Q: I have a very small position in my RIF at a higher price. Would now be a good time to add to my position? Thanks for your advice.
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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: Could you give me a short list of your preferred Oil, Gas/Energy ETFs. I currently have no Oil, Gas/Energy ETF's in my portfolio and I believe this would be a good time to add 1 or 2 of them, thanks.
Q: Could I please get your opinion on investing in this company. How high risk is it in comparison to PLI.
Thankyou
Thankyou
Q: Hello Peter and Team, In my TFSA portfolio, I already have a 1/2 position in DHX.B, a 1/2 position in ECI, a full position in GS, and a 3/4 position in HXS. I would appreciate your suggestion(s) for this year's $5500 contribution. Thanks as always.
Q: Hi Peter, AM has done well lately, shows great earnings, no debt, yet there is review request of the stock. It appears they are successful in rebuilding the loss from loosing automotive contract. Like to have your assessment and recommendation, I hold the stock in 2-of my portfolios. Joe
Q: Good Morning Peter & team,
Have read two articles this morning - Seeking Alpha & Daniel Miller - both prognosticating F could be a $35+ stock in a year - 2 years time.
Their forecast goes to the fact F has poured a considerably amount of cash into their ailing Pension Fund over the past 3 years with that lessening moving forward increasing cash flow significantly. They also speak to a decreased cost base by a reduction in the platforms being used, and despite China not necessarily being tremendously healthy right now, it still generated almost 4 million more in new car sales than the US, that this should only increase in the coming years, and that the majority of these sales were in the more profitable SUV/PU.
You mentioned in your answer Feb 11 you felt F was better than GM as far as being a keeper but, you also mentioned it was a little expensive.
Has your opinion changed at all since then? Do you still consider it expensive? Would you be comfortable recommending F as a buy? And finally is there anything else we should know before taking a new position in F today?
Thanks for all you do
Gord
Have read two articles this morning - Seeking Alpha & Daniel Miller - both prognosticating F could be a $35+ stock in a year - 2 years time.
Their forecast goes to the fact F has poured a considerably amount of cash into their ailing Pension Fund over the past 3 years with that lessening moving forward increasing cash flow significantly. They also speak to a decreased cost base by a reduction in the platforms being used, and despite China not necessarily being tremendously healthy right now, it still generated almost 4 million more in new car sales than the US, that this should only increase in the coming years, and that the majority of these sales were in the more profitable SUV/PU.
You mentioned in your answer Feb 11 you felt F was better than GM as far as being a keeper but, you also mentioned it was a little expensive.
Has your opinion changed at all since then? Do you still consider it expensive? Would you be comfortable recommending F as a buy? And finally is there anything else we should know before taking a new position in F today?
Thanks for all you do
Gord
Q: I'd like to get Peter's opinion on Ray Dalio's all weather portfolio. Has 5i ever thought of releasing a version of this type of portfolio or would you already consider the income portfolio to achieve a similar result?
Thanks!
Thanks!
Q: What are your thoughts with regards to holding First Asset 1-5 Year Laddered Gov't Strip Bond Index ETF (BXF) vs the Ishares Canadian Short term bond ETF (XSB) in a non registered account? Should a person sell XSB and replace it with BXF for a non registered account?
Q: What do you think of the company at these levels post div cut?
Would you consider the conv deb a better risk/reward than the common? thanks
Would you consider the conv deb a better risk/reward than the common? thanks
Q: Is there any point in holding preferred in registered funds? If so, is Xpf a reasonable substitute for cpd for income
Q: Correct me if I am wrong. Your research and investment advice has leaned towards mid to small caps and generally a bit safe from the risk reward perspective. By that I mean that there is a far lower probability of making a loss as compared to making above market gains. I have done well with your advice and am wanting to clear room for buying some stocks from your next portfolio coming out end of the month. I am fully invested and therefore will need to raise cash by doing some selling. Although my holding pattern is 3-5 years, I would probably have to exit my oil and gas stocks with significant losses and also trim gains from other holdings. The rationale being, there would be a better opportunity with the newer portfolio recommendations.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.
Q: With the E.U. implementing quantatative easing, I'm looking at european stocks, what do you think of this insurance company.
Q: This firm is in an interesting space from a demographic perspective. Their numbers seem solid. However, although apparently an o.k. firm, are they a good investment? I am otherwise 90% invested in blue chip, dividend paying equities. Thanks!
Q: Down over 4% today and fits in my portfolio for sector exposure pays 4.11 % dividend which i need to live on and business seems to be getting better after the one time write offs.
Can i please have your assesment in view of toadys reporting ?
Thanks for the quality of your no BS website!
Can i please have your assesment in view of toadys reporting ?
Thanks for the quality of your no BS website!
Q: I do not understand the market reaction today to 2014 results.
Could you outline what is so disappointing to the market. I can see some organic growth. And their dividend in USD is getting better with a weak CAN.
Thanks.
Could you outline what is so disappointing to the market. I can see some organic growth. And their dividend in USD is getting better with a weak CAN.
Thanks.
Q: Hi Peter, Ryan, and 5i Team
Could you please share your opinion on future prospects for ESN. Do you think it could be an ok stock for bottom feeding?
Also, while being mostly invested in Model Portfolio and other 5i favourably regarded stocks; what Portfolio allocation percentage could reasonably be allocated to small cap (high risk, high reward) stocks as a group?
Thank you
Could you please share your opinion on future prospects for ESN. Do you think it could be an ok stock for bottom feeding?
Also, while being mostly invested in Model Portfolio and other 5i favourably regarded stocks; what Portfolio allocation percentage could reasonably be allocated to small cap (high risk, high reward) stocks as a group?
Thank you
Q: What do you think of their recent earnings and this company going forward.
Q: Hi Peter,
Can you give me your opinion on this company, would you consider buying a small position? thanks Clare
Can you give me your opinion on this company, would you consider buying a small position? thanks Clare
Q: Hi,
I was wondering if you can give your opinion on DRA.UN. It trades at a significant discount to NAV and don't really have any analyst coverage. It seems to be an interesting way to diversify from regular stocks and bonds.
I was wondering if you can give your opinion on DRA.UN. It trades at a significant discount to NAV and don't really have any analyst coverage. It seems to be an interesting way to diversify from regular stocks and bonds.
Q: I'm in the same leaky boat as others with the unsecured 8.75% notes. Given that the initial purchase was about 1% of my total portfolio, would it make sense to hang onto the shares I will get in the restructured company and treat it as a speculative investment?