Investment Q&A

Q: I am a young, long-term investor. With the recent strength in the Canadian Dollar, could you give me some recommendations for increasing my US and International equity exposure?

Q: A couple of years ago a guest on BNN stated that when a Canadian citizen has over $100,000 IN U.S. stocks, they have to inform the U.S. government. I this is so how does one go about telling the correct U.S. government department ? Thanks.

Q: Greetings Peter and team,

Your answers to members' questions are impressively lucid and objective. So, here is another one for you.

Jack Bogle, the father of the hugely successful concept of passive, US index fund investing does not recommend rebalancing in an individually selected asset allocation strategy. "If you want to do it, once a year is probably enough," he has stated.

Taxes and transaction costs diminish the benefits of rebalancing but Canadians have a lot of tax-deferred and tax-free room in their registered portfolios. Further, transaction costs keep coming down so that with trades above $10,000, investors can (almost) ignore them. With a million dollar trade they can do so, absolutely.

So why not rebalance every time that a given imbalance, say 10% develops?

Q: You have emphasized that it is better to invest in good companies than to try and time the market. However, when considering a new position, I have read that it may not be a good idea to enter a private equity fund near the end of a business cycle. Do you concur with this idea? Why or why not? Thank you kindly for your discussion of this issue.

Q: What is your long term outlook on oil I read that France and Britain have banned fossil fuels in another 25 years Consumption in the US has not shown any growth because of the fuel efficiency of the newer engines.

Volvo is going to stop producing gasoline engines in another three years

Canada does not seem to want to compete because of our carbon tax position

I almost want to throw in the towel on all my oil positions because I see consumption decreasing and oil supply increasing

Could you let me know your long term thoughts on oil as an investment and your recommendations

Thank you

Paul

Q: I have seen my investments total value in US stocks and non hedged ETFs going down lately, although individual stock price are doing OK.
I know it is very difficult to predict currency fluctuations, I would like your view and recommendation on how to protect my portfolio. Is buying hedged ETFs is the solution and what about your view on the Canadian dollar against the US $ and the Euro.
I value your opinion
Raouf

Q: Hello,
I have an RRSP account that I have made 40% this year and it is now in cash of $45k. I want to just invest in something the prevents or keeps losses to a minimum due to stock market corrections for the remainder of the year. What would be your recommendation for this money be for safe keeping while generating some return?

Thanks,
Rick

Q: Hi,

I've just converted a significant amount of cad to USD. This is cash I plan on deploying in the event of a market correction. In the mean time, I am looking for a usd vehicle to park my cash, with the primary goal being capital preservation. Do you have any suggestions? I was thinking something like horizon's HFR etf-does something équivalent exist for USD? Please advise if such an etf exists, and what your preferred vehicle would be.

Thank you
Karim

Q: What could make the TSX and NASDAQ drop over a hundred points in an hour at mid-day on no news?

Q: Doing the tire-kicking here on your service (have received magazine for years)...looking over the company reports, at what point to you update them - every 'x' years or if there is a material change to the company? So when I see a company that has a report a year or two old, is that because nothing really has changed regarding the company or you just don't update them every year? Thanks.

Q: What just happened to the TSX over the last 2 hours? Is someone running algorithms looking for stops?
Thanks
Ian

Q: No rush on this one, but would you be good enough to list all 5i Coverage universe and 3 portfolio stocks that are listed on Canadian exchanges but pay their dividend in US$?

Thanks in advance.

Sheldon

Q: Hi the great team, following Ron's question on momentum stock, can you name some companies fulfilling the criteria in particular accelerating earning. Thanks.

Q: Good Morning.

Could I get your opinion of Geely (HKG 0175)? It is up substantially since 2016. Is there an etf or fund that would hold stocks exposed to electric vehicles, etc.? Thank you.

Q: With somewhat of a selloff in income stocks, what would be your top three picks for buys right now for higher dividend payers? Thanks.

Q: What 5 stocks would you consider to be a good investment in a RRIF at this point.
Have about $75,000 to invest for a 75 year old.

Thanks

Q: A friend of mine who wanted to access the cash portion of his portfolio was told by his advisor that that the cash was part of a "sleeve" and therefore could not draw on the cash that showed in his statement. He ended by having to sell some of his stocks to get the cash he needed.
Can you please explain what is "sleeve investing" and why he did not have access to the cash portion of his portfolio?
Thank you

Q: What is your definition of momentum? How do I find a particular stock has momentum and how long does the momentum last?

Q: In follow up.

In regard to my last question the weightings were mentioned but not very clearly.... just to clarify ALA: is 4.47% wt SGY:is 1.55% wt Tog is 1.97% wt. The weightings of all the other stocks very from the highest,TD @9.7 the lowest of 3.29 for CHS.UN. The rest are fairly close in between.

Not sure if this clarification changes your answer.

Q: When a correction (5-15% downturn) is in process, how can you tell that it is simply a correction as opposed to a bear market (greater than 20% downturn)? What metrics do you use to tell the difference between a correction versus a bear market?