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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: with regards to div paying stocks in a RRSP is it advisable to DRIP if available...what about non-RRSP?Thanks
Read Answer Asked by Matthew on October 30, 2013
Q: Good morning..currently rebalancing RRSP portfolio...currently own ARX,BTE,WCP and E representing 18%...was thinking of reducing ARX and adding TOU...is 18% to high in current market conditons?
Utility pipeline...BEP.UN,IPL,NPI..representing 15%...thinking of selling NPI to reduce allocation to 11.5%..is this allocation okay whith the current market...

sorry one more question...I have no exposure to healh..if wanted a 5% holding what would you recommend?

Thanks again!!
Read Answer Asked by Matthew on October 30, 2013
Q: I was wondering what your opinion is on using short term real return bond etfs as an inflation hedge? I was considering purchasing VTIPX on the US markets since there are no short term real return bonds in Canada.
Read Answer Asked by Ken on October 30, 2013
Q: Re: XCS; a small cap index ETF, the performance has been less than stellar if one compared it to Mawer small cap fund (closed to new investors); is there another small cap index other than
IWO (US) that you could recommend to look at ?
Secondly, is there a seasonal time to be best at small to mid caps ? Thanks!
Read Answer Asked by Michael on October 30, 2013
Q: I would like to purchase half positions in Stantec, Home Capital and Cineplex but I can't bring myself to pull the trigger because of recent positive share price appreciation. How can I justify entering the market at this particular point in time? I was clobbered in 09 ie sold out near the bottom and clobbered again recently with a position in VIX. Thank you.
Read Answer Asked by Richard on October 29, 2013
Q: Occasionally, you answer questions regarding the best type of account to hold certain holdings for tax purposes. These are helpful answers but I cannot find a way to efficiently search for these responses - one has to review the answers page by page. Would you be able to make all of your responses searchable for terms such as "TFSA" or "RRSP"?
Read Answer Asked by Robert on October 29, 2013
Q: Peter

I'm a new member and have a question on your model portfolio. Would it be advisable to jump in now or wait for a pullback. Thanks.

Ray
Read Answer Asked by Ray on October 28, 2013
Q: Dear 5i;
How much value do you place on using certain indicators such as RSI and MACD on helping one decide on the best time to buy or sell a stock . What should the values be for those two indicators ie. RSI about 30 and the MACD about zero ? Assuming that the stocks I m looking at in this example are also fundamentally sound .
Thanks
Bill
p.s. Enjoy your site and advice tremendously !!
Read Answer Asked by Bill on October 28, 2013
Q: Peter,

With the large # of questions you receive, have you considered holding a subscribers Q&A conference call?

Zach
Read Answer Asked by Zach on October 28, 2013
Q: I am currently rebalancing a portfolio that actually has never been balanced...thanks to your website..sounder fundamentals are setting in.....my question...i have a few accounts...in one account H&R and Baytex each have aprox 25% weighting, IPL in another account represents 43% ...mainly due to appreciation and bever balanced...i would like to reduce Baytex but currently down 7% on the stock..should I cut the losses and replace with other suitbale for balancing..IPL reduce to 20%(?)..these are RRSP accounts..thanks
Read Answer Asked by Matthew on October 28, 2013
Q: I see a reference to a Nov 16 conference call. Can't see any other info about it on the web site. I may be blind but please fill me in.
Read Answer Asked by Gary on October 28, 2013
Q: Hi Peter,

I signed up for your Oct 16th conference call, but was unable to listen in due to a later conflict.

Did it go well. Are you considering holding another session ?

Thanks for your great service !
Read Answer Asked by Jim on October 27, 2013
Q: Parking Cash - you mentioned in a previous reply that short term treasuries were a good place to park cash. Do you mean US treasuries? Thanks
Read Answer Asked by Ronald on October 27, 2013
Q: Please suggest a source of fundamental Canadian stock data for retail clients. By which I mean detailed enough to be useful but not overwhelming. It should also include micro/Mid caps stock data of the type of stocks mentioned at 5i Research.
Read Answer Asked by Shah on October 27, 2013
Q: I wish your opinion on "technical analysis" "These squiggles mean that it will go up...and this type of squiggle means that it will go sideways, etc. Sorry but I have been in engineering too long to really believe in reading chicken entrails, but respect your views.
Read Answer Asked by Gerald on October 27, 2013
Q: I watched BNN last Tuesday and an analyst said that TSX is at a 2-year high and suggested that short-term investors should take a side-line position now.

I need to cash in most of my “Cash Portfolio” next March/April for a major home renovation project. I have the following stocks in this portfolio. I also have some cash.

AGU, BNS, AYA, CGX, MG, ENB, MDA.

AGU is down 7%, all others are fine.

Please suggest which/when stocks I should sell and/or switch to more short-term tolerant stocks. Thanks again!


Read Answer Asked by Rita on October 25, 2013
Q: I am a new member and I want to start an equity portfolio. I already have bonds and GICs. Since the market is volatile and uncertain, which sectors would you recommend for a retiree with a low risk tolerance seeking for some growth ?
Read Answer Asked by Monique on October 25, 2013
Q: Hello.

What is your opinion on seasonal investing.
Read Answer Asked by Greg on October 25, 2013
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