Q: I wonder if you can give your 5 best recommendations at this time for investment in TFSA or RESP for long term hold, irrespective of sector or balance. I have greatly benefited from being a 5Iresearch subscriber for the last few years. Thank you for the great service.
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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: What is your top choic for a consumer discretionary stock? With thanks rose
Q: Hi Peter
I am reviewing my so called balanced portfolio.as we head into 2017
Right now this is where its at.
NON STAPLES 10%--STAPLES 9%--FINANCIALS 18%--HEALTH 9%--ENERGY 9%
INDUSTRIALS 11%--TECHNOLOGY 10%--MATERIALS 14%--UTILITIES 4%
TELECOMMUNICATIONS 2%--
AS YOU SEE IT IS OUT OF WHACK--COULD I PLEASE HAVE YOUR COMMENTS ON ANY
SECTOR YOU THINK I SHOULD REDUCE EXPOSURE AND ALSO ANY I SHOULD ADD TO-
IF YOU WANT ME TO ADD ANY STOCKS TO SAY UTILITIES OR TELCOM--WHAT WOULD YOU SUGGEST---I CURRENTLY HAVE AQN-BEP.UN-FTS AND T--I GUESS I COULD ALSO TOP THESE UP----IN THE OTHER SEGMENTS I HAVE AT LEAST 4 OR 5 STOCKS.
THANKS --HAVE A GOOD 2017
PETER
I am reviewing my so called balanced portfolio.as we head into 2017
Right now this is where its at.
NON STAPLES 10%--STAPLES 9%--FINANCIALS 18%--HEALTH 9%--ENERGY 9%
INDUSTRIALS 11%--TECHNOLOGY 10%--MATERIALS 14%--UTILITIES 4%
TELECOMMUNICATIONS 2%--
AS YOU SEE IT IS OUT OF WHACK--COULD I PLEASE HAVE YOUR COMMENTS ON ANY
SECTOR YOU THINK I SHOULD REDUCE EXPOSURE AND ALSO ANY I SHOULD ADD TO-
IF YOU WANT ME TO ADD ANY STOCKS TO SAY UTILITIES OR TELCOM--WHAT WOULD YOU SUGGEST---I CURRENTLY HAVE AQN-BEP.UN-FTS AND T--I GUESS I COULD ALSO TOP THESE UP----IN THE OTHER SEGMENTS I HAVE AT LEAST 4 OR 5 STOCKS.
THANKS --HAVE A GOOD 2017
PETER
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National Bank of Canada (NA)
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Home Capital Group Inc. (HCG)
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Dominion Lending Centers Inc Com (FCF)
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Student Transportation Inc. (STB)
Q: I need help with my TFSA. I should be at $51,000 as I added this year's amount. I am sitting at $39,500 with the following stocks - FCF, HCG, NA and STB. Could you make any recommendations to help this account get back on it's feet? To other investors, my biggest loss was from ABX, where I lost $8000. Be careful with Gold products.
Q: Hi Peter
Iam in a situation that i have about 300k divided amonst 2 tfsa and 2 rrsp account. I would like to invest these funds for income and safety. I also have about another 200k in these accounts divided between pwf bns and gwo. Could you recommend maybe 3 to 5 stocks to achieve my goals. I think it would be too much to try to replicate the income portfolio. i was was thinking equal weights of wsp T Bip cu fts or enb.
Thanks
Mike
Iam in a situation that i have about 300k divided amonst 2 tfsa and 2 rrsp account. I would like to invest these funds for income and safety. I also have about another 200k in these accounts divided between pwf bns and gwo. Could you recommend maybe 3 to 5 stocks to achieve my goals. I think it would be too much to try to replicate the income portfolio. i was was thinking equal weights of wsp T Bip cu fts or enb.
Thanks
Mike
Q: The core business is not doing all that well but the student housing portion is quite interesting. This was the same reason i had previously invested in Loyalist Group but that turned into a disaster. I am curious what you think of the company and if you feel it could be added to a TFSA for an aggressive investor.
Q: Could you please have a look at this company and give your thoughts on how this company products fit into the future of the driving industry and toll roads. Very small company, but who is the biggy in this industry? Is it a buy now for what the future holds?
Many Thanks
Many Thanks
Q: Good morning. Best wishes to all. Atz is expected to have good earnings when they report on January 9. I expect a beat. I am planning to buy the stock. I feel it could be the next Dollarama. Any changes to your outlook since the last questions in October? Thank you.
Q: Hi Guys,
When can we expect the December reports?
thanks,
Jim
When can we expect the December reports?
thanks,
Jim
Q: Online shopping. What companies will benefit from supplying such things as packaging and shipping for the large companies like Amazon?
Q: Hi, with regards to the graph shown in the Jan 10/17 blog entitled The Rebalancing Trade. The X axis plots time. What is the Y axis plotting & how is it calculated. Also what is such a graph plotting time verse value % called. Thanks … Cal
Q: 5i Team:
thanks for all the help in 2016 !!.
The idea is to capture the electrification process of our society. It is a slow, but secure process/trend, in particular if use of electric cars increases, and robots and so on. This means more elect power will be required. Are Fortis (despite increase in interes rates) and Stella Jones good candidates ??. If not, are there other safe companies to capture the trend.
Also, if interest rates go up, would not ECI benefit more ?, as more people would preffer to rent than buy due to increase cost of capital.
thanks again ! Should I start buying now ?
thanks for all the help in 2016 !!.
The idea is to capture the electrification process of our society. It is a slow, but secure process/trend, in particular if use of electric cars increases, and robots and so on. This means more elect power will be required. Are Fortis (despite increase in interes rates) and Stella Jones good candidates ??. If not, are there other safe companies to capture the trend.
Also, if interest rates go up, would not ECI benefit more ?, as more people would preffer to rent than buy due to increase cost of capital.
thanks again ! Should I start buying now ?
Q: Hello 5i
My main question is similar to a previous one.
We have 2 RRSP, 2TFSA, 1 non-registered, 1 non-reg. corporate accounts. We are presently with a full service broker(approx. 140 positions), but will be transferring to a discount broker. We are now taking income, mostly from the corporate account.
1)Would you suggest treating them as one when we build our new portfolio?
2)Our intentions are to have 30-35 positions. Is there a point where spreading over too many different accounts can make the portfolio less effective?
Thank you in advance, Bill
My main question is similar to a previous one.
We have 2 RRSP, 2TFSA, 1 non-registered, 1 non-reg. corporate accounts. We are presently with a full service broker(approx. 140 positions), but will be transferring to a discount broker. We are now taking income, mostly from the corporate account.
1)Would you suggest treating them as one when we build our new portfolio?
2)Our intentions are to have 30-35 positions. Is there a point where spreading over too many different accounts can make the portfolio less effective?
Thank you in advance, Bill
Q: What are your favorite blogs that you read everyday? Trying to increase my market awareness. If you were to devote one hour per day to your investments what would you do to "stay in the loop"?
Thank You Ron
Thank You Ron
Q: I am interested in purchasing the above securities, but currently only have the capital for one. Without regards to sector exposure, can you please rank the three in terms of potential from current price levels ?
Thanks
KR
Thanks
KR
Q: Can you comment on their pr regarding sales for December? Thanks.
Q: The sector took a big hit today is it best to avoid or do think HBC is undervalued at these levels (currently $12.40)
Thanks David
Thanks David
Q: Peter; Hate to waste my dwindling question box but any news on HBC to account for the big drop on big volume. I searched all the places available - nothing from the TSX- Thanks. Rod
Q: Income investments - preferred shares
On Jan 4, you posted an answer for an income investor, expressing approval of ZPR (BMO Laddered Preferred Share Index ETF). I am somewhat cynical about preferred shares, their being subject to the interest rate sensitivity of bonds, lacking the upside of common stock and generally lacking a fixed redemption date or any other assurance of capital preservation. I wonder whether, even on a reset date, they would necessarily trade at their face value. If I am right, I can't understand in what circumstances they would be suitable (without fixed redemption or as an interest-rate play with a high coupon). What am I missing?
On Jan 4, you posted an answer for an income investor, expressing approval of ZPR (BMO Laddered Preferred Share Index ETF). I am somewhat cynical about preferred shares, their being subject to the interest rate sensitivity of bonds, lacking the upside of common stock and generally lacking a fixed redemption date or any other assurance of capital preservation. I wonder whether, even on a reset date, they would necessarily trade at their face value. If I am right, I can't understand in what circumstances they would be suitable (without fixed redemption or as an interest-rate play with a high coupon). What am I missing?
Q: why did clr drop so much?what is the forecast for clr in 2017?
would it be wise to take a position?
would it be wise to take a position?