Q: If you were considering a US Model Portfolio, what would you do?...am I putting you on the spot?
Thanks, you are great!
Thanks, you are great!
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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: Hi folks. If we wanted a more conservative Model Portfolio, would you add any other companies or change the allocation from equal weighting to some other allocation? I would add a fixed income portion of approximately 50-60% and am not looking for suggestions regarding that portion.
Q: Peter - can you explain the merits of the 50-day, 90-day, and 200-day moving averages? Also, what is the best source to acquire this information for individual companies. Thank You.
Q: Hello Peter,
RE: Investment Strategy.
Do you subscribe to a policy of "letting your winners run' OR
Rebalancing to adhere to a 5% weighting ?
Thank you for your response.
Bill.
RE: Investment Strategy.
Do you subscribe to a policy of "letting your winners run' OR
Rebalancing to adhere to a 5% weighting ?
Thank you for your response.
Bill.
Q: More for Ted on GlobeInvestorGold: GIG in principle tracks unrealized gains and losses, but a major bug got into their software a few months ago that results in nonsensical numbers for $ gains and losses for periods in which you realize gains or losses, particularly for the specific stock sold. You might note in that situation there is no correspondence between $ gains and losses and % returns and it could be that the % return figures remain accurate, taking account of unrealized gains. I emailed them about it last month and got back a form letter response to the effect that for the low fees they charge (which happen to be far higher than 5i's), they can't be bothered to look into calculation problems. I'm still trying to pursue it with them.
Q: This is for Ted regarding Globe Investor Gold and tracking both share price changes as well as dividend income.
The Gain/Loss option shows $ increase or decrease in the value of a holding and total income(dividends, Interest, roc) to end up with a total gain or loss to date on a stock. This applies to both stocks that were sold and to stocks still in your portfolio.
Hope this helps.
The Gain/Loss option shows $ increase or decrease in the value of a holding and total income(dividends, Interest, roc) to end up with a total gain or loss to date on a stock. This applies to both stocks that were sold and to stocks still in your portfolio.
Hope this helps.
Q: hi 5i,
1) do you think the US housing "recovery" will sustain. a lot of the inventory has been bought by private equity and large funds. now they need a buyer, who will that be?
2) do you think gold has turned, or do you see more downside?
3) do you see a significant correction in the US stock markets coming soon?
thx chris
1) do you think the US housing "recovery" will sustain. a lot of the inventory has been bought by private equity and large funds. now they need a buyer, who will that be?
2) do you think gold has turned, or do you see more downside?
3) do you see a significant correction in the US stock markets coming soon?
thx chris
Q: For Ken. Baystreet.ca provides daily changes to analyst rating of Canadian stocks under the ratings/research tab. It's free.
Q: Hi Peter. Great service. If you could please recommend a daily service that gives analysis' upgrades and downgrades on Canadian stocks, preferably mid to large caps, before the market opens. I am willing to pay for this service. Thanks.
Ken
Ken
Q: Hi Peter and Crew,
This is mostly a comment.
I am into my second year of membership and am very pleased with the service. My total question count is under 10 as I tend to 1) ask questions that are quite important to me at the time, and I want to word them as well as I can and 2) I don't want to contribute to overwhelming the Q/A process as I find it so valuable. I also read all the other Q/A's as the answers provide a great wealth of information. I also use the rating reports and model portfolio in my decision making process. All good.
I continue to recommend your service to others.
I actually wrote this note to compliment you on "the depth and quality" of the answers provided. The questions are always answered with a generous amount of background information to provide the foundation reasoning for why the answer is the answer. Most appreciated.
Q. Peter, what is behind the electronic door when I push the "submit button". How big is the team ?
Keep up the great work.
This is mostly a comment.
I am into my second year of membership and am very pleased with the service. My total question count is under 10 as I tend to 1) ask questions that are quite important to me at the time, and I want to word them as well as I can and 2) I don't want to contribute to overwhelming the Q/A process as I find it so valuable. I also read all the other Q/A's as the answers provide a great wealth of information. I also use the rating reports and model portfolio in my decision making process. All good.
I continue to recommend your service to others.
I actually wrote this note to compliment you on "the depth and quality" of the answers provided. The questions are always answered with a generous amount of background information to provide the foundation reasoning for why the answer is the answer. Most appreciated.
Q. Peter, what is behind the electronic door when I push the "submit button". How big is the team ?
Keep up the great work.
Q: The panic over increasing rates, as you say in your newsletter, has subsided. During it, I moved some assets into American insurance companies as a counterbalance. Do you think the panic might happen again at renewed signs of tapering, and if so what other types of equities might serve as a good counterbalance, benefiting from rate increases? Contrarily, if it doesn't look like rates are rising any time soon, do you think insurance companies will fall back again? Ie, should I be careful of putting too much into them?
Q: Thanks for the response, one quick follow up question on Timmys and portfolio balancing in general.
On Timmy’s, I noticed that you have the Sector / Industrial classification as ‘Services / Leisure’ whereas I would have labeled it as ‘Consumer Goods / Food & Beverage’? I’m curious for your rationale?
