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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: Your answer to Bill July 31 was to have 15 stocks for $25,000.00 At that rate it works out to $1,666.00 a stock. Is that so when your up you make alittle But when your stock gos down you don't lose a lot.I've only been playing the stocks about 6 months so everything is quite new to me. If I could show you what I own hopefully you could help with some changes. i'm hoping this is not to long of a question. I have DHX-$2.45x1000s. SYZ-$5.35x2000s DND-$4.25x750s CMI-$1.60x4000s AYA-$5.99x1000s CXS-$2.22x2000s Iput in $35,000.00 Should I be selling part of the shares off to get it to aprox. $1.666.00 a stock. I don't mind taking a bit of a chance. Thanks for all your help. Andy
Read Answer Asked by Andy on August 05, 2013
Q: i am planing to switch my stocks to the model portfolio.some of them has exceptionally done well so far.few of them are in minus,do you still have faith in them also?.I BELIEVE THE ANSWER IS YES BUT double checking before i adjust for long term on tuesday.Your service has been greatest support to us.
Read Answer Asked by nizar on August 04, 2013
Q: I'm taking your advise and spreading my investments over 20 stocks (5% of portfolio per stock). But, when I do the math I of course never come up with a nice even number of shares to buy like 100 shares. What should I do if say my 5% of my portfolio calculates to be 104 shares or 77 shares etc... Do I buy the exact number of shares as in the 104 or 77 or round them to the tens or hundreds as in 100 shares or 70 shares? Your advise would be appreciated.
Read Answer Asked by Deborah on August 03, 2013
Q: 2 kid RESP starting university in 2 & 4 years. How would you adjust this portfolio?
51% laddered bonds maturing at tuition dates in 2-7 years
7.1% ZWB
8.4% CGX
2.6% CSU
6.9% IPL
11.9% XRE
8.3% XTR
2.5% MG
we add $4k /year in monthly increments
Read Answer Asked by William on August 02, 2013
Q: What market value of a canadian company is considered "small cap" compared to the US? What portion of an overall equity portfolio should be invested in canadian small caps?

Thanks
Ron
Read Answer Asked by Ronald on August 02, 2013
Q: First I would like you to know how much I appreciate the model portfolio that you added to your site. I follow it regularly and have gradually been adding companies to my own investment portfolio based on your model. My question has to do with investment/portfolio management. When a company is added to the model portfolio, are there any expectations as to how long a company will be held and what would cause you to sell a position? Thank you.
Read Answer Asked by John on August 02, 2013
Q: Good morning! I would appreciate if you could clarify what a "position" is... 5% of portfolio, or $5,000 in one equity? Thx
Read Answer Asked by Brenda on August 02, 2013
Q: Are you at all concerned that many stocks in Canada that are popular right now (e.g. CSU, ESL, VRX, GIB.A, CGX, CMG) are way above their 200d mavg and have very high P/E's ? Although many are growing quite nicely are these stocks overbought in your opinion?
great service.
Read Answer Asked by John on August 01, 2013
Q: hi team,

Which sectors and asset classes perform the best when rates rise
Read Answer Asked by Karl on July 31, 2013
Q: Is there a source to get short information on US and Canadian stocks besides Bloomberg.

thanks, mark
Read Answer Asked by Mark on July 30, 2013
Q: Hello Peter and team. I response to Linda and her question July 29 Analysts who appear on BNN marketcall have their opinions chronicled on stockchase.com I believe BMO Investorline does a good job of listing ratings from various brokerage houses in a table with changes to ratings and target prices. I should also mention I switched from BMO to CIBC Investors Edge because I find it is a better trading platform. I hope this helps. Frank
Read Answer Asked by Frank on July 30, 2013
Q: Hi Peter and company,
What is the best way for an individual investor to get analyst price targets of stocks of Canadian companies?
Read Answer Asked by Linda on July 29, 2013
Q: Good morning 5i team. As investors, we’re told that our stock portfolio needs to be diversified across various sectors. Makes sense, but is there such a thing as a universally accepted list of sectors. If so, what are they? Do I need to hold stocks in all sectors? If not, how many represent a good level of diversification? And is there a readily available source (website) to identify which sector any individual stock falls under? Thanks.
Read Answer Asked by Thomas on July 29, 2013
Q: Hi Peter and team,
While P/E ratios are often used by investors to value a company, many pundits warn against using this metric in every instance. A number of investment gurus recommend using EV/EBITDA ratios. Besides being difficult to calculate, I see that it's not always recommended in every situation. Can you give me an idea which type of stock this metric is ideally suited for and if there is a website that provides that data?
Read Answer Asked by Robert on July 29, 2013
Q: Hello 5i .my question this morning is regarding Ben Bernanke 's replacement.For the past 2 weeks i have been reading several articles concerning this matter.from what i understand the outcome could greatly influence stock markets.even Warren Buffet has stated in public that Larry Summers would be disastrous to equity markets. what are your thoughts and what is an investor to do ?
Read Answer Asked by NORM on July 29, 2013
Q: A general question from a new investor - Do you predominantly use limit orders when buying a given stock?
Read Answer Asked by Peter on July 27, 2013
Q: In response to edward's question re: trading in US funds at TD . To keep your funds in US currency you must call TD Waterhouse and request that the funds remain in US dollars.
Shirley
Read Answer Asked by shirley on July 26, 2013
Q: RSP investment with USD asked by Edward

TD Waterhouse allows investment in USD. You have to ask TDW that you want to keep the USD currency. So you will pay the conversion the first time, then they will invest the USD cash in US Money Market Fund. Whenever you buy, you will see the transaction converted to C$, but someone in their Ottawa office will cancel the currency conversion the next day, and change the trade in USD only, and enter an order to redeem US Money Market Fund for that purchase. When you sell US stock, someone will convert that order back into USD the next day, and enter an order to buy US Money Market Fund with the proceeds. They keep a few people in their Ottawa office to do this. I was told they were going to make an RSP USD account so they don't need to do this manual thing, but a few months passed and they have not done that yet. The point is we don't have to lose currency conversion loss every time we trade, only the first time (which you can achieve by converting CAD to USD, or sell an interlisted stock on NYSE such as BTE RY or TCK), and the time when you want to withdraw funds from RSP as they only do CAD withdraw at the moment.
I found this 8 months ago when I wanted to sell a stock that was halted on TSX but continue to trade OTC in US, and have since use that proceeds to trade US stocks only, trading and investing in AXL MTG FNMA TEN PHH MITK ORI etc.
Read Answer Asked by Kevin on July 25, 2013
Q: Re US funds, I pay 30 dollars a quarter toScotia Itrade in my rrif and receive the bank's exchange rate which is a great incentive to trade US stocks.
Read Answer Asked by Alex on July 25, 2013
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