Investment Q&A

Q: I am in the process of transferring our investments from the financial advisor we have been dealing with to a discount brokerage so that we can manage the funds ourselves. Do you suggest that the investments be transferred "in kind" or as cash - or does it really matter? Thanks.

Q: Electra Stone ELT.V.... This a Jade stock. This mineral is currently in vogue internationally and starting to get traction, esp in China. British Columbia seems to have huge accessible deposits and a market is starting to develop for sheets and slabs of this beautiful classic green stone. It's early yet, but can you please check your info sources and give a cursory outlook for this barely there, @ .015 cent penny stock.
I would just like to add that your research and comments are one of the legs of my investment potential tripod . Thank you

Q: Hello again. I'm happy with my portfolio which is largely U.S. stock driven. My question is how much cash would you recommend I keep on the sidelines during this volatile period. I'm not worried as much as I would like to have cash to purchase more of the same stocks I have on hand should there be a small correction in the market? Thx

Q: Good Morning Team,
I wanted to know how to find out which companies listed on Canadian stock exchanges are actually US or international companies? Perhaps you could also list US (foreign ) in your portfolios.
Thank You

Q: Given today's investment climate, which 5 stocks (risk is not an issue) would you buy.

Thanks

Dave

Q: I recently bought approx. 3% in each of the above corps. The first 3 are sharply down, the other 3 sharply up. Should I sell the losers and trade up the winners or just hang on.
Thanks for great service. Alex.

Q: Have you and the team spent any time on the lithium space. Specifically small cap high growth opportunities. I've heard of lix for management. Lac, and a highly promoted one on bnn xmg for a new process. Your thoughts

Q: just a comment about your comments. I am in the real estate business and affordability is not always the driving force in prices. It is demand from offshore money, investors, both locally and from abroad. In Toronto, there is a lot of money that can afford these investments and a collapse in the housing market would mostly hurt the working people who if they had to sell or refinancing would be stressed. If investors have lots of money, they are investing with the risks. they do not need these investments to pay for their own food and accommodation. I have worked through the housing price correction in 1974,1989,2001, 2008 and it was brutal for some people but an opportunity for investors with money. Now we have the additional overseas money which even at 5-10% is paying up for real estate in an already tight housing supply market. Who would want to sell and have no place to live. There may be a correction in Toronto but the investment fundamentals have to change. Keep waiting.....

Q: This is not a question but just an appreciation of what 5i has done for me and my family. I used to have a wealth MGMT company take care of my funds, but 4 years ago I found 5i. I started small with 5i to test the waters vs. my very expensive wealth advisors (2.5% fee plus 25% of profits over the TSX). In 4 years, my TFSA is up 226%; one of my other portfolios is up 102% in the same period. In 3 years my children's RESP is up 39% and in one year since I transferred all my other accounts I am up 20% in my RRSP; and my largest account is up 19%. The returns are so much higher than my fund managers ever did. In many of my accounts I have not sold any stocks in 2 years, not all have worked out, but my returns have. Just wanted to say a huge thank you.

Q: I recently subscribed to your service and I would like to implement your balanced equity portfolio.
I understand that the shares mentioned below may still have some growth potential and that it make sense to hold on to them if they were purchased at a lower price. However, I find it difficult to purchase them at their current price and P/E ratio.
Ccl.b $ 290 P/E ratio 30 ( went from $97 to $290)
Csu. $645 P/E ratio 49 ( went from $120- $645)
Kxs. $70. P/E ratio 127 ( went from $44 to $70)
Engh $55 P/E ratio 31 ( went from $19 to $55)

Could you suggest a replacement for each of those companies that will be in line with the strategy, asset allocation and the targeted annualized return of the balanced equity portfolio.

Q: What can you tell me in regard to this ETF

Q: Do you think there will be a major sell off March 21 in light of the capital gains inclusion rate increase rumours? I believe there were simliar rumours prior to last years budget - was there market reaction?

Q: Hi team, great job as always. I was wondering if you can name some etfs for a diversified portfolio? This portfolio would be aggressive in nature due to our time horizon. Much appreciated.
Seamus

Q: Watched Brent Cook on BNN yesterday and he thinks junior explorers are the place to be in the coming year. I don't have anywhere near the expertise to pick my own and most ETF's and the like focus on producers. Do you know of a closed end fund or ETF that is slanted to the explorers. Thanks

Q: Peter, my partner is interested in investing in companies that do not do animal testing and are in general ethical funds. Can you suggest any ETFs that make this their priority? I found a few UK funds but I was looking for something that may be listed on North American exchanges that we could directly invest in.

Q: In the questions you receive the term position is used when referring to stock holdings. Would you please explain what is meant by the phrases a full position & 2 half positions. Thanks.

Q: Markets in general. Andrew McCreath is stating that markets are over priced and "agrees with the OECD that the valuation accorded stocks has gotten ahead of the fundamentals". Is it time to sell or at least be extremely cautious at this point?

Q: Not a question, but a comment. Regarding continuing calls for a US portfolio by 5i. I am against it and do not want to see it happen. The way I see it is I pay for Canadian small to mid cap expertise from an expert in this field, why water that down? You can't be all things to all people. Thank you, and keep up the good work.

Q: If Graham goes to the Barrons website (barrons.com)and searches Telstra ADR there are some recent articles re Telstra that may assist in his decision.

Q: Hi, purely in terms of relative security of the dividend among these high dividend payers could you please rank in order VSN, KWH, ALA, ENF, RNW, IPL, INE.PR.C. Thanks.