Q: Wishing all at 5i a relaxing, warm and happy holiday. Much deserved.
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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: You have one very greatfull customer here as I had to take over kuz my so-called advisor was buying very high commission products and losing money on top of that. Had to grab the bull by the horns and wasn’t to sure of what I was doing but reading your comments everyday helped to build confidence. With a 7 figure portfolio it was very intense.
I am moving slowly in 5i stocks mostly income generating.12.7% total return this year!!
Very happy holidays to the team and families!
I am moving slowly in 5i stocks mostly income generating.12.7% total return this year!!
Very happy holidays to the team and families!
Q: My question is on fixed income. Am looking for higher interest rates with guarantee.
I have found CDIC backed institutions but what about the Manitoba based credit unions that offer a different protection up to 100,000$.??
. I need to spread the risk in various institutions.
Thanks for your usual great advise and best Holiday wishes.
Jean
I have found CDIC backed institutions but what about the Manitoba based credit unions that offer a different protection up to 100,000$.??
. I need to spread the risk in various institutions.
Thanks for your usual great advise and best Holiday wishes.
Jean
Q: 1. When using technical aides to assist with buying,selling and setting stop losses on ones positions does this time of xmas/ New Years period affect the use of charts,etc as volumes seem to be down some what during this period?
2. Out of curiosity when comparing ones performance of their portfolio against bench marks such as the TSX, Income Funds and/or ETF's,etc.and you are withdrawing 5-6 percent from your portfolio yet these bench marks do not appear to have withdrawals , how would one put the withdrawals in the equation? Or am I comparing apples to oranges?
2. Out of curiosity when comparing ones performance of their portfolio against bench marks such as the TSX, Income Funds and/or ETF's,etc.and you are withdrawing 5-6 percent from your portfolio yet these bench marks do not appear to have withdrawals , how would one put the withdrawals in the equation? Or am I comparing apples to oranges?
Q: I currently have the following in the domestic equity portion of my RRSP: RY, BNS, MFC, ATD.B, ENB, SU, AQN, WSP, KBL, SJ, ABX. What would be your one and only recommendation for an additional position considering current valuations and a 3-5 year timeframe?
Q: Hi Peter, Ryan & 5i Team
Could you please recommend 2 or 3 US micro caps that are poised for high growth during the next year.
Could you please recommend 2 or 3 US micro caps that are poised for high growth during the next year.
Q: When rolling put options does the superficial loss rule apply?
Q: I am trying to build a diversified retirement income portfolio could you suggest 20 stocks or efts that are good buys today?
Thanks and Merry Christmas!
Thanks and Merry Christmas!
Q: What is your favourite tech stock that has a decent yield? Time frame is forever.
Q: Peter; With respect to Peters question on the Mawer Funds I noticed today in my BMO Investorline the dividends being credited to my accounts. Rod
Q: have you any opinion on the upcoming IPO....I realize it is quite difficult when one doesn't know the price but if you can comment on company's growth prospect it would be appreciated...and if possible what pricing level would tweek your interest in participating in the IPO...please and thank you...
Q: Greetings
First, Happy Holidays and Merry Christmas to all the staff at 5i.
In the last couple of days I have noticed that my Mawer 104 & Mawer 105 have dropped significantly. The overall markets, at least in Canada and the US, have been healthy.
Can you help me understand why this is occurring?
Thanks.
First, Happy Holidays and Merry Christmas to all the staff at 5i.
In the last couple of days I have noticed that my Mawer 104 & Mawer 105 have dropped significantly. The overall markets, at least in Canada and the US, have been healthy.
Can you help me understand why this is occurring?
Thanks.
Q: My question is about year end taxes for capital gains or losses. If I sell a stock on say Dec 28, is it considered a gain/loss for the 2016 tax year or 2017 tax year? The "settlement date" always appears to be three trading days after the sale date. I am guessing the "settlement date" is the date that is used for tax gains/losses - is that correct? Is there a specific date in 2016 when the gains/losses are considered to be in 2017 - Dec 28?
Q: I heard on BNN that one way to find out if stocks are overbought is to look if 80% of companies in an exchange are trading above 50 day moving average. I would appreciate if you can provide your thoughts about this and if it does work, where can I find this information.
Thanks and have happy holidays.
Thanks and have happy holidays.
Q: Hi guys,
My wife is finally getting around to diversifying her portfolio and still has to high a weighting at 18.9% in Energy. Her holdings are CPG 4.89%, SPE 3.89%, TOU 2.78%, and WCP 7.34%. She also has 11.01% of her portfolio in PPL.
What do you think she should hold, trim or modify?
Thanks and Happy Holidays
My wife is finally getting around to diversifying her portfolio and still has to high a weighting at 18.9% in Energy. Her holdings are CPG 4.89%, SPE 3.89%, TOU 2.78%, and WCP 7.34%. She also has 11.01% of her portfolio in PPL.
What do you think she should hold, trim or modify?
Thanks and Happy Holidays
Q: I purchased BMO & CM when the yields were well over 5.5%. I also own & would like to continue to own BAC & MFC. Financials make up 25% of my portfolio now. I would like to sell CM & BMO. Are there any higher yielding dividend stocks in other sectors out there yielding over 5% that may be "mispriced" similar to how CM was back in 2009/2010?
Thank you
Thank you
Q: Comments Please
Q: When the conversation turns to money, stocks, real estate sales, inheritances, retirement ,funds, etf's etc., a moderately informed person is invariably asked questions about where would "you" put a large sum such as.. $250,000 and leave it safely parked for the long term and also generate monthly income above bank rates? What do you simply and safely tell your father, uncle, friend, etal? Thank you.
Q: Hi there, thank you for a great year of service! In the new year I will be rebalancing my portfolio, shifting positions to 4% in each of the Balanced Equity names. This will leave me with 8% left in cash and room for 2 names to make a 25 name portfolio. Which 2 names would you add for balance and growth? I am in my early 30's and have a long term outlook. Thanks again!
Q: Are REITs a good investment right now? (If so, which is your favorite?)