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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 will be unable to attend the Money Show on September 16-17, as I have a continuing education course on the 16th (which allows me to make the money to invest so I can belong to a forum like 5i to gain insight on how to invest it more profitably), and my son's birthday (who is one of the people I am saving and investing for) on the 17th, but I am still very interested in the discussions that Peter Hodson will be facilitating/conducting. Is there any way that 5i could either post video or a transcript of the sessions on the 5i website for interested members? I would venture that I would not be the only member to have an interest in this, should this be possible. Thanks so much!
Read Answer Asked by Domenic on September 06, 2016
Q: I hold two rate-reset preferred stocks in my diversified portfolio - Pembina Pref and Brookfield Office Pref. When thinking about sector allocation, would you suggest I exclude these two stocks (as essentially fixed income), or should I include Pembina in my Utility sector weighting, and Brookfield Office in my Real Estate sector weighting? Thank you for your input. Edward
Read Answer Asked by Edward on September 02, 2016
Q: A lot of people watch bnn and the guests and there picks, but i just do not understand how they can use the comment that they missed that one, you could of owned boyd.un. ccl, dol,atd.b,esl,nfi,and numerous other well managed stocks that they said were overpriced years ago, but they pick a stock that goes nowhere and that they got stopped out on. The point is that good well managed companies are not cheap and they can have there flat periods, but overall they are the ones to own. You can keep buying them on the way up and hold em. Forget about trying to find some unknown company with no earnings that is going to make you rich overnight. Buy the best and sleep at night.
Read Answer Asked by eugene on September 02, 2016
Q: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam
Read Answer Asked by Shyam on September 01, 2016
Q: I would like to add my 2 cents worth of info towards Tamara's post, in part to add something to these boards in my way of paying it forward for the $$'s I have made off of investments I learned about from other board members.

I have studied Warren a tiny bit and some of the other big gurus a lot more who do similar type investing to Warren B..

What I have read and 1 Guru recently told me was that Warren for example, does in fact sell routinely.

He routinely sells part of his holdings when he determines they have become over valued (above his calculated Intrinsic Value). Not the complete holding but just a portion of his really big holdings, or maybe all of a smaller holding. Meaning he takes a profit. He then may repurchase some shares of the same business 6 months, 1, 2, 3, 5... years later when the stock price has dropped to being on sale again. Repeat and spin. He even does this with the ~ 6 holdings that make up ~70% of his portfolio.

They big guys/gals routinely make 100%++ profits this way.

Said another way, he practices buy low sell high.

These big guys/gals will wait years watching their Watch List all waiting for one on the list to go deeply on sale so as to buy more of or to start a new position. They try to not over pay. So even if they get it wrong they still often do not loose $$$$ or very little because they bought at such a low price. A big important part is what the company is doing not what the market or media is doing/ saying.
Read Answer Asked by Stan (1) on September 01, 2016
Q: I currently have no position in reits, but do own personal property, which accounts for 50% of my total assets.
I have limited income producing assets (mainly dividends & growth stocks).
I have some cash I am sitting on, thinking that the Fall season often likes to give us a tumble and wondering if I shouldn't put 10% of my portfolio into reits.
Could give advise me on which ones to purchase at this time. (In order of preference).
Would there be an advantage of going with an ETF REIT (either Cdn or U.S,). This purchase would be in an rsp acct. And if you agree which is your preference.
Thank you for being there.
Read Answer Asked by Maureen on August 31, 2016
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