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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've been checking my sector weighting and find that I'm over weight in financial sector if I include my REIT's. I'm underweight in industrials and materials although I'm not sure I have categorized my stocks correctly. Is there a website that categorizes which stocks are in which sector? I'm thinking of selling some REITs and buying TCK.B and RUS to even things out. Does that actually do what I'm trying to do? If not would please suggest other stocks I should look at.
Thank you for your great service over the last year. I'm looking forward to following your reports and Q&A in the New Year.
Read Answer Asked by Brian on January 02, 2014
Q: HTD
BEST WISHES FOR ALL IN 2014
Recently Jaime Carrusco recommended this ETF which is a bearish play on US 30 year treasuries, designed to double the daily movement. The basic ideas confirms my view of where the US long bond is going, but is there a catch. I am prepared to accept the risk of being wrong on the direction of the long bonds, but am afraid I don't understand the mechanics of the ETF. Is there a daily reset? Can I just buy and watch or does this need to be day traded.........something I can't do. Thanks. Robert
Read Answer Asked by Robert on January 02, 2014
Q: Recently Mainstreet Equity -- MEQ -- has broken out of an 18 month trading range although perhaps not on high volume. Any significant update on your opinion of MEQ?
Read Answer Asked by Jerry on January 02, 2014
Q: What are your thoughts on Sony (SNE) right now? It recently had some bad news but now sales are up for the company. I bought it last year at 20 dollars.
Read Answer Asked by Carla on January 02, 2014
Q: It seems advisors claim that as the economy recovers 'cyclical' stock will do better: what does this mean--- which are the cyclicals and in which order do they 'rotate'? What is now hot and which will be next and how do experts determine which will come next so as to accumulate and wait for a 'breakout'

Could you please answer and comment. Thanks!
Read Answer Asked by lyle on January 02, 2014
Q: Hi 5i,could you name 3 or 4 canadian base metal mining stocks other than TCK.B that would benefit most should demand for copper, zinc, accelerates. thanx norm
Read Answer Asked by NORM on January 02, 2014
Q: Hi 5i,
You often point out that your investing philosophy is to buy into strength. I assume you mean that you buy stocks that have already performed well for some time. My question is as follows: what's the difference between buying into strength and "chasing heat" which a lot of commentators advise against doing? Thanks for the great work you do.
Robert
Read Answer Asked by Robert on January 02, 2014
Q: Hi: Re: Symbol Question - Answer Symbol shown but the full name of the stock is not. I have addressed this issue before, and I notice that you were always putting the stock name in the answer. I now see that you are no longer doing that. I feel that others can also benefit from you showing the full name in the Answer.

Happy New Year.
Read Answer Asked by VICKI on January 02, 2014
Q: Chesswood Group (CHW)has risen significantly over the past few trading sessions. Volume is higher than normal. I haven't seen any news that would drive the increase directly. Any insights?
Read Answer Asked by Brian on January 01, 2014
Q: If the Keystone Pipeline is approved, what Canadian and US stocks will benefit most?
Thanks
Read Answer Asked by Pat on January 01, 2014
Q: Dear 5i,

Quick question about the Model Portfolio: in the column where you show the Return % in the particular month the report is for, do you include a dividend payment in that if one was received in that month?

Thanks and great work!
Read Answer Asked by Marc on January 01, 2014
Q: Our portfolios are now fully in my control, and with your incredible assistance and advice, I am confident that we are going to be just fine. No more sleepless nights.
All the best to you and your team in the New Year.
Thank you for your wonderful service. I salute you.
Happy New Year.
Read Answer Asked by Kathy on December 31, 2013
Q: Happy New Year to the 5i team Thank you for the opportunity of renewing my subscription for 2 years at the old price I see many long time members have been doing this

With all the renewals just wondering how you are going to deploy all the excess cash on your balance sheet

Thank you for the wonderful service
Read Answer Asked by Paul on December 31, 2013
Q: Hi Peter & team;
I submitted a question on Dec 22 with reference to shorts on bond funds and got a small part of it answered. The reason I am interested in shorts on the various bond funds is because Amber Kanwar from BNN stated on
Dec 18 that TLT has shorts of 119%. She stated that somehow the way the bond etfs are ,they are able to borrow more than 100% to short??. On the same date Chris Low from FTN Financial stated that in the next two months we will see the mother of all short coverings in bond funds. I would appreciate your help with the items in my question. I also asked a question about Retrocomm mid market reit and no answer. Thanks for your help and all the best in 2014.
Read Answer Asked by BEN on December 31, 2013
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