Q: With the sharp drop in many European banks , are there any you would recommend at this point?
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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: Comment re Lind Equity Fund.In early 2014,I tried to pick a fund for my investment.In the end,narrowed down to Linde newsletter(mainly US stocks) & 5I.I am 100% correct to choose 5I
Q: What are the 3 best opportunity buys right now given this Brexit overreaction ?
Q: Can you recommend an absolute return fund for someone that is not an accredited investor? Thank you
Q: As per your comment that any declines in stocks/market present an opportunity,I am thinking of adding/buying the following companies:Sis,Mnw,Inn($6.79 despite take out offer of $7.25 with a $100m deposit),Bos,Kxs,SH,Syz & Atd.b.Your opinion please. Thanks for your usual great views & services.
Q: Hi Peter/team I am planing to retire in 2 years time ,can you give me 5 or 6 company names to hold for 6-7 years thanks for your great service Jim!!
Q: I have found various definitions of Small Cap.
Please tell me what size you consider a small cap, mid cap and large cap.
You are the best!
Please tell me what size you consider a small cap, mid cap and large cap.
You are the best!
Q: As a pensioner, I just came into $150K of "extra" money that I would like to invest in the 5 year and more time frame. (I'm optimistic). I would like 6 names you can recommend within the following framework.
1. Must be TSE listed company.
2. Much of the income must be from outside of Canada.
3. Must be in the top tier of stable companies.
4. Should be growth rather than dividend focused.
Three "ideal" investments I have in mind is TD, MG, and BAM.A. So along this line, what can you recommend? Thank You.
1. Must be TSE listed company.
2. Much of the income must be from outside of Canada.
3. Must be in the top tier of stable companies.
4. Should be growth rather than dividend focused.
Three "ideal" investments I have in mind is TD, MG, and BAM.A. So along this line, what can you recommend? Thank You.
Q: Where do you see the greatest risk to equity and bond investments?
1. High inflation caused by economic growth finally putting to work all the money that was printed by central bank quantitive easing around the world; or,
2. Deflation caused by slow growth due to unfavourable demographics and financial deleveraging by consumers.
What would you recommend as the best defense in each of these scenarios?
Thanks,
1. High inflation caused by economic growth finally putting to work all the money that was printed by central bank quantitive easing around the world; or,
2. Deflation caused by slow growth due to unfavourable demographics and financial deleveraging by consumers.
What would you recommend as the best defense in each of these scenarios?
Thanks,
Q: Although I have an idea of what the term Current Ratio means, could you give your interpretation of the term. I have read that it has importance in determining the value of a company. Could you please comment on this. If it does have value then what would be a good benchmark to use. Thanks.
Q: In today's Globe there is a lot of doom and gloom news about Bonds, especially from Bill Gross, the bond Guru.
As (an almost) a senior, should I worry about my bond ETFs? I a well diversified in Bonds, Short/medium term, Corporate, US and International.
If I have to sell them now, where can I divert that money?!!
I have preferreds ETFs, dividend ETFs, REITs. Should I increase my % in these areas? Or take the risk and increase the equity portion of my portfolio?
Thanks in advance.
As (an almost) a senior, should I worry about my bond ETFs? I a well diversified in Bonds, Short/medium term, Corporate, US and International.
If I have to sell them now, where can I divert that money?!!
I have preferreds ETFs, dividend ETFs, REITs. Should I increase my % in these areas? Or take the risk and increase the equity portion of my portfolio?
Thanks in advance.
Q: Sorry, I should have clarified in my previous question, that I was looking for a Dow etf on the U.S. exchange as I want to purchase it in usd. Can you recommend one?
Since I currently only own IWO i thought the Dow would add a bit more stability and income than an s and p etf. Is this a good strategy?
Since I currently only own IWO i thought the Dow would add a bit more stability and income than an s and p etf. Is this a good strategy?
Q: Re: the questions of max percentage small caps for a long-term investor that does not need the capital (answer: 30% max) - what do you consider a small cap? what do you consider mid caps? I am not sure but my understanding is that definitions range on that front. Would the 30% include mid caps too? Many thanks!
