Q: Peter; re " Market Proxies" - this is the kind of research you would need a Bloomberg connection for - as members we get the connection all rolled into one membership. Thanks.Rod
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: REITS
Hi There
Leaving aside sector type and geography, which are the three or four most important financial parameters in assessing a REIT for sustained income and a little growth and what would be the limiting min or max values?
Thanks as always.
Hi There
Leaving aside sector type and geography, which are the three or four most important financial parameters in assessing a REIT for sustained income and a little growth and what would be the limiting min or max values?
Thanks as always.
Q: The ‘don’t buy’ category of ‘C’
Just reading your new LIQ report,and noticed this remark. I hadn't realized there might be verbal interpretations of the high school grades. Is there a section somewhere on what the letter grades might infer?
Or, obviously we should just read the whole report each time to understand the nuances of each situation.
Thanks,
Marilyn
Just reading your new LIQ report,and noticed this remark. I hadn't realized there might be verbal interpretations of the high school grades. Is there a section somewhere on what the letter grades might infer?
Or, obviously we should just read the whole report each time to understand the nuances of each situation.
Thanks,
Marilyn
Q: I had a real nice shock to wake up to this morning, HYG opened up down 22% and BAD opened up down 6.5% the initial cost on BAD was $40. HYG had a public offering of $15 why would they do this when the stock was at $21.40 the day before? this is not the first time this has happened to me, approx. a year ago COM did something similar and so did BTO gold, is this the norm? if you buy a stock you run the risk of things like this happening I have had an online account for about 10 years and have lost a lot more money than I have ever made but since you opened up this great service I have decided to stay with the account because I have somebody that will give me valuable information going forward. Thanks, Dennis
Q: Would you short POT going into the summer months?
Q: My family and I recently sold a piece of property and we have 200,000 that we would like to invest in a portfolio. I was thinking of purchasing 20 different companies over the next 6 months or so to be diversified.
In an ideal portfolio what type of weighting would you allocate for each sector? Is 20 companies enough to be diversified but also manageable? Also, would it be a good idea to have a mix of small cap (growth), big cap and dividend focused stocks? This portfolio would be used for our savings and I hope to have it for years to come.
Thanks
Greg
In an ideal portfolio what type of weighting would you allocate for each sector? Is 20 companies enough to be diversified but also manageable? Also, would it be a good idea to have a mix of small cap (growth), big cap and dividend focused stocks? This portfolio would be used for our savings and I hope to have it for years to come.
Thanks
Greg
Q: We are hearing bull and bear arguments,with the majority to the bears side.The market is topping, the market is fully valued and the market is overdue for a correction.Some are saying a major correction and that it may be wise to go to cash and wait it out.Peter, I would be very interested in a recap of how you handled the 2008 crisis.I know you teach to hold if fundamentals are still in place.Your experience in the crisis and how you handled your investments for clients would be nice to hear.
Q: Morning of 5/14,TOU announced increased bought deal private placement of 1mil flow through shares @ $68.15 In addition officers,directors & employees of TOU will buy 150k shs @ the same price.Funds for eligible exploration expenses.These qualifying expenditure will be renounced to subscribers for 2014 tax yr. The price of TOU closed down 0.60 to $54.60 today.Please explain.Very much appreciated for your usual great services & opinion.
Q: Hello Peter and team.
Would it be possible in each questions regarding a specific stock, to also post the price at the time of your comments? In this way when looking back over a number of posts for that particular stock, a quick history of the price would show and save some "lookup" time. Hope you feel this would be a positive addition to the site. I think many would find this small change a benefit. I know I would. Cheers.
Would it be possible in each questions regarding a specific stock, to also post the price at the time of your comments? In this way when looking back over a number of posts for that particular stock, a quick history of the price would show and save some "lookup" time. Hope you feel this would be a positive addition to the site. I think many would find this small change a benefit. I know I would. Cheers.
Q: Hi Peter & 5i Team,
I have noticed that for several general questions and advice as well as for several stock picks in one Question, your Answer appears without any Symbol name (for obvious reasons). However, would you please consider marking such Q&A with a general symbol name for eg. MISC (for miscellaneous) or AAAA or ABCD etc. This way your subscribers could easily filter/search these gems of information in the past using this "symbol" in the "Search by Symbol" area.
Thanks for your great service!
