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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: Hello, do you think the reasoning 15 or 16 times earnings of 90-100$ which implies the spx benchmark adjusting to around 1500 has some merit in the current environment ? Also, with the US economy doing ok and the $can below 0.70, is it a strong stimulus for Canada or are we not exporting to them as much anymore ? Thank you
Read Answer Asked by Pierre on January 19, 2016
Q: Would you endorse a switch from HBC to XTC or something like TOY?
Read Answer Asked by Imtiaz on January 19, 2016
Q: Please provide recommendations in Canada & US for the following sectors to properly diversify a long term income portfolio :

Consumer Staple
Material
Consumer discretionary
Industrial
Utilities

Thanks
Read Answer Asked by Steve on January 19, 2016
Q: some very good information. Thought I would pass it on to other subscribers.

https://www.oaktreecapital.com/insights/howard-marks-memos
Read Answer Asked by Gerald on January 18, 2016
Q: I assume revenue, and most expenses, for DR are in US dollars. Will the falling Canadian dollar have any significant impact on their earnings?
Read Answer Asked by Arthur on January 18, 2016
Q: )I have tracked 9 ofyour Fri. recommendations ,as of now (3pm) they have dropped around 3.3%, the tsx has dropped 1.2%.What message does this send to me?
Read Answer Asked by BOB on January 18, 2016
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!
Read Answer Asked by Paul W on January 18, 2016
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
Read Answer Asked by Randall on January 18, 2016
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
Read Answer Asked by mike on January 18, 2016
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
Read Answer Asked by Bill on January 18, 2016
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?
Read Answer Asked by David on January 18, 2016
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.)
Read Answer Asked by BOB on January 18, 2016
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?
Read Answer Asked by justin on January 17, 2016
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
Read Answer Asked by Roger on January 15, 2016
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?
Read Answer Asked by David on January 15, 2016
Q: Any information on why Agt is reaching new highs. Would you buy it now and if so what would be your exit strategy.
Read Answer Asked by dan on January 15, 2016
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
Read Answer Asked by Rick on January 14, 2016
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
Read Answer Asked by Robert on January 14, 2016
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