Q: Could you organize the post in the forums so that the most current ones are on top? Its a drag to scroll down to see the most recent posts and almost every forum I have seen is set up that way.
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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 all at 5I,
As a young 20 year old looking for growth, I dont mind some volatility but really just looking for a balanced portfolio what would be your top 10 stocks to invest in a 5 year time frame? If you could provide some bullet points on which ones and why. Please feel free to take more than one question credit from my account.
Thanks,
Dan
As a young 20 year old looking for growth, I dont mind some volatility but really just looking for a balanced portfolio what would be your top 10 stocks to invest in a 5 year time frame? If you could provide some bullet points on which ones and why. Please feel free to take more than one question credit from my account.
Thanks,
Dan
Q: This is a recently released security that seems to have some good prospects over the next 5 years,with some good potential returns and some protection .Can you explain how this works ?
Than you,
Philip
Than you,
Philip
Q: Good morning Peter and team,
In the 10th anniversary edition of his book The Little Book of Common Sense Investing John Bogle states:
"My own total portfolio holds about 50/50 indexed stocks and bonds, largely indexed short- and intermediate-term."
Warren Buffett famously wants a 90/10 indexed stocks/government bonds mix for the trust fund he is leaving to his wife.
Given that interest rates will certainly go up from today's levels which will drive bond values down, wouldn't an investor be better off holding cash instead of bonds, cash drag notwithstanding?
Thank you.
Milan
In the 10th anniversary edition of his book The Little Book of Common Sense Investing John Bogle states:
"My own total portfolio holds about 50/50 indexed stocks and bonds, largely indexed short- and intermediate-term."
Warren Buffett famously wants a 90/10 indexed stocks/government bonds mix for the trust fund he is leaving to his wife.
Given that interest rates will certainly go up from today's levels which will drive bond values down, wouldn't an investor be better off holding cash instead of bonds, cash drag notwithstanding?
Thank you.
Milan
Q: hello 5i:
referencing "Dennis'" question of October 20th, BNS AT1 hybrid security.
Can you expand on the answer? I'm having a great deal of trouble trying to find out EXACTLY what this is. And, if the statement, this debt is cheaper for the bank (Hymas), then won't all banks be doing this? Or, what about non-banks? And what effect do you see this having on the preferred market? Would this increase the yield of new prefs being offered, as older prefs will be seen as less attractive? Many questions here, but as I said, I am having trouble finding answers anywhere else, not subscribing to Hymas as there maybe answers there.
thanks
Paul
referencing "Dennis'" question of October 20th, BNS AT1 hybrid security.
Can you expand on the answer? I'm having a great deal of trouble trying to find out EXACTLY what this is. And, if the statement, this debt is cheaper for the bank (Hymas), then won't all banks be doing this? Or, what about non-banks? And what effect do you see this having on the preferred market? Would this increase the yield of new prefs being offered, as older prefs will be seen as less attractive? Many questions here, but as I said, I am having trouble finding answers anywhere else, not subscribing to Hymas as there maybe answers there.
thanks
Paul
Q: Peter and team:
I read a question from someone this morning about a TFSA for their 18 yr. old daughter. I had just been thinking about this prior to turning on the computer. I too am in the same position. I had been thinking RRSP. Which vehicle (RRSP vs. TFSA) do you feel is best for a young investor to start with? Also, for an RRSP, what would you think of a low MER high quality Mutual Fund such as MAW 104.
Thanks as always for a great service.
Phil
I read a question from someone this morning about a TFSA for their 18 yr. old daughter. I had just been thinking about this prior to turning on the computer. I too am in the same position. I had been thinking RRSP. Which vehicle (RRSP vs. TFSA) do you feel is best for a young investor to start with? Also, for an RRSP, what would you think of a low MER high quality Mutual Fund such as MAW 104.
Thanks as always for a great service.
Phil
Q: Hi All at 5i! Have you heard of the Us based, work space company called WeWork? It bought space from Hudson Bay's holding , Lord and Taylor's . Does it trade on the Us stock exchange and do you have any opinion on it ? Cheers, Tamara
Q: Somehow I seem to be quite far behind in learning which portfolio stocks you sell and why you sell them. Am I missing something somewhere?
thanks for your answer.
thanks for your answer.
