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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: I own NBD-T and BRP-N and am down 12% and 22% respectively. On the plus side they are each only about a 1% weighting in my portfolio. They continue to trend down and yet the housing data in the US (which I assume is driving them) doesn't seem to be that bad and in fact improving albeit at a slow pace. What would make them go up and should I continue to hold or get out and get something else? I have nothing else in the real estate sector. Great service.
Read Answer Asked by John on June 25, 2014
Q: I have $106,000 cash in a registered education savings plan. The money is to be paid out within a year. What is your recommendation for getting some return on the cash position?
Read Answer Asked by Linda on June 25, 2014
Q: There are two pieces of advice that perplex me about investing and I'm not sure which ones to follow:

1. "you need to take profits" vs "you need to let your winners run"

2. "You should be raising cash to take advantage of an inevitable correction" vs "You can't time the market so you should stay fully invested at all times"

I suppose point 1 and 2 are almost the same thing...

All of these strategies make sense to me, but a choice has to be made right? In your experience which ones have you found more successful in the long run?

Thanks so much for all your help.
cheers
Read Answer Asked by Andrew on June 25, 2014
Q: Hello 5i Team,

Please give me your thoughts on the better ETF buy for a 2-5 year hold...or possibly more: XIU or XCS?
Thank you so much.
Read Answer Asked by Paul on June 25, 2014
Q: This is by way of me trying to figure out why the market will suddenly shoot up or plunge down. I guess I can't help always seeking a reason. The reason given for today's big drop in the TSX and the DOW is tension in Iraq (or so I read on Bloomberg). This confuses me. The worst hit sectors were materials (Gold) and energy. Why would people fearing turmoil in the middle east sell off energy stocks in Canada? Would they not benefit? And isn't gold supposed to rise during times of tension? Or is Bloomberg simply seeking a reason for the fall and plucking that one of out of the air?
Read Answer Asked by John on June 25, 2014
Q: A comment about investing whether to use a advisor or not .
I am arguably a fair income investor in my opinion the two key ingredients to be a successful investor is 1.Time and 2.Interest if you lack one of the two stay with an advisor/money manager.
My empirical opinion only
Kind Regards
Stan
Read Answer Asked by Stan on June 25, 2014
Q: Do you think CKI would be a good buy now? I notice the last question was on March 10/14.I already own a half position in contrans
Read Answer Asked by Charles on June 25, 2014
Q: Your thoughts on Pioneer Natural Resources PXD
Read Answer Asked by George on June 25, 2014
Q: Hi,
What is your current opinion on DOL (Dollarama)? I currently hold DOL and AYA for consumer discretionary exposure and ATD.B and CCL.B for consumer staples coverage. If you were to switch DOL for another Consumer Discretionary, what alternative(s) would you suggest? ( with a 20-yr time frame) Thank you.
Read Answer Asked by Mike on June 25, 2014
Q: I'm long ESN - I feel there's value and am enjoying the dividend but am losing my patience with the stock performance - should I hang in there or switch to something like an HNL or other in the space? thanks!
Read Answer Asked by Michael on June 25, 2014
Q: Hi Guys - I have noticed Telus (T) has been coming down from $42 range. I'm not in a panic or anything as it is a long term hold. I just don't like when I can't seem to find related news or the rational for it to be back in the $39 range. Thanks in advance.
Read Answer Asked by Mike on June 25, 2014
Q: Hello Peter, First of all, best wishes for your health and get well soon ( i hope that guy's driver license is suspended). question about holdings in my daughter resp, which has another 4 years of contribution time. A fairly conservative and concentrated set up - consisting of CHB, CDZ, ZWB, CNR, MFC, TRP, ENB each at about equal weighting. I keep on adding to these regularly. wish to get your opinion - Shall I continue in these names or you suggest replacement. I am thinking of switching CHB to XHY and ZWB to XFN as these has performed better relatively. Do we need to keep both ENB and TRP. May be sell one of these and buy another of your top pick.Thanks as always for your opinion.
Read Answer Asked by RUPINDER on June 25, 2014
Q: I recently took over non-registered accounts from financial planner. One account is US Margin Account. This holds a few US$ denominated mutual funds. What is the rationale for having such an account? Do you recommend holding US stocks in US$ account, and if yes, what top 3 holdings do you suggest for dividend and a bit of growth?

Thanks and speedy recovery.
Read Answer Asked by Kirk on June 25, 2014
Q: I have about $220K to invest in a LIRA. I'm 42 and plan on retiring at around 62. If I want to invest in equal amounts the same as the Model Portfolio, should I wait for a pull back or are current prices still good entry points?
Read Answer Asked by Rob on June 25, 2014
Q: I see that many Members seem to have a problem finding the link to sponsor you in the 'Sears Ride for Cancer'. Maybe it might be an idea to point out that if you use the 'ASK A QUESTION' green button the first page you are then presented with at the TOP:

Member Questions
Ask a Question
5i Research is involved in a very special charity event in September. Click here for more info.

The above sentence is in RED and the 'Click here' is underlined
to represent the link. By clicking on the underlined "here" you
will be taken to the Donation page and your (Peter's) blog.
No need to remember, or cut and paste the link. It might be an idea if 5i was to increase the font of this line and make the print bolder so that it stands out a bit more.

Hope this helps others.
Read Answer Asked by Scot on June 25, 2014
Q: I had filled out the questionnaire earlier today and here are some of my thoughts:
Top quality rated stocks are AYA, DHX, and SYZ. Stocks that should be rated a lot lower in my opinion are AVO, BAD, and CSU.
Dennis
Read Answer Asked by Dennis on June 25, 2014
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