Q: W,Buffett sold all his airline stocks.Will it has a negative impact on EIF & Cae Txs for u usual great services & views
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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: Did Berkshire Hathaway annual meeting shows the size of its holdings of SU. Txs for u usual great services & views
- Covalon Technologies Ltd. (COV)
- Park Lawn Corporation (PLC)
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Methanex Corporation (MX)
- CAE Inc. (CAE)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Alaris Equity Partners Income Trust (AD.UN)
- ATS Corporation (ATS)
- Great Canadian Gaming Corporation (GC)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- ECN Capital Corp. (ECN)
Q: Good Morning
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish
- Park Lawn Corporation (PLC)
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- TC Energy Corporation (TRP)
- Fortis Inc. (FTS)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Chartwell Retirement Residences (CSH.UN)
- Alaris Equity Partners Income Trust (AD.UN)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
- Nutrien Ltd. (NTR)
- CI Canadian Income Fund Series A (CIG50217)
- Ninepoint Energy Fund Series D (NPP314)
- RBC Canadian Equity Income Fund Series D (RBF1018)
Q: Hi Peter: When I sit back and take a look at the big picture and review how my portfolio performed during COVID-19 (so far), I try to see what lessons I can learn, then turn to how to apply those lessons to make my portfolio stronger.
I am a retired, dividend-income investor. I am a huge believer in asset allocation and have designed a portfolio, in my opinion, to be reasonably well diversified, although heavy to Canada. It WAS roughly 70% equities (including 32% foreign content) and 30% fixed income (roughly 15% insured annuities, 15% Fisgard Capital...both averaging in the 5-6% pre-tax range and minor cash). My equities are mostly blue chip, dividend payers, as you can see above. The 3 mutual funds are a very minor part of my portfolio, especially Eric's Energy Fund (<2%). I also receive a company pension and CPP-OAS which, when included, drops my equities to roughly 32%.
I use various metrics to monitor my portfolio, such as P/E, P/BV, P/CF, P/S, Beta, ROE, Div growth, Payout%, technical indicators like 200 mda. I am normally a buy-and-hold investor who trims/adds around a core position.
Periodically I measure how "at risk" my portfolio is relative to the overall market. I do this by prorating my portfolio using Beta. Based on equities only, I averaged 0.68 and for my entire portfolio I averaged 0.44. So, one would think that if the overall market (TSX) was to drop 30%, then I would have thought my portfolio would drop 44% to 68% of that, being in the range of 13% (overall) to 20% (equities only).
In actual fact, my entire portfolio dropped 27% from peak to trough vs the expected 13%...over double! I understand that EVERYTHING was sold off...almost no exceptions. So what do we learn from this and what changes should we consider? Do we accept that "sxxt happens" once in a while...you can't predict every event, accept it and move on? Should we consider increasing the cash component as a buffer? Or...is there something else to be learned here?
Thanks for you help...much appreciated...Steve
I am a retired, dividend-income investor. I am a huge believer in asset allocation and have designed a portfolio, in my opinion, to be reasonably well diversified, although heavy to Canada. It WAS roughly 70% equities (including 32% foreign content) and 30% fixed income (roughly 15% insured annuities, 15% Fisgard Capital...both averaging in the 5-6% pre-tax range and minor cash). My equities are mostly blue chip, dividend payers, as you can see above. The 3 mutual funds are a very minor part of my portfolio, especially Eric's Energy Fund (<2%). I also receive a company pension and CPP-OAS which, when included, drops my equities to roughly 32%.
I use various metrics to monitor my portfolio, such as P/E, P/BV, P/CF, P/S, Beta, ROE, Div growth, Payout%, technical indicators like 200 mda. I am normally a buy-and-hold investor who trims/adds around a core position.
Periodically I measure how "at risk" my portfolio is relative to the overall market. I do this by prorating my portfolio using Beta. Based on equities only, I averaged 0.68 and for my entire portfolio I averaged 0.44. So, one would think that if the overall market (TSX) was to drop 30%, then I would have thought my portfolio would drop 44% to 68% of that, being in the range of 13% (overall) to 20% (equities only).
In actual fact, my entire portfolio dropped 27% from peak to trough vs the expected 13%...over double! I understand that EVERYTHING was sold off...almost no exceptions. So what do we learn from this and what changes should we consider? Do we accept that "sxxt happens" once in a while...you can't predict every event, accept it and move on? Should we consider increasing the cash component as a buffer? Or...is there something else to be learned here?
Thanks for you help...much appreciated...Steve
Q: While at home these past weeks, I notice a strange phenomenon that maybe you could explain. The Dow futures right before market open give a fairly good indication of the direction of the market for the day. So I thought, well hey, if you know the market is going to go down, would it be possible to sell early? Using MPC as an example, however, you can see that there in an IMMEDIATE 2 dollar drop in the share price at open. How is this possible? Why would an owner of the stock at 32 dollars one moment be willing to accept a bid of 29.91 with no intermediate prices at a large volume? Unless that seller was trying to move the market? Would like to hear your thoughts.
