Q: The question of what to do when one is worried about the possibility of a sharp market correction often arises. In the past you have proposed increasing the portfolio allocation to cash. As a complement to that strategy, what about tilting the portfolio more toward low beta (less than 0.5, say) stocks? I’m thinking of stocks like L, ECI, CSH.UN, KBL, SJ, SLF. How much protection - qualitatively speaking -do you think that would provide against the possibility of a sharp correction of, say, 10-15%?
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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.
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Savaria Corporation (SIS)
- Grande West Transportation Group Inc. (BUS)
Q: What are your thoughts on Outlook for Savaria, Grande West and Andrew Peller.
I see a Report from last year on Andrew Peller. Where do you see this Company going in the Long Run.
And How would you rate this Companies on Growth Potential.
I see a Report from last year on Andrew Peller. Where do you see this Company going in the Long Run.
And How would you rate this Companies on Growth Potential.
Q: Hi guys
My question earlier was a comparison of L brands to Parkland Fuel. Perhaps it was taken as Laurentian bank by mistake. Thank you for the quick response though.
J
My question earlier was a comparison of L brands to Parkland Fuel. Perhaps it was taken as Laurentian bank by mistake. Thank you for the quick response though.
J
Q: Could you rate some multi-unit,apartment reits for income portfolio?
Q: G&M is reporting the CFO is leaving Friday. This stock has been treading water (at best) for a while. Is it time to bail or hold on - Thanks for your excellent service
Q: Hi! I own Barrick (ABX) & down 48% (~ -$6K loss) and Wajax & down 38% (~ -$6K loss), should I continue to hold in the chance they improve or would you recommend selling now and taking a loss? Thx Kim
Q: Hi, Are there any companies out there that provide advisory services on stocks to short? It can be US based or Canada based advisor but i am interested in shorting US stocks. Can be a newsletter provider as well. I am mostly interested in shorting for hedging purposes either shorting stocks or shorting with options. Thanks
Q: Is there no summary for September 2017 - thank you- Hanna
Q: I am wondering whether CNR is an opportunity with the lack of new Canadian pipelines in the foreseeable future.
Q: Tourmaline has been in a bit of a freefall lately. Should i consider tax loss selling the stock? What companies should i consider in the switch? I have a very low % of oil and gas stocks in my portfolio no counting enbridge and transcanada.
Also a firm expressed that DAP-U is good value selling at a reasonable price; do you agree?
Also a firm expressed that DAP-U is good value selling at a reasonable price; do you agree?
Q: I recently heard about this micro-cap company on Small Cap power, a small healthcare monitoring company with accelerating growth....What are your thoughts?
Q: Hi,
My discount brokerage settled my DGI shares last week with MDDWF rather than MDA on the NYSE. Would this be typical for all DGI holders or brokerages discretion?
My discount brokerage settled my DGI shares last week with MDDWF rather than MDA on the NYSE. Would this be typical for all DGI holders or brokerages discretion?
Q: Hello Team,
I have a regular CDN TFSA, with $43,000 invested, and i have a portion of cash allotted to a USD TFSA with $15000 invested. Between the two i need to generate safely with minimal risk $300 dollars per month? Can you suggest some income producing strategies that could help me obtain my goal? please include some equities.
Are the US and the CDN TFSA'S treated the same for tax purposes, when withdrawing investment income? charge me as a two part question!
Thanks,
Stephen
I have a regular CDN TFSA, with $43,000 invested, and i have a portion of cash allotted to a USD TFSA with $15000 invested. Between the two i need to generate safely with minimal risk $300 dollars per month? Can you suggest some income producing strategies that could help me obtain my goal? please include some equities.
Are the US and the CDN TFSA'S treated the same for tax purposes, when withdrawing investment income? charge me as a two part question!
Thanks,
Stephen
Q: With some Canadian clothing companies such as Lululemon and Arc'Teryx growing within North America and globally, RYU has popped up in Vancouver and I wanted to get your thoughts on how they run as a business and if this may be an early buy with gains in the far future?
Ryu Apparel Inc, also known as RYU (Respect Your Universe), is a tailored urban athletic apparel brand that engages in the development, marketing and distribution of apparel, bags and accessories. The Company's products are engineered for the fitness, training and performance of the multi-discipline athlete. The Company's products are designed, developed and tested at its corporate headquarters in Vancouver, British Columbia, Canada, and its Beta 37.5 design lab in Squamish, British Columbia, Canada. The production process takes place in factories located in North America and Asia.
Ryu Apparel Inc, also known as RYU (Respect Your Universe), is a tailored urban athletic apparel brand that engages in the development, marketing and distribution of apparel, bags and accessories. The Company's products are engineered for the fitness, training and performance of the multi-discipline athlete. The Company's products are designed, developed and tested at its corporate headquarters in Vancouver, British Columbia, Canada, and its Beta 37.5 design lab in Squamish, British Columbia, Canada. The production process takes place in factories located in North America and Asia.
Q: Hello. Good news this morning from Grande West receiving $40 million dollar order from a US company. Any idea why this company has not moved from the Venture Exchange to the TSX yet?
Q: Hi,
For some reason on the 5i site and on Globe Investor, I can't find the ISHARES MSCI EAFE VAL IND ETF (EFV). It trades on the US BATS exchange. I hold it in my TD Waterhouse account and I can find it on Google Finance. Is there something unusual about a BATS listing, as in, not all companies carry BATS holdings? Should I be selling EFV and replacing it with something more mainstream?
Many thanks, Michael
For some reason on the 5i site and on Globe Investor, I can't find the ISHARES MSCI EAFE VAL IND ETF (EFV). It trades on the US BATS exchange. I hold it in my TD Waterhouse account and I can find it on Google Finance. Is there something unusual about