. None of them are really into investing. Could I have your comments on this strategy.
Dennis
Dennis
Q: Peter and His Wonder Team
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
I am trying to get a better understanding idea of "normal-average market fluctuations".
So for example...Lets say your portfolio hits a high for the year in April and a low in September with just normal conditions and no catastrophic events. So here is the question...What might the percentage difference be...10% 15% or 20%? Please give a number for a momentum-FANG portfolio vs a conservative VALUE portfolio vs a small cap CONTRARIAN portfolio. I think knowing what is normal may reduce the anxiety for us retail investors.
Thanks as usual...
Dr.Ernest Rivait
Q: Hi the great team, short term volatility seems to related to actual quarterly earning vs its estimated. In your portfolios, which stocks have good record of beating estimates most of the time and which stocks don't. thanks.
Q: The couch potato portfolio has an annualized return of about 4% and the cms portfolio has an annualized return of about 7%. Would you please compare the returns of the two portfolios for a common time period ie the couch potato portfolio has gone though the 2008/2009 period while the cms portfolio did not exist at that time. Thanks