Q: Do you currently see markets as over bought? If not, where would you put new money? Thanks.
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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: Hi team:
I already have SPY and VIG in my investment account
I am planning to add IWO as well which is a good choice from advices from the e-mails
If I put it in a investment account vs TFSA vs RRSP
I am aware of the tax withholding of some of the US funds,
could you let us know re: the differences in tax holding in the above accounts ?
I already have SPY and VIG in my investment account
I am planning to add IWO as well which is a good choice from advices from the e-mails
If I put it in a investment account vs TFSA vs RRSP
I am aware of the tax withholding of some of the US funds,
could you let us know re: the differences in tax holding in the above accounts ?
Q: I see that Enghouse is listed in the US as well, as EGHSF:PNK. Its US price history is similar to ESL:T but not the same. Can you tell me why they are different and does it matter which is bought (aside from the different currency risk)?
Q: There's an excellent article in today's Globe amplifying and supporting Peter's views of analysts reports. It's "What to read,(and what to ignore) in analysts reports." by Chris Umiastowski.
Q: Peter, regarding TFSA holdings, I am unhappy with the performance and looking for suggestions. This TFSA is maxed out for contributions. Total value is only $34, 932. The holdings are ax.un (26%), zwb (9%), BCE (40% ) and Rei.un (7%). The remainder, almost 18% is cash. The yields on ACB are as follows: artis..9%, zwb... 5.4%, BCE..5.9%, and Riocan is 6.9%.
I would appreciate your suggestions for restructuring this portfolio. I am looking for some solid growth.
Ruth Ann
I would appreciate your suggestions for restructuring this portfolio. I am looking for some solid growth.
Ruth Ann
Q: Hello Peter and the whole 5 I Team
Could you please rank 5 companies/etfs that you currently cover in terms of which is likely to have the best growth for 2014-15.
Additionally could you share some insight with regards to Badger and CSU as to how the team accurately gauges projected income to better understand true value as the current PE multiples are very high.
All the best and keep up the good work!
Phil
Much appreciated in advance!
Could you please rank 5 companies/etfs that you currently cover in terms of which is likely to have the best growth for 2014-15.
Additionally could you share some insight with regards to Badger and CSU as to how the team accurately gauges projected income to better understand true value as the current PE multiples are very high.
All the best and keep up the good work!
Phil
Much appreciated in advance!
Q: Peter & 5i Team : Any recommendations for a good portfolio management system (free or not) ? I find that I am spending a lot of time trying to sort out sector weightings, dividends, etc. for multiple portfolios (x 2 people). I would love to find something more useful and comprehensive than what is currently available through my discount broker.
Q: Hi 5i team and fellow members. With respect to Holly's question on shorting the US dollar...FXC is likely the cleanest way and my preferred method. It also has options available if you can not sell short the ETF in your account. There are occasional liquidity issues and wide bid/ask spreads, however. There is also a US dollar currency option on the Montreal exchange (http://www.m-x.ca/nego_cotes_en.php?symbol=USX*). This is tradable in my RRSP through TD Waterhouse so should be available through other brokerages.
Q: Hi Peter and Team,
Can you recommend a manufacturing stock or any other stock that should prosper from the lowering Canadian dollar?
Can you recommend a manufacturing stock or any other stock that should prosper from the lowering Canadian dollar?
Q: Mr. Schiff
Just a note on Mr Schiff, I had an account with Euro Pacific at the time of the tech bubble way back when, my stocks were going down hill by the hour, I called Euro and told them to sell the lot. I got a phone call from Peter asking me not to close the account assuring me this was a temporary thing I declined his advise and was very fortunate not to have followed it as most of the stocks tanked severely and some disappeared totally. Also another good reason for a diversified portfolio. I lost a lot but not everything. By the way 5i's advise has made and saved me money many times. Thx Gerry
Just a note on Mr Schiff, I had an account with Euro Pacific at the time of the tech bubble way back when, my stocks were going down hill by the hour, I called Euro and told them to sell the lot. I got a phone call from Peter asking me not to close the account assuring me this was a temporary thing I declined his advise and was very fortunate not to have followed it as most of the stocks tanked severely and some disappeared totally. Also another good reason for a diversified portfolio. I lost a lot but not everything. By the way 5i's advise has made and saved me money many times. Thx Gerry
Q: Good morning Peter and team, I have been a very satisfied member for over a year now, and I wanted to congratulate you on a very successful 2013.
Peter, I was curious about what your favorite books related to investing/markets/economy are? Maybe you could give a few recommendations?
Thanks and keep up the great work.
Peter, I was curious about what your favorite books related to investing/markets/economy are? Maybe you could give a few recommendations?
Thanks and keep up the great work.
Q: Hi Peter and gang, I would like your opinion of Peter Schiff of Euro Pacific Capital. Especially his views of a financial future for the United States that falls somewhere between bad and terrible. I know that it is hard to contemplate an apocalypse but like they say, "Just because you're paranoid, doesn't mean they're not after you."
Q: Hello Peter, keeping in mind the long term and maintaining a balanced 20 stock portfolio closely mirroring the 5i Model portfolio is it advisable to add some US exposure of 10 to 15 % to the portfolio presently?
In the question answer section of 5i the following ETF’s SPY, IWO, and VIG seen to be the choice. For the long term would you suggest 3 equal parts of the above ETF’s or go mostly for the growth potential of small caps and recommended only IWO? Thank you for providing such great insight, Ronald
In the question answer section of 5i the following ETF’s SPY, IWO, and VIG seen to be the choice. For the long term would you suggest 3 equal parts of the above ETF’s or go mostly for the growth potential of small caps and recommended only IWO? Thank you for providing such great insight, Ronald
Q: "the wife" and I have the following in our TFSAs :
wife : GIB.A, CGX, DH, VUS : all ~ 25%
hubby : GIB.A, FSZ, STN, SLF : all ~ 25%.
Could you please recommend a few additions for our 2014 contrib.
Thanks
wife : GIB.A, CGX, DH, VUS : all ~ 25%
hubby : GIB.A, FSZ, STN, SLF : all ~ 25%.
Could you please recommend a few additions for our 2014 contrib.
Thanks
Q: In setting up a Canadian diversified portfolio which ten sectors
would you include.Is ten the right number?
thank you
would you include.Is ten the right number?
thank you
Q: What's the best way to short the U.S dollar in Canadian dollars? Thanks!
Q: ESN is down 9% on heavy volume and no news. Would you unload a position based on this?Thanks
Q: Cal asked about a graph/chart for all the stocks on the TSX with the 200 day MA. I know stockcharts.com quite well and a search came up with nothing. I am not certain just what information such a chart would provide (except for curiosity) that couldn't be gleaned from $TSX with a 200 day MA as it would very closely mimic the total market.
Q: re......deflation. I feel it is a possibility we may see real deflation where I live subject to the US dollar question of course. I am not worried about it from a local point of view but from a Canadian Macro economic point of view if it got going it could be worrisome. I believe we would have lots of notice with time to have some form of plan ready to go so to not have one is just plain crazy. But I can only find blank faces when I ask for opinions. Since I am convinced I must stay invested, I is moving to consumer staples a reasonable move? What moves might the bank of Canada do? Who is a deflation guru with an answer?
Is there a place to hide?
Thanks very much
Is there a place to hide?
Thanks very much
Q: Hi, recently on BNN a graph was shown that plotted the collective grouping of all the 200 day moving averages of all the stocks traded on the TSX. My internet search for such a graph has been unsuccessful. Would you at 5iResearch know where I could view such a plot. Thanks ... Cal