Q: Peter & 5i Team : Any recommendations for a good portfolio management system (free or not) ? I find that I am spending a lot of time trying to sort out sector weightings, dividends, etc. for multiple portfolios (x 2 people). I would love to find something more useful and comprehensive than what is currently available through my discount broker.
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Asked by Alexandra on January 15, 2014
Q: Hi 5i team and fellow members. With respect to Holly's question on shorting the US dollar...FXC is likely the cleanest way and my preferred method. It also has options available if you can not sell short the ETF in your account. There are occasional liquidity issues and wide bid/ask spreads, however. There is also a US dollar currency option on the Montreal exchange (http://www.m-x.ca/nego_cotes_en.php?symbol=USX*). This is tradable in my RRSP through TD Waterhouse so should be available through other brokerages.
Q: STN is still rated A in the model portfolio despite its rise in price. What are the ratings based on? I ask because STN is probably not as good a buy as it was a few months ago. Tx in advance.
Q: You mentioned that Macro Enterprises (MCR) "seems well managed". Are you able to provide a further view on the quality of management, and have you met with any of the principals. In the end they will be key to the success (or otherwise) of the company.
Many thanks. Great service.
Q: hello 5i:
SGC has been very volatile the last few days, and I'm not sure why. Can you comment on the reason for volatility (if known) and on the companys remarks in the last update.
thanks
I know you've commented on DHX quite a bit recently, but my question pertains more to whether you would be a buyer at today's price? Valuation suggest it remains a tad expensive, but the company is expectected to keep growing aggressively. My question is - would you be a buyer of DHX at current levels? Do you view DHX as a takeout canadidate? Would you prefer Sylogist to DHX as a small cap tech play?
Q: About aston hill,ahf
I am surprised that this stock has not been doing much.compared to stocks that compare like glusken.
What do you think of the outlook for aston and is it a buy here?
It has a nice dividend, is it save?
Do you also think it will be taken over?
Q: Can you please comment on the four graham stocks mentioned in the article of the latest edition of the CMS. Hfc (hollyfrontier) in particular looks promising. Thoughts? Thanks as always.
Q: ok guys, you keep recommending macro, you say it is risky which I get, but it just keeps going down.i own 10000 shares, do I abandon it or hang on, more importantly my question is what will drive this stock higher. dave
I have held WIN for for a long time and no matter how many deals they seem to sign the litigation costs seem to eat into any revenue gains. Is it time to move on to other opportunities?
Everyone seems to love Element Financial (EFN). I was wondering if the reset (5 year bond + 4.71%) preferred share (EFN.PR.A) with a 6.6% dividend due in 2018 would make a good investment for the fixed income portion of my portfolio?
From 1 to 10 (10 very safe), how safe is my capital?
Q: A big thank you Peter, to you and your team, for excellent advice since I purchased my membership last year. I have just renewed and look forward to continuing valuable advice going forward. Could I please have your current, updated opinion on Mullen Group - MTL? Many thanks!
Q: Mr. Schiff
Just a note on Mr Schiff, I had an account with Euro Pacific at the time of the tech bubble way back when, my stocks were going down hill by the hour, I called Euro and told them to sell the lot. I got a phone call from Peter asking me not to close the account assuring me this was a temporary thing I declined his advise and was very fortunate not to have followed it as most of the stocks tanked severely and some disappeared totally. Also another good reason for a diversified portfolio. I lost a lot but not everything. By the way 5i's advise has made and saved me money many times. Thx Gerry
Q: A question about bought deals: WEF just sold shares at $1.98 after a very large run- up in the previous three or four months. I had no forestry stocks, but I wonder whether the broker dealer network may have pumped the stock knowing they will get a piece of the action, in which case I'm probably paying too much and should have waited until the dust settles afterward.
I say this because I've bought into some REIT under-writings last spring, near the top.