Francis
I have noticed that for several general questions and advice as well as for several stock picks in one Question, your Answer appears without any Symbol name (for obvious reasons). However, would you please consider marking such Q&A with a general symbol name for eg. MISC (for miscellaneous) or AAAA or ABCD etc. This way your subscribers could easily filter/search these gems of information in the past using this "symbol" in the "Search by Symbol" area.
Thanks for your great service!
Francis
Q: That is a great essay on, "WHAT TO DO WITH A TEN BAGGER".
You mentioned to ignore the old price.
That got me thinking on dividend yield on the historical acquisition cost of a stock. I've liked it for decades. But I have been reading on line that one should not consider that. Only look at the current yield.If it [current yield] goes down enough, that might be an indication to consider selling; the stock might be over valued. Likewise, if the yield goes up too much, that too might be a reason for a sale as the stock price has fallen too far.
What do you thing about 'it's the current yield, not the historical one, that counts'.
Thanks.
Paul
You mentioned to ignore the old price.
That got me thinking on dividend yield on the historical acquisition cost of a stock. I've liked it for decades. But I have been reading on line that one should not consider that. Only look at the current yield.If it [current yield] goes down enough, that might be an indication to consider selling; the stock might be over valued. Likewise, if the yield goes up too much, that too might be a reason for a sale as the stock price has fallen too far.
What do you thing about 'it's the current yield, not the historical one, that counts'.
Thanks.
Paul
Q: Much has been written recently about "growth" stocks being out of favour.
1. What is in favour? Any suggested stocks?
2. What will it take for growth stocks - like ESL, AVO ... to be in favour again.
3. Is there any reliable historical data to indicate how long each of these cycles takes?
Thanks again.
1. What is in favour? Any suggested stocks?
2. What will it take for growth stocks - like ESL, AVO ... to be in favour again.
3. Is there any reliable historical data to indicate how long each of these cycles takes?
Thanks again.
Q: It would be very helpful if your report card also included the peg ratio to give a better idea of how cheap it is relative to growth. Thanks for your excellent service
Q: Hi Peter, I just signed up as a new member & I have to say, the investment advice your team provides is extremely helpful & economical for the DIY investor. The question/answer section is a great way for people to gain confidence with a professional second opinion.
I noticed the highest letter grade is an “A” in the summary sheet. Has your team every given a company an “A+” rating? If not, what would a company need to do to receive that level of confidence?
I noticed the highest letter grade is an “A” in the summary sheet. Has your team every given a company an “A+” rating? If not, what would a company need to do to receive that level of confidence?
Q: Peter Unfortunately I was not able to watch you on BNN or watch your Dividend Ninja presentation Will you be posting a link anytime soon in the 5I website I would really like to watch both
Thanks
Paul
Thanks
Paul
Q: What are your thoughts on mortgage prepayment vs investing the same amount in investment and or TFSA account with current mortgage rates less than 3%? Is one better than the other or should we do this half and half (ie. if I have 2000 saved I put 1000 as mortgage prepayment and 1000 towards investment? Also what about investing using a home equity line of credit and writing off the interest costs?
Q: Is there a place (for the average guy) to see those large block sales such as what occurred with WCP today? Also, why do they blast shares out like that since it is probable that it will drive the share price down and they end up getting less for their shares?
Q: Peter; I gather that stocks are usually traded in blocks of 100 Is it difficult to trade in non 100 blocks? I have 100k to invest. Do you advise me to buy 20 stocks at a low weighting---say 5% or 10 stocks(50 shares) or(100) shares at a high weighting. Thanks
Q: Hi Peter and Crew,
Just a FYI. On the members home page (first page you go to when we sign on), the large box for viewing members questions indicates over 15,000 questions have been asked to date. Does that number need to be revised (maybe a real time counter - that would be cool ?).
Jim,
PS. Enjoyed the Dividend Ninja Webinar.
Just a FYI. On the members home page (first page you go to when we sign on), the large box for viewing members questions indicates over 15,000 questions have been asked to date. Does that number need to be revised (maybe a real time counter - that would be cool ?).
Jim,
PS. Enjoyed the Dividend Ninja Webinar.
Q: I commend you,Peter,for your knowledge,foresight and advice regarding recent market events.I have been in the equity market for 30+ years and I can say that I have made more mistakes by selling early than by buying selections that didn't work out.I am very happy to be a client of 5i. Publish at your discretion.