Q: In the Model Portfolio, what does "P & L" mean? It's a new term to me! Keep up theh great work. Thaks.
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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: Peter, I am considering selling a portion of my RY which has been reasonably strong ( I will keep enough RY that it will be 3% of my portfolio. I also have TD and BNS, each at the same 3% ). I would invest the proceeds evenly over a basket including UNS, SCL, BAU, FTT, ACD, BDT, BEK.b, NAL, LIQ, RBA, FRC.........looking for small and mid-cap value, with some of them paying a dividend. Would appreciate your opinion. Many thanks, Barry.
Q: Peter, the Globe and Mail prints a weekly list of short positions every Monday, listing companies with the highest shorts, by volume, by percentage increase or decrease. How useful should this information be to those interested in investing with such companies?
Q: Can you explain the meaning of EBITDA? What is its signifigance,and how does one find it, or compute it, for a stock?
Q: I am a new member and would like to know what you would consider as as lowest rating, a-b -c etc., for a reasonable purchase.
I have just purchased ESL, AFN, ACQ
I have just purchased ESL, AFN, ACQ
Q: Peter, if you've answered this question previously, please don't post this. I have never put in stop loss sells and have never reacted market news or unfavourable market conditions, even 2008 except perhaps for buying. My belief is that the companies I own are sound and if sentiment or global conditions hick-up and equities tumble prices will come back. What are your thoughts on putting in automatic sell orders when prices drop a certain amount within a single day?
Q: I just read an article were the analyst was concerned about high margin levels. It got me thinking about the 5i investment philosophy. Do you ever consider factors like this or where we are in the business cycle, or investor sentiment, or is that all just noise.Are the fundamentals of the company and its growth prospects the main determinant for you?
Mike
Mike
Q: Hi Team, I'm new to this, and I have a hard time finding out when a company will come out with their earnings report, I look on the TSX web site, but they only sometimes post them. Can you help me out, is there an easy way to get this info?
Love your web site, keep up the good work... Alain
Love your web site, keep up the good work... Alain
Q: Hello 5i team thank you for the great information you provide.i do own most of your model portfolio stocks except Gold corp and Syz instead I do own Bad and Wilan in my 80k portfolio.each stock aprox 4%.Now the question is regarding my kids resp in which I have about 16 k and contributing 5k/yr.which is invested in rbc 2025 fund @ close to 2% MER.and it has not done well so far.if I want to invest in good stocks which are my best choices? My kids are 9 and 5 yrs old.thank you for the great work.
Q: What constitutes a "defensive" stock? What percentage of a portfolio should defensive stocks play in today's financial climate? Would you consider the following to be defensive holdings: Any of the big five Canadian Banks, Telus, Enbridge, Cineplex, Power Financial, a food company like Saputo or Empire. If these don't fit the bill I would appreciate your suggestions. Thank you. John.
Q: Thanks for the portfolio update. I am not sure whether any of these companies offer DRIP options but what is a fella (or gal)to do with the Div payments??
Q: I love buying low and selling high (who doesn't ;-) I'm wondering when our oil sector will be the time to buy again and if I should be buying the good companies at these depressed prices on the worst down market days, or, if the fundamentals have changed so drastically with the explosion of fracking and bad oil sands press, that the sector will stay bearish for some time yet? Certainly Keystone will (if approved) provide some lift to the whole group, but what is your view for the oil sector as a whole? thanks.
Q: Hi...I would like to know is there any value using "technical analysts" of stocks? Thanks.. great service.
Q: I'm concerned about the volatility of the TSX; up 144 yesterday, down 167 today at 11.15 pst. In this environment, how can anyone invest for the long term with any confidence? We have 600G in stocks, and another 10% in cash. I was thinking of adding to some positions, but would I be better keeping the cash in the bank? Or is it just 'sell in May and go away'? Until when?
Q: General question regarding stock buybacks. Who is actually buying back the shares and why and what is done with the funds afterwards? Are the funds exiting the market or being reallocated within the market?
Q: Re: ECI
Hi Peter. Do you know anything about Ford Equity Research? They came out this morning with a Strong Sell on Enercare. It's very rare that anyone puts out such a negative recommendation on a stock so I am wondering if this is a credible institution. I own ECI and see no reason not to continue. Thank you and kind regards.
Hi Peter. Do you know anything about Ford Equity Research? They came out this morning with a Strong Sell on Enercare. It's very rare that anyone puts out such a negative recommendation on a stock so I am wondering if this is a credible institution. I own ECI and see no reason not to continue. Thank you and kind regards.
Q: I see that David Rosenberg is starting to see signs that inflation will start to come alive in the coming months. If we subscribe to this opinion, can you think of a few of your A and B rated stocks that would be worth accumulating to prepare for such an eventuality. Thanks; love your service.
Q: Where do I find a list of stock Ratings by 5i ?
Q: Hi Peter & 5i: I see that RBC Capital upgraded National Bank (NA) a few days ago, from "sector perform" to "outperform" and raised its target price to $84. Is there any special significance to one of the big six banks issuing a favourable report and upgrade on one of its main peers/competitors? Or do you see it as on a par with pretty much any analyst's upgrade of any kind of company.
Q: Our portfolio is invested as follows - Oil/gas,five, 16.3%, Pipelines,four, 16.6%, Banks,five, 16.8%, Electric,four, 10%, Reits,five, 10.6%, Tele,three, 8.8%, Commodities,two, 3.8%, Industry,three, 6.7%, Misc(PWF, ENF)4.3%, Bond 6%. All are Canadian except one US railroad. We depend on the dividends for half our income. Any thoughts on the spread, and where to add an additional 10% we have in cash?