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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: Good day...I have great respect for your management of the balanced portfolio..my question is the addition of tsgi at a 4% position...this seems out of the ordinary for the way you run this portfolio...generally I have noticed that you start with a 2% position and then allow it to grow...I know you have a valid reason and I am asking to advance my knowledge of trading...thanks for your expert management....Gene
Read Answer Asked by gene on July 06, 2018
Q: With reference to Sheldon's question on Recognia and MACD crossovers, I have been a subscriber to Vector Vest for a number of years. They provide both fundamental and technical information which I have used very successfully. They offer trial subscriptions for ~ $10.00 USD.
Read Answer Asked by Martin on July 06, 2018
Q: What comments do you have about KBWD - Invesco KBW High Dividend Yield Financial ETF? On the surface this Powershares US ETF seems too good to be true with an average dividend of 9% and share price growth from $12.00 USD since inception in December 2010 to a current price of $23.34 USD on July 3rd with a 200 day MA of 22.46. Other than a 25% correction in early 2016, the share price growth has been steadily upward since inception. It has a very high MER of 2.4% but the PE ratio is 9.1, PB ratio 1.04 and beta is 0.754. Are there any reasons to avoid this ETF?
Read Answer Asked by Norman on July 05, 2018
Q: I own both ENB and BIP, although much more of the latter. I would like to get your opinion of the purchase of gas assets by BIP announced today. I realize the benefits to ENB's balance sheet, but is it also accretive to BIP at this price? Are there good growth opportunities provided by this purchase? Also, I believe that a portion of this acquisition does not close until 2019 - how much of the cash flow will be delayed until then?
Read Answer Asked by arnold on July 05, 2018
Q: Hello Peter,
Kirkland Lake Gold continues to surge. I am thinking of adding to the position from 3 percent to 4 percent weight given its momentum. Any comments? I would like to add more to BAM.A or BIP.UN; I have 3 percent of weight in each. I am leaning towards BIP.UN. Please let me know your thoughts. Thank you.
Read Answer Asked by umedali on July 05, 2018
Q: Recognia provides a service of Technical Alerts to at least iTrade and T D Waterhouse, and perhaps others. This past weekend they have changed their platform for technical alerts drastically, leaving me to seek out another platform that issues technical alerts.
I use the MACD indicator in my alerts amongst 200+ stocks that I have researched and screened on a fundamental basis. Due to the number of stocks I follow it is essential that I have a technical alert service that alerts me when the MACD crosses either positively or negatively, indicating a buy or a sell. They used to email me a list of any of the stocks on my watchlist when it did a cross over after the close.
Now that Recognia no longer provides the service I am looking for, can you suggest one (I am willing to pay),

Thanks in advance


Sheldon
Read Answer Asked by Sheldon on July 05, 2018
Q: In reference to Donald’s question about the Td GIC linked to banks and utilities:
I agree generally with the reply provided by 5i. However, in your response you talk about “going to cash” and I think this may be confusing. The product offered is a GIC and is insured. The principal is protected so there isn’t an issue with “going to cash” in a bad market. You will get your money back at the end of the term. It is essentially a cash investment all along, although one is locked in for the term.
What motivated me to write this was the deceptive way, in my opinion, TD is offering this product. It says the MINIMUM return is 2% and states quite clearly that this is an annual return on the main webpage describing the GIC. However, if you read through the prospectus (so dry and complicated it will give you a migraine) or click on the tiny footnote you will see that the 2% is actually a 3 year compounded return of 0.66% per annum. The 2% is a total return. If the market goes down or sideways, you will get a whopping $20 per $1,000 invested over 3 years.
I am a long time TD client and shareholder but I am disturbed by what I feel are decptive practices and the “pushing” of products on Canadians. This is approaching Wells Fargo behaviour, IMHO. It can’t end well for anyone. Sorry to take up your Q&A time with this but I feel the investment community needs to speak out about this.
Good luck fellow investors!
John
Read Answer Asked by john on July 05, 2018
Q: TD is offering Market Growth GIC’s and suggesting “earning up to 18.8%” on Canadian banks and utilities. Guaranteeing the principal.

For a retired income focused investor would this be a meaningful part of the fixed income part of a portfolio?

Too good to be true?

Thanks for your help.
Read Answer Asked by Donald on July 05, 2018
Q: I can’t believe it’s been 7 years for 5i already...congratulations! I clearly remember the day I saw Peter being interviewed on BNN, explaining why he was launching 5i Research. His reasoning resonated with me and I couldn’t wait to join. I have learned SO much, have become a calmer and better investor, and needless to say, my investments have done extremely well. THANK YOU!

Alan
Read Answer Asked by Alan on July 05, 2018
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