Investment Q&A

Q: Hi 5i. I just read an article at pbs.org about the growing monetary bubble and its eventual unwinding which is supposedly inevitable given the unprecedented level of money creation in the world that is going on. What is your take on the subject? Do you agree that a day of reckoning is inevitable, and what would it look like? Doesn't Econ 101 say we should be seeing escalating inflation if this is the case? What would be the best defence to protect savings in a bad scenario?

Deduct questions as you see fit. Thanks!

Q: Peter; Just a comment- those who think they can "time" the market should take this week as why you can't.
Rod

Q: Hi Team,

Can you please comment on the strengths and weaknesses of TIP - iShares Barclays TIPS Bond Fund (ETF). It seems to be performing well this year so far.

Is it a good substitute for buying and holding bonds directly in a self-managed bond ladder?

Thank you. Michael

Q: A question was asked by Guy about the Ex-dividend date , a minor clarification would help, there are two dates: the purchased date and settlement date. So is the ex-dividend date the purchase or settlement date which three days after the purchase date. Thanks.

Ed

Q: Hi you recommended VGK as part of our portfolio review. What is you opinion now with regard to the results of Brexit vote.

Q: Why is 5i Research so awesome?

Q: Do you think Brexit will really happen, or will they find a way around it?

Q: Hello 5i,
Do pretty much all hedge and mutual funds require that you be an Accredited Investor?
This seems ridiculous...
Basically I must make over ~200K per year or have a net worth of >5 million.
The alternative is that I must invest over 2 million if I am not "accredited".

Taken together, isn't this pretty silly?

Q: This question refers to the ex-dividend date and would, I imagine, apply to any dividend paying stock. The question is, if the Ex-dividend date is June 27th and I buy the stock on that date, do I qualify for the June dividend?
Thanks
GUY R.

Q: Are there any real world scenarios where the Brexit negatively impacts Winpak's business over the long term?

Also, I heard a rumour, that as a result of the Brexit, no one is ever allowed to walk into a Tim Horton's again or order a Whopper (QSR). Can you confirm? ;)

Q: Hi folks
Two questions.
I have held both these for some time in my wife's LIRA account. She can not access this for about 12 years, so a long term hold is very possible. Have held these for a couple years. Both are down about 10%, I have held on because I see the ETF as a long term play on our aging population, and ACHN (hopefully you have a little info with this) as a risky but likely takeout target down the road. I have trimmed this one down and made a bit of $ in another account with it, so it isn't as bad as it looks.
Looking back, which is always easy, there are better options, however I am in now and wondering if I should stay the course.
Don't mind volatility, actually kind of drawn to it. Any thoughts?
Excellent job btw, your cheap at twice the price!
Cheers ;)

Q: I did my Brexit Wed. and plan on staying about 50% cash untill after the US election. Would like some ETF's that pay a relatively safe div. Thanks Al

Q: Comment re Lind Equity Fund.In early 2014,I tried to pick a fund for my investment.In the end,narrowed down to Linde newsletter(mainly US stocks) & 5I.I am 100% correct to choose 5I

Q: Per BNN,it is a frustrated reaction to slow economic despite stimulus in the form oflow interest rate.People are angry over rising inequality & are anti-globalization,anti-immigrant & anti- elite. There are 4 last ditch efforts that could stop Brexit.the referendum is not legal binding & UK parliament(majority of MPs are on remain side) can vote against Brexit.3mil had signed a re-do referendum which will required Parliament to debate.Eu concessions as to immigration.Unlikely.Scotland & N.Ireland will veto decision of Brexit. As of today Parliament still has not triggered the process, Appreciate 5I blog of 6/24.Positive reaction from Asian markets,US futures,Oil & British pound tonight.Hopefully,N American & Euopean markets will be ok tomorrow

Q: Hello I just read your comments on the Brit exit I agree with what you say and selling into this kind of created market turmoil is suicidal .This is a classic example of the Pigmailia effect the remain side said the market would fall as vote getting strategy and when they lost investors panic but nothing changed Boston pizza is still the same
Stan

Q: Could you give me your opinion of the Linde Equity Fund from Vancouver?? Thanks so much. JACK

Q: Could you please provide your candid opinion of Patrick McKeough and his Successful Investor franchise ? Thanx Robbie

Q: Hello, on my online broker website I see a short ratio (short interest ratio) of 7.58 for LIF, and of 1.00 for CSH.UN. What does this ratio mean? What should be the ideal short ratio for Canadian companies in general? Best regards, Gervais

Q: Yesterday, I received an email from my online discount broker Questrade announcing a new service which they described as follows: Securities lending is a strategy used to generate additional income by loaning shares you already own to other financial institutions. Individual investors in Canada can’t do this just yet but Questrade is thinking of offering it to its clients.

Questrade then went into some detail (but not enough to my satisfaction) about how to proceed. Can you shed any light on this practice and what potential problems might arise from participating in it?

Robert

Q: Hi Ryan and Peter,
My question is of a general nature and concerns a problem many seniors are having with portfolio construction. I'm 70 years old, have a defined benefit pension which, along with my wife's defined plan, covers our monthly commitments. We are underinvested in the fixed income part of our portfolio but because of the lack of returns on bonds and GIC'S, are hesitant to commit a large portion of our savings to this sector.
As with many seniors who have their monthly expenses covered by pensions, we need guidance as to what percentage of our funds should be in fixed income. What percentage do you think is appropriate and could you suggest a few specific investments.
If you believe, as I do, we would be better off investing in Canadian Blue Chip companies that offer relatively safe growing dividends, could you suggest several such companies.

Thank you in advance for your much appreciated guidance.