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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: Hi 5iResearch Team,
I have held a position on ENB for 4 plus years now and it has been a disaster these past couple of years. I am thinking of swapping ENB for AQN and would like to have your comments on this intended move. Much appreciated.
Read Answer Asked by Harry on February 08, 2018
Q: Today in a question from John he asked about spreadsheets, I too was looking but in fact Action Direct can provide the info he is looking for. Under the My Portfolio tab, click on Analyze and Rebalance, in there you can create a group of all your accounts. Once you have a Group, sector weightings and position size is one click of the mouse. I wouldnt waste my time or yours with this submission except for the fact this knowledge has been a bit of a game changer managing my portfolio - keeping sector weights and position size in line.
Read Answer Asked by Charles on February 08, 2018
Q: Uber-guru Warren Buffett once said something along the lines of "Better to buy a great company at a fair price than to buy an average company at a great price". After the market pull-back of the last few days, there may be some great companies available at fair or even better prices. Can you name a few?
Read Answer Asked by Bryan on February 08, 2018
Q: hi
Joe asked about your top ten juicy dividend payers. Some are barely in the 3% zone.
Are you preferring these because of safety? Growth?
Are the higher yields from the names I listed at risk of cuts? There are quite a few out there yielding 5% +
Thoughts on these higher yield names?
Thank you!!
Read Answer Asked by Carlo on February 08, 2018
Q: Hi 5i
I like CMS ETF portfolio choices.
One of your ETFs is SPY.
My question: Does it have to be SPY?
Or can I replace it with ZSP or XSP?
If not, can you let me know your reasons?
shanthi
Read Answer Asked by Shanthi on February 08, 2018
Q: Hello Folks:
My question is most basic re: bond and equity market price relationships.
I understand for bond yields to rise; either bond prices must trade lower or new ones issued with higher yields.
Commentators advise because of higher bond yields, people hesitant about equity market risk are moving money into the bond market.
With fewer people chasing stocks I can understand this could somewhat dampen stock prices.
What I do not understand is the reverse in the bond market.....more money from stock sale proceeds chasing bonds in the fixed income market should increase bond prices depressing yields.
I would appreciate if you can help with this basic finance 101 question.
Thanks for everything
brian
Read Answer Asked by Brian on February 08, 2018
Q: I would like to setup a spreadsheet to track our stocks. I would like it to be easy to update and be able to track my sector weighting’s and gains and losses. I use the Royal Bank Direct Investing to keep track of our holdings.
Are there any templates for setting this up?
We have separate accounts for 2 TFSAs, one RIF and one Cash account. Some equities are in several accounts. Should they be consolidated into one account when setting up a spreadsheet so that I can determine our sector allocations?

Your direction and suggestions would be greatly appreciated. I realized that this is more than one question. Thanks.

John
Read Answer Asked by John on February 08, 2018
Q: I have been wondering for some time about market valuations and your recent comment about inflation being bad for markets has raised it again for me. If a market is doing reasonably well and inflation sets in could there be a reset of stock valuations. If so what sectors could get re-evaluated and is it across the board in a given sector or specific to certain size market caps?
Thank you
Clarence
Read Answer Asked by Clarence on February 07, 2018
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