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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: Hello team, today I sold Mastercard and some other USA based stocks - with my concerns over the Ukraine issue. My feeling is that while the Canadian portion of my portfolio will be affected, it is the USA stocks that are the most exposed to a large drop. I read your respons to Michael about the Ukraine but am wondering about your position of USA vs Canada risk percentage.

Many thanks.

Dave
Read Answer Asked by David on March 03, 2014
Q: Will the situation in Ukrain affect the market, and how much?
Read Answer Asked by michael on March 03, 2014
Q: I see a lot of cost cutting measures in order to increase earnings. Does it point to an advanced stage in the economic cycle ?
Read Answer Asked by Denis on February 27, 2014
Q: Hi Peter,
I have approximately $14000 to reinvest in a non-registered account. I'm looking for "safer" capital gains, dividend optional, to be held for 1-3 years. What are your top recommendations?
Also, since it's almost the end of RRSP season, do you suggest I wait a month or so before I make the purchase? (I realize you don't advocate trying to time the market but....)
Read Answer Asked by Brenda on February 20, 2014
Q: Do you believe we are entering an era of disinflation / deflation or inflation?
Read Answer Asked by PAUL on February 13, 2014
Q: I consider myself to be an investor, rather than a trader; my time horizon for any stock purchase is 3 years or more. However, with the recent volatility in the markets I am tempted to hedge a small part of my portfolio with hedge ETFs such as HIX and HIU. Since this is new territory for me I am calling on your expertise to answer a few questions: do you recommend hedging; if so, what percentage of a portfolio do you recommend should be hedged; to use HIU and HIX properly would I need to treat them as short term trades? Since the whole prospect of hedging appears to me to be trading, which I am not keen on for myself, I am very hesitant to employ a hedging strategy.
Thank you for a great service.
Read Answer Asked by Dennis on February 05, 2014
Q: Would you please comment on what is going on in the markets today; is this a buying opportunity or should we wait. What do you do with your portfolio on days like this?
Read Answer Asked by Richard on February 03, 2014
Q: Hi guys. There is alot of news regarding emerging market economies raising their interest rates in order to boost their plunging currency. is there any possibility of Canada doing the same any time soon?

Thanks.
Read Answer Asked by john on January 31, 2014
Q: Peter and Team,

Just a general question --- what are your thoughts on this "emerging markets crisis".
Read Answer Asked by Fay on January 28, 2014
Q: This morning in a response to Paul, you recommended corporate bond ETFs for the bond portion of a portfolio. It seems to me corporate bonds are very closely correlated to equities so I'm wondering about the rationale. True that the bonds are less volatile but when equities tumble, so do the corporates.
Read Answer Asked by Fred on January 27, 2014
Q: My reading of articles regarding the market activity over the last couple of days suggests a quantum shift in expectations: currency concerns, earnings lower than expected, potential deflation, more anxiety over China, etc. etc.
Can you tie the story lines together and share your views on what has really happened, why and where we are likely to go from here - flat, down or maybe another upward bounce. And how to manage one's portfolio in the days or weeks ahead

As usual, a grateful 5i customer.
Read Answer Asked by Donald on January 27, 2014
Q: Good day folks. a question regarding U.S.investments in a Canadian exchange etf, now that the Cdn $ is trading around 90 cents, does it make more sense to use a hedged etf in Cdn $ rather than a non hedge etf in either Cdn or U.S. dollars.

from cold Panama City Beach, Fla, thanks
Read Answer Asked by Cyril on January 27, 2014
Q: As much as I appreciate the importance of diversification and investing outside of Canada, the low Canadian dollar is making it very expensive to buy into the US. Is it still wise to invest in the US or would it be best to wait for the dollar to rebound to maybe the mid 90 cent range?

Thanks and as always, appreciate the great advice.

Paul
Read Answer Asked by Paul on January 24, 2014
Q: Apologies if you have already explained this: Will you be starting a new model portfolio in March or continuing with the same one? Thanks.
Read Answer Asked by Catherine on January 22, 2014
Q: would you recomend sitting on some cash at the present time?
At the turn of the year most experts seemed positive on both the Canadian and U.S. markets. Now there is a significant number of the same people calling for a general, large, pullback. Self fulfilling prophecy, perhaps?
Read Answer Asked by John on January 22, 2014
Q: What would you pick to be the top growth sectors in the TSX this year? Thanks!
Read Answer Asked by Linda on January 22, 2014
Q: Hi 5i Team,
Could you please suggest 2 high growth Canadian stocks for each sector?
dividend is not a concern.
Thank you for your wonderful service.
Henry
Read Answer Asked by Henry on January 20, 2014
Q: Some think that 2014 will be the year for the Cdn stk mkt to shine. If you agree, what sectors would be best and what mutual fund(s) would best cover these? (I have mainly stocks in my accounts that are similar to you model, but am trying to get back to a few good mfs as well.) Thanks for you help. Alan
Read Answer Asked by Alan on January 20, 2014
Q: Hello team, thanks for the well reasoned reply to my AYA question. I am thinking it may be time to add an industrial mining company to my portfolio, like a VALE for iron ore or TCK or FM in the coal or copper space. I have no miner exposure presently. Your only miner is in gold. What would you do here? Are you tempted to add one to your portfolio as a value play on eventual global recovery to include these stocks. Many thanks.
Read Answer Asked by Keith on January 16, 2014
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