Investment Q&A

Q: Hi Peter and Team

I am a 70 year old retiree and currently have 90 percent of my savings in Equities and 10 percent in cash. I am concerned that I should have some fixed income for safety in event of a significant market pullback. Can you recommend either a bond etf or bond mutual fund that would offer some protection and a modest return. What percentage would you recommend.

Ray

Q: I have spent a lot of time over the last 25 years learning about technical analysis and have actively traded many individual stocks and commodities based on how I interpret the charts for them. I have been reading about sector rotation at different times of the economic cycle and seasonal trading. My question is:
What ETF's traded on the Canadian exchanges would you suggest for the following sectors. I know that we should invest outside of Canada but I have always traded Canadian. Thanks for your answer. I really enjoy the site.
Consumer Discretion
Consumer Staples
Energy
Financials
Health
Income Trusts
Industrials
Information Technology
Materials
Telecommunications
Utilities
Can you please offer any other suggestions to help me break down the larger sectors into more focused ones. I am just introducing myself to ETF trading and want to have a good starting point.
All the best.
Ron

Q: what do you think of aw's latest earnings.

Q: How do we track companies through history when companies merge, change their names or perform any other activity that causes them to change their ticker symbol? Is there a public data source that tracks this information?

Q: Do you know of an ETF that tracks the TSX Venture 50?

Q: Hi All!! I have a small holding of Barrick gold...I have watched it slip and slide downward. As a long term prospect, would it be worth my while to trade it in for Goldcorp. This is my only gold holding. Cheers and thanks, Tamara

Q: Hi 5i team,

To start an TFSA account with$10,000, what would you suggest to do? buy an eft or pick stocks, please suggest some names for long term holding with low risk. Thanks. Lin

Q: I purchased this for my RRSP last June at a cost of $9.00 on the recommendation from a guest pick on BNN, well before I became a member of 5I. It represents 2% currently of my RRSP, however I do have other holdings cpg,ipl,cnq,wcp.
I have reviewed your comments today, on bxe, and with Orange capital at 14.7% and Seth A. at 11.38% or in excess of 26% between the two, I am wondering if I should seriously consider doubling down to average my cost.
What are your thoughts and or suggestions.
Thanks and you have an awesome service.
On a side bar wish I could "star" some of your comments for later review

Q: Since the major banks are in s&p 500 is there a point to hold both Zue and Zub

Q: Do you think current price is a good entry point for MTY food?

Also in your last report you mentioned that Our biggest concern are lagging SSS growth numbers. Can you elaborate it bit more?

Thanks!

Q: I am wondering if I should sell TD and buy CXI but CXI is hitting a new high should I wait until it come down a bit in price? This would be in my TSFA. I currently own T , AYA , TRP , WCP in equal weight.
Thanks
Dolores

Q: I'm trying to rebalance my TFSA. For a growth oriented TFSA account (diversification doesn't matter), which two of these three would you pick? Easyhome EH, Evertz ET, and Descartes DSG?

Thanks in advance!

Q: Hello Peter & Team,
I have no exposure to Food related stocks except indirectly through ATD and DOL; How would you rank CLR and MTY at current levels?
Thanks,
Antoine

Q: hi peter, i have quite a bit of cash, looking for 1 or 2 stocks, aggressive in the small to mid cap range, have to be liquid, and my time frame is 3 months, i understand the risks. dave

Q: Hello Peter & Team,
I think it is important to classify holdings by segment because holdings in the same segment respond to the same drivers; this in turn gives us an additional picture of our exposure to a segment.
Let's agree on the following 11 segments: consumer discretionary, consumer staples, energy, financials, health care, industrials, info tech, materials, real estate, telecoms, utilities.
How would you classify CCL Industries, CNR (transport), Stantec (engineering), Alimentation Couche Tard, Dollarama, Boyd Income Group, Cineplex, First Service, Altagas (utilities or energy), Clearwater Seafoods, MTY Foods, Badger Daylighting, Progressive Waste.
Thanks,
Antoine

Q: Hi guys thanks for your great guidance. I bought ENF to collect div.and look for other opportunities for awhile and its gone almost parabolic over the last year. Its my larges 5.9%) holding.Should I hold or dump some. Greg--- Think you guy are doing a great service.

Q: Help!
In my TFSA I have ATD, XTC, BIN, QST, SGY. I would like to add one more and I need to choose between ESL, SJ, SCU, HCG because I have equal weights in all of these in other accounts and I don't want to add another stock.

You are the best.
Bryan

Q: Hi 5i Team,
Can you comment on earnings for Sun Life and Home Capital. On a quick glance HCG came out with fabulous numbers as usual, while SLF's numbers look terrible!
Thanks again for the great service,
Shane

Q: Could you comment on Rifco's latest results?

Thanks Darren

Q: I made an error and have both Ford and GM in an RSP. I would like to sell one or both to free up some US cash. Each would incur a small loss.

Which one of Ford or GM would you sell? Perhaps both? In the alternate would you simply reduce each one and keep some of each? (The only other industry exposure I have is a small position in Martinrea)