Q: I don't use the site much. Do you have a section that shows your latest recommendations? ie a newly recommended paying stock
Q: Hello,
I would like your opinion on this. Do you feel it is important to try and keep a certain number of stocks in your portfolio, based on the size of it of course. If you do, could you advise what "approximate number" you would have for each of following sizes of portfolios to give me a sense of how you would handle this:
-$100,000 portfolio
-$500,000 portfolio
-$1,000,000. portfolio
-$1,500,000. portfolio
Thank you
Margaret
I would like your opinion on this. Do you feel it is important to try and keep a certain number of stocks in your portfolio, based on the size of it of course. If you do, could you advise what "approximate number" you would have for each of following sizes of portfolios to give me a sense of how you would handle this:
-$100,000 portfolio
-$500,000 portfolio
-$1,000,000. portfolio
-$1,500,000. portfolio
Thank you
Margaret
Q: Hi 5i, do you know why TMX web site charting has changed, what is the designation of "APH" (ex.BCE:aph). Is it temporary? As well, the last date to buy additional time in 5i and the price. I would also appreciate your suggestion of 2-3 min. rate reset preferred, perhaps a web site to find or research . Many thanks, J.A.P. Burlington
Q: Occasionally you receive questions asking your thoughts on stock evaluation software. I am wondering if you have any thoughts on the stock analyzing software that VectorVest offers. At Toronto’s September Money Show VectorVest’s presentation drew a lot of interest. Thanks … Cal
Q: If the US dollar loses its status as reserve currency, could the US economy slip into a pattern similar to what we witnessed in Japan in the 90's? Is stagflation a possible outcome? Your work is greatly appreciated. Gaston
Q: I seem to have a ...bad... habit of selling my winners and keeping my losers, especially Cdn resource co's, waiting for them to turn around.
Forest Co's under perform, constantly under U.S tariff threat.
Gold Co's and base metals ...who knows where commodity prices will go ?
Oil and gas ...Regulatory and fed govt is a disaster compared to U.S investment climate.
Are Cdn resource Co's only for stock pickers and short term traders in todays economic climate ?
Forest Co's under perform, constantly under U.S tariff threat.
Gold Co's and base metals ...who knows where commodity prices will go ?
Oil and gas ...Regulatory and fed govt is a disaster compared to U.S investment climate.
Are Cdn resource Co's only for stock pickers and short term traders in todays economic climate ?
Q: My daughter just turned 18 and we plan on opening up a TFSA starting with $2,000 and monthly investment of $200. What would you recommend ETF, Mutual Fund of stock? Thanks
Q: I am approaching my TFSA contribution limit and have opened a cash account. I'd appreciate your advice on how I should allocate stocks between the two accounts.
Currently my account consists primarily of micro/small/mid cap growth stocks and high dividend stocks. I am planning on adding some high dividend etfs.
I'd like to separate high growth stocks from dividend stocks/etfs.
My initial thought is to use my TFSA as a tax free income generator with the dividend stocks/etfs. As these stocks produce somewhat guaranteed gains I will definitely be utilizing the tax free incentive of the account.
While having my riskier growth stocks in a cash account where I am more likely to incur loses and can take advantage of tax loss rules. Also, if Im lucky enough to have a multi bagged I hope I wouldn't be too upset paying a bit of tax on the gain.
Does that make sense? Would you suggest otherwise and if so why?
Thanks
Currently my account consists primarily of micro/small/mid cap growth stocks and high dividend stocks. I am planning on adding some high dividend etfs.
I'd like to separate high growth stocks from dividend stocks/etfs.
My initial thought is to use my TFSA as a tax free income generator with the dividend stocks/etfs. As these stocks produce somewhat guaranteed gains I will definitely be utilizing the tax free incentive of the account.
While having my riskier growth stocks in a cash account where I am more likely to incur loses and can take advantage of tax loss rules. Also, if Im lucky enough to have a multi bagged I hope I wouldn't be too upset paying a bit of tax on the gain.
Does that make sense? Would you suggest otherwise and if so why?
Thanks
Q: Hello,
I recall recently reading a reply you had given to someone who asked about a list of "forever" stocks that you had recommended in 2016. The stocks were: BNS, BCE, ENB, T, CSU, FTS, BEP, AQN, OPTEX, PBH. They asked if you would still recommend these and you said "yes" and that there were some additional names you would add.
Could you pls advise what these additional names would be.
Thank you
Margaret
I recall recently reading a reply you had given to someone who asked about a list of "forever" stocks that you had recommended in 2016. The stocks were: BNS, BCE, ENB, T, CSU, FTS, BEP, AQN, OPTEX, PBH. They asked if you would still recommend these and you said "yes" and that there were some additional names you would add.
Could you pls advise what these additional names would be.
Thank you
Margaret
Q: Is it cost prohibitive (in rsp and/or non-registered accts) to invest in U.S. mutual funds (eg FSDAX)?
Thanks
Thanks
Q: During the year I exercized some warrants into common shares . Is my cost of my shares the exercize price PLUS what I paid for the warrants OR can I claim a loss on the warrants as the sales proceeds was NIL on exercise? Thanks
Q: Hello,
You have advised that you are increasing your membership fee on December 1st. Could you pls advise what this fee will be?
Thank you
Margaret
You have advised that you are increasing your membership fee on December 1st. Could you pls advise what this fee will be?
Thank you
Margaret