I noticed you posted a report entitled Target price Data but did not see any reference or explanation of what it was for, how it was developed, nor any comments on this board when I did a search.
Q: I'm thinking about taking a position in physical gold before the US election thru either MNT or PHY.U. could you compare and tell me the differences between these 2 vehicles. Which is better? I'm thinking about taking a 10% position and increasing cash to 40% leading up to the election. Thoughts on this strategy?
Hi 5i team : I own only common stocks in my portfolio and since I am a mature person that is near retirement, I have the feeling that my exposure to common stocks is very high. So far, to mitigate my risk, I keep daily of the market changes, so I do not get caught in a drastic downturn.
To get more protection, I have thought in buying some preferred shares , but I know nothing about them to start a position.
Are the P.S. a good way to go ?, if so, what should I learn about them and how (references, books, etc), also what would be a reasonable percentage of my portfolio to have in P.S.?
thanks for your help
Alex
Q: Hallo I5, can you tell me why has AD been selling off, the Q report didn't look so bad, is this a good time to add to my 300 shares(cost $28.00). Also please tell me if the above preferreds BCE.pr.k and BPO.pr.r are god time/price to buy and how would their price be effected if interest rates are increased.
many thanks, J.A.P, Burlington
Q: Hi, Where in the market would you store cash in the short term (3-6 months) so that a small return can still be achieved while waiting to get back into the stock market?
Q: Just wondering if you could provide info on some of the best solution(s) to tracking my investment progress including cash balance. It would encompass performance intraday, monthly, YTD, yearly, etc etc. What are some of the best software tracking companies? Maybe this would require to be answered through your clientele.
Q: The TSX has been on a tear since the beginning of the year and US Markets have hit all-time highs. Do you think the TSX is poised to make new record highs as well? I haven't been reading the financial news a lot lately, so I'm not sure if there is an irrational exuberance that is occurring right now. Would like 5i's thoughts on general market conditions.
David Fingold was on BNN Business Day Monday stating that in general over the last 50 years oil stocks in broad terms were a poor investment, only beating the average market twice, and that often their dividends were paid out by more stock being issued. A comparison to the airlines was also made.
Q: Hello team. I am currently creating a short list for adding another U.S. equity position. Do you happen to have a short list of 3-5 U.S. equities you find attractive? I generally prefer mid cap companies with an ROE north of 18% and ROE/PE = 1.5 or greater.
Q: The following is a list of stock that I own showing the losses of each. Alta Gas(ALA) 32% Loss - Enerplus (ERF) 64% loss - Exco Tech(XTC)15% Loss - Gluskin (/GS) 32% loss -Painted Pony(PPY) 27% loss - Pur Tech(PUR) 27% loss and Surge(SGY)68% loss. Losses shown include dividends but I think all these companies have cut the dividends since I purchased them years ago. Question: Would you keep these or sell them now and purchase other stocks with better dividends. ? If you think these should be sold could you recommend a few. Thanks Ernie
Q: I realize that different sectors likely have different ratios to analyze fundamentals but in general what do you consider the most important ratios to look at and what range is good vs bad - such as PE, Price to Cash Flow, Price to Sales, et.
Thank you.
Q: In your research reports, I really like the "Report Card" section that contains a summary of company financials on the first page. I have two questions about it:
1. How are you calculating ROE?
2. Where are you getting the financial data? Does it come directly from company filings?
Q: Healthy 93 year old has enough cash flow from pensions, GICs, etc to cover all long term care expenses. We have a million in fixed income such as Gic, 3 year bond ladder. We have $200k in prefered shares. We are purchasing $10k positions in the income and balanced portfolios. Any thoughts about this approach to managing our fathers money?