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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: It seems Cdn/US markets have reached a very high valuation for many stocks/sectors and investors are trying to find a reason (minor earnings miss etc) to get out of the market and build some cash positions. Interest rates will still go up and it will add more pressure along with all other uncertain factors which would lead to more panic selling and high volatility in the markets. Worst case scenario the markets will collapse considering the 10 year bull market run and tightening liquidity, lower stock buyback etc. Keeping this theory in mind is it a good idea for small investors like some of us 5i subscribers to build at least 30% cash and stay invested in defensive sector stocks like Utilities, REIT, FInancials and Staples instead of buying on dips in Tech, cons disc, Industrials sectors. Last few days many solid companies in 5i portfolios in Industrials, CYcylical sectors have sold off due to minor earnings miss. We can re-deploy the cash once the interest rates stop increasing and the market buy signals are positive in 2019. Would like to get your opinion and recommendation on this thought assuming smart money has started getting defensive and getting ready for next fall/recession.

Thanks
NInad
Read Answer Asked by Ninad on November 12, 2018
Q: hi guys,

wondering if i could get your comments on the earnings reported by the noted companies. deduct necessary credits for question on multiple companies if needed. thanks.
Read Answer Asked by jason on November 09, 2018
Q: Hi Peter/Ryan
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.

Value your opinion. Thanks


Read Answer Asked by S on November 08, 2018
Q: PHO really missed the boat. Have a small position. Is it best to move on, hold or buy a bit more on the downturn. As I watch the questions pass by, I sense there are many big misses -- RHT, TSGI, NFI and quite a few more. Are you doing something different in your analysis that might account for this? Sorry for being a bit negative but some of the shine might be coming off.
Read Answer Asked on November 08, 2018
Q: thoughts on seasonal trades for the following going into winter months?
Read Answer Asked by james on November 06, 2018
Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?
Read Answer Asked by Kurt W on November 05, 2018
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