Investment Q&A

Q: On March 13 you said you preferred IBB as a biotech play.
I have tried to find a Canadian biotech ETF to no avail.
Is there such a thing and if not can you suggest a Canadian biotech group of stocks? I really don't want to pay $350 US / share for IBB.

Q: I was thinking about setting up the new portfolio between our 2 TFSA. 13 companies in one 12 in the other. I doubt I will need the money ever which give roughly 30-40 years for it to work its magic. Now would it be reasonable to do so and would you expect it to outperform a portfolio such as the model portfolio or similar? What if I need the money in 10 years? Both TFSAs are max out and I have other diversified portfolios beside that.

Q: Is there a connection I may be missing between the low price of oil and the solid upward momentum of healthcare stocks? That is,are healthcare businesses the beneficiaries of a new lower cost environment due to the current price of energy? Thank you, Peter

Q: Q4 results - comments?

Q: What do you think of their recent earnings and of this company going forward.

Q: I hold this fund in my RRSP, it represents 10% of the account and about 2% of a well diversified overall portfolio. Its value has been going down and is now about 11% underwater. Would you recommend continuing to hold or take the loss and reinvest in something more productive?

Q: I believe Auto Canada Inc. is releasing earnings this Thursday. Their stock is down ~14% in the last month on no news and all reports are that cars are selling as well as ever so I’m thinking that there is an opportunity here for a quick profit. Would you agree?

Q: using the above etf's for one half of my portfolio which is in a cash investment acct. and equal weight of the 5i model portfolio in a rsp/lira acct to the same value as the cash acct...would that produce about equal to a couch potato investment return of 7 to 8% over a period of time or do you believe it would produce better

Q: I have a very small position in my RIF at a higher price. Would now be a good time to add to my position? Thanks for your advice.

Q: Could you give me a short list of your preferred Oil, Gas/Energy ETFs. I currently have no Oil, Gas/Energy ETF's in my portfolio and I believe this would be a good time to add 1 or 2 of them, thanks.

Q: Could I please get your opinion on investing in this company. How high risk is it in comparison to PLI.
Thankyou

Q: Hello Peter and Team, In my TFSA portfolio, I already have a 1/2 position in DHX.B, a 1/2 position in ECI, a full position in GS, and a 3/4 position in HXS. I would appreciate your suggestion(s) for this year's $5500 contribution. Thanks as always.

Q: Hi Peter, AM has done well lately, shows great earnings, no debt, yet there is review request of the stock. It appears they are successful in rebuilding the loss from loosing automotive contract. Like to have your assessment and recommendation, I hold the stock in 2-of my portfolios. Joe

Q: Good Morning Peter & team,

Have read two articles this morning - Seeking Alpha & Daniel Miller - both prognosticating F could be a $35+ stock in a year - 2 years time.

Their forecast goes to the fact F has poured a considerably amount of cash into their ailing Pension Fund over the past 3 years with that lessening moving forward increasing cash flow significantly. They also speak to a decreased cost base by a reduction in the platforms being used, and despite China not necessarily being tremendously healthy right now, it still generated almost 4 million more in new car sales than the US, that this should only increase in the coming years, and that the majority of these sales were in the more profitable SUV/PU.

You mentioned in your answer Feb 11 you felt F was better than GM as far as being a keeper but, you also mentioned it was a little expensive.

Has your opinion changed at all since then? Do you still consider it expensive? Would you be comfortable recommending F as a buy? And finally is there anything else we should know before taking a new position in F today?

Thanks for all you do

Gord

Q: I'd like to get Peter's opinion on Ray Dalio's all weather portfolio. Has 5i ever thought of releasing a version of this type of portfolio or would you already consider the income portfolio to achieve a similar result?

Thanks!

Q: What are your thoughts with regards to holding First Asset 1-5 Year Laddered Gov't Strip Bond Index ETF (BXF) vs the Ishares Canadian Short term bond ETF (XSB) in a non registered account? Should a person sell XSB and replace it with BXF for a non registered account?

Q: What do you think of the company at these levels post div cut?
Would you consider the conv deb a better risk/reward than the common? thanks

Q: Is there any point in holding preferred in registered funds? If so, is Xpf a reasonable substitute for cpd for income

Q: Correct me if I am wrong. Your research and investment advice has leaned towards mid to small caps and generally a bit safe from the risk reward perspective. By that I mean that there is a far lower probability of making a loss as compared to making above market gains. I have done well with your advice and am wanting to clear room for buying some stocks from your next portfolio coming out end of the month. I am fully invested and therefore will need to raise cash by doing some selling. Although my holding pattern is 3-5 years, I would probably have to exit my oil and gas stocks with significant losses and also trim gains from other holdings. The rationale being, there would be a better opportunity with the newer portfolio recommendations.
I have been reading here that the new portfolio will be more aggressive and I take it, riskier as well. Could you please give me your thesis for constructing such a portfolio at this time? What do you see in the market that prompts you to suggest an aggressive approach? Thanks.

Q: With the E.U. implementing quantatative easing, I'm looking at european stocks, what do you think of this insurance company.