On portfolio balancing in general, I have typically used a 11 sector system to gauge just how balance my portfolio is, specifically:
Utilities
Consumer Staples
Capital Goods / Industrials
Energy
Financials
Health Care
Consumer Cyclical
Transportation
Information Technology
Materials
Telecommunication Services
I noticed in your portfolio, that you use a 9 sector system, specifically:
Materials
Services
Technology
Industrial Goods
Industrials
Financial Services
Utilities
Consumer Goods
Healthcare
Is there any reason you guys run with a 9 sector system vs. the more common 11? What would you recommend for us amateur retail investors to use as we try to ensure balance within our own respective portfolio? Do you recommend we take this a step further and look at also balancing Industries, and if so, what would be the recommended industry classifications to use? Thanks!
On Timmy’s, I noticed that you have the Sector / Industrial classification as ‘Services / Leisure’ whereas I would have labeled it as ‘Consumer Goods / Food & Beverage’? I’m curious for your rationale?
On portfolio balancing in general, I have typically used a 11 sector system to gauge just how balance my portfolio is, specifically:
Utilities
Consumer Staples
Capital Goods / Industrials
Energy
Financials
Health Care
Consumer Cyclical
Transportation
Information Technology
Materials
Telecommunication Services
I noticed in your portfolio, that you use a 9 sector system, specifically:
Materials
Services
Technology
Industrial Goods
Industrials
Financial Services
Utilities
Consumer Goods
Healthcare
Is there any reason you guys run with a 9 sector system vs. the more common 11? What would you recommend for us amateur retail investors to use as we try to ensure balance within our own respective portfolio? Do you recommend we take this a step further and look at also balancing Industries, and if so, what would be the recommended industry classifications to use? Thanks!
Q: In reply to Geoff, BMO Investorline has a daily high interest savings accounts AAT770 and AAT780 (US$), that may be of interest to him.
Peter
Peter
Q: I'm a middle to long term investor (6 months - three years). What charting service do you (and / or your members) like best? It would have to be free or low cost.
John
John
Q: The draw downs (27M barrels)of oil from Cushing over the past three weeks do not seem possilble unless a large amount of gasoline is being shipped overseas.
Are the respective reporting Agencies playing pin-the-tail on the donkey in their estimates?
Is there any way to track the export of gasoline from the refining hubs?
Are the respective reporting Agencies playing pin-the-tail on the donkey in their estimates?
Is there any way to track the export of gasoline from the refining hubs?
Q: Hi Peter,
We are under invested in the US and are wondering when and how to get in when so many stocks and charts look so overbought.
Would it be best to wait patiently for a small pull back and then buy the S&P? Everyone seems extremely bullish on US right now. What do you think? Thank-you Jan
We are under invested in the US and are wondering when and how to get in when so many stocks and charts look so overbought.
Would it be best to wait patiently for a small pull back and then buy the S&P? Everyone seems extremely bullish on US right now. What do you think? Thank-you Jan
Q: Hi All, at what point within your followed stocks would you sell to take profits? Is there a price increase (%) that would trigger selling? Do you ever suggest a sell to subscribers at a particular point or is it strictly buy a name and hold indefinitely? As time goes on subscribers would be buying names at various different entry points and obviously have different sell points...is there a good rule to follow?
Q: Hi Peter,
I have read some questions about "Middlfield offers to exchange ARTIS shares for shares in the MINT INCOME FUND". This reminds me of an investment "mistake" I did 7 or 8 years ago, here is the story: I had shares of Westshore Terminals (WTE), their value were of about $6.50, one morning I received a call from my broker (I do not have a broker anymore) who explained to me that I could exchange my WTE for a Sentry Select fund commission free! I have accepted the offer. As of today, the value of WTE is of almost $29.00, with a yield of 4.3%. I now understand why they wanted so much my WTE shares.
Since I have started to educate myself about investment and finance through Canadian Money Saver magazine and other sources, those kind of mistakes do not happen anymore.
Thank you,
Gervais
I have read some questions about "Middlfield offers to exchange ARTIS shares for shares in the MINT INCOME FUND". This reminds me of an investment "mistake" I did 7 or 8 years ago, here is the story: I had shares of Westshore Terminals (WTE), their value were of about $6.50, one morning I received a call from my broker (I do not have a broker anymore) who explained to me that I could exchange my WTE for a Sentry Select fund commission free! I have accepted the offer. As of today, the value of WTE is of almost $29.00, with a yield of 4.3%. I now understand why they wanted so much my WTE shares.
Since I have started to educate myself about investment and finance through Canadian Money Saver magazine and other sources, those kind of mistakes do not happen anymore.
Thank you,
Gervais
Q: I need to learn all about the impact of taxes on my portfolio. I'm a beginner so I need a plain languge approach. I was wondering if you could recommend some material to me. Thank you. I really appreciate your service.
Q: Everyone, especially those that manage LARGE funds seem to lose their grasp/comprehension of the English language when Bernanke speaks. What is your interpretation of Bernanke's intentions relating to QE?