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.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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.
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
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.
Q: Telstra is an Australian telcom, not sure if you can help me with this. I have held it for several years and like the 5% dividend but my IA keeps wanting me to sell. I notice all his buy recommendations are funds or ETF's. What do you think of Telstra?
Q: I recently purchased share certificates that included warrants, I have converted those certificates to actual cash shares and deposited them into my non-registered trading account. My question is this: when, or if the time comes that I am able to exercise those warrants, can I make that purchase from my TFSA trading account, even though the original shares those warrants came with were deposited into a different account? Eg., each warrant allows me to buy one share at .10 while each share certificate trades at $1.00 and I have 10,000 warrants. Can I exercise those 10,000 warrants using cash from my TFSA then place all 10,000 shares into my TFSA (a "transfer in kind" I am assuming)when the value will now be far greater and would far exceed my contribution limit. I am thinking it would be just like purchasing normal shares in my TFSA then they double or triple, if I were to be so lucky, I just don't know how the warrant is viewed by CRA
Q: Hello, my question is about an article I read in CMS. Bill Gross says investors need to watch only one number in 2017 to figure out what returns are going to look like across the various markets, and that’s whether the 10-year Treasury yield crosses the 2.6% mark. As of today the 10-year yield is 2.48%. "If 2.6% is broken on the upside...a secular bear bond market has begun," Gross said. "Watch the 2.6% level. Much more important than Dow 20,000. Much more important than $60-a-barrel oil. Much more important than dollar/euro parity at 1.00. It is the key to interest rate levels and perhaps stock prices in 2017."
So my questions are, what will happen if it crosses the 2.6% mark? Does this mean that the yield on bond ETFs such as XBB and VSB will increase? Does this mean that this will be good for the stoch market in general? What is a secular bear bond market?Regards, Gervais
So my questions are, what will happen if it crosses the 2.6% mark? Does this mean that the yield on bond ETFs such as XBB and VSB will increase? Does this mean that this will be good for the stoch market in general? What is a secular bear bond market?Regards, Gervais
Q: Do you know what is going on with Pounce Technologies? Ever since they took over Slyce POI.H has been halted. TD doesn't have any info.
Thanks Colette
Thanks Colette
Q: US has started to show some upward movement. Do you consider it a 'buy'at this time and a secure income producer? Thank you, Bob
Q: can you suggest 4 etf,s "not hedged" that addresses 1. US large cap,
2. US midcap, 3. US tech that would include amazon, google yahoo.
and finally us bank etf. also not hedged.
2. US midcap, 3. US tech that would include amazon, google yahoo.
and finally us bank etf. also not hedged.
Q: For the last 3 months this stock trades an average of 1.4 million shares daily between 3.5 - 4 cents.Can you explain this strange pattern, accumulation perhaps ?
Thanks
Thanks
Q: Hi, I've noticed in a couple of questions asked by others that they have mentioned a US Portfolio that you will be adding. Will this in fact be happening and if so when?