Q: I have TFSA, RRSP and margin accounts. My TFSA is maxed, but RRSP has plenty of room. I'd like to add another $50K, and was wondering whether I should add to my RRSP or margin account. My hesitation with putting the cash into RRSP is that I may need this in the next 6 months, as we are currently shopping for a house. What would you suggest?
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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 know your stock suggestions tend to be for medium and long term holding, but do you ever look at seasonal strength when you make investment decisions ie. US Small Cap tends to be strong now to April or May
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
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
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!
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!
Q: What would you view as the maximum allocation to small cap stocks in a recent retiree's income portfolio?
Thanks
Thanks
Q: My question is about your answer to Maurice about Biotricity yesterday. What is a decent board? How do you judge the board?
Thanks
Will
Thanks
Will
Q: Hi team, I know that you don't cover US stocks but am hoping that you may have some advice about how to deploy some of the USD I have in my cash account. What are some non-tech mid- large cap names that you would recommend for growth over the next 1-2 years?
Thanks
Thanks
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 $$$; and best wishes for a merry Christmas and a wonderful New Year ... in every way.
Thank you for your answer; and thank you for a very good year $$$; and best wishes for a merry Christmas and a wonderful New Year ... in every way.
Q: Some Canadian stocks have been and will be oversold by or before 27th which stocks do you think will be the good buy for short or long term?.
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
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
Q: Google Finance is closing down its portfolio feature and I'm wondering if there is another site that has this feature. It charts your portfolio as a whole and provides a chart totalling your market gain daily on the portfolio also with a comparison feature.
Thanks for all your great information.
Thanks for all your great information.
Q: Hello,
Considering the significant run up that has taken place, would you recommend getting into the American market at this point?
Considering the significant run up that has taken place, would you recommend getting into the American market at this point?
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.
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.
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.
Q: It looks like the year is going to finish with a lot of happy people. I'm not asking for a prediction but is this movement cyclical and if so what generally happens as the cycle progresses in the next few months?
I would like to thank 5i and all the question askers, I am learning every day with the many points of view.
Peter
I would like to thank 5i and all the question askers, I am learning every day with the many points of view.
Peter
Q: Hi - I believe we are at or near a top in all North American Markets - I am looking for ETF's or Individual stocks that will do well in a correction - What is your recommendation in 1) Canadian Equity, 2) REITS 3) Consumer / Staples 4) Commodities - thanks
Q: Hi guys.....Recently heard about this company Brompton split banc Corp(sbc).....It pays a healthy 8.4% dividend.....What are your thoughts?
Thanks.
Thanks.
Q: Often I see two OTC pink trading symbols when looking to buy an international company. Is there a preferred one to buy (one often ends in 'Y')?
Thanks, cathy
Thanks, cathy
Q: Do you cover this company? Is so, what is your view on this company?
Q: Hello Team
Could you please state 3 significant indicators of an imminent market correction or market re-evaluation that the retail investor could watch for or be wary of.
Thank You
Clarence
Could you please state 3 significant indicators of an imminent market correction or market re-evaluation that the retail investor could watch for or be wary of.
Thank You
Clarence