Investment Q&A

Q: Hi Team! Just an investment methodology question.....I have read that Warren Buffet holds 63% of his portfolio in four stocks.( Kraft, Wells Fargo , Coke and IBM I think. He also bought quite a bit of Philips66.) Well there goes the thought of a well balanced portfolio out the window. I hold approximately 30 Canadian and Us stocks with businesses across the board. I understand that he is a value investor who likes his dividends and rarely sells his holdings....so what is the best approach to stock investing? Concentrating on just a few businesses like Mr Buffett, or holding more businesses? Has there been any studies done? Just wondering....Tamara

Q: Hi,

This is follow up to James' question about living off the dividends from these ETFs.

ETFs = XTR,FIE,XEI,VDY,XHY

Suppose I convert my portfolio(s) over to equal weights of these ETFs and start living off the distributions ~ 5.5% yield. I'm ok with the tax situation. I can account for inflation.

What other risks am I taking? When we see another 2001 or 2008 what is the possible impact to the ETF values & the distributions?

I'm not looking for a guess (and certainly not a promise) as to what will happen in the future. I'm looking for a list of additional things that I need to consider about this strategy for my own risk management before pulling the plug on my current working life. A handful of "what-ifs" to consider would be great.

Thanks,

Gord

Q: peter what do you of lloyd of london

Q: what high yield dividend stocks would you recommend buying

Q: Any idea why both the preferred and the common shares of Mosaic have fallen so much today?

Thanks!

Q: Is there a way to differentiate between different posters who have the same name when presenting the posts on the Board?

For example my posts show "Stan" and it appears there is myself and at least 1 other poster named Stan.

Could a solution, so as not to expose a poster's full or last name, be to show for example, Stan1 or Stan2...? Or transfer to using an alias? or....?

Maybe this would require too much work on 5i's part. I do not know what any solution would involve in resources for 5i.

Q: COMMENT ON THIS COMPANY?

Q: Peter - would be great to hear about your thoughts on emera. As the FED looks to move over the next few months where could this take the emera stock price. I've had some reasonable gains and wonder if I should take profit and run. thx Steve

Q: I like the price chart for Brick Brewing (as well as their products :). Their stock took a 6% hit today on medium volume - can you tell me why?

Looking at their price chart for the last 6 months I see a lot of similar "down" days, which are usually followed by a quick recovery within a few days. What is going on here?

The stock has had a nice runup over the last 12 months - up about 80% at present. Do you see this stock as a Buy, Sell, or Hold, and over what timeframe?

Thank you!

Q: Hi 5i,
I just read an article explaining how oil exploration has been at its lowest point in 60 years for the last 2-3 years. With demand forecasted to continue growing it would stand to reason that this will lead to a shortage and price increase. Beyond broad market etfs, I don't have any energy exposure. What would you recommend as a good long term way to get this sector into my portfolio?

Thanks!

Q: Hi Peter
Recently I bought Polaris Inf. and it up 60% now. should I sell it now or wait for some time? please advise
Thank you

Q: BHP Billiton made a bid for Potash a few years back at over $100 a share. Has the share count changed since that bid? Uf the rumour is true is it possible that BHP Billiton would get involved again. What is a reasonable price to pay to buy Potash that would be acceptable to shareholders?

Q: (MISC) Aug 30/16 ? asked by Anthony:

As noted stop loss orders don't always work.
To limit fill losses enter 'stop loss with stop limit' orders rather than 'stop loss' orders. You also enter buy orders with a 'buy on stop with stop limit' order.

Q: Where do you stand in the debate regarding the "impending bubble burst" in the Toronto real estate market? Thanx Robbie

Q: Hi Peter, Ryan and Team,

CLF offers a better rate of return than GICs, about 3% from what I can determine. What are the risks of parking a lot of cash in that ETF, more than 100 000$?

Thanks for the great service.

Q: Hello 5i,

I could not locate past Q&A on FEYE however it was there some time ago (perhaps before the rollout of the revised format). I tried the symbol and text fields, however no joy.

Q: Hi,

I would like your opinion on whether holding the banks are sufficient for financial exposure. I am debating selling some of the Canadian banks and go into a life insurer like Sun Life. Do you feel its warranted to own both a bank and lifeco or do I have enough exposure holding just the banks. Thanks.

Q: I would appreciate your thoughts on the rumored merger of AGU & POT as reported this morning on BNN (Aug 30th).
Any recommendations on how to proceed (assuming one does not currently hold either company) but would be willing to open a position depending on your opinion.

Thanks in advance,
Scot

Q: Hi All at 5i!!! CanWel just purchased Total Forest Industries. Is this a good time to buy some stock in the company? What are your thoughts? How does this company compare to Stella Jones. Thank you, Tamara

Q: Please comment on Grenville latest eps and outlook. Thanks