Q: looking for growth stock or ETF suggestions for monthly contributions for kids under 18.This will be a taxable account. Monthly amounts would be small ~$100.
Thanks
Thanks
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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
REIT, UTILITIES, and TELECOM I believe are 'Interest Sensitive Sectors'?
Are there other 'Interest Sensitive Sectors'? in the TSX like maybe the Consumer Discretionary sector? or other?
Are these 'Interest Sensitive Sectors' affected as much by the US fed rate as by the Cdn fed rate?
If you were to give your best 'guesstimate' how much would these 'Interest Sensitive Sectors' fall in price (% wise) if Interest rates were to increase say 1/2 a percent?
Thank you very much
Stephane
REIT, UTILITIES, and TELECOM I believe are 'Interest Sensitive Sectors'?
Are there other 'Interest Sensitive Sectors'? in the TSX like maybe the Consumer Discretionary sector? or other?
Are these 'Interest Sensitive Sectors' affected as much by the US fed rate as by the Cdn fed rate?
If you were to give your best 'guesstimate' how much would these 'Interest Sensitive Sectors' fall in price (% wise) if Interest rates were to increase say 1/2 a percent?
Thank you very much
Stephane
Q: Hi,
I purchased FSV on June 1 and I wasn't completely sure whether I purchased the pre-split entity or the post-split entity as Colliers has not shown up in my portfolio. Yesterday, it showed a loss of about 60% (another member commented on this drop) and a price of approximately $20. Today, my price on BMOInvestorline is showing about $80 but the TSX is showing it today at about $34. I called BMO and they said I had indeed purchased it pre-split and that Colliers would appear in a few weeks (which I thought was odd).
Do you have any thoughts on the above? Are there more than one FSV trading now? Are any other members facing a similar situation?
Thanks,
I purchased FSV on June 1 and I wasn't completely sure whether I purchased the pre-split entity or the post-split entity as Colliers has not shown up in my portfolio. Yesterday, it showed a loss of about 60% (another member commented on this drop) and a price of approximately $20. Today, my price on BMOInvestorline is showing about $80 but the TSX is showing it today at about $34. I called BMO and they said I had indeed purchased it pre-split and that Colliers would appear in a few weeks (which I thought was odd).
Do you have any thoughts on the above? Are there more than one FSV trading now? Are any other members facing a similar situation?
Thanks,
Q: What do you think are the implications for the coming King vs. Burwell US Supreme court verdict on PHM's business model? I haven't heard to much about this case but it appears relevant to PHM as I think they target highly subsidized indications with large reimbursements. Please correct me if I am wrong.
Which side is better for PHM and do you think they will win?
Thanks
Which side is better for PHM and do you think they will win?
Thanks
Q: For the past few weeks,guests from BNN, and other news media have really been expressing their concern about valuations and 10 indices being at an all time high. Examples I have heard we are somewhere into the 9 inning.
Should we be stock piling cash for a severe pull back.
What is 5i expectations over the next few months? What are your honest thoughts going forward. I will hand up and listen to your answer:)
Should we be stock piling cash for a severe pull back.
What is 5i expectations over the next few months? What are your honest thoughts going forward. I will hand up and listen to your answer:)
Q: Good afternoon, Tweed is about 1 1/2 weeks late with their Q1 results. Thought there was a 45 day deadline on these reports?
Q: I am currently working towards a more balanced portfolio (was overweight in energy). Could you provide some suggestions for growth stocks in INDUSTRIAL (currently holding WSP); TELECOMM (currently holding BCE and T); and TECHNOLOGY (currently holding CDV). Thanks for the valuable service you continue to provide.
Q: Hi Peter and team
I would like to add to my son's RRSP account but not sure which sector to add to with what stock choice.
Following is current holdings:
Consumer Discretionary 4% with DHX.B DHX Media
Healthcare 4% with PHM Patient Home
Telecom 15% with Telus
ETF 19% CDZ
Utilities 14% with BEP.UN Brookfield
Industrials 22% with BIN and WSP Progressive Waste and WSP Global
Energy 4% with SGY Surge
Info Tech 14% with SYZ Sylogist and CXI Currency Exchange
I am thinking of EFN Element Financial for Financial Sector
or ATD.B to increase Consumer Discretionary. Or do you recommend something else with more growth opportunity.
It would be about a 5% weighting.
Thanks for your help.
Kathy
I would like to add to my son's RRSP account but not sure which sector to add to with what stock choice.
Following is current holdings:
Consumer Discretionary 4% with DHX.B DHX Media
Healthcare 4% with PHM Patient Home
Telecom 15% with Telus
ETF 19% CDZ
Utilities 14% with BEP.UN Brookfield
Industrials 22% with BIN and WSP Progressive Waste and WSP Global
Energy 4% with SGY Surge
Info Tech 14% with SYZ Sylogist and CXI Currency Exchange
I am thinking of EFN Element Financial for Financial Sector
or ATD.B to increase Consumer Discretionary. Or do you recommend something else with more growth opportunity.
