Q: As a person new to retail investing I have set aside about 10K and had the idea of following the concept of your model portfolio which would mean I would purchase $500 worth of shares for each company. Others have told me this is too little an amount and I should focus on a smaller number of companies, but I really like the diversification over multiple sectors and companies. What do you think? Thanks again for this really great service.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Given all the talk about the Fed tightening and the subsequent effect on interest rates, are we starting to see a withdrawl from dividend paying stocks? NPI in particular seems to be coming down in the last week.
Q: Where do you get information on short positions and insider trading for Canadian and US public companies .
Q: Hi Peter/Team, further to the question asked by Bob, what materials and manufacturing / dividend growing companies would you recommend at this point? Thank you.
Q: Do you subscribe to the belief in the projected up to or more than 10% decrease in the C$ vs. the US$, and if so,(1) what are a few of your top recommendations for some Cdn and/or US share purchases to capitalize on the decrease, and (2) would you invest now or wait for a pullback?? Thank you in advance for your continuing good advice.
Q: great service, worth more but …. interesting day friday where gold dropped $20 and G goes up, REITs and utilities are taking a beating / MFC, SLF increasing … does this point to interest rate increases….. question… where in the business cycle are we and what industries should i be rotating into
Q: Hello Team,
I really appreciate all the advice, you have a solid team. With all this talk on the interest rates I would like to ask a question. I know you believe that rates will remain low or even decline a bit. I was curious what types of investments would be most beneficial in a rising rate environment? Hypothetically.
Thanks very much.
Zen
I really appreciate all the advice, you have a solid team. With all this talk on the interest rates I would like to ask a question. I know you believe that rates will remain low or even decline a bit. I was curious what types of investments would be most beneficial in a rising rate environment? Hypothetically.
Thanks very much.
Zen
Q: Your model portfolio appears to be mainly for aggressive investors but may not be suitable for a retired guy. Could you not indicate in some way the stocks that are suitable for aggressive investors and those suitable for conservative investor and let the investor choose. Could you name five dividend paying large/medium cap stocks with fair future growth that are suitable for purchase now with a time horizon of 5 years.
Thanks
Ash
Thanks
Ash
Q: Hi Awesome Team!!!
I have been reluctant to invest in the US stock market as I don't understand the tax implications. Can you advise me what the impact is of profit or losses? Do I file a US tax return?
Many thanks!!
I have been reluctant to invest in the US stock market as I don't understand the tax implications. Can you advise me what the impact is of profit or losses? Do I file a US tax return?
Many thanks!!
Q: Hello Peter,
Can you tell me what it means when a President of a company is granted shares at $0.00. On May14/13 the President of AGNC received 332,794 shares granted at $0.00. Is this important in any way?
Regards, Max
Can you tell me what it means when a President of a company is granted shares at $0.00. On May14/13 the President of AGNC received 332,794 shares granted at $0.00. Is this important in any way?
Regards, Max
Q: Hi 5i
I keep hearing analysts and advisors on BNN say the commodity super cycle is over. I fail to understand how commodities can not continue to go up when so much of the 3rd world is increasing there standard of living (driving cars, using more electricity, eating more meat etc.)
Then we have the complete slow down in the mining development sector due to financial, political and environmental issues.
I would appreciate your thoughts on the short/mid/long term outlook for commodities and the supply demand issues.
Thanks doug
I keep hearing analysts and advisors on BNN say the commodity super cycle is over. I fail to understand how commodities can not continue to go up when so much of the 3rd world is increasing there standard of living (driving cars, using more electricity, eating more meat etc.)
Then we have the complete slow down in the mining development sector due to financial, political and environmental issues.
I would appreciate your thoughts on the short/mid/long term outlook for commodities and the supply demand issues.
Thanks doug
Q: Re:Buying non-hedged or Can.dollar hedged U.S.ETF's. Would there be a difference in capital gains or losses?Thanks again for your help.
Q: In the event of bond bubble burst, how would you generally stucture a safe haven portfolio, and still get up to 4 percent yield?
Q: I have some money to invest in the market, but everywhere I look the stocks have been up going up for so many months now that I'm worried about a pull back, perhaps even a significant one at this point in time.
5i, in your collective research, how likely is this going to happen over the next year or so?
5i, in your collective research, how likely is this going to happen over the next year or so?
Q: Peter; When holding an all ETF portfolio is it ok for weightings to be over the usual individual stock percentages, I.e. 5-6%? Thanks.Rod
Q: BDT was chosen for my wife's RRSP due to its status as a "dividend aristocrat", but its performance lately has been less than stellar, and it now shows a small loss even with the "dripped" dividends. Would you suggest a switch to STN at this time? Her RRSP holds several stocks and ETF's with the following weightings:
BDT - 5.5%
CJR.B - 17%
CBO - 14.6%
CHB - 5.6%
CUD - 25.4%
CDZ - 32%
This portfolio was assembled with no input from 5i and we wish that we were members when it was.
Any advice re BDT and portfolio re-balancing would be most helpful.
BDT - 5.5%
CJR.B - 17%
CBO - 14.6%
CHB - 5.6%
CUD - 25.4%
CDZ - 32%
This portfolio was assembled with no input from 5i and we wish that we were members when it was.
Any advice re BDT and portfolio re-balancing would be most helpful.
Q: Hi,
What is your opinion on stock picking vs ETF investing. How many ETF's should one hold in a portfolio of say $100k. What would your ETF recommendations be for such a portfolio as there are so many of them out there and it is difficult to choose one from the other.
What is your opinion on stock picking vs ETF investing. How many ETF's should one hold in a portfolio of say $100k. What would your ETF recommendations be for such a portfolio as there are so many of them out there and it is difficult to choose one from the other.
Q: Hello team - As you know, Badger Daylighting has done very well. It's value has become a larger percentage of my portfolio than what I had planned for. I am considering selling a portion and pay the capital gain. If the stock were to drop significantly for whatever reason, can one buy back the stock within 30 days? I'm assuming that a rule does not exist as the 30 day taxable loss rule. This is a taxable account.
Thanks.
Jim
Thanks.
Jim
Q: I don't think MBT will be raising my dividend with some of that Allstream money. Where would you re-deploy the capital for a rising stream of income? It does not have to be a telecom. Also, the market is relatively high now,would you hold off on the buying and wait for a correction?
Paul
Paul
Q: Could you please explain how Hej,Hee,Hep,Hex,Hny,Hoy,Hzy and Hgy
can have a distribution over 8% and as much 13.7% for HNY ?
can have a distribution over 8% and as much 13.7% for HNY ?