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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: hello, for fixed income portion of portfolio do you consider bonds as a better bet or stable low beta low risk utility/toll collector type stocks - ie BEP.UN, BCE etc. if bonds then which you recommend in current environment - XHY or cbo or chb or cab. if other category, then which ones you rec. thanks.
Read Answer Asked by RUPINDER on October 19, 2014
Q: Please inlighten me on how the Reit distributions are taxed ( Interest or Dividends)...? Basically my question is, would it be more prudent to hold certain Reits in a Registared or Non-Registared acct?

Thanks
Read Answer Asked by Stephen on October 19, 2014
Q: Hi 5i team. How should one interpret bid size and ask size when looking at a stock trading on any exchange? For example at one point today there was a bid size of about 143000 and an ask size of about 4000 on a stock I was watching. They seem to change constantly. Does this have to do with computer trading? Thanks for the info. Joe
Read Answer Asked by Joseph on October 17, 2014
Q: Thankyou for reassuring all of us in these troubled waters. I have quite a bit of cash to introduce back into markets. Is the 3 days of positive market action a good indicator this down turn may be over? I know you don't have a crystal ball but how do we deploy a substantial amount of dollars back in to the prescribed portfolios?
Read Answer Asked by Alan on October 17, 2014
Q: I have a position in Ithaca that I intend to hold until they start production from the GSA deposit. That hopefully will be mid 2015. If that happens they are supposed to more than double their production to about 26000boe. They have about 50% of current production hedged at $102 until mid 2016. They claim to be on schedule and appear to be well financed. My question is about todays trading. For much of the day the stock was even or up a few cents. In the last hour or so one broker seemed to sell off a position and most of the trades had a symbol beside them and if you checked the expression MOC Trade appeared. I have never seen that before and wondered if you knew what it means. Thanks for any help. Joe
Read Answer Asked by Joseph on October 17, 2014
Q: Volume in Enterprise Group has been up last few trading days with 1 million plus shares trading. Given the current market conditions is this a positive or negative or should should I just not pay any attention to volume.
Thanks John
Read Answer Asked by John on October 16, 2014
Q: Hello Peter,
What is your opinion today about the strength of the US economy? Do you still think the downturn will be over in a few weeks?
Thank you for your honesty, your integrity and your support.
Read Answer Asked by Gail on October 16, 2014
Q: Inflation or deflation. I read in the book (Fear Greed and the end of the rainbow) a few years ago that if we get in a deflationary environment the last place you want to be is in the stock market. I am getting concerned that deflation is taking over. As the world ever been in a deflationary scenario? Your wisdom please. Thanks.
Read Answer Asked by Helen on October 15, 2014
Q: I am overweighted in the Canadian energy sector and have been caught in the current downtrend. Should I sell some stocks;
BTE,CPG,ENB,VET,WCP and re purchase them at a later date if you think this correction could last several months longer.
Is it better to take a 10-18 % loss now and re-buy the same stocks at a cheaper price. I should have been more diversified!
Thanks for your help.
Read Answer Asked by Oleh on October 15, 2014
Q: Good day
My daughter(45 years old and married with 2 young children) has recently received an unexpected gift equating to about 1/3 of her current investments in mutual funds.She plans to invest these new funds in equities/fixed income in a registered plan. Considering the current market situation, what would you suggest for a balanced investment at this time or should she wait for some stability to return to the market?
Read Answer Asked by wayne on October 15, 2014
Q: Is there a point at which you advise against putting new Cdn money into a US$ investment? Given the strength of the greenback, a US investment would have to earn 12% or more just to break even with a comparable Canadian investment. I remember one advisor suggesting that they stop putting new money into the US when the Cdn $ drops below 85 cents so we are long past that point. I do have about 15 - 20% of my portfolio in US$ already, if that matters.

Thanks for the sage advice.

Paul F.
Read Answer Asked by Paul on October 15, 2014
Q: Just a comment, feel free to publish.
During this massive market correction, instead of answering members questions is this a good entry point on this stock or that stock,why not just advise them to wait until this correction blows over.it is far better to buy a stock on the way up rather than the way down,and far better to miss a few points on the upside than trying to catch the proverbial falling knife. Personally i am up to 45 per cent cash and i am concentrating on just a few stocks that are working such as easyhome, intertape polymer, patient home monitoring etc. the amayas and surges are long gone at much higher prices.the key point is there is always another bus, always. Dave
Read Answer Asked by david on October 15, 2014
Q: I have noticed that cfn has held its price during this latest correction. What you think is going to happen to the stock once the deal gets done? Is there a chance the stock price will crater?
Read Answer Asked by Jacques on October 15, 2014
Q: In the context of geographic diversification of a portfolio, would holdings in a Canadian company with significant operations in and revenues from foreign countries be a reasonable proxy for direct holdings in foreign countries' equities? e.g. Ag Growth International / AFN or WSP Global?

Read Answer Asked by Lotar on October 15, 2014
Q: Peter and Company.... General Question
With great restraint I have resisted from buying at some very attractive prices during this down market.
Waiting to see a bottom.
I'm totally aware that anything sold there had to be a buyer.

My Question is... Who are these buyers right now?

Thank you
Dennis Mc
Read Answer Asked by Dennis on October 15, 2014
Q: With the current slide in the Cdn Oil Sector, and with the likelihood of the US economy to continue to strenghten, US equities are looking more and more interesting to add to my portfolios. My question is in regards to US stocks that pay Divs in US dollars. What is the industry practice in terms of dividend distribution? Would the dividend payout be at the exchange rate of the date of distribution, or is it fixed to the rate set at the date of purchase. If the latter is the case, who absorbs the differential? Lastly, can you offer input as to the merits and / or pitfalls of Canuck retailers ( such as myself) buying US stocks? Thank you, as always, for a terrific service ... particularly in volatile times as these.
Rick
Read Answer Asked by Rick on October 15, 2014
Q: Hi guys its easy to look back now and say I should have sold some of my winners earlier to have a cash position to buy more now with this correction but if that wasn't the case what does one do now, just wait it out, is buy and hold wrong? Thanks, Nick
Read Answer Asked by Nick on October 14, 2014
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