Investment Q&A

Q: Hi, I would like to use your balanced model portfolio but with 5 to 7 less holdings, which ones would you delete. thanks, Johann.

Q: E-mailed my request yesterday and see no reply. Not abusing the system but annoying when request is missed or ignored.
J.A. P. Burlington

Q: for someone starting out,29 years old and has only $20.000 in their TFSA which technology stock would you recommend?

Thanks
D

Q: Just to follow up :
There is a very good free analyst's ratings site for both US and Can stocks (including affiliations):
https://www.marketbeat.com



November 06, 2016 - Asked by KEN

Q: In financial media eg Globe + Mail, I sometimes see stocks listed as analyst Strong Buy. Is there a source or site where I can track strong buys for the USA and Canada? incl analyst affiliation.

Thanks for your help.

5i Research Answer:
TMX Money shows the analyst distribution (#buy, sell, etc) as well as estimates and target prices (click 'Research' after searching a stock of interest). It does not show the affiliation though and we imagine this would be difficult to find from free services.

Q: In financial media eg Globe + Mail, I sometimes see stocks listed as analyst Strong Buy. Is there a source or site where I can track strong buys for the USA and Canada? incl analyst affiliation.

Thanks for your help.

Q: 2:10 PM 11/4/2016
Hi Peter
I just got my Nov/Dec issue of Canadian Moneysaver and the "accompanying table" illustrating Norman Rothery's article on Graham Stocks for 2017 is missing! Would it be possible for you to print it on the Blog or Report page in 5i?
Thank you........ Paul K

Q: I would like to use cash to top up my holdings on weakness. Should I do it now on recent weakness? Right After the election? or mid December because of tax loss selling?

Q: Big thank you for the asset allocation blog. It was very enlightening.

KR

Q: I watch a lot of BNN Market Call and enjoy listening to the different guests speak about stocks and different styles of investing. Some more then others.(you guys are great by the way) I always wondered if some guys have more respect on Bay Street then others? Also who would you pick to do your investing? I understand if you don't want to give out names but I am just curious!

Q: A number of the food retailers are down 15ish percent from recent highs and I've been wanting to add another consumer staples stock for a while. Time to bite? Given your comments that sometimes we should look at stocks that are setting new highs, would you favour SAP today? My inclination is to go with L (which you seem to like) because they have both food and pharmacies. Any thoughts on potential dividend growth would also be appreciated.

Thanks for the support you provide to the average retail investor. Your CSU pick has easily paid for my lifetime subscription!

Q: Hi Peter, I'm looking to restructure and consolidate my investments. Assuming I choose to follow the Balanced Portfolio as a guide with a few growth stocks, US equities & fixed income included for diversity, how should one split this mix among RRSP, TFSA, & cash trading accts? Based on a 25 stock maximum + 30% fixed income, are stocks best disbursed equally between the 3 accounts, or is there a better formula? (bonds & foreign dividend payers would probably go into my RRSP). Many thx.

Q: I try to mirror your balanced portfolio to a strong degree. But I also have US, mainly tech stocks (Apple, Google, Facebook, Nvidia, Amazon) which amount together to about 10% of my portfolio. Do you feel I should be wary of having too much tech, and if so, which of the Canadian tech stocks in your balanced portfolio would you drop, bearing this in mind?

Q: I am wondering what benefit it would be to the U. S. to raise rates. On one hand is their economy that "hot" that it needs to be controlled ? They seem to be a consumer driven society so a strong dollar makes imported goods cheaper for the U.S. consumer. More consumerism makes their economy hotter. Was that not the scenario some years back culminating in a housing bubble? Also raising rates makes their goods more expensive for other countries. Some large U.S. corporations have experienced a drag on earnings with the dollar at its current levels relative to other currencies. How can the U.S. be an island of a strong currency when many other countries are weakening their currencies to promote growth? These are simple views but your thoughts on the effect assuming an interest rate hike in Dec.

Q: can i have your thoughts on the main pros and cons of:
ETFS VS Mutual
index/passive fund VS active managment

Q: In looking at your Balanced Portfolio, Do you disclose when you trim positions as well as add and remove? Thanks

Q: I haven't used stop losses in the past but with the uncertainty of the US election coming up ,I am considering putting stop losses on my stocks should there be a quick sell off.

What are your thoughts on stop losses and using them especially in uncertain situations.

Thanks

Q: What is the definition of a junior oil & gas company? Can you please provide some example names? Are they more high risk, and in what way?

Q: Every year there is a number of stocks that are sold to crystallize capital losses in that year. Can you suggest 5 stocks, mid to large caps, that will be sold because of tax loss selling but could have a big potential to bounce higher after the selling has stopped.

Many thanks!

Q: Dividends paid in US dollars: I am wondering if there are any caveats about buying Can. stocks that pay dividends in US dollars. Any, which types of accounts are they best suited for, or does it matter?

Q: Hey folks
With it looking more possible that a Trump win is in the future, and the predictions of how the markets are going to fall ( which we may have seen the start of today), would it be prudent to take some gains off the table now and reinvest when/if the markets drop, knowing fully that they will recover in a short time, or should a person stand pat and ride it out? I am thinking there may be some gains to be realized by playing the over reaction that is sure to come if Mr. Trump wins.