Q: Peter you have mentioned previously there is a large number of shorts on the S&P.(near record number since 2008).Is there a site that tracks the number of shorts on the S&P? I see this as a catalyst down the road if the market decides to break out,it would be interesting if there is a tracking system on this.Thanks Cal
Q: Hello 5i team,
I'm currently building a portfolio from scratch for my mother who is 61 and retired. We are thinging conservative value and income equities for 10+ years.
Which 5 stocks, either from your balanced or income portfolio would you use as building blocks? If possible, can you recommend stocks that are fairly priced at the moment?
Thank you for your excellent service,
Cam.
I'm currently building a portfolio from scratch for my mother who is 61 and retired. We are thinging conservative value and income equities for 10+ years.
Which 5 stocks, either from your balanced or income portfolio would you use as building blocks? If possible, can you recommend stocks that are fairly priced at the moment?
Thank you for your excellent service,
Cam.
Q: A question related to portfolio weightings. I used to only have individual stock names and a fairly equal balance across various sectors. I just purchased an market ETF the other day (VUN) to get additional exposure and classified it as "other", but it didn't feel right when I noticed that the weighting of my other sectors went down.
As an example, if I had x% in a particular sector, but made a large contribution due to new cash into a market ETF, the original x% in that sector would now show up lower in my own calculations. How do you account for this? I don't want to be overleveraged in a particular sector by mistake.
As an example, if I had x% in a particular sector, but made a large contribution due to new cash into a market ETF, the original x% in that sector would now show up lower in my own calculations. How do you account for this? I don't want to be overleveraged in a particular sector by mistake.
Q: This question may be out of your area of expertise but I will assume, maybe.
I have come across a fascinating investment, income vehicle. BMO retail has a product called -BMO Cash Flow Plus Deposit - Here is a quick overview.
On a deposit of $100,000 they will pay you, tax free, $500 per month for 15 years. This is a "return of capital"
After that time a sum will be returned to you which is the original amount that BMO has invested rather aggressively. Needless to say that with the 15 year compounding timeline and investment posture this could be substantial. This would be taxed as a "capital gain" There are a few other features but this is the gist. On the surface this is interesting. Any hidden aspects or dangers?
Thank you.
I have come across a fascinating investment, income vehicle. BMO retail has a product called -BMO Cash Flow Plus Deposit - Here is a quick overview.
On a deposit of $100,000 they will pay you, tax free, $500 per month for 15 years. This is a "return of capital"
After that time a sum will be returned to you which is the original amount that BMO has invested rather aggressively. Needless to say that with the 15 year compounding timeline and investment posture this could be substantial. This would be taxed as a "capital gain" There are a few other features but this is the gist. On the surface this is interesting. Any hidden aspects or dangers?
Thank you.
Q: I noticed a comment a couple of days ago about the quality of your portfolio reviews. I had one completed a couple of years ago and I echo the sentiment. They are of very high quality and well worth the cost.
For all of us to continue learning, please indicate the top five mistakes you continuously see investors making from your portfolio reviews.
Thanks
Paul
For all of us to continue learning, please indicate the top five mistakes you continuously see investors making from your portfolio reviews.
Thanks
Paul
Q: Are you aware of cases where guest portfolio managers on BNN got caught recommending stocks that the firm/themselves are shorting? It's hard to believe it's not happenning. My best example is Bruce Campbell of StoneCastle. His past picks are absolutely horrible (-43%, 93%, -57%, -88%, -90%, -70%, -51%). Are regulators actively looking out for manipulation through recommendations on BNN? I really hope so. I use this site to review past picks. Other members might enjoy reviewing past picks: http://www.stockchase.com/expert
Q: Peter and team:
If/when Ms. Yellen decides to increase US Rates what do you feel the impact will be on higher dividend payers such as utilities and riets.
What would be the recommended vehicle for parking funds for the next two years to safely preserve capital while earning some modest return.
Deduct two as you see fit.
Thank you as always
Phil
If/when Ms. Yellen decides to increase US Rates what do you feel the impact will be on higher dividend payers such as utilities and riets.
What would be the recommended vehicle for parking funds for the next two years to safely preserve capital while earning some modest return.
Deduct two as you see fit.
Thank you as always
Phil