Q: A lot of people watch bnn and the guests and there picks, but i just do not understand how they can use the comment that they missed that one, you could of owned boyd.un. ccl, dol,atd.b,esl,nfi,and numerous other well managed stocks that they said were overpriced years ago, but they pick a stock that goes nowhere and that they got stopped out on. The point is that good well managed companies are not cheap and they can have there flat periods, but overall they are the ones to own. You can keep buying them on the way up and hold em. Forget about trying to find some unknown company with no earnings that is going to make you rich overnight. Buy the best and sleep at night.
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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: Hi, I own about 30 stocks 60% Canadian(mostly balanced portfolio) and 40% US stocks. I also own 4 ETF's for international exposure but feel that 2 should be sufficient. Which 2 would you keep and why? FEZ.US, EFAV.US, VWO.US and VCE.CA. All are in a RRSP so I don't think there are any tax implications?? Currency is not an issue. Thanks
Q: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam
Q: I would like to add my 2 cents worth of info towards Tamara's post, in part to add something to these boards in my way of paying it forward for the $$'s I have made off of investments I learned about from other board members.
I have studied Warren a tiny bit and some of the other big gurus a lot more who do similar type investing to Warren B..
What I have read and 1 Guru recently told me was that Warren for example, does in fact sell routinely.
He routinely sells part of his holdings when he determines they have become over valued (above his calculated Intrinsic Value). Not the complete holding but just a portion of his really big holdings, or maybe all of a smaller holding. Meaning he takes a profit. He then may repurchase some shares of the same business 6 months, 1, 2, 3, 5... years later when the stock price has dropped to being on sale again. Repeat and spin. He even does this with the ~ 6 holdings that make up ~70% of his portfolio.
They big guys/gals routinely make 100%++ profits this way.
Said another way, he practices buy low sell high.
These big guys/gals will wait years watching their Watch List all waiting for one on the list to go deeply on sale so as to buy more of or to start a new position. They try to not over pay. So even if they get it wrong they still often do not loose $$$$ or very little because they bought at such a low price. A big important part is what the company is doing not what the market or media is doing/ saying.
I have studied Warren a tiny bit and some of the other big gurus a lot more who do similar type investing to Warren B..
What I have read and 1 Guru recently told me was that Warren for example, does in fact sell routinely.
He routinely sells part of his holdings when he determines they have become over valued (above his calculated Intrinsic Value). Not the complete holding but just a portion of his really big holdings, or maybe all of a smaller holding. Meaning he takes a profit. He then may repurchase some shares of the same business 6 months, 1, 2, 3, 5... years later when the stock price has dropped to being on sale again. Repeat and spin. He even does this with the ~ 6 holdings that make up ~70% of his portfolio.
They big guys/gals routinely make 100%++ profits this way.
Said another way, he practices buy low sell high.
These big guys/gals will wait years watching their Watch List all waiting for one on the list to go deeply on sale so as to buy more of or to start a new position. They try to not over pay. So even if they get it wrong they still often do not loose $$$$ or very little because they bought at such a low price. A big important part is what the company is doing not what the market or media is doing/ saying.
Q: I currently have no position in reits, but do own personal property, which accounts for 50% of my total assets.
I have limited income producing assets (mainly dividends & growth stocks).
I have some cash I am sitting on, thinking that the Fall season often likes to give us a tumble and wondering if I shouldn't put 10% of my portfolio into reits.
Could give advise me on which ones to purchase at this time. (In order of preference).
Would there be an advantage of going with an ETF REIT (either Cdn or U.S,). This purchase would be in an rsp acct. And if you agree which is your preference.
Thank you for being there.
I have limited income producing assets (mainly dividends & growth stocks).
I have some cash I am sitting on, thinking that the Fall season often likes to give us a tumble and wondering if I shouldn't put 10% of my portfolio into reits.
Could give advise me on which ones to purchase at this time. (In order of preference).
Would there be an advantage of going with an ETF REIT (either Cdn or U.S,). This purchase would be in an rsp acct. And if you agree which is your preference.
Thank you for being there.
Q: Hi Guys...
Can you suggest 5 of your top Canadian technology companies. I would prefer 2 or 3 in the mid to large cap range and the others in the small to mid cap range. Thanks for answer in advance...... Donald...
Can you suggest 5 of your top Canadian technology companies. I would prefer 2 or 3 in the mid to large cap range and the others in the small to mid cap range. Thanks for answer in advance...... Donald...
Q: Hi 5i
If the US moves interest rates higher. Will that have any immediate influence on Canadian GIC rates. If not what will make them move higher?
Thank You Dave
If the US moves interest rates higher. Will that have any immediate influence on Canadian GIC rates. If not what will make them move higher?
Thank You Dave
Q: With interest rates scheduled to be increased, is
it time to sell Reits like REI.UN - AP.UN I see that these stocks have dropped a few points reently
Thank you for your help
Hanna
it time to sell Reits like REI.UN - AP.UN I see that these stocks have dropped a few points reently
Thank you for your help
Hanna
Q: Hi
In my portfolio I'm underweight in both materials and energy sectors. I currently have full positions in CCL.B in materials, and TOU and VET in energy and am looking to add one or two other names to these sectors for a long-term hold in my TFSA. Can you please suggest some names for each sector in order of preference. Thanks!
Lois
In my portfolio I'm underweight in both materials and energy sectors. I currently have full positions in CCL.B in materials, and TOU and VET in energy and am looking to add one or two other names to these sectors for a long-term hold in my TFSA. Can you please suggest some names for each sector in order of preference. Thanks!
Lois
Q: Hi Team! Just an investment methodology question.....I have read that Warren Buffet holds 63% of his portfolio in four stocks.( Kraft, Wells Fargo , Coke and IBM I think. He also bought quite a bit of Philips66.) Well there goes the thought of a well balanced portfolio out the window. I hold approximately 30 Canadian and Us stocks with businesses across the board. I understand that he is a value investor who likes his dividends and rarely sells his holdings....so what is the best approach to stock investing? Concentrating on just a few businesses like Mr Buffett, or holding more businesses? Has there been any studies done? Just wondering....Tamara
Q: Is there a way to differentiate between different posters who have the same name when presenting the posts on the Board?
For example my posts show "Stan" and it appears there is myself and at least 1 other poster named Stan.
Could a solution, so as not to expose a poster's full or last name, be to show for example, Stan1 or Stan2...? Or transfer to using an alias? or....?
Maybe this would require too much work on 5i's part. I do not know what any solution would involve in resources for 5i.
For example my posts show "Stan" and it appears there is myself and at least 1 other poster named Stan.
Could a solution, so as not to expose a poster's full or last name, be to show for example, Stan1 or Stan2...? Or transfer to using an alias? or....?
Maybe this would require too much work on 5i's part. I do not know what any solution would involve in resources for 5i.
Q: (MISC) Aug 30/16 ? asked by Anthony:
As noted stop loss orders don't always work.
To limit fill losses enter 'stop loss with stop limit' orders rather than 'stop loss' orders. You also enter buy orders with a 'buy on stop with stop limit' order.
As noted stop loss orders don't always work.
To limit fill losses enter 'stop loss with stop limit' orders rather than 'stop loss' orders. You also enter buy orders with a 'buy on stop with stop limit' order.
Q: Where do you stand in the debate regarding the "impending bubble burst" in the Toronto real estate market? Thanx Robbie
Q: Hi,
I would like your opinion on whether holding the banks are sufficient for financial exposure. I am debating selling some of the Canadian banks and go into a life insurer like Sun Life. Do you feel its warranted to own both a bank and lifeco or do I have enough exposure holding just the banks. Thanks.
I would like your opinion on whether holding the banks are sufficient for financial exposure. I am debating selling some of the Canadian banks and go into a life insurer like Sun Life. Do you feel its warranted to own both a bank and lifeco or do I have enough exposure holding just the banks. Thanks.
Q: I have 73 % of my investment portfolio in stocks. I'm 80+ years of age and have not need for income from the portfolio; it will be transferred to a future generation. My advisor recommends reducing the stock component to 60 %. He suggests purchasing large amounts of Manulife Global Tactical Credit Fund & Manulife Asia Total Return Bond Fund. Please provide me with a critical review of those funds. Do you have other suggestions in the fixed income area?
Q: Good morning Peter, Ryan, and Team,
In today's answer to Adam about DRIPs (SIS in particular), you told him that "on a portfolio basis, we would just never get into a situation where you need to sell something to generate cash". Is it appropriate to sell part of a stock or ETF to raise cash if you're doing it for portfolio balancing? Or is this a dangerous strategy that could backfire if the market takes a nose-dive? I'm presently in a situation like this in my RRIF, which is well-balanced using mostly 5i recommendations, plus some fixed-income ETFs.
Thanks as always for your timely advice.
In today's answer to Adam about DRIPs (SIS in particular), you told him that "on a portfolio basis, we would just never get into a situation where you need to sell something to generate cash". Is it appropriate to sell part of a stock or ETF to raise cash if you're doing it for portfolio balancing? Or is this a dangerous strategy that could backfire if the market takes a nose-dive? I'm presently in a situation like this in my RRIF, which is well-balanced using mostly 5i recommendations, plus some fixed-income ETFs.
Thanks as always for your timely advice.
Q: Could you recommend a source of accurate and up to date statistics of mutual fund flows? Also interested in ETF fund flows, especially leveraged ETFs.
Thank you.
Thank you.
Q: I wonder about letting your winners run vs diversification. I recently donated half of my PBH(up 300%) to charity, and it still is 5% of my portfolio. Is this an appropriate way to balance those competing ideas? I read that you can't get a "10 bagger" if you keep selling your winners, and at least some pundits think it's 10 baggers that make a portfolio a success, but surely that unbalances the portfolio? confused.
Q: Hi Gang,
What are the best strategies or tactics to follow ahead of earning announcements to safeguard against potential precipitous price drops given that stop orders will not necessarily work? As example the significant drops in AVO and CXR after the recent earnings announcements.
Thank you
Anthony
What are the best strategies or tactics to follow ahead of earning announcements to safeguard against potential precipitous price drops given that stop orders will not necessarily work? As example the significant drops in AVO and CXR after the recent earnings announcements.
Thank you
Anthony
Q: What is the best way to invest in GICS? $200,000 proceeds to be withdrawn over four years at $50,000 annually. So $50,000 in one, two, and three year terms. It looks like Oaken Financial offers the best rates in Alberta. Or is there a better alternative that provides the safety of a GIC?
Thanks,
Hal
Thanks,
Hal