Q: According to my math TSGI is now a couple dollars above the Flutter takeout price. 112x.2253x1.54= 38.85 and the stock price is currently 40.60. What would account for this? Thx
Q: Would u buy before earning on 5MAY,since it well below its highs or
is it to much of a gamble?
tnx u.
is it to much of a gamble?
tnx u.
Q: Do you know when is the deal is closing and do you expect the deal to close and if there will be any new offers?
Thanks for the great service.
Thanks for the great service.
- BMO Aggregate Bond Index ETF (ZAG)
- BMO Low Volatility Canadian Equity ETF (ZLB)
- iShares Interest Rate Hedged High Yield Bond ETF (HYGH)
- Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
- PIMCO Monthly Income Fund (Canada) (PMIF)
- iShares 20+ Year Treasury Bond ETF (TLT)
- iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
Q: Could you please suggest few a) good fixed income high yield ETFs b) least volatile ETFs with some income ?
Thanks
Thanks
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
- Vanguard International Dividend Appreciation ETF (VIGI)
Q: International ETF overlap query. I have the first four above now (more or less equal amounts) constituting 9.72% of total portfolio. Considering adding some more international exposure for geographic and currency diversification objectives, i.e. either VXUS or VIGI but wondering about the overlap with current holdings or should I just increase current holdings. Generally attempting to increase sector holdings in USA (fdn, ihi, hack, fivg, ipay, vbk), under-represented in Canada and more international geographic exposure. All are/will be in CDN & USD non registered accounts. Views?Suggestions?
Q: In your opinion,what are the best sectors in North America to invest in at this time
- Sangoma Technologies Corporation (STC)
- Enghouse Systems Limited (ENGH)
- Tucows Inc. (TC)
- Vitalhub Corp. (VHI)
- Adcore Inc. (ADCO)
Q: Thank you for your wonderful service and great advice.
Would you be able to give me your thoughts on TC, STC, ENGH, ADCO, VHI?
Could you pick your top 3 from the group that you would add to at current market prices given a 3-5 year term. Does the balance sheet of some of the smaller cap companies scare you?
Thank you kindly
Would you be able to give me your thoughts on TC, STC, ENGH, ADCO, VHI?
Could you pick your top 3 from the group that you would add to at current market prices given a 3-5 year term. Does the balance sheet of some of the smaller cap companies scare you?
Thank you kindly
Q: I have just opened a corporate non registered account. I have a fair bit of cash sitting there doing nothing. I do not plan on needing any for many years but in case of an emergency I do want access (as apposed to buying real estate and have to sell in a short time frame). From my research it seems best to invest into Canadian stocks/etfs as apposed to foreign which I also assume the US? Am I on the right track? I understand you are not accountants and certainly do not emulate to be. I also have a call into my accountant.
- FLIR Systems Inc. (FLIR)
- Gilead Sciences Inc. (GILD)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Starbucks Corporation (SBUX)
- Kinder Morgan Inc. (KMI)
- Pfizer Inc. (PFE)
- Procter & Gamble Company (The) (PG)
- Verizon Communications Inc. (VZ)
- Walmart Inc. (WMT)
- Atlassian Corporation (TEAM)
- T-Mobile US Inc. (TMUS)
Q: Hey 5i,
Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.
Thanks again!
Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.
Thanks again!
Q: Looking to add a US healthcare stock. I currently have PFE ( 6% weighing ) and was looking to add GILD. I'm concerned that there might be some overlap between PFE and GILD - if so, can you recommend and rank some others that I can look at ? Appreciate your comments.
Thanks
Thanks
Q: You often cite "insider ownership" ratios when commenting on various equities. Can you point me to a website where I could access this info or is access limited to professionals?
Q: This is in response to Donald's inquiry about converting CAD $ into US $. I've used Knightsbridge Foreign Exchange many times to convert USD to CDN and been very pleased. Its easy to set up your account and fees are approx 0.8% (or lower for large transactions) vs the banks 2.5-3%. Place a call to their trading desk and you'll be able to complete a trade immediately. They will quote you a rate, which is the spot rate less their fee. You can also place a standing order that's triggered once your price is hit. It takes about 5 days for your cash to be transferred from one account to the other. Hope this helps.
Q: your opinion on this gold explorer thanks harris
Q: Hi Team,
Can you please comment on TRP.PR.B $7.97 yield 6.7% ?
Thanks as always,
Tak
Can you please comment on TRP.PR.B $7.97 yield 6.7% ?
Thanks as always,
Tak
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: I am looking to invest in Brookfield Infrastructure for a non-registered account. Which is best considering I want to take advantage of the Dividend Tax Credit?