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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: Morning folks,

Could you please comment in regards to establishing positions in good quality companies that are so called expensive. I hear money managers refer to companies as to rich and need to wait for a pullback before getting in. With some companies a pullback might not even happen. As a long term investor does it really matter when an investor buys in. Could you elaborate.

Thank you.
Read Answer Asked by Mark on June 30, 2017
Q: Hello Peter,
I'd appreciate your insight.

What do you think about the suggestions that money is moving out of technology and some of it will find its way in the biotech sector? I do not hold any US tech but do hold the biggish position in IWO and IWM combined. With no fresh money, what do you think of reducing the positions in either or both IWM/IWO combine and invest in IBB?
The second aspect where I would like your thoughts is on the Financials both side of the border. With BOC likely to raise rates atleast once, the TSX may drift down, maybe even a sharp reaction. What do you think of reducing TSX exposure, buying US dollars and investing in US financials for the second half of the year?
As always, appreciate your views.
Regards
Rajiv
Read Answer Asked by Rajiv on June 30, 2017
Q: I want to invest about $400000 new money, over what time period should I invest ? Is this a good time to get into the market or should I wait for possible pull back. or should I get into the market now by buying all the companies in the 5i income portfolio? or should I invest half now and half if the market pulls back.
Or should I just park the money in HFR until oct or nov?
Thank you
Read Answer Asked by Hari on June 30, 2017
Q: I am wondering about the benefits of using market and/or limit orders. My normal purchase is between $5,000 - $10,000 and I am a long hold investor type. I have used the limit option maybe twice and frankly, found it kind of stressful - always having to check if the order got placed or looking to see if the share price is increasing and therefore I miss out altogether. My initial reaction is that in 3 years I won't really care about the few dollars I might save today. Or am I being too blase about this and throwing money away needlessly?

As always, appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 28, 2017
Q: What discount broker would 5i recommend for a DIY investor who has a good knowledge level of the investment world? Things to be considered would be portfolio management, alerts, news reels, trading fees, real time quotes, charting capabilities, US & CDN Market coverage, consolidated reporting (across various accounts - e.g. RRSP, TFSA, LIRA, ORDER). Thank you.
Read Answer Asked by Bob on June 27, 2017