Investment Q&A

Q: It was stated yesterday in the press that DOL beat sales and earnings per share estimates so the stock jumped up.
What is the next quarter ( quarter 3) estimated sales and EPS and where can I find these estimates.

Q: I will be unable to attend the Money Show on September 16-17, as I have a continuing education course on the 16th (which allows me to make the money to invest so I can belong to a forum like 5i to gain insight on how to invest it more profitably), and my son's birthday (who is one of the people I am saving and investing for) on the 17th, but I am still very interested in the discussions that Peter Hodson will be facilitating/conducting. Is there any way that 5i could either post video or a transcript of the sessions on the 5i website for interested members? I would venture that I would not be the only member to have an interest in this, should this be possible. Thanks so much!

Q: Someone asked about options reading material and someone else mentionned Richard Croft. here is a website which may be of interest. Croft contributes to it:
http://optionmatters.ca/

Q: What are some of the reasons a director/ officer/ insider of a company might be prohibited from discussing said company ?

Q: They report next week, how good are they at beating expectations ?
When stocks miss they go down sometimes 15-20%. When they beat, they go up only 3-5 %, so I am tempting to sell before results going forward, and buy back according to results, good or bad idea ?
thanks

Q: Hello 5i,
Can you tell me the easiest way to determine what sector a stock is in on the TSX and the Venture?
Thanks
Dave

Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

Q: For every $100,000 how much should be in fixed income for someone who will expect to begin using some money within 5-7 years? Thanks!

Q: Could you please list your favorite company's for strength, growth and income for each of the 11 sectors. A couple of extras would not hurt.
Thank you. PB

Q: I am looking for comparative screening tools with information relevant to particular industries. For example, FFO, AFFO and distribution ratios which would be relevant to REITs. There may well be other specific information relevant to other particular industries.

Q: A lot of people watch bnn and the guests and there picks, but i just do not understand how they can use the comment that they missed that one, you could of owned boyd.un. ccl, dol,atd.b,esl,nfi,and numerous other well managed stocks that they said were overpriced years ago, but they pick a stock that goes nowhere and that they got stopped out on. The point is that good well managed companies are not cheap and they can have there flat periods, but overall they are the ones to own. You can keep buying them on the way up and hold em. Forget about trying to find some unknown company with no earnings that is going to make you rich overnight. Buy the best and sleep at night.

Q: Hi, I currently have ,Bpy.un-Bep.un-Enf-Sia-and-Td in my cash account.Are these holdings ok for a soon to be retired person?
Could you suggest two more stocks for a conservative and and more diverse portfolio. I do use the dividends to supplement my income.
Thanks,Brad

Q: Your subscribers may find these reports useful. I like that the data is shown by sector. They are available for Canadian and US exchanges.

http://www.dividendhistory.org/report/

Dividend Reports are published every Friday. They are intended to help build a balanced portfolio of dividend paying stocks in each sector. Reports are shown in a newspaper style list that is grouped by category and ordered by market cap so companies can be compared with their peers. Fundamentals such as PE and PB are included with percentages changed for various time periods and 52wk high/lows to help buy on the dips.

Q: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam

Q: I would like to add my 2 cents worth of info towards Tamara's post, in part to add something to these boards in my way of paying it forward for the $$'s I have made off of investments I learned about from other board members.

I have studied Warren a tiny bit and some of the other big gurus a lot more who do similar type investing to Warren B..

What I have read and 1 Guru recently told me was that Warren for example, does in fact sell routinely.

He routinely sells part of his holdings when he determines they have become over valued (above his calculated Intrinsic Value). Not the complete holding but just a portion of his really big holdings, or maybe all of a smaller holding. Meaning he takes a profit. He then may repurchase some shares of the same business 6 months, 1, 2, 3, 5... years later when the stock price has dropped to being on sale again. Repeat and spin. He even does this with the ~ 6 holdings that make up ~70% of his portfolio.

They big guys/gals routinely make 100%++ profits this way.

Said another way, he practices buy low sell high.

These big guys/gals will wait years watching their Watch List all waiting for one on the list to go deeply on sale so as to buy more of or to start a new position. They try to not over pay. So even if they get it wrong they still often do not loose $$$$ or very little because they bought at such a low price. A big important part is what the company is doing not what the market or media is doing/ saying.

Q: With interest rates scheduled to be increased, is
it time to sell Reits like REI.UN - AP.UN I see that these stocks have dropped a few points reently
Thank you for your help
Hanna

Q: Hi Team! Just an investment methodology question.....I have read that Warren Buffet holds 63% of his portfolio in four stocks.( Kraft, Wells Fargo , Coke and IBM I think. He also bought quite a bit of Philips66.) Well there goes the thought of a well balanced portfolio out the window. I hold approximately 30 Canadian and Us stocks with businesses across the board. I understand that he is a value investor who likes his dividends and rarely sells his holdings....so what is the best approach to stock investing? Concentrating on just a few businesses like Mr Buffett, or holding more businesses? Has there been any studies done? Just wondering....Tamara

Q: Hi,

This is follow up to James' question about living off the dividends from these ETFs.

ETFs = XTR,FIE,XEI,VDY,XHY

Suppose I convert my portfolio(s) over to equal weights of these ETFs and start living off the distributions ~ 5.5% yield. I'm ok with the tax situation. I can account for inflation.

What other risks am I taking? When we see another 2001 or 2008 what is the possible impact to the ETF values & the distributions?

I'm not looking for a guess (and certainly not a promise) as to what will happen in the future. I'm looking for a list of additional things that I need to consider about this strategy for my own risk management before pulling the plug on my current working life. A handful of "what-ifs" to consider would be great.

Thanks,

Gord

Q: Is there a way to differentiate between different posters who have the same name when presenting the posts on the Board?

For example my posts show "Stan" and it appears there is myself and at least 1 other poster named Stan.

Could a solution, so as not to expose a poster's full or last name, be to show for example, Stan1 or Stan2...? Or transfer to using an alias? or....?

Maybe this would require too much work on 5i's part. I do not know what any solution would involve in resources for 5i.

Q: (MISC) Aug 30/16 ? asked by Anthony:

As noted stop loss orders don't always work.
To limit fill losses enter 'stop loss with stop limit' orders rather than 'stop loss' orders. You also enter buy orders with a 'buy on stop with stop limit' order.