Q: If you were about to enter the market with a portfolio at this time, would you wait until after the Greece situation is clearer at the end of the month? 5 year timeframe.
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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: Much discussion lately on BNN re divergence of the Transports
and the Dow. It is believed to foretell a correction.
However, one guest said that Dow Theory is outdated.
Your opinion please.
and the Dow. It is believed to foretell a correction.
However, one guest said that Dow Theory is outdated.
Your opinion please.
Q: Hi Guys
I have been interested in Brookfield (parent company) and Onex. They have returned 20% and 16% respectively annualized over 20 years (from what I read recently elsewhere)
What are thiughts going forward and would 5I consider issuing reports on these companies?
Thank you
I have been interested in Brookfield (parent company) and Onex. They have returned 20% and 16% respectively annualized over 20 years (from what I read recently elsewhere)
What are thiughts going forward and would 5I consider issuing reports on these companies?
Thank you
Q: In a recent Globe article dealing with ''when'' to consider selling a stock,''when the stock rises above it's intrinsic value''was mentionned. How does one determine when a stock has risen above it's intrinsic value?
Thanks for your help on this one.
Jean
Thanks for your help on this one.
Jean
Q: Pair trade question asked by Steven on June 10, 2015:
Shorting difficulties could be offset by subsituting Puts
on the short side.
Publish at your discretion.
Shorting difficulties could be offset by subsituting Puts
on the short side.
Publish at your discretion.
Q: DRT closed at $7.70 yesterday, but the bid/ask is 7.07 this morning. I haven't found any news (but that doesn't mean there isn't any!). What's happening?
Q: Hi team. Any thoughts on pair trades? For example, any recommendation of a weak stock (that you'd rate as a C or lower) that should suffer as rates rise and a high quality stock that may benefit as yields increase? Thanks and best regards.
Q: Based on current announcement of various financings, how does this affect their future profit and future stock price outlook.
Would this be a good stock and time to enter into. Any comments or concerns would be appreciated.
Thanks for your valued input.
Would this be a good stock and time to enter into. Any comments or concerns would be appreciated.
Thanks for your valued input.
Q: I hold a position in CREW which is down quite a bit - should I hold or sell - also HBM
Your advice is much appreciated- Hanna
Your advice is much appreciated- Hanna
Q: Do you think that the auto component suppliers are reaching the end of their run or could there be more upside? Thanks.
Q: Recently purchased in $2 range. Can this stock get to $3 level next spring? Decent dividend while we wait.
Q: Hello Peter & Co,
When I bought FSV way back when, I bought both components; now that the components are separate, would it not make sense to continue holding both of them?
Thanks,
Antoine
When I bought FSV way back when, I bought both components; now that the components are separate, would it not make sense to continue holding both of them?
Thanks,
Antoine
Q: Hi Peter and Company,
Your thoughts and advice please, on these stocks. I am 72 and these are part of my RIF, fortunately not a large part. Thanks to you I have done just fine this past year.
MY COST
BXE $6.90
IDC $0.19 (very small position)
RFC $5.06
AVO $31.19
Excellent service!
Heather
Your thoughts and advice please, on these stocks. I am 72 and these are part of my RIF, fortunately not a large part. Thanks to you I have done just fine this past year.
MY COST
BXE $6.90
IDC $0.19 (very small position)
RFC $5.06
AVO $31.19
Excellent service!
Heather
Q: Would either one or both stocks be growth investments within a TFSA account, or, considering current market volatilty, would MBK.UN (Manulife US Regional Bank
Trust) be preferable?
Thank you for your valued input!
Trust) be preferable?
Thank you for your valued input!
Q: I am a beginner in investments.My question is this: Do I have an avantage in buying American stocks these days with the Canadian dollar so low even if, for example I would buy for 10,00.00$ in US stocks and receive only about 7,500.00$ in value. Or would I be better off purchasing Canadian stocks and get their full value? Thanks.
Q: You have recently commented on a number of stocks which have declined "on interest rate fears". Why aren't rate increases already be reflected in stock prices ? Markets have known for ages that interest rates are likely to go up - though only slightly, and probably before year end. Is stock price volatility due to interest rate fears a reflection of speculative action ?
Q: Hi Peter & Co:
David's Tea just went public on the NASDAQ exchange. This is a Canadian company that I am told started in Toronto around 2008, and they now have over 150 stores in Canada and the US. Do you think this would be a good (short-term or long-term) investment?
David's Tea just went public on the NASDAQ exchange. This is a Canadian company that I am told started in Toronto around 2008, and they now have over 150 stores in Canada and the US. Do you think this would be a good (short-term or long-term) investment?
Q: Hi, I trust you folks at 5i are well and in high spirits? I have incorporated the Growth Porfolio as part of my TFSA. Here is the thought. If the market were to suffer a substantial correction; say the TSX tanks 20%, how much will the Growth Porfolio likely to fall by? I don't know what the average beta of the Porfolio is, but I guess it might be north of 1.5 but are there any mitigating factors, say people will take the opportunity to pile into some of the constituents or will everything just drop like in 2008? Thanks as always. henry
Q: Hi,
What would be the defensive companies to buy in this environment when most of the investment managers appearing on BNN are recommending keeping between 20% to 40% cash. These companies would have the lowest decline if the market corrects. Would BIN fit this profile. Can you provide your top 10 in this category. Thanks
What would be the defensive companies to buy in this environment when most of the investment managers appearing on BNN are recommending keeping between 20% to 40% cash. These companies would have the lowest decline if the market corrects. Would BIN fit this profile. Can you provide your top 10 in this category. Thanks
Q: Hello Peter & Co,
(1) On your summary table you indicate a start price for each security. If you also indicate a start date, we would have an idea of timeline.
(2) Big Correction: The Tech bubble and the 2008 downturn were both preceded (a few months earlier) by the flattening (even reversion) of the yield curve....we're nowhere near that as the yield curve is fairly steep.
(3) Sector allocation: If I only held the winners (like someone suggested), I would hold NO Energy; but that would not be wise, as you said. I reduced the Energy content last fall to 4% of my portfolio to energy producers (TOU,VET and WCP) and 6% to energy infrastructure (ENB,IPL,KEY and PPL).
For your Info
Thanks,
Antoine
(1) On your summary table you indicate a start price for each security. If you also indicate a start date, we would have an idea of timeline.
(2) Big Correction: The Tech bubble and the 2008 downturn were both preceded (a few months earlier) by the flattening (even reversion) of the yield curve....we're nowhere near that as the yield curve is fairly steep.
(3) Sector allocation: If I only held the winners (like someone suggested), I would hold NO Energy; but that would not be wise, as you said. I reduced the Energy content last fall to 4% of my portfolio to energy producers (TOU,VET and WCP) and 6% to energy infrastructure (ENB,IPL,KEY and PPL).
For your Info
Thanks,
Antoine