Investment Q&A

Q: Please give me your opinion of this company as a potential buy for income. thanks, Rick

Q: What sector would you advise to look for some growth without huge risk. Excluding tech, which is clearly hated right now.

Q: During a serious market correction should a rebalancing happen?When the rebound in stocks eventually occurs you have less in stocks as the assets have been reallocated to bonds and cash. Therefore you will never fully recover. Should there be a waiting period?

Q: Good morning guys, great job. Are there any figures on which sectors fair better in market corrections

Q: Hi

I have about $300k new money I want to add to my modest stock/etf portfolio (Total will be $500k)- I am a bit fearful of the bubble (stocks and bonds) - Any suggestions for a reasonable safe yield for 6-12 months ?

Q: Would you recommend this fund as part of the fixed income portion of a portfolio?

Thank you.

Q: Peter; In response to Bobs question on discount firms I would highly recommend BMO INVESTORLINE. I have been using them since they began the service. They also have a number of ETF's available , some managed by Larry Berman . They respond quickly and are open to changes . Security is excellent.

Rod

Q: What is the bond market telling us today?

Q: hello Peter...I read over the week-end your article in the National Post about 5 mid-cap US stocks. Interesting! And now I’m wondering…..is this a prelude to inclusion of them in an upcoming 5iR US balanced portfolio?….Tom

Q: What discount broker would 5i recommend for a DIY investor who has a good knowledge level of the investment world? Things to be considered would be portfolio management, alerts, news reels, trading fees, real time quotes, charting capabilities, US & CDN Market coverage, consolidated reporting (across various accounts - e.g. RRSP, TFSA, LIRA, ORDER). Thank you.

Q: This vitamin, and supplement company is going public what is your opinion on it?
Would you buy on the IPO? thx

Q: Is there any advantage to use a fixed income ETF instead of using an account at Tangerine that pays 2%?
If there is, what would you suggest to use in the fixed income part (which is close to nil) of my unregistered portfolio?

Q: what REITs would be positively or negatively impacted in a meaningful way by SEARS closing its doors?

Q: Hi,
How/ where do I sign up for your ETF Update newsletter?

Q: Where can I find a list of Canadian Div Stocks that shows Monthly, Quarterly, Annual Payment Frequency?

Thanks!

Q: Where can I find a list of Canadian Div Stocks that shows Monthly, Quarterly, Annual Payment Frequency?

Thanks!

Q: As I grow older I find myself more risk adverse. You receive many questions regarding going to more cash when one fears a market correction and you claim, and I agree, that market timing is very difficult to pull off. None the less I am fearful of large loses similar to those encountered 10 years ago.
Now to my question. If one is investing for income, as I understand it, if the dividend is safe then a capital loss while not good can be tolerated with the hope of recovery because of the steady income flow. I am setting up a RRIF and am concerned about equity draw downs from a recession as well as increasing interest rates. In conclusion an income investor should be able to sleep at night knowing there is a steady income stream. I am trying to generate a 5% annual dividend stream. Thank you.

Q: Hi,
If I were to buy & sell options as a strategy to create a monthly income flow, would any proceeds (profits or losses) be considered as Capital Gains or Income for income tax purposes?
Also, if trading options, is there any consideration to be aware of in regards to option-able stocks that pay dividends?
Thank you.

Q: On June 17th there was an article in the Globe entitled " Are these preferreds a 5 percent solution", by Rob Carrick. It spoke of many different perpetual preferreds paying close to 5%. What is your opinion as to how any perpetual preferreds would fit into any investment portfolio in today's investment climate. Would you ever recommend them?



Thank you

Paul

Q: I am puzzled about the fact that some mortgage lenders offer as low as 1.9 to 2.1% mortgage rates. Why would someone lend money as such a low rate, when you can get more (and garanteed) investing it with a CDIC backed GIC. If the amount is huge and not covered by a set of CDIC accounts, such a lender could get the same yield from a short-term bond ETF like ZCS. My theory is that those lenders hope that a small percentage of their borrowers fail to carry the mortgage, in which case, they somehow profit from re-possessing a house that has appreciated in price. If that is not something a lender can do, what am I missing? Thank you.