Q: The TSX has been on a tear since the beginning of the year and US Markets have hit all-time highs. Do you think the TSX is poised to make new record highs as well? I haven't been reading the financial news a lot lately, so I'm not sure if there is an irrational exuberance that is occurring right now. Would like 5i's thoughts on general market conditions.
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: Oil industry.
David Fingold was on BNN Business Day Monday stating that in general over the last 50 years oil stocks in broad terms were a poor investment, only beating the average market twice, and that often their dividends were paid out by more stock being issued. A comparison to the airlines was also made.
Please comment.
David Fingold was on BNN Business Day Monday stating that in general over the last 50 years oil stocks in broad terms were a poor investment, only beating the average market twice, and that often their dividends were paid out by more stock being issued. A comparison to the airlines was also made.
Please comment.
Q: Hello team. I am currently creating a short list for adding another U.S. equity position. Do you happen to have a short list of 3-5 U.S. equities you find attractive? I generally prefer mid cap companies with an ROE north of 18% and ROE/PE = 1.5 or greater.
Thank you,
Thank you,
Q: The following is a list of stock that I own showing the losses of each. Alta Gas(ALA) 32% Loss - Enerplus (ERF) 64% loss - Exco Tech(XTC)15% Loss - Gluskin (/GS) 32% loss -Painted Pony(PPY) 27% loss - Pur Tech(PUR) 27% loss and Surge(SGY)68% loss. Losses shown include dividends but I think all these companies have cut the dividends since I purchased them years ago. Question: Would you keep these or sell them now and purchase other stocks with better dividends. ? If you think these should be sold could you recommend a few. Thanks Ernie
Q: I realize that different sectors likely have different ratios to analyze fundamentals but in general what do you consider the most important ratios to look at and what range is good vs bad - such as PE, Price to Cash Flow, Price to Sales, et.
Thank you.
Thank you.
Q: In your research reports, I really like the "Report Card" section that contains a summary of company financials on the first page. I have two questions about it:
1. How are you calculating ROE?
2. Where are you getting the financial data? Does it come directly from company filings?
1. How are you calculating ROE?
2. Where are you getting the financial data? Does it come directly from company filings?
Q: I am a retired senior managing and living off his dividend portfolio.
What do you think of using leverage- no more than 10% of portfolio value?
Can you seeing selling some of these equities when new highs are reached and re-investing the after-tax proceeds?
At the moment it's just buy and hold.
Thanks.
Paul
What do you think of using leverage- no more than 10% of portfolio value?
Can you seeing selling some of these equities when new highs are reached and re-investing the after-tax proceeds?
At the moment it's just buy and hold.
Thanks.
Paul
Q: Healthy 93 year old has enough cash flow from pensions, GICs, etc to cover all long term care expenses. We have a million in fixed income such as Gic, 3 year bond ladder. We have $200k in prefered shares. We are purchasing $10k positions in the income and balanced portfolios. Any thoughts about this approach to managing our fathers money?
Q: I have prov of B C bond at 3.2% maturing June 18, 2044. I have an unrealized gain of 29.64%. What is my best strategy here hold or try to sell?
Q: My son turns 18 this August, when can he begin his TFSA?
Q: Total return index ETF; is it good ?
Q: what would you recommend as your top 5 growth stocks that are relatively stable but strong growth potential?
Q: Good morning gentlemen. I had a 1000 shares of Boyd Group and took some profit.$50K.
The funds are in my rrsp. I will open a position in Savaria $10 K. Could you give me a couple other good small cap growth stocks to ponder?
Thank you
David
The funds are in my rrsp. I will open a position in Savaria $10 K. Could you give me a couple other good small cap growth stocks to ponder?
Thank you
David
Q: Hello Peter, I have some money to invest and looking for earnings in a relatively safe investment. Have been looking for some preferred and/or convertibles. Like to have your opinion of BCE.Pr.k perhaps you can recommend others in the area. Also, have your view of the idea.
Best wishes, keep up the great service, J.A. P. Burlington
Best wishes, keep up the great service, J.A. P. Burlington
Q: I notice that the CDNX is in the process of what seems to be a dramatic turnaround since January of this year moving from 468 to its current level of 763. What is the preferred instrument for taking advantage of this index?
Q: Hi Guys,
After reviewing my sector allocation, I noticed that Consumer Cyclical was at 31%. They are all "5I APPROVED" companies (ATD.B,CCL,CGX,GIL,AW.UN,BYD.UN,DOL, DIS and SBUX) and I hold approx. 3.5% in each. How should I handle this?
thanks,
Jim
After reviewing my sector allocation, I noticed that Consumer Cyclical was at 31%. They are all "5I APPROVED" companies (ATD.B,CCL,CGX,GIL,AW.UN,BYD.UN,DOL, DIS and SBUX) and I hold approx. 3.5% in each. How should I handle this?
thanks,
Jim
Q: Could you pleases provide an update on your top ten US companies for an option writing strategy. Of these, which would have a strong balance sheet/ cash position? Thanks
Q: Hi 5I team. Can you please tell me if companies in general have been increasing their dividend payout ratios? Where might a little guy like me find this information? Benjamin Graham had written something like "Never buy a companies stock only for its dividend." Probably pertaining to value traps but in this environment many people are being forced to do this. This makes me worry about some of the higher debt levels and earnings decreases perhaps many companies that are increasing their dividends are chasing investors in hopes of higher stock prices. I realize every company has a different story but market sentiment pushes everything in the same direction irrelevant of what is happening individually. Thank you
J
J
Q: Recently I overheard a retired investment advisor talking at a luncheon I attended. He said that since the liberals were spending so much lately that they will be soon looking for ways to increase government income. His feeling was in increase (up to 75%)in capital gains tax. His suggestion was to sell anything which had large gains now. This kind of concerns me as I hold shares in firms like Bell and others which I have had for over 30 years. Thank you for your thoughts on this. I read all the questions people submit and feel I am learning a lot from them
Ken Beatty
Ken Beatty
-
Peyto Exploration & Development Corp. (PEY $22.05)
-
Seven Generations Energy Ltd. class A common shares (VII $8.45)
-
Miscellaneous (MISC)
Q: Hi Peter;
I am looking to purchase two energy stocks that have a majority of their portfolio in natural gas, a medium and a large cap. Would Birchcliff Energy (BIR) and VII Seven Gen do the trick? If not, which ones would you recommend?
Thanks,
Ron
I am looking to purchase two energy stocks that have a majority of their portfolio in natural gas, a medium and a large cap. Would Birchcliff Energy (BIR) and VII Seven Gen do the trick? If not, which ones would you recommend?
Thanks,
Ron