Investment Q&A

Q: I am relatively new to your service, but have search around the site a bit and cannot seem to find anything that addresses what criteria you use in selecting companies on which to report. I wonder if you could elaborate a bit. Perhaps your answer could be added to the FAQ. Thanks....David

Q: Hello,

This is more of a request.

Is it possible to add an option to subscribe to forums and if subscribed to receive an email notification when new topics are created or topics are replayed to?

Thanks

Q: I'm looking for a complete ongoing updated list of shorts URL or website if possible. I believe it was posted before on your site but can't find it.

Many thanks.

Q: This is how the Globe portfolio analyzer breaks down my LIF portfolio. Objective is capita preservation and income. Is this reasonable diversification or should I be making changes to the allocation?

Sector % of Stocks
Financials 33.95
Consumer Discretionary 18.10
Energy 13.69
Information Technology 9.20
Industrials 6.66
Materials 5.84
Telecom Services 5.09
No Data 7.47

Q: Hi team, can you recommend an ETF for emerging markets in Asia, lookign for something with lighter China weighting and higher Vietnam, Malaysia, Thailand, etc. Ideally looking for something that follows the index vs individual stocks.
Thanks
Nancy

Q: I was 10 mins late signing in to the webinar today and unfortunately was not able to partake (full). Will you be re playing sometime? Thank you, Maureen

Q: Can 5i tell me if bond coupons have "ex-payout dates". My transaction records show that the date coupon is posted is always on the nearest weekday to the maturity date of the Bond. I presume there is a posting lag, but I would like to know what date I can sell the bond and still get the coupon

I enjoy the service you provide And wish the team a happy Yearend and many more of them in the future.

Ernie

Q: could you please rank the relative risk of the stocks in your answer to Stephen's question about generating capital gains.
I'd like to do the same, but don't want to take on unnecessary risk.

Q: For someone looking at a retirement in 2 - 3 years that will be funded by personal investments, I am having trouble formulating an investment strategy that would currently include fixed income investments. Fixed income securities seemed destined to only go down in value in the foreseeable future as interest rates rise so why would I want to invest in them? Pipelines, utilities and telecoms may also drop but their yield is currently quite good and secure and capital appreciation is always a possibility, if not a probability, in the longer run.

It seems to me that much of the argument for holding fixed income assets is to ensure the preservation of one's capital. But if I am ultimately going to invest largely in quality dividend paying stocks eventually anyway to fund my retirement is capital preservation the main concern? Isn't dividend "preservation" more the issue?

I feel like I am missing something because it seems that all advisors, planners and analysts strongly suggest there be some fixed income in a portfolio, especially as retirement nears. What are your thoughts?

Appreciate the insight.

Paul F.

Q: Will be doing some re-balancing early next year and would appreciate your thoughts/ considerations/ suggestions.
Can. Tech :
Own CSU, DSG, and ENGH. Will keep CSU - which of the other two would be the better complement and the keeper?
Can. Industrials:
Own CNR, NFI, STN and SJ . Will keep CNR and NFI and leaning to STN due to SJ small over-lap with CNR but would appreciate your thoughts.
Thank-you.

Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.

Q: I have always struggled to categorize into sectors the companies I own. What guideline would you suggest to use to make this exercise accurate and hence more meaningful.

Q: I recall seeing a report on stocks that are good to buy at tax loss season, but cannot find it. Would you please guide me on how to find this report.

Q: Is there a Canadian equivalent or similar product to the American Treasury Inflation-Protected Securities, or TIPS? A Canadian TIPS-like ETF for the retail investor?

Thanks

Q: I hold both Blue Ribbon Income Fund ( 6.4% dividend) and Canoe EIT income fund (10.2% dividend ) Blue Ribbon is 6% of my total portfolio and Canoe is 1% of portfolio. Would appreciate your thoughts on both of these and would you suggest selling and if so what would you purchase.
Second question, a little out of the box but if you wanted to start a risk portfolio, maybe 2 stocks, which ones would you recommend. By risk I mean potential to lose but with a potential upside to make a big profit in the next year or two. You might call this a speculation portfolio that has the money you can afford to lose.

Regards

Wayne
I just joined in July and do enjoy the information you put forth.

Q: I am relatively new to self directing my investments. Now have my long term portfolio set up for my registered accounts that is progressing quite well, I am now looking for a home for some cash savings. As I have some significant capital losses accrued, what recommendations would offer to take advantage of them?

Q: I have some money in the Steadyhand Small Cap Fund, which recently changed managers, now Joe Sirdevan from Galibier. Do you know him and his track record at Jarislowsky, where he was previously? Would you recommend him as a money manager?

Thanks.

Q: Hi 5i: As part of my RIF portfolio I hold three ETFs, namely one S&P (45%), one TSX (35%) and one for developed ex North America (20%). Do those percentages seem reasonable to you? I also have a chunk of the portfolio reserved for fixed (safe) income, so I'm not worried about safety, just efficiency.

Q: From the balanced portfolio, which 5 stocks would you purchase at today's price and what size of position, 1/4, 1/2 or more?

Thanks

Q: Hi Peter and team
When making a diversification spreadsheet of my portfolio, how can I properly allocate my stocks in to the different groups like tech, telecom, energy etc?
Is there a place where I can find out.
Thanks
Margita