It would be about a 5% weighting.
Thanks for your help.
Kathy
Q: Hello, BLX just announced a convertible debenture offering at 4.5%, what is your take on this? I am considering it as part of an income portfolio I am working on.
Q: Hello 5i,
The last question I could find on UFS was from last October. What is your take on the investment quality of UFS now?
Thank you.
Michael
The last question I could find on UFS was from last October. What is your take on the investment quality of UFS now?
Thank you.
Michael
Q: Hi 5i,
Received my 5i subscription as a birthday present and I'm truly loving it.
My wife's former employer's managed RSP portfolio has been transferred (all in cash) and consolidated into her general RSP fund; she is now sitting with the following positions:
FC.DB.C 3.1%
CNQ 2.9%
VET 3.8%
EFN.N 4.4%
HCG 4.2%
DIV 4.6%
RAM770 6.4%
CASH 70.6%
What appropriate equities from your Model Portfolios would fill in the holes as to sector/asset allocation and what would be a suitable cash position? To date, we have researched and like the following equities: BNP, WSP, GUD, NPI, CCL.B
Thanks for your help,
Dean
Received my 5i subscription as a birthday present and I'm truly loving it.
My wife's former employer's managed RSP portfolio has been transferred (all in cash) and consolidated into her general RSP fund; she is now sitting with the following positions:
FC.DB.C 3.1%
CNQ 2.9%
VET 3.8%
EFN.N 4.4%
HCG 4.2%
DIV 4.6%
RAM770 6.4%
CASH 70.6%
What appropriate equities from your Model Portfolios would fill in the holes as to sector/asset allocation and what would be a suitable cash position? To date, we have researched and like the following equities: BNP, WSP, GUD, NPI, CCL.B
Thanks for your help,
Dean
Q: I am looking to invest short term in RESP that I will be withdrawing by the end of the year. I can get 1% in money market account or I am considering buying shares in Catamaran which is to be bought out for $61.50 US. Which alternative do you think will yield the highest return?
Q: Hi Peter
I'm new to your service and maybe you have answered my question somewhere on you web site.
How do you feel about stop losses and if you use them how do you determine where to set them? Lately I have been wrestling with trailing stops, and trying to move my stops with as the price rises. What do you think?
Thanks Brian
I'm new to your service and maybe you have answered my question somewhere on you web site.
How do you feel about stop losses and if you use them how do you determine where to set them? Lately I have been wrestling with trailing stops, and trying to move my stops with as the price rises. What do you think?
Thanks Brian
Q: GDI Integrated Facility Services:
Can you have a look to this company and give me your opinion on it. I understand that the market cap is a bit small for now.
Can you have a look to this company and give me your opinion on it. I understand that the market cap is a bit small for now.
Q: Hi Peter and Team,
I am considering adding one of these two stocks, which are totally unrelated sector wise, for stable dividend growth and distribution with the potential for some capital growth. Which of the two would you lean towards and why?
Thanks as always for your help, Rick.
I am considering adding one of these two stocks, which are totally unrelated sector wise, for stable dividend growth and distribution with the potential for some capital growth. Which of the two would you lean towards and why?
Thanks as always for your help, Rick.
Q: Good afternoon Peter,
I have a niece who has $ 10k in her TFSA
She has a long term view 10 + years and is looking for growth.
What are your top 5 growth stocks ?
We are looking to invest the 10k in 5 equal weighted stocks.
The balance of her Investments are in a well balance ETF RRSP Portfolio, she is missing the growth portion.
Thanks to all your team.
Gordon...
I have a niece who has $ 10k in her TFSA
She has a long term view 10 + years and is looking for growth.
What are your top 5 growth stocks ?
We are looking to invest the 10k in 5 equal weighted stocks.
The balance of her Investments are in a well balance ETF RRSP Portfolio, she is missing the growth portion.
Thanks to all your team.
Gordon...
Q: Hi Peter,
My portfolio is poorly diversified and I am working on trying to correct this. Can you give me a general guideline on what percentage you would allocate to each sector for a well balanced portfolio. thank you for a great service. Clare.
My portfolio is poorly diversified and I am working on trying to correct this. Can you give me a general guideline on what percentage you would allocate to each sector for a well balanced portfolio. thank you for a great service. Clare.
Q: Hi,
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Q: Last question on this company was in Jan. 2015. Can you explain the last quarter as I am confused as to what was reported?
5i has provided the best advice I have had in my 40+ years of investing.
5i has provided the best advice I have had in my 40+ years of investing.
Q: Just a thank you to Peter for his very informative and clear Market Call session on BNN. Decided to buy some EFN as a result. Hope it raised the profile of 5i!