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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, do you think the Bank Rate will change on July 10th? Do you know what the consensus is?
Read Answer Asked by stephen on July 04, 2019
Q: The Canadian dollar has risen two and a half cents against the US dollar in the last month or so. Is this likely to continue? Should I be thinking about transferring into hedged ETFs for American exposure?
Read Answer Asked by John on July 02, 2019
Q: My Question is on General market conditions from Technical point of view

Its seems looking at the technical charts for $INDU (DOW index) it has formed a TRIPLE TOPs with divergence in RSI and MACD with lower lows at each tops and $INDU now breaking off 200MA and from todays action its seems $INDU may run down to 20,000 or even 18,000 unless it jumps back above its 200MA
5i expert comment on this please
Read Answer Asked by Francis on May 30, 2019
Q: Is portfolio balancing different than averaging down? I will be doing my semi-annual portfolio over the next couple of weeks and with the decline of names like MG, MX and TSGI to name a few I suspect I will be a bit underweight in consumer discretionary and materials. I see portfolio balancing as shoring up the laggards and trimming the overweight (winners) but that means buying stocks that are not showing momentum and may even be in continuing decline. So, are these two ideas incompatible and if so, what is the "proper" way to rebalance?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 28, 2019
Q: With all signs pointing to a long US/China trade spat, what sectors do you see holding their own. I would expect that Tech and Consumer Products will be hurt the most. Your comments would be appreciated.
Read Answer Asked by Donald on May 23, 2019
Q: Peter and those surrounding - as someone with 25% cash due to recent trimming I'm wondering 1. whether you believe the downside is close to bottom or not 2. whether you would wait for further clarity before redeploying 3. whether you would redeploy the growth names on my buy list first (down more) or stay conservative with more stable lower valuation equities being re-purchased first and 4. any general remarks you might offer at this rather confusing moment in the markets. Thanks as always - Ken
Read Answer Asked by Ken on May 14, 2019
Q: From what I am reading it appears that it is no longer expected that interest rates may raise in the next year but may even decrease. Is this your take?
Read Answer Asked by Betty on May 06, 2019
Q: I am interested in what your general guidelines for sector percentage allocations would be at this time and looking forward in 2019. We are retired with pensions ,investments in registered accounts and a balanced approach investor. Second question-your recommendation re percentage allocation Canada/US investment. Thank you for your assistance.
Read Answer Asked by Elizabeth on April 16, 2019
Q: I almost only read questions related to my specific companies. So may be I have not look in the right place. My question is at this time in the Market cycle, would you recommend allocation changes and also increase cash somewhat?
Read Answer Asked by Pierre on April 16, 2019
Q: The coming US elections are approaching (2020)
The democrats are NOT pro big business and some candidates are voicing their opinions about breaking up and placing regulation on big tech. This could be considered to be just noise however I am old enough to remember the industry break ups of the past. Question: Is it time to exercise a little caution here and await the election outcome or go along with the apparent belief that Google, Amazon etc. are the way of the future with unlimited potential growth?
Read Answer Asked by DAVID on April 11, 2019
Q: With the current US $ exchange rates I don't think its a great time to buy US equities with Canadian dollars. Your thoughts?
Read Answer Asked by Ron on April 05, 2019
Q: Hi, a follow up to my last question, were there any periods where the yield curve inverted in the last 20 years, but didn't lead to a recession? Do you by chance have the dates or chart on that?
Read Answer Asked by Jordan on April 05, 2019
Q: I haven't been following the politics too closely but it doesn't look like the British can figure out a plan/agreement for leaving the EU. What impact do you see a no-deal exit having on the market? Since everything has basically gone up a lot since Dec.24th, I'm worried that even a fart from Europe will stink up the whole market. Thoughts? By way of background, my investing horizon is short term.
Read Answer Asked by Jason on April 03, 2019
Q: Many of the analysts appearing on BNN seem cautionary about the market and suggest investors hold some cash in their portfolios.
In my opinion at the present time of the three 5I portfolios, the Finance portfolio is the most attractive and offers some very decent dividends. Your thoughts would be appreciated. Thanks, Bill
Read Answer Asked by William J on April 01, 2019
Q: Could you please explain how falling, 5, 10, & 20 US Treasury Bond Yields indicate a slowing economy and an increase in deflationary pressures?
Thank you.
Read Answer Asked by George on April 01, 2019
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