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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: TA-tsx is popping the last few days. Up ~13% today.

They announce today the signing of a deal with the Albert gov't.
+ The earlier this week's announcement of the government's change to the way electricity producers will be paid (via how much the can provide, not by how much they deliver).

Both appear good for TA.

Insiders per usual must have know this and started buying it upward a few days ago, per usual. Legal or not. LOL.

Have a great day!
Read Answer Asked by Stan (1) on November 28, 2016
Q: Hello 5i,
My wife is concerned that our exposure to bonds is far too high, so I thought I would turn to the experts for advice.
Fixed Income is 31.1% of our total, combined portfolio broken down as follows:
CBO 4.8%
EMB 6.9%
VEE 1.0%
XHY 5.0%
XIG 4.7%
XPF 2.4%
XTR 3.0%
RBF 461A 3.30%
Note: these percentages reflect only the Bond or Fixed Income component of these ETF's, not the equity or other holdings.
We each have modest private pension as well as CPP and (1) OAS.
Our total portfolio income will soon be required to help cover living expenses - and presently looks to be able to do so for the most part.
So, my question is: given the foregoing do you see any areas of concern or any compelling changes that would be required?
I know this might sound a lot like a mini portfolio review, but I have added a lot of detail so that it might assist others who read the Q&A as I know asset allocation is an area of concern and interest for many members.
Please feel free to deduct as many questions as you deem appropriate.
Many thanks,
Cheers,
Mike
Read Answer Asked by Mike on November 28, 2016
Q: Regarding the short position on Badger:
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?

Thanks!
Read Answer Asked by Darcy on November 28, 2016
Q: I am interested in increasing my exposure to the US through ETF's. I currently hold some IWO and VIG. I am wondering if I should just add to those or are there 1-2 others that would round out my exposure. I am wondering about industrials and banks for example. Thanks
Read Answer Asked by Maria on November 28, 2016
Q: Hi Peter and Team,

I am willing to build a portfolio comparable to 5i Balanced Equity Portfolio over the next year / year and a half. Can you please group holding into three or four groups so I will retain diversify throughout? Can you put them in order of which group should be owned first?

CCL and CSU are quite expensive. Can you suggest a substitute with equivalent merits?

Which is it better to have this portfolio in a registered or non-registered account?

Thanks for the great service.
Read Answer Asked by Yousef on November 28, 2016
Q: An article in the Globe Nov 15 pointed out the positives on this junior minor, including its first pour on Nov. 7 and projected 70,000 ounces in 2017. Stock price has fallen back to 73 cents from its peak at 99 cents a few weeks ago. There would seem to be support around 70-75 cents, after its run up from 25 - 30 cents early this year. Do you have any update to your earlier commentary? This would be for a speculative 1% position.
Red Eagle is now on the TSX under symbol R, formerly RD on the Venture.
Read Answer Asked by David on November 28, 2016
Q: I understand there is an ETF that could provide some protection in case of a down market,I believe these are called inverse ETF. I looked in the ETF section and only found one mention of inverse ETF and not sure I understood how it worked.
Any info would help as I am looking to buy "insurance" protection.
Thanks
Jean
Read Answer Asked by Sherrill on November 28, 2016
Q: Hi,

Why is MRE trading at only 5 or 6 times earnings, a lot lower than
MG and LNR (Which, themselves, are reasonably valued).

If MRE a higher risk/reward buy than MG or LNR?

Thanks,
IF

Read Answer Asked by ishay on November 28, 2016
Q: Peter and Ryan, appreciate all that you do both with this service and with your blogs and bnn segments.

My question/comment is valuation based. I began investing a few years ago and was taught/told and preached how important valuation plays as a factor in stock picking. A few years later said value/cheap stocks I got in generally underperformed while all the higher valued companies continue to appreciate. Just this past summer I held off on such stocks with strong fundamentals such as BIP.UN, CSU, NVDA, RBA and MTY because of "expensive" valuations only to continue to watch them go higher as I've seen this story play out time and time again since I began investing. So now I concentrate on fundamentals and technicals for confirmation and not so much valuations. I know you guys don't mind paying up for quality and growth generally so just wanting your thoughts and comments on the matter. Thanks.
Read Answer Asked by George on November 28, 2016
Q: Is Kinaxis or Shopify more like the company Amazon? It seems to me that Shopify does the same thing as Amazon? If so,would Amazon just not swallow Shopify? Thanks.
Read Answer Asked by Helen on November 28, 2016
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