Investment Q&A

Q: which TSX listed companies that operate in the energy services sector would qualify under the "made in America" program.

Q: Recently, I sold some of my well performing CDN dividend equities (a tenth of my RRSP portfolio), and wish to redeploy to high-quality US dividend stocks paying 4-5%. Any suggestions?

Q: Good day!

I am a little concerned over how the markets have gone up over the last year. Especially since November.

Can you comment on general market corrections? Specifically: What is the average time period before we see a 5% and 20% pull back and where we are in relation to a significant correction. Are they over due according to the average time periods?

I know your preference is to invest long term and I agree with this, but "pigs get slaughtered" and I think there is too much exuberance in the markets for such slow growth. Currently I believe Berkshire Hathaway is sitting on 10%+ cash, should we take this as an indicator of things to come?

I did very well last year due to your service and am currently sitting on 20% cash after taking profits and am thinking of selling somemore to increase my cash position waiting for a better point to get back in.

I do not like to try and time the market, but it seems to me that right now might not be the best time to be fully invested.

Thank you so very much for your service!

Gerald

Q: Hi Peter and staff
Given your logic for dropping AdW (low yield) what makes Loblaw worthy of staying in the Income Portfolio?

I have owned it for over a year with no growth in share price to go with the low dividend .

Thanks for all you do
Dennis

Q: I am helping my son with his RRSP and LIRA and he has only has CGX and PBH for consumer stocks. Can you suggest 2 more that is good for a young person RRSP?

Thanks

Q: American Depository Receipts
I am somewhat confused on this product. Is it simply a way of
purchasing a specific non-north American stock without having to go through a non - north American exchange? Please enlighten me. Do you value them in a diversified portfolio?

Thank You

Paul

Q: Hey 5i, I am a guy in his 20's who is just starting out with his TFSA. I would love your suggestion on a handful of companies I could buy right now that have great growth potential, and that are not overvalued or overpriced. I have ~$5000 and I would be buying and holding for a minimum of 5 years.
Thank you so much for your answer.

Q: Greetings,

Regarding Management Expense Ratios and Management Fees. TD WebBroker lists both under fees and expenses for ETFs and Mutual funds and I was hoping you could help me understand my costs. Using TDB900 as an example the MER = 0.33% and the Management Fee = 0.35%. Am I paying annually 0.33 or 0.35%?

Cheers!

Q: What is the difference between a distribution and a qualified dividend

Q: If I wanted to build a $300000 balanced portfolio starting now Would you suggest jumping in the deep end or building slowly with your new recomendations

Q: Could you please give you option
on this company
Thank you

Q: Great BNN show yesterday Peter! With equity markets near all time highs, how do you think one should protect against downside risk for their portfolio (if at all)? Holding gold companies in January/February 2016 proved to be a bit of a hedge against the overall market decline and I continue to do so for this reason (amongst others). Curious to hear your view on inverse ETFs as well.

Q: Are there any independent web sites devoted to monitoring and evaluating the ETF population? Looking for something that tracks free cash flow (FCF) stability and growth of distributions, frequency of asset or index modifications, as well as risk assessment (Morningstar?).

Thanks in advance,
Larry

Q: KOSS...thoughts please. good comeback potential? (THANKS).

Q: Dear 5i Team,
Recently read that Alaris Royalty and Parkland Fuel were dropped from the S&P/TSX composite shareholder yield index. What does this index represent? The news release also mentioned the S&P/TSX composite buyback index - what is this index for? Thank you for you great service.
Regards,
Danny

Q: Thank you for your response and Link concerning NPV calculations on potential gold reserves. This was exactly what I was looking for in terms of common sense and application to a specific project. I appreciate the service you provide. Cheers. PS Consider this as a question. Well worth it.

Q: I am setting up a dollar cost averaging couch potato portfolio with low cost mutual funds (td e-series etc). I will be contributing money into this portfolio every month from my salary. The portfolio will consist of 25% canadian index, 30% US, 30% internatonal, 10% Emerging Market, 5% Nasdaq. My time horizon is 15 years with above average risk tolerance. The question I have is if I need to include bonds in this mix. I feel that stock will do well in the next 15 years amidst an interest rate increasing environment. I am hoping to achieve an avearge of 9% to 10% return per annum over the 15 year period. Please let us know if it is a sound plan. Thanks for the great service.

Q: I previously had brought together several accounts into one and am doing some analysis to figure where I'm at from a portfolio approach. I am looking at the sectors of Financial, Consumer, Materials, Technology, Energy, Gold, Health Care, Utilities, Real Estate, Telecommunications and Industrials. Is that the right list and what kinds of percentages (of total portfolio) are recommended for each one?
Thanks!

Q: Is it better if the shares outstanding and the float are close in their amounts.
What percentage do you prefer a ROE to be?
Thank you.

Q: If you were to design a 'couch potato' type portfolio for a 35 year old risk averse person, what would your selection of ETF's be and what percentages and why? Any chance of you ever adding some couch potato type portfolios into the ones you do?