Q: I would appreciate your opinion of HIU and HIX as a means of hedging. Are they a "trader's" tool that should not be held for long periods?
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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: As a new member I have looked at your model portfolio and am wondering if the 20 stocks are still applicable for someone to start with today.
OR are stocks like CSU and VRX fully valued with the 100% plus returns that they have yielded.
I realize that you do re balance the portfolio from time to time but is this a good starting point?
Thanks!
OR are stocks like CSU and VRX fully valued with the 100% plus returns that they have yielded.
I realize that you do re balance the portfolio from time to time but is this a good starting point?
Thanks!
Q: Well done on BNN Peter! An excellent all-round presentation. Don.
Q: Wanted to tip my hat to Peter Hodson for his comments on BNN. The clip is a "must watch" for all retail investors:
http://watch.bnn.ca/#clip1067272
http://watch.bnn.ca/#clip1067272
Q: Peter,
You have commented in the past that you like companies to show some momentum in terms of sales and earnings. When we have skittish (down?) markets like we have now, with talk of declining sales and profits, how do you determine if that momentum still exists - wait for a few weeks of upticks?
Appreciate your insight.
Paul F.
You have commented in the past that you like companies to show some momentum in terms of sales and earnings. When we have skittish (down?) markets like we have now, with talk of declining sales and profits, how do you determine if that momentum still exists - wait for a few weeks of upticks?
Appreciate your insight.
Paul F.
Q: Your reallocation to BNS & G confuses me. There are other higher rated (quality) ones in the model portfolio with less than 5% current allocation. Timing???
Q: Would you please comment on what is going on in the markets today; is this a buying opportunity or should we wait. What do you do with your portfolio on days like this?
Q: Is this a relatively sound strategy:
"Buy all stocks in a single sector (100% market share) to mitigate risk of competition between the players."
For example, in a stable and growing market like Canadian telecom, I'll just buy Telus, Rogers AND BCE which makes up for 90% (?) of the telecom market. Sounds like a no-brainer. Of course there is risk from outside competition but it sounds like since the Verizon entry into Canada didn't materialize, there isn't much competition anyway.
There is over-concentration risks etc and also regulatory risk, however.
"Buy all stocks in a single sector (100% market share) to mitigate risk of competition between the players."
For example, in a stable and growing market like Canadian telecom, I'll just buy Telus, Rogers AND BCE which makes up for 90% (?) of the telecom market. Sounds like a no-brainer. Of course there is risk from outside competition but it sounds like since the Verizon entry into Canada didn't materialize, there isn't much competition anyway.
There is over-concentration risks etc and also regulatory risk, however.
Q: Hello Everyone:
If one wishes to protect portfolio from sudden drop what might be your suggestion. I am toying with selling HXD Puts. Is this a viable strategy? and how many Puts I will need for a $100K portfolio?
Thanks
If one wishes to protect portfolio from sudden drop what might be your suggestion. I am toying with selling HXD Puts. Is this a viable strategy? and how many Puts I will need for a $100K portfolio?
Thanks
Q: Do not know if this question has been addressed here before.
What are your views on using stop losses?
What are your views on using stop losses?
Q: Peter; For anyone interested in the fracking industry they should get the March 2013 copy of National Geographic. It explains in detail the total system and it's problems and benefits . It is really an eye opener.
Rod
Rod
Q: Hi guys. There is alot of news regarding emerging market economies raising their interest rates in order to boost their plunging currency. is there any possibility of Canada doing the same any time soon?
Thanks.
Thanks.
Q: Picking-up on a previous comment from a subscriber
about "RBCdirectinvesting" honouring DRIP discounts within their accounts, I called them to confirm this and they DO in fact provide this service, but only for selected equity's based on the holdings of their Client's and subject to review periodicaly.
My question to 5iResearch is:
Is there a web-site that lists companies that provide a discount (in a DRIP) to share purchases?
To my knowledge RBC is the only Discount Brokerage that honours this (albiet on a selected basis). Any comments from 5i Subscriber's is welcome.
Thanks in advance!
about "RBCdirectinvesting" honouring DRIP discounts within their accounts, I called them to confirm this and they DO in fact provide this service, but only for selected equity's based on the holdings of their Client's and subject to review periodicaly.
My question to 5iResearch is:
Is there a web-site that lists companies that provide a discount (in a DRIP) to share purchases?
To my knowledge RBC is the only Discount Brokerage that honours this (albiet on a selected basis). Any comments from 5i Subscriber's is welcome.
Thanks in advance!
Q: I have followed Ross Healy for many years and have a lot of respect for him despite getting into some of his loosing recommendations that cost me dearly. I have come to conclude that he is a master at identifying overvalued companies, but on the opposite end many of his picks turn out to be value traps. Mr. Healy constantly harps on the “price to book” ratio of a company and I have heard him state that every other metric is just fluff. My question relates to how you believe “price to book” factors as a metric for evaluating stock picks. How (if at all) does the price to book ratio factor into 5i’s recommendations, and how important do you feel this metric is when evaluating a company’s stock price?
Q: A suggestion to other members. I use canadianinsider.com to see if management has faith in their own company. After the AD and EIF problems, I looked at HNL & insiders have been selling since November.
I give these managements an "F" and either sell or avoid buying them.
I give these managements an "F" and either sell or avoid buying them.
Q: What would you recommend as the best Canadian stocks and ETFs to hold to help offset a continued deterioration of the Canadian dollar?
Thanks
Thanks
Q: Peter and Team,
Just a general question --- what are your thoughts on this "emerging markets crisis".
Just a general question --- what are your thoughts on this "emerging markets crisis".
Q: ERF Enerplus has done really well in the past year. I still expect quite a bit more due to their significant growth in production in the US. Question is the Ex-dividend date is Feb 3, the record date is Feb 5. What is the purpose of the ex-dividend date being different than the record date. Is it the record date that counts as to whom gets the dividend.
Al
Al
Q: Peter - It looks like this downturn in the markets may go on for sometime. I never knew that the chinese shadow banking system was worth $7 trillion dollars and now analysts are actively saying that it is only a matter of time before one of these banks goes under. That should be a real treat to the market. With Argentina etc. things look like it could be very nasty for awhile. I know you would say that we should hold tight but there must be a hedging system that we can use either with US or Canadian money to protect ourselves. What do you recommend as a strategy to protect ourselves.
Q: In response to Larry's fx question, I call CIBC when I buy and sell u.s. Stocks on the same day and request the same exchange rate (ask for fx netting). Never had a problem they will easily oblige and save you the enormous bid ask spread they charge on fx. Hope this helps.