skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Gold and gold stocks have been dropping steadily over the last two to three weeks, with many down 10% to 20%. Can you tell us why? Is current or pending US policy a factor here.?

Is it time to sell these stocks before gold drops further? Or is this just a normal "zag" in the continuing upward zig-zag of gold prices? If so, should we hang on a little longer?

Any comments or suggestions will be most appreciated!

Thank you from a nervous "gold-bug"!
Read Answer Asked by Ken on August 25, 2016
Q: I have a lump sum that I received from the sale of a rental property and I'm looking at deploying the capital in the stock market. My question is around portfolio construction or how to deploy a lump sum of money. Do you build half positions in the companies you like and look at adding to the positions on pullbacks or do you initiate full positions if the valuation is reasonable?

Finally, once the portfolio is largely complete, do you recommend only trimming and adding at month-end or once a month? It seems like this would avoid unnecessary trading fees and limit too much trading activity.

Thanks,
Jason
Read Answer Asked by Jason on August 24, 2016
Q: Monitoring Dividend Stocks: I would appreciate your advice as to how investors can monitor and stay on top of bad news, particularly for smaller, riskier dividend stocks.

Example: I have a small position in GRC/Genville Strategic Royalty Corp. I missed the news of the poor results in May. The stock price dived down, and has stayed down. (As of today, the capital loss 49%.) The dividend was cut 27%. How can one avoid or limit losses in similar situations. Also, do you advocate selling a stock as soon as a dividend cut is announced, or anticipated?
Read Answer Asked by Helen on August 24, 2016
Q: I have no fixed income in my portfolio. I'm 63 and have been retired five years. I'm still a fairly aggressive investor and need some appreciation from my holdings to fund my lifestyle. In this low-rate environment, I have little interest in bonds but would like your opinion on preferreds. The new issues seem to have addressed the reset problem. Is this true and can you provide some names with a nice return, reasonable safety and possibly trading below par. The last criteria is the least important.
Read Answer Asked by Kyle on August 23, 2016
Q: Hi Peter,

I am 43 years old and my portfolio closely tracks your balanced portfolio. I also have exposure to the us and international stock market. I am at a point that I have enough contribution and exposure to the stock market and I do not plan to contribute more. I also have real estate exposure by owning my own home in Toronto. Now, I am looking for new investment vehicles to invest my disposable income. I have 10 year time horizon. Any general suggestion? I am willing to consider alternative ideas ( e.g. willing to buy a property in the US). Thanks for the great service.
Read Answer Asked by Ron on August 23, 2016
Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.
Read Answer Asked by Les on August 22, 2016
Q: Hello Peter et al.

I have a question regarding stock manipulation. I hear people mentioning about brokerage firms selling small lots of 100 shares to try and keep the stock price down. How does this work for the brokerage firm? Are they not losing money unless they are shorting the stock? If they are not shorting the stock would they not want the stock price to rise to make money? How does this theory work?

Thanks but confused,

Brendan
Read Answer Asked by Brendan on August 22, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!