Q: I am setting up a dollar cost averaging couch potato portfolio with low cost mutual funds (td e-series etc). I will be contributing money into this portfolio every month from my salary. The portfolio will consist of 25% canadian index, 30% US, 30% internatonal, 10% Emerging Market, 5% Nasdaq. My time horizon is 15 years with above average risk tolerance. The question I have is if I need to include bonds in this mix. I feel that stock will do well in the next 15 years amidst an interest rate increasing environment. I am hoping to achieve an avearge of 9% to 10% return per annum over the 15 year period. Please let us know if it is a sound plan. Thanks 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 are you thoughts on WPX.T. its a little beat up but looks to me like a buy. you thoughts?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Intertape Polymer Group Inc. (ITP)
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Winpak Ltd. (WPK)
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Richards Packaging Income Fund (RPI.UN)
Q: I think CCL.B, RPI.UN, WPK and ITP are sort of i the packaging/labelling business so somewhat related. How would you rate these companies based on earnings potential and management competence & ability to do what they promise over 5 yr period? Also separately rate each relative to their balance sheet please.
Thank you.
Thank you.
Q: Hi Team,
Hi Team,
Denison Mines has had a very sharp drop over the past several days. Do you know why and if it is likely to continue or turn around in the near term?
Thank you, John
Hi Team,
Denison Mines has had a very sharp drop over the past several days. Do you know why and if it is likely to continue or turn around in the near term?
Thank you, John
Q: Could you provide an approximate percentage break-down of BAM.A's component segments - ie renewables, real estate, infrastructure, other?
Harder to find than I would have thought.
Thank-you
Harder to find than I would have thought.
Thank-you
Q: I was not able to watch Peter on BNN today. Could you briefly advise of the stock suggestions he made during the show?
Thank you, Peter
Thank you, Peter
Q: I bought AcuityAds not too long ago for about $1.30. It has had a nice run up recently to around $3.40. What is driving the increase? Should I buy more? Or should I take a half position off the table and then repurchase more if it comes back down?
Q: Hi 5i, I held IT in my TFSA and have recently sold the position. Can you make some recommendations for growth in my TFSA? Thanks.
Q: TBL.nt
I have owned this security for 8 years and in truth, I am probably overweighted in it.
They have never missed a payment and their financials appear strong.
I am wondering what you folks think of it.
Looking forward to seeing Peter this evening on BNN.
THANKS VERY MUCH,
Don
I have owned this security for 8 years and in truth, I am probably overweighted in it.
They have never missed a payment and their financials appear strong.
I am wondering what you folks think of it.
Looking forward to seeing Peter this evening on BNN.
THANKS VERY MUCH,
Don
Q: Hi 5i, do you know why CCO is down so much today and continue to slide now ?
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?
Q: I joined 5iResearch a few months ago and I have learned a great deal about how to be a better investor. I have 2 sons - one in 4th yr business school and the other a recent business grad. I think they could both benefit greatly from your service. Do you offer a 3 month "trial subscription" (I am happy to pay) so they can see if its something they will actually use on a regular basis as I do?
Many Thanks
Scott
Many Thanks
Scott
Q: How sustained do you think the uptrend will be with respect to Callidus Capital Corp? (CBL)
Q: would you please give me a few suggestions for my RRSP. I am 80 years old so maybe should stop trading so often and go to safety...although it's been lots of fun!
I will still have my play money account so continue reading your excellent advice
I will still have my play money account so continue reading your excellent advice
Q: Good morning 5i.
My daughter (43) holds the following in her TFSA: AYA'B. AYA, BEP.UN, BNS, ECN/EFN, ENB, ENGH, GUD, PKI, SIS, WSP. She has ~10K to add this year. Could you suggest 2 new growth/dividend stocks and your thoughts re adding to AYA and/or BNS?
Thanks for the great help you provide.
Gary
My daughter (43) holds the following in her TFSA: AYA'B. AYA, BEP.UN, BNS, ECN/EFN, ENB, ENGH, GUD, PKI, SIS, WSP. She has ~10K to add this year. Could you suggest 2 new growth/dividend stocks and your thoughts re adding to AYA and/or BNS?
Thanks for the great help you provide.
Gary
Q: Any update on softwood lumber agreements? What are your thoughts on ADN and WEF? I hold a smidge of each and have been waiting to add to positions.
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Whitecap Resources Inc. (WCP)
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Extendicare Inc. (EXE)
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Pure Industrial Real Estate Trust (AAR.UN)
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Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
Q: I have a half position (2.5%) in EXE,CHR,AAR.UN and WCP. In a reasonably well diversified portfolio. I have enough cash to bring two stocks to a full position.
Should I pick two? Can you rank them in order?
Or should I add a bit to each? (More trading fees).
Or hold the cash for a couple of months to see how the markets are doing?
Should I pick two? Can you rank them in order?
Or should I add a bit to each? (More trading fees).
Or hold the cash for a couple of months to see how the markets are doing?
Q: I have some Stella Jones at a 30% profit. I would like to sell and invest in wsp for a 2 to 3 year hold. Given the recent weakness and outlook for Stella Jones woould you recommend this strategy for future growth and stability? Thanx.
Q: SJ is currently the only holding I have categorized as materials. I have about a 10 year time frame. If I wanted to hold only one materials company, would a switch to MX make sense given its better momentum and dividend? Thank you.
Q: I have a smallm position and was looking at adding more.Where do you see cwx going in the future and will the proposed lumber tariffs affect cwx. Do you think the dividend is safe.