skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, TRZ fell nearly to $14 last week, even if the Air Canada $18 offer has been approved (except for government). I do not think that AC could walk out of the deal or change the conditions of the offer because of the changing market or economy. The investors do not believe this will be approved ? You mentioned before a 55% probability- is this still your number? Many thanks.
Read Answer Asked by Denise on March 05, 2020
Q: Has the expansion of the US Fed balance sheet since 2008 contributed to the performance of the markets by keeping interest rates low?
Given the last week of market activity, do you think the US Fed will lean towards cutting the discount rate shortly?
Do you think that this is the appropriate policy response?
Why?
Should interest rates be as low as they are?
Does the US stock market need a low interest rate environment in order to do well?
Thank you.
Read Answer Asked by Wayne on March 02, 2020
Q: What would you consider appropriate overall portfolio percentage holding ranges for stocks vs ETFs? From reading questions I get the impression that a minimum of 2% for individual stocks, 5% for individual ETFs. Maximum (although personal decision) might be 5% for stocks and 10% to 15% for ETFs. Would this be reasonable goal to provide diversification and potentially minimize large fluctuations in income?
Read Answer Asked by Betty on February 20, 2020
Q: I have a larger cash account with a 10+ year horizon and would like generate capital gains only and no significant dividends. I like the Horizon TRI funds but would also like to invest in some individual stocks. Could you recommend some good stock (or other ETFs) that pay out little or no dividends.
Thanks!
Grant
Read Answer Asked by Grant on February 19, 2020
Q: Requesting your thoughts on Canadian Tire as it is not mentioned much over the years. One of the gurus on TV says it is limited to growth by just being a Canadian stock. Wanted to know your thoughts on its future growth or will it be just by more acquisition over future years.

Regards
Read Answer Asked by Loretta on February 18, 2020
Q: Here is a simple question for you. When determining an amount that a particular equity has for the percentage of my portfolio, do I use the total value of my portfolio including the fixed income part, or just the equity part? For example, if the total portfolio is $100,000 including fixed income and I have a 60/40 split of equity /fixed, is a 5% position $5,000 or $3,000?
Thank you for your excellent service.
Read Answer Asked by Leonard on February 14, 2020
Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.

Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?

Thanks in advance.
Read Answer Asked by Stan on February 14, 2020
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Read Answer Asked by Roy on February 12, 2020
Q: What would you include in a "hard asset" strategy to offset global currency devaluation? Obviously gold is a hedge, but what other sectors would you include - metals, materials (all commodities?), REITs, real estate, infrastructure holdings, maybe even utillities? Please include a few names to consider. Thanks.
Read Answer Asked by Benjamin on February 12, 2020
Q: I own both parkland pki and pbh. would you switch from pki to atd.b at this juncture or perhaps add to pki?
Also would you suggest an alternative pick to pbh.
I am also looking at buying irdm but would like your opinion please.
Thank you.
Read Answer Asked by Maureen on February 11, 2020
Q: In answer to Nick on Feb 7 about the topic of "company share splitting", I thought the practice in the past had to do with a lower share price making it easier for the small investor to buy 50 or 100 share "board lots". Now with the ease and ability of buying even 1 share, the board lot issue has all but disappeared. Not sure...just my recollection....Steve
Read Answer Asked by Stephen on February 11, 2020
Q: What are a couple of your favorite Consumer Cyclical & Defensive stocks on the Canadian and US markets.
thanks
Joe
Read Answer Asked by joe on February 10, 2020
Q: Hi Peter / Ryan, do you know what reasons companies use to determine stock splits. I've heard the price of the share is to high so to allow more people access to it they split the shares. Now a lot of shares are over 500 dollars but they don't split, which shoots that reason out and some split more often than others, for example ATD.B gets to about 90 and they split, its happened twice since I've owned them. Banks used to split more often now they don't. Last time RY split it was around 90 now it's over 100 and still no split. Thanks, Nick
Read Answer Asked by Nick on February 07, 2020
Q: Hello Gentlemen,
Are the above listed companies still buyable at this time?
Thank you
Read Answer Asked by Frank on February 04, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!