Q: I have a question about Brookfield Renewable Energy LP. I find the tax implications of brookfileld's energy and infrastructure funds confusing. Should they be held inside or outside of registerd accounts? 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: Hello Peter, quite enjoyed your webinar. Found it very informative. Are you planning to give any more on a regular basis?
Thx.
Vineet
Thx.
Vineet
Q: What is your plans for the model portfolio in 2014, are you going to come out with a new one or are you simply going to go the status quo?
Q: TRADING TIPS Peter, I have access to real time trading on Globeinvestor. Often when seeing a price for a stock under consideration, after a closer look, there are often big gaps between bid and ask and far fewer trades on offer either way. Could you give us general tips as to when to pull the trigger.
Bob
Bob
Q: re Ivan's Nov19 question re broker firms : Rob Carrick at Globe & Mail just published their latest ratings of online brokers.
Q: To Ivan's question on brokerages (19-Nov). I personally have been using BMO Investorline, with no issues and great investor information at $9.95 a trade with $50K minimum account. They allow you to group accounts to get to the $50K which was nice when I was short with my TFSA. - Cheers.
Q: With regard to the person who asked about TD Waterhouse; I have BMO Invest and could not be happier. $9.95 per trade, a wealth of information available on stocks, recommendations, etc. Now I wonder how I ever got along without it. - Edward
Q: Hi Peter,
I am a relatively new member ob your site. I just wondered with regards to your model portfolio do you recommend buying these stocks at the current prices and how often do you reassess the recommendations. Thanks Clare
I am a relatively new member ob your site. I just wondered with regards to your model portfolio do you recommend buying these stocks at the current prices and how often do you reassess the recommendations. Thanks Clare
Q: On Ivan's question on brokerages, the Nov.19 Report on Business in the Globe and Mail has its 15th Annual Online Brokerage Survey featuring ranks from A thru D. Personally I use 3 of them, an A, a B and a C, and I find each has its own strengths and weaknesses as it relates to my needs. J.
Q: 5i recently responded to a question on sector classification / weighting by stating that your ideal sector setup would have 'around 15 sectors' opposed to the TSX's 11. I'm curious to know what your ideal sector classification setup would be, and what your ideal sector weighting would be today given a blank slate for a risk on investor? IThis will allow me to vet my existing portfolio with your sectors to see how it stacks up and if its too overweight / underweight anywhere. Thank you.
Q: ENW had recent announcement with a large vegetable producer which I thought would have moved the stock upward. Shortly after this announcement it signs an undertaking with Raymond James for funding to build the processing equipment. Any reason the stock would drop, rather than rise on what appears to be good news?
Q: Hi Peter and Team, any comments on which company to trade stocks, I have heard so many negatives on TD Waterhouse. Any of your other members have any opinions that could be helpful, would be appreciated. Keep up the great work and Thanks
Q: Hello, I would like to know why the size of an etf seems to be a factor when 5I answers questions relating to etfs. My understanding is that regardless of its current size when a buy is initiated the fund provider just has to add the appropriate amount of units to satisfy the purchaser via buying the underlying stocks in the market. Does this create liquidity problems/a wider bid ask spread? Your comments, as always, would be appreciated. Thank you.
Q: I assume there was nothing in google search data before the last crash that could be used to predict the next one? Perhaps something less obvious than increasing paranoia or volatility?
Q: I have a reasonably well balanced stock portfolio, consisting mainly of large TSX dividend paying stocks. As the DOW continues to reach new highs, I am growing increasingly concerned about the propects of another bubble, and want to have a strategy ready to protect the gains in my portfolio if necessary. Other than cashing out, would your view be to invoke stop losses on my more interest sensitive stocks? If so, what level of stop loss would be appropriate (ie. is there a typical percentage or dollar level that is used, or would it vary by the type of stock?
Thanks for your input 5i.
Brian
Thanks for your input 5i.
Brian
Q: Hi Peter and Team,
I am just starting with a small portfolio of $30,000. Could you please give me your top 3 picks in the Manufacturing, Resource and Financial sectors. Thanks very much for all your wonderful information. Steve
I am just starting with a small portfolio of $30,000. Could you please give me your top 3 picks in the Manufacturing, Resource and Financial sectors. Thanks very much for all your wonderful information. Steve
Q: Hi Peter,
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.
Q: Hi 5i: There seems to be no consensus on the definitions of the sectors that an investor should represent in a portfolio. I have seen lists that range from 10 to 20 such "sectors". What sector definition do you use? Also, what software system do you use to identify the sector to which a particular stock belongs? I ask the latter question because I use RBC Direct which, for example, puts IPL in the Energy sector while most other sector systems I've looked at class IPL as an utility.
Q: Will you pl suggest ten stocks with strong fundamentals we can buy during the upcoming tax loss selling season Dec 2013 for substantial gains in one to two years time frame?
Q: Investment firms often charge 2% to manage a portfolio. This equates to a 20% fee on a portfolio that earns 10% (2%/10%) which equals a fee of 100% (2%/2%) of the net gain versus say an 8% benchmark which you can buy as an ETF. How do they get away with this and how do you negotiate lower rates? Thanks. Michael