Investment Q&A

Q: Hi peter
5 months ago I went to 50% cash I am. Ow regretting I did not go all cash .
This market appears not to have a bottom this are probably the worst I have seen ,
Do you see any catlysts out there that can cause this to bottom?
Eg I sold vet ar 36 and am looking to grit back in only to see it fall daily
Kind regards
Stan

Q: I have not fundamentally changed my portfolio this year, have 25 % in cash and lately have just been reading and waiting for opportunities that are surely to come in the next six to nine months. What else should I be doing?

Q: Could you tell me how the market reacted during the time of
Clinton's impeachment? About how long did the confusion last?

Q: this is a market beatdown of epic proportions, furthermore the speed with which it happened was astonishing.
every stock you guys like gsy, tsgi, cov, lgo, doo,toy, dol, pho,mx,cjt,pho, have been decimated some as much as 50% from their highs and i could go on and on.
its true if the fed does not raise wed at 2pm or raises but gives a very dovish statement the market could rally 1500 points until year end,MAYBE.
my question were you a little too optimistic at the beginning at the end of september, yes or no—personally i think so,in your answers too questions the last 10 days you seem to be getting much more cautious, and really why enter any stock right now, just wait until a direction is established, better to pay a couple dollars more. dave

Q: This is just a share. There is a short TED talk that 5 I members and staff might enjoy. It is titled "Psychopaths in the C-suite" by Fred Kiel.
I wonder if 5-I could rate some management of 5-I covered companies that fit the: Empathy, Others First and I Screwed Up habits of virtuoso CEO's . I'm sure they are a rare breed. Perhaps a new valuation metric may come of this.

Q: I've been trying to understand these markets and failing. Much of the wild swings of volatility seem to be associated with fears of China and trade woes. I understand why companies which do a lot of business with China, or source products from there would plunge on such fears. But I haven't been able to figure out why trade fears would cause grocers, REITs and utilities to plunge 2%-3%, as they did today. I mean, how is China or trade going to affect the profits of Chartwell Retirement Residences, or Loblaw, or Algonquin Power? The TSX is down around 1% but these are all down 2%-3%, as are most of the utilities and REITs. Are people just panicking and selling everything in sight?

Q: Hi, I have some capital losses from sale of shares earlier on this year. Looking to book some gains, by selling partial position in certain holdings which have appreciated considerably from my cost, but presently trading 10-25% off their highs for the year. Q1:Should I liquidate at current prices (before year end) or wait until market sentiment improves and valuations are better ? Q2: Either way (2018 or later), in order of preference, which ones will you let go first ? These stocks and weightings as follows : CSU (12%), SYZ (6.5%), BYD.un(5.3%), SHOP (5.2%), CGI(4%), KXS (3.3%) and CCL.b (4.5%). Thanks

Q: Hi there, going into 2019 I'd like to re-balance my portfolio to start the new year. I'd like to use your BE Portfolio as the Canadian exposure of my portfolio and add ETFs to add diversity. I'm in my mid 30's and have a 15/20 year outlook with a private DB plan at work. In terms of risk and volatility tolerance, I am okay with the profile growthier names in the BE Port (ie: SIS, KXS, TOY, CSU, PBH etc) but usually stay away from the Growth Portfolio names, as the volatility is usually too much for me. At first glance I was thinking of the following but am not very experienced and am completely open to your advice and expertise:

50% BE Portfolio
40% HXS/VFV
10% HXQ

Could you suggest a 1) TSX ETF only listed portfolio make up and 2) TSX and/or US listed ETF make up? Please remove as many question credits as required.

Thanks for your advice and guidance!

Q: With the additional 6K TFSA contribution room nearing, I was wondering if I could get your current top 10 USA growth stocks you’d suggest come 2019. I will not need the money for at least 20+ years. Sectors and market cap is irrelevant. Just your best ideas for 2019 and beyond. Thanks as always

Q: Hello Peter
I have question regarding "dead cross" on daily frame of $SPX S&P500 (EMA50/200).
If one would sell all portfolio at dead cross time in the middle of October 2000 or beginning of January 2008 that person would save about 50% of losses and about
4,5 years of recovery . What is your or your technical analyst opinion about "dead cross" and current situation compared to 2000 & 2008 corrections.
Thanks.

Q: I run my own portfolio using Scotia I Trade. The portfolio is of size and I feel I need a more sophisticated platform.
Please refer me to one or two options to consider.

Q: I am a long time subscriber to 5i and long time follower of BNN and one of BNN's best, David Driscoll, mentioned that he could see another 16% down-side on the S & P. Also, awhile back John Zechner mentioned that there are stocks that are like melting ice cubes. Sell them before they are gone. Your opinion? I was always under the understanding that it is one credit per question. Please clarify this. Thank you. Dennis

Q: Re: Growth vs Value in market downturn

How do growth stocks tend to perform during market downturns vs value stocks? Does one need to hold a bit of both? If one holds stocks of good companies but have premium valuations..what does one do in a downturn..wait for markets to pick up and do nothing? This is essentially what I am doing. Thank you.

Regards,

Shyam

Q: is high interest saving account and is safest to keep cash comparing with bank MMF.
CBO, CPP, XBB all have lost money during the last few years why one should keep the cash in these fund
I appreciate your comment Thank you.ebrahim

Q: My sister in law recently met with her new advisor at Investors Group. He felt her current Rrsp investments were to risky and is recommending Maestro balanced portfolio to be known as IG Managed Risk portfolio-balanced effective November 1. She has no work pension or other assets other than her Lira and Rrsp account with investors. She has little to know knowledge of finance or investing which is why she is with Investors and hopes to retire in 5 years. Is this a good and or appropriate fund for someone like her? Are there any specific questions she should ask or clarify with her advisor. I did look at the one page fund fact he sent her and thought the fees were high and it looks like it is a fund that owns other funds. Any comments would be appreciated.
Thanks

Q: I am looking for a “green” alternative for investing in bonds and would appreciate your opinion of these bonds.

Q: Hi Peter/Ryan

With markets down, any scream buys you would suggest for today?

Thanks

Q: david rosenberg just publishes an article in the globe ignore the yield curve at your own peril, the crew at 5i seems to me far more optimistic than this article indicates, furthermore the market action seems to indicate rosenberg is right on,so my question is who is right andshouldn,t we all be raising much more cash including 5i portfolios. dave

Q: Hello, I would like to start a Share Purchase Plan with one of the main banks in Canada. I am not an employee, and would like to do this in an RRSP/TFSA/RESP. I contacted Computershare to do this and they told me it cannot be in done in a registered account. Does anyone know if this can be done any other way or with another company?


Thanks

Q: Hi 5i,

I read on Bloomberg that the 3 and 5 year bond yields have inverted in the states. I know generally it's a good indicator of a recession. How worrying is this sign to you? Would it lead you to making any investment changes?

Thanks!
Dave