Investment Q&A

Q: First of All Merry Christmas to everyone there...hope you have great holiday season.
My question is just a general one. You mentioned that a few companies have been added to the index, AVO being one of them. At the same time some companies are taken off. How do they determine which ones are added and taken off? Is it all done to manipulate or protect the level of the TSX? It seems that companies that are hurting are taken off and companies that are doing well are added. Is that my imagination or is designed that way?

Q: Do you know a good source for the percent of stocks trading above their say 200day moving average? Preferably in chart form. Canadian and/or US. Thanks

Q: Hi and Merry Christmas!
In recent posts the topic of a company (WIN,ESL specifically) being bought/sold (take-over?) has come up. My question is (although I hold both WIN and ESL)general: what, if any, criteria or factors should one consider in terms of whether to sell early, sell into the offer, hold on with the new entity/owner or ?? Are there any guidelines that apply across the board or is it totally stock/offer specific? Any thoughts would be appreciated. I did not see any Q/A address this in the Market Strategy area.
Best Wishes for the Holiday Season to you, staff and members!
Cheers,
Mike

Q: I have always been sceptical of websites offering advice and stock recommendations except the occasional guest on BNN. I had followed Peter on BNN when he was with Sprott and afterwards with 5iResearch. I was intrigued by the approach that Peter has taken with his new company and so over the past year or so have dumped most of my mutual funds and bought individual company recommendations. If I had stayed with the mutual funds my gain would have been around 20% for 2013. With 5i's recommendations I am up about 75% and the retirement light at the end of the tunnel got a little brighter. Thank you for the great advice and all the best for 2014!

Q: Hi Peter and team (sorry but I don't know anyone else's name)

I joined the site last summer and since then I have made reading the investor questions and answers a daily habit.

I considered myself a fairly knowledgeable investor but to be honest my investment performance as a do it your-selfer had been fairly abysmal as I thought the best way to make money in Canada is just invest in gold, oil and real estate. Who knew about the opportunities in cinemas, auto collision shops or engineering firms? Obviously, not me!

Since joining 5i, thanks to you, I have earned my best returns ever.

Therefore, I wish to express my sincere thanks for the service you provide and the very best for the holidays and New Year to everyone at 5i

Q: Hi Peter,

Should the average investor consider trading options?
For example my family portfolio size is approx. +800K in
both registered and non-registered accounts.
It appears to me that trading commissions/fees are significant
and definitely erode the potential/risk from using them.
I would appreciate your thoughts.

Q: Hi Peter & Team,

A commentator on BNN predicted a 90 cent loonie compared to the US dollar in the not-too-distant future. In general, and if there's a choice, would an unhedged ETF (e.g. CLU.C) be preferable to a hedged version of the same or similar ETF?

Thanks in advance and Season's Greetings to everyone at 5i and also to the members who ask such insightful questions.

Q: I need to close some positions for 2013 tax year. What is the last trading day for closing the transaction in this year. For US and Canadian markets please. I know it looks to many like a dumb question, but I am sire the answer will be useful for some.

Q: Peter; For anyone interested in the fracking sector there is a interesting write up on it, and the very high decline rates , in the Globe & Mail page A13. TRP should send it to Obama.

Rod.

Q: I liked your 18 Dec answer to the question about Ford Equities sell recommendations. They had a sell on Pembina Pipeline earlier this week, after which my 900 shares popped up from $34.52 to $36.47 as of yesterday. Nice work Ford, I'll keep an eye out for your 'sells'! - Ted

Q: All things considered, technicals, fundamentals, and current outlook for the global economy and stock market would you say it's an opportune time to take a full position in your Model Portfolio or a half position? Why?

Q: My renewal is due sep 25/14
If I pay for 2 additional years at 86.95 I assume my renewal
extends to sep 25 2016 correct?
How long will this offer be in place.
Thanks Stan

Q: The equities in your model portfolio have grown substantially in purchase price since you set up the model portfolio. Do you recommend purchasing these stocks at these levels?

Q: Hello 5i Team,

As TFSA 'season' comes upon us in a few weeks, I'm wondering if an article discussing what should and should not be placed in a TFSA. My thinking is along the theme basis versus individual stocks. For example dividend paying energy stocks or industrial REITS, or consumer staples...

At this time of the year such advice would allow each of us to do some research into possible additions to the TFSA or increasing an existing stock.

Thanks,
Ronald

Q: Closed end funds Noticed a Q on where to get NAV for Closed end funds. Best place I found is Globe and Mail. It is updated at least once a week.

http://globefunddb.theglobeandmail.com/gishome/plsql/gis.show_closed_end_rep

Q: Greetings, all. Back in 2007-08, if one had concerns about equity markets, one could 'run' to government bonds as a safe haven with a part of your portfolio. Today, I'm not sure that is the case, with Fed Tapering being seemingly THE concern for investors today, with a somewhat ugly preview in early summer.

What do you think is the best way of protecting portfolios these days against potential risks in the coming months and years?

Q: Hi Guy's,
This is a suggestion and not a question. Why not change your "submit question" form to have a cell for the name of the company and the ticker that the member must fill in before the question is submitted. This will assist you and all the other members with the question.

All the best in 2014.

Regards
John

Q: Hello, I'm astounded by Ford Equity Research's recent sell recommendations on many of my junior Canadian mining stocks ( they have sells on NGD,HBM,DML,CS,PG,AUG for example). I checked with their website and they apparently provide independent unbiased research on approximately 4000 companies from their US headquarters. How much weight do you think a person should place on their recommendations on Canadian junior mining stocks?

Q: hello Members:
just wanted to say: Thanks very much for the information regarding the different brokerages, and for taking the time to write in. All the best.
and, btw, all of my "best" stocks are 5i picks (ie. CSU, BAD, KBL etc etc). How did I get by without you guys lol.
Merry Christmas

Q: I'm a huge fan of 5i and if appreciate your need to focus on Canada. Are you aware of a similar service covering the US?