Q: Would you please provide a percentage sector allocation recommendation for an income portfolio with a 5 year time frame.
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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: Could you please provide a percentage sector allocation recommendation for a growth portfolio with a time frame of 5 to 10 years.
Q: Where do you (we) find out what STOCKS the Canada Pension Plan invest in or hold, and what STOCKS are they? I hope, it helps all the people collecting the CPP payments.
Q: Can I have your opinion of Peter Schiff and his advertisement on the Globe Website concerning America's Financial Suicide and the Inevitable Armageddon? Pretty scary stuff and he makes a convincing argument.
Q: I have a full position in the major banks and a half position in NA. I sold NA this morning after it dropped $1100, and all the other banks are down big time as well. What hit the fan?
Q: Hi Peter and Team! There has been a lot of babble on the potential for negative interest rates. My portfolio is a 50/50 split of stocks and bonds, with the majority of the stocks being dividend aristocrats and 35% growth. The bonds are in an RRSP. Should anything change in my investment strategy should these negative rates come to fruition or should I just hold the course? What would your general advice be should we encounter negative interest rates.? Thank you for your help, Tamara
Q: Earlier this year, in response to a question about the usefullness of holding gold, you responded that gold can provide portfolio insurance against inflation and investor fear. Could you expand on this idea that investors turn to gold out of fear. What kind of fear drives this behaviour? What kind of events could cause gold to increase in price, because if it is only inflation, it would seem hyper inflation is a long way off. Is gold as "portfolio insurance" no longer applicable?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Would you prefer the Xhy bond etf over the us Bond etf because of hedging currency? Or because the yield is higher for income investors? Would pimcos bond etc be more stable?
Q: Do you recommend using trailing stops? And if so, what levels would you recommend setting them at?
Q: Hi Team:
Interesting article in Saturday`s Globe about negative interest rates. I have held a # of Cdn
bank stocks for years & have benefited from their dividends & rarely check their stock prices. It is interesting to note the conflicting views in the article concerning the ramifications of going negative. If Canada joins the sub zero fraternity, what effect would this have on the shares of my Cdn Banks?
Thanks: Jerry
Interesting article in Saturday`s Globe about negative interest rates. I have held a # of Cdn
bank stocks for years & have benefited from their dividends & rarely check their stock prices. It is interesting to note the conflicting views in the article concerning the ramifications of going negative. If Canada joins the sub zero fraternity, what effect would this have on the shares of my Cdn Banks?
Thanks: Jerry
Q: Hello Peter,
Per today's the Globe and Mail, one third of the global government bond market is now trading at subzero rates. Under this negative rates environment, what kind of impact will it impose to prefer shares in general? Does it make sense for companies issued prefer shares to call them back, then reissue them at much lower rates. If the prefer share's rate resets in next couple of months, will the new rate be set to much lower rate than before (other than lower prime rate)? Thanks.
Lin
Per today's the Globe and Mail, one third of the global government bond market is now trading at subzero rates. Under this negative rates environment, what kind of impact will it impose to prefer shares in general? Does it make sense for companies issued prefer shares to call them back, then reissue them at much lower rates. If the prefer share's rate resets in next couple of months, will the new rate be set to much lower rate than before (other than lower prime rate)? Thanks.
Lin
Q: F-Score or Piotroski Score: Could you give me the 5iR evaluation on this stock screen, validate its performance over the long run and provide the results of this screen for the Canadian and US market. I understand that it uses easy to find information on company regrouped under three factors such as profitability, operating margins and leverage. It would appear that Glacier Media has the highest F-Score for a Canadian company. Could you confirm and give me the results of your calculations.
Thank you
Thank you
Q: Many commentators are concerned growth stocks may retreat in the next while taking a back seat to value stocks. Do you agree? Thanks Bill
Q: just need assurance not to sell stocks when market drops out and stay long
Q: There is an investment(!) strategy whereby the dividend payout dates are used as the basis of buying and selling equities for multiple payouts during a year. Intellectually this sounds interesting. Is a plan such as this practical, feasible, legal, moral etc. On the surface this might generate reasonable returns if mid tier dividend payers are followed closely , with all the usual selection criteria employed. Are there serious tax implications? Your usual pragmatic overview please.
Q: Hello 5i team,
I have learned that, with a positively sloping yield curve, lending institutions provide much needed liquidity into the economy; but the current situation seems, to me, to defy all logic. Mind you, compared to the rest of the world with negative yields across the spectrum, the US yield curve seems OK despite the fact that it is dangerously flattening. How does all this affect liquidity? and is this a precursor of an eventual recession?
Given the uncertainty, 20% of my equity RRIF portfolio is in cash.
Thanks,
Antoine
I have learned that, with a positively sloping yield curve, lending institutions provide much needed liquidity into the economy; but the current situation seems, to me, to defy all logic. Mind you, compared to the rest of the world with negative yields across the spectrum, the US yield curve seems OK despite the fact that it is dangerously flattening. How does all this affect liquidity? and is this a precursor of an eventual recession?
Given the uncertainty, 20% of my equity RRIF portfolio is in cash.
Thanks,
Antoine
Q: Would you comment on articles on Bloomberg and CNBC websites, among others, indicating China's potential banking crisis could be 5 times worse than the US subprime crisis? Very daunting article! Thanks.
Steven
Steven
Q: What is a derivative in the financial world? I have heard that derivative values issued worldwide are enormous, in gold well over 100 times the value of all physical gold existing. Are we facing a bank problem with these entities that will repeat the subprime mess again?
Mark Stewart
Mark Stewart
Q: Hi, I have had this stock for a year,and it seems to be on steady downtrend from around $14. I'am alittle overweight at 7%,would you hang in or reduce to 4-5%.Financials look to be weak right now, your thoughts .
Thanks
Thanks
Q: I am 44 years old and I have $100k, thinking of an even split $50k for CPD and $50k for Zdv. I have also considered putting the whole $100k into XIC, and writing the occasional calls. Your thoughts on this. What would give me best returns over 10years with the least amount of work or worry?