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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: Hi 5i team!
I want you to know how much I appreciate the excellent service you provided for us. As a small and first time investor ( I joined you service a year ago and it took me some months to deploy both my wife and mine- very very hard earned TFSA savings -). With the help of you guys via the wonderful client base who are quick to hit button to ask questions and they didn’t give me a chance to as ask one (mark me down for one question for reading this), I’m investing with confidence. Our consolidated portfolio is performing very well with a lots of ++ and less --) including a good move with PUR.TO with 120% gain since I bought it. Merry Christmas and happy holidays,
Sincerely,
hb. Ottawa
Read Answer Asked by Ben on December 20, 2017
Q: For new money being invested in 2018 and assuming the US passes tax cuts/reform what percentage of one's portfolio would you allot to 1)Canada, 2)US and 3)Global/International?
Also considering roughly 10 sectors what 3-4 sectors would you focus on and could you give a large, mid-small cap stock for each.
Thanks kindly - Merry Christmas 5i and the best in 2018!
Read Answer Asked by George on December 20, 2017
Q: Milan's question and comments about Warren Buffet's advice to his wife for investing after he passes away makes me wonder: Since DAY 1 (or there abouts) can you tell if he has beaten the market and if he has by how much?

Thank you for your answer; and thank you for a very good year $$$; and best wishes for a merry Christmas and a wonderful New Year ... in every way.
Read Answer Asked by Donald on December 20, 2017
Q: Good morning Peter and company,

In his will, for his wife's benefits, Warren Buffett has instructed the trustee to put 10% of the money in short-term government bonds and 90% in a very low-cost S&P 500 index fund such as Vanguard’s.

Would that be a good practice for all retired individuals living off their stock portfolios by withdrawing 4% annually, if they are prepared to live with the market's fluctuations?

Bond values have nowhere to go but down as central banks raise interest rates. Would 10% cash be better than 10% bonds today?

Thank you for your considerate answers to my questions.

Milan
Read Answer Asked by Milan on December 19, 2017
Q: Peter & Team,

I note that you frequently talk about anticipated future revenue growth for certain companies (eg, 2018 projections). I also find that future expectations re sales/eps growth are often an available screening criteria in many online stock screening programs (eg, Finviz). Can you tell me the source of these projections as well as your professional opinion as to how much rigor there is behind behind these estimates? Are they purely based upon company projections and, if so, do analysts ever weigh in as to the integrity of these numbers or lack thereof? Thank you.
Read Answer Asked by Greg on December 18, 2017
Q: I'm new to the system, and unable to access your Reports in the Report section. For instance, under your Report category, I typed in the symbol GWO, and clicked on Great West Life. Great West Life appeared in that area ... but when I ran a search, there were no results. If I get a report in your Question area, it's not identical to the reports in the Report area. For instance, I don't see your Ratings in the Question area Report.
Read Answer Asked by Jean on December 18, 2017
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