Q: What would your three or four top consumer cyclical picks be for an income investor looking for a bit of growth, Canadian or US?
Lyle
Lyle
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: The board election results for AQN were recently released. Vice chair Christopher Jarratt had 11.9% withheld while the rest were elected with 2.4% or less withheld. Any idea what the issue is with this fellow and shareholders. thanks.
-
iShares Russell 2000 Growth ETF (IWO)
-
iShares Core MSCI EAFE IMI Index ETF (XEF)
-
Vanguard FTSE Developed Europe All Cap Index ETF (VE)
-
Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
-
Vanguard Dividend Appreciation FTF (VIG)
-
SPDR S&P 500 ETF Trust (SPY)
Q: We have( for me) a quite large sum of money invested in managed products. Any new money is going into Canadian equities ( 30%) following your portfolios and a mix of ETF roughly
30% USA at 10% SPY, 10% VIG, 10%IWO
30% International currently VE
10% emerging currently VEE
( I know "where is your fixed income" you ask, my spouse has a federal government pension which I count as our fixed income)
To date these sums are relatively small. As I start to shift large sums from our managed products to my self managed portfolio ( following the above ratios) I am ok with the mix in the USA spread to 3 etfs run by 3 different companies. With the international and emerging I am a bit concerned about putting all that cash with one fund (and company). Is this concern silly or should I have some diversification within my ETF holdings ( both in terms of funds and companies). For example instead of having 30% of my holdings in VE I would split it 15% VE and 15% XEF. So I guess the short questions are:
1. What is the max an investor should have in any one ETF( %)
2. What is the max an investor should have with any one company ( $ or %)
30% USA at 10% SPY, 10% VIG, 10%IWO
30% International currently VE
10% emerging currently VEE
( I know "where is your fixed income" you ask, my spouse has a federal government pension which I count as our fixed income)
To date these sums are relatively small. As I start to shift large sums from our managed products to my self managed portfolio ( following the above ratios) I am ok with the mix in the USA spread to 3 etfs run by 3 different companies. With the international and emerging I am a bit concerned about putting all that cash with one fund (and company). Is this concern silly or should I have some diversification within my ETF holdings ( both in terms of funds and companies). For example instead of having 30% of my holdings in VE I would split it 15% VE and 15% XEF. So I guess the short questions are:
1. What is the max an investor should have in any one ETF( %)
2. What is the max an investor should have with any one company ( $ or %)
Q: What are the risks for MSFT? What could make its SP drop?
Q: Hello team,
On my trading platform, P/E is showing 45 and on the same platform they have a "Value Analyzer" Says the stock is under valued.
Is it possible that the stock is under valued even when the share price is at all time highs.
Your thoughts,
Thank you and have a great day!
On my trading platform, P/E is showing 45 and on the same platform they have a "Value Analyzer" Says the stock is under valued.
Is it possible that the stock is under valued even when the share price is at all time highs.
Your thoughts,
Thank you and have a great day!
Q: Gentlemen, Good Morning,
HMOP, actively managed ETF that seeks federal tax-exempt income by investing in municipal securities with 2.9% distribution and 0.29% fees. Is it good for income on a taxable account ?
Other alternative ?
Thanks Regards
HMOP, actively managed ETF that seeks federal tax-exempt income by investing in municipal securities with 2.9% distribution and 0.29% fees. Is it good for income on a taxable account ?
Other alternative ?
Thanks Regards
Q: A year ago a member asked about BL.UN. You had suggested RBOT ETF. They both have a MER of 0.9%. I think BL.UN is a CEF. They have quite different holdings. I am looking for a Canadian Fund or ETF with Hi TEch holdings in my RRIF. The top holding of BL.UN seemed to fit. I appreciate your view on this.
Q: Hi,
I'm looking for advice to build a TFSA portfolio. It can be all stock, all ETFs or a combination of both. Probably, no more than 8-10 securities. I am more of an income oriented investor with a time horizon of 4-5 years.
Thank you
I'm looking for advice to build a TFSA portfolio. It can be all stock, all ETFs or a combination of both. Probably, no more than 8-10 securities. I am more of an income oriented investor with a time horizon of 4-5 years.
Thank you
Q: It has been a while since GSB has been discussed in the 5i question forum and a lot has changed at this company since. Although the stock has pulled back a bit recently, it has shown good momentum the last few months. Add in the special $.50 dividend paid last month and the stock does look interesting. Your thoughts? Does this company have legs and further upside in your opinion?
-
Premium Brands Holdings Corporation (PBH)
-
goeasy Ltd. (GSY)
-
Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Good morning:
What would be a name or names you folks would suggest that is on sale right now and would back the truck up at today’s prices.,
Thx
Mark
What would be a name or names you folks would suggest that is on sale right now and would back the truck up at today’s prices.,
Thx
Mark
Q: I've been watching this stock for a while now, what do you think about the future outlook?
Q: Hi Peter, Ryan, and Team,
In the SYZ website, they list their various software solutions, and I notice that a lot are geared towards the public sector. With many governments adopting a "cutback" stance, both in Canada and the US, could this be one factor that's causing a drag on their share price? Unfortunately, our 0.8% weighting in SYZ was purchased close to its peak (at 13.49) and it's now trading at 11.10. Given my concerns about its product lineup, is it worth holding (in a TFSA) or is it time to move on? If a move is suggested, please list some possible alternatives in the same sector, both "aggressive", and "conservative". We already own these stocks in our combined portfolio, followed by their weightings:
CSU - 5.6%
ENGH - 2.6%
KXS - 1.1%
OTEX - 4.3%
XIT - 0.8% (we use XIT since it's commission-free with iTrade).
Thanks in advance for your valued advice.
In the SYZ website, they list their various software solutions, and I notice that a lot are geared towards the public sector. With many governments adopting a "cutback" stance, both in Canada and the US, could this be one factor that's causing a drag on their share price? Unfortunately, our 0.8% weighting in SYZ was purchased close to its peak (at 13.49) and it's now trading at 11.10. Given my concerns about its product lineup, is it worth holding (in a TFSA) or is it time to move on? If a move is suggested, please list some possible alternatives in the same sector, both "aggressive", and "conservative". We already own these stocks in our combined portfolio, followed by their weightings:
CSU - 5.6%
ENGH - 2.6%
KXS - 1.1%
OTEX - 4.3%
XIT - 0.8% (we use XIT since it's commission-free with iTrade).
Thanks in advance for your valued advice.
Q: Looking at reducing my holding somewhat by taking some profits on CAE and moving those profits to increase my WSP holding.
Q: Good Morning, Buying VNR today at $26 gets you a risk-free 30 cents on July 15th which is a 1.1% monthly return. I know its small potatoes but as an alternative for the cash portion of a portfolio does this make sense or am I missing something?
Q: Do you like any NASDAC based etfs for sale in Canada?
Q: I have many utility companies in my portfolio and I wish to dump the two weakest and use the money to add to the stronger ones to prepare for the down cycle. What do you suggest.
Q: Your thoughts on today’s announcement?? Also, would you ever pick up coverage again?? Once bitten?? What would you have to see?
Q: Hi,
Between XYL, LLL and FLIR which one would you pick for a long term hold medium risk.
Thank you
Between XYL, LLL and FLIR which one would you pick for a long term hold medium risk.
Thank you
Q: There has recently been a lot of shares sold by insiders. Is this a concern?
Q: I have an elderly parent who owns shares purchased a long time ago. The company it appears still exists, although may have reorganized. How would I find out who holds the shares so that they could be sold. Would the company have a record? I have the notice of annual meeting from computershare but nothing on there about the holder of the shares. Thanks.