Q: This question is about the fixed income allocation in my portfolio. Most of it is invested in a 10 year ladder of provincial and corporate bonds. Given today's low interest rate environment and the slim prospects of rising rates in the foreseeable future, do you think it is wise to stick with this strategy?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I asked a question last week and have not recieved an answer. Was the question too involved?
Q: I have a half position in Agrium my sole agriculture stock should I add to it with the recent drop or go with afn. I am retired, conservative income stocks primarily. Thanks for your incite.
Q: Hi Peter and associates, Considering the market downturn I am planning to deploy 25% of my portfolio(which is in cash) during next month. Can you please give me your top 3 Canadian(does CXR qualify?) and top 2 US name(does PCLN qualify?) considering a 10 year hold? I own all the stocks from your growth portfolio and can tolerate high investment risk.
Q: Hi Peter and team,
Can you get me an overview on the company. Is the dividend is safe. Is the revenue growing and is it a good time to buy. I am looking for income for long term like 5-10 years. Thanks
Norwood
Can you get me an overview on the company. Is the dividend is safe. Is the revenue growing and is it a good time to buy. I am looking for income for long term like 5-10 years. Thanks
Norwood
Q: Despite the news today regarding reduced outlook, can these stocks be held for the long term . Will they recover?
Thank you.
Thank you.
Q: After selling my business I have a large sum of money to invest - this money is the main part of my retirement savings. I plan to retire in 10 years, so my main objective here is safety of principal with moderate growth to surpass inflation. Inflation is my main concern - with anticipated US growth and CDN stagnation I see it picking up in Canada quite soon. By this very reason I am concerned about investing in bonds (incl. real return ones) or TIPS. What kind of allocation (sector, country, stocks vs. bonds) would you suggest in my case? Any creative solutions to hedge against inflation?
Thanks.
Thanks.
Q: What do you think of the ALA and CAR.UN bought deals?
Q: Putting the finishing touches on my porfolio review and trying to decide between Loblaws and Metro. I am a long term investor and don't need income yet but I do appreciate the value a growing dividend payor provides.
As well as MRU has done recently, I am thinking that the Shoppers addition might ultimately provide more growth and profitability for Loblaws. I am thinking of buying only one of them (5% of a balanced, 25 stock portfolio) to avoid having too much diversification but is this a case where a half holding in each is better?
Thanks for the insight.
Paul F.
As well as MRU has done recently, I am thinking that the Shoppers addition might ultimately provide more growth and profitability for Loblaws. I am thinking of buying only one of them (5% of a balanced, 25 stock portfolio) to avoid having too much diversification but is this a case where a half holding in each is better?
Thanks for the insight.
Paul F.
Q: Hi 5i - just wondering about sector weightings - your answers generally indicate that one shouldn't invest more than 15% in one sector, however it appears as though the model portfolios have large weightings in technology and financials? Which sectors would you feel comfortable right now in "over weighting", if any? Thanks!
Q: Hi,
I hold potash and I'm down about $5/share at current price. I'm fine to hold pot long term given the yield (assuming it's safe) and outlook for the Agri space. I am considering adding to my position to lower my cost and add more yield to my portfolio. Pot is about 3.0% of my portfolio. What do you think about adding at this level or would you advise waiting until the bid for K+S is determined given the stock price could fall with shareholder acceptance of their 41 EURO bid. On a side note, what do you think about buying some K +S?
Thank you
I hold potash and I'm down about $5/share at current price. I'm fine to hold pot long term given the yield (assuming it's safe) and outlook for the Agri space. I am considering adding to my position to lower my cost and add more yield to my portfolio. Pot is about 3.0% of my portfolio. What do you think about adding at this level or would you advise waiting until the bid for K+S is determined given the stock price could fall with shareholder acceptance of their 41 EURO bid. On a side note, what do you think about buying some K +S?
Thank you
Q: Regarding iFabric….2 questions. First they were just listed on the TSX and secondly the insiders own 77% of the share structure. I understand that these are both positive conditions. However could I have your comments. Thanks
Q: I am thinking of increasing my positioning in NFI. It has held up well in the current market, pays a reasonable dividend and I think, should have some growth in a positive U.S economy, even if interest rates increase by 25 basis points. How significant are insider holdings? Institutional holdings? and has the increase above $1 billion mkt. cap.already been priced in. Another sentence ending in a preposition. thanks for all you do.
Q: BMO have ETF's that have "covered calls"
Could you explain what a covered call is, and are there any tax implications with these products?
Could you explain what a covered call is, and are there any tax implications with these products?
Q: Hi team! I have some money that I want to park and not think about too much for about 5 years, but, I do need some income from these funds. I’m thinking of a diversified ETF portfolio. Could you suggest 5-8 varied ETF’s that pay a decent dividend? Thanks very much. So appreciate 5i.
Q: As a recent IPO, dividend paying, growth by acquisition, relatively high ownership by CEO, in a high profile industry, would you consider RAY.A to be a reasonable, risky or speculative buy at this point? Has it caught your attention and what insight and opinion can you give, please?
Q: This question was asked by Curtis on September 16th.
Your answer: We would opt for a more balanced portfolio, adding some tech, industrials, consumer products (which should be OK in a downturn) and other sectors.
Could you elaborate with one or two company names you would be comfortable with that would fit Curtis's vacation portfolio?
Would you keep REITS at 20% weight?
Thank you.
Your answer: We would opt for a more balanced portfolio, adding some tech, industrials, consumer products (which should be OK in a downturn) and other sectors.
Could you elaborate with one or two company names you would be comfortable with that would fit Curtis's vacation portfolio?
Would you keep REITS at 20% weight?
Thank you.
Q: your comments now that they've "coupled" with amazon. thanks
Q: I think esports will be a huge growing industry over the coming decades. Do you know of any good public companies that are in this market that you could recommend for a long-term position?
I heard that CGX just bought an esports company, which I think was smart, but it is very small compared to the size of their business.
Thanks!
I heard that CGX just bought an esports company, which I think was smart, but it is very small compared to the size of their business.
Thanks!
Q: Stock charts , or TMX money both allow you to compare performance between stocks in a sector / I find it helpful in getting a pulse .before buying .. Union Pacific and CNR both were battered , and I bought CNR at a recent low ... I didn't have enough USD but I would have bought Union Pacific as well... I have never lost on Rails ( touch wood ) . I follow ( CP, CNR, UNP.US, CSX.US ,NSC.US, KSU.US ) ... Making charts is easy, but doing due diligence on six companies is a day's work for me ... I would like to shorten my list / which are your faves ? ... and do you feel this reversal in rails has legs ?