Q: I am 68 years old, retired, and rely on dividends for income. I went 100% into cash on December 31st, thereby avoiding the 7.2% drop in the TSX over the past two weeks. Once the dust settles, I plan on re-establishing my previous positions in individual high paying, low beta, small to mid-cap Canadian dividend paying stocks, diversified across most sectors. I prefer Canada over the U.S. for the dividend tax credit, and I prefer small to mid-cap stocks for their monthly payouts. Given the current macro and micro economic conditions influencing the Markets, in your view, is this a reasonable strategy going forward? As always, thank you for your valued response!
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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: Can you please give your top names (covered by you or not) of fairly-priced companies today, that stand to benefit the most from a lower Canadian dollar? XTC comes to mind as you've mentioned them before. Presuming I needed that sector in my portfolio, would you be buying it now? I'm not one to wait for a bottom in this messy market, or freak out and "sell everything". I liked your comments on BNN yesterday. Cheers
Q: Headlines scream out "Sell Everything" ... but surely there needs to be someone on the other end to "Buy Everything".
I've been slowly dipping in and buying and appreciate the wisdom in your answers to all members questions.
Do you have a gut feel for how long the market sell off will continue? I like open ended questions like these to see where you go with them.
Thanks
Mike
I've been slowly dipping in and buying and appreciate the wisdom in your answers to all members questions.
Do you have a gut feel for how long the market sell off will continue? I like open ended questions like these to see where you go with them.
Thanks
Mike
Q: I am looking to buy up to ten (10) shares of ALA to start a DRIP program for a granddaughter. Could a fellow member perhaps direct me to a web site where one can purchase shares to put in her name. Thanks for all help and knowledge provided by 5i's by professional staff and by fellow members. Thanks, Bill
Q: I find it interesting that KMI, currently at $13.00, offers January, 2018 long Leap put/call straddles for approximately $8.00.If bankrupt within 2 years, you are paid $5.00 while if the stock rebounds to a price it was at barely 2 months ago, you break even. Comments?
Q: I have 2 cash accts., RRIF-$35000 and a tfsa $12700. If a major mkt drop takes place,which stks would be suitable for the RRIF, and for the TFSA.(Which I would like to trade short term or day trade.)
Q: I know in the past you have mentioned that you use Bloomberg Professional. I'm just wondering if you could recommend websites or software that the average person can take advantage of for Canadian market research and portfolio tracking?
Q: I have built up about 60% cash. I held onto RY TD and BNS. With blood in the streets I am considering deploying some cash (gradually). What sectors should I look at and in what order. Any individual stocks that look compelling at this time. Thank you in advance
Q: It looks like a lot of people are taking that RBS advise to "sell everything " to heart today. Wouldn't selling now just lock in loses? Do you advise the best course is do nothing and just ride it out for those who don't need the cash?
Q: Any information on why Agt is reaching new highs. Would you buy it now and if so what would be your exit strategy.
Q: I know you are not fond of airlines, but would like your thoughts on Westjet. Would you consider it a hold, or do you see more downside?
Thanks, Dave
Thanks, Dave
Q: Any news on AC that can explain this big drop today? Is this maybe a value pick at this price for a 3 to 5 year hold?albeit with the knowledge that you do not believe that the airline industry is typically the best place to invest.
Q: Both of these appear to be breaking down technically at the moment. Would $38.00 and $55.00 be considered good entry points.
Thanks in advance
Thanks in advance
Q: Currently have 0% weighting in materials in an otherwise diversified portfolio. With the ability to hold for the next 5-10 years, what would you recommend as your top 5 materials companies?
Thanks
Robert
Thanks
Robert
Q: You have presented some very compelling and cogent reasons for avoiding the Ultrashorts of this world (e.g. SPXS). Apart from protecting a portfolio with stop loss orders and careful diversification, what do you suggest for proper downside participation or protection in the current environment?
Thank you for your excellent service!
Thank you for your excellent service!
Q: With the governments talking infrastructure,which companies do you see as benefiting in this marketplace ?
Q: Would appreciate your view on this company at $17. Understand necessity for a longer term view, bbut it looks good to me at this price
Q: I want to grow my investment by 6% return and will invest 12500 in each stock - Can you please give me your opinion for below stock and will achieve my goal. I dont need money for next 14 years.
Feel free to add any other stocks or make changes.
TD
RY
Zut
zub
VXC
CXR
zeo
zre
Feel free to add any other stocks or make changes.
TD
RY
Zut
zub
VXC
CXR
zeo
zre
Q: This is a mortgage insurer with great fundamentals: TTM PE 5.8, ROE 11.6%, P/B of 0.65, D/E of 13%, low P.R. and has beat EPS last 3 Q 2015 & increased it's dividend in Nov. 2015. The company does not think we are going to have a real estate crash - neither do I - only caveat is AB - what is their exposure there as a % of their total book? This is a pure negative sentiment play, I guess? Stock is down a lot since Nov. 25 th even with the D > & EPS beat. What am I missing here??
Q: With today's announcement and Shaw moving forward with the Wind acquisition do you agree that Shaw will need to commit increasing amounts for Capex to build out Wind's network to take advantage of the unused spectrum that Wind owns? Will this have an impact on Shaw's dividend?