Q: Is there a place to see the price of the sells in the growth portfolio?
What would be 3 choices to put cash if one felt interest rates wee going up - safest to less safe (ETFs)?
Thank you.
Q: Hi Peter and Ryan,
Thanks for your great service. I have am looking to add 3 stocks to my portfolio. I currently own G,CCO,DSG,SJ,BAC,SGY,CAT,SLB. What would you recommend?
Thank You
Luke
Q: Hello 5i Team,
In my portfolio I am holding GOOG (6 shares); APPL (30 shares); and HD (295 shares). I also hold 4200 shares of ZSP and 3000 shares of XSP. Apple is the largest holding at 2.82%, Google 1.86% and Home Depot .66% of assets in both ETFs. I am thinking that I should sell my individual shares and buy more names from your new model. portfolio. Your advice would be greatly appreciated.
Thanks so much for your wonderful service.
Q: I currently have half positions in Algonquin AQN and Innergex INE. I see you rate Capital CPX high. Would you suggest selling one or both and replacing them with CPX? I would incur a small capital gain which I have losses to offset. I am not concerned about diversification as I have a full position in ALA, with half positions in IPL, PPL, ENB.
I'm all for simplicity when it comes to maintaining a portfolio, and my question is two-fold:
- Could you recommend a two or three ETF portfolio (Canadian ETFs preferably) that would allow for both long-term equity growth (domestic and international) and monthly income?
Would a mix of XWD with CDZ/VDY (or XTR) fit this criteria, or are there better alternatives?
- Would you recommend such a strategy? What would I be giving up by following this strategy, and how would you tweak it and yet keep it simple?
My goal is to have a straightforward ETF portfolio and to make monthly investments to the ETFs. Please note that there would be no fees for buying the ETFs since I use Questrade.
Q: Peter Can I have your opinion on the recent announcements from the UN on climate change and do you feel it is a good time to buy renewable energy stock and the second part is your thoughts on online shopping and its effect on big box stores and the Roicans of the world
Kind Regards Stan
Q: Hi Peter & team. I get that for reasons of balance & sector-weighing, you sometimes have to remove or reduce holdings in good companies. (Although it is difficult to do specially in a non-registered account and you have substantial gains). Perhaps you should explain in more detail because it is a complex subject and after all, Bep.un is still an A-rated stock.
Now to the question. When you answer questions on stocks that you don't covered, am I at all near the mark in thinking that "OK" means that , if you were to look in greater detail, it might be a C/C+? And, "decent" B- ; "solid" B; "like" B+; "like very much" A-and up? Thanks as always. Henry
Q: Addendum to my last missive re balancing/Bep.un. Sorry Peter, I meant to thank you for working so hard to instil discipline in us. Tough work, good teacher. Thanks! Henry
Q: Good afternoon. I own Kelso (KLS) in a registered account. I know you say not to sell your winners too early. However KLS's price has gone parabolic in the last 4 days and I am thinking of selling a third of my holding to lock in (big) profits. What would you do if you still traded small caps?
Thanks, Tim.
Q: I have invested in both canadian and u.s.a stocks,my question is,there is a lot of chatter about the demise of the u.s.a currency,should i sell my u.s.a stocks and stay in canada as well as buy more gold and silver. the u.s.a debt is unsustainable and the dollar will be devalued, how about other countries that are safe to invest in. greatly value your oppinion. thanku
Q: Hi Peter and Team
RET.A...The retail stock that everyone loves to hate has just bounced 7%. They just reported a loss for this quarter. However, was it better than the market expected? Is there restructuring plan showing promise. Do you think that based on fundamentals they are showing promise as a turn around story? Thanks for your insights which are always invaluable.
Dr. Ernest Rivait
Q: My first question! I am thinking that with the publicity about the GM recall which appears to be leading to decreased sales, the recent spike is ACQ which followed the acq of GM dealerships may be reversed if these dealership will experience sales losses and increased repair demand. How do you take this into account in assessing ACQ?
Q: I currently own Encana-ECA (ACB @ 18.00) inside of my RRSP account. I was wondering if now would be a good time to switch to
Enerplus-ERF. I'm looking to withdrawn in 3-4 years under the Home buyers plan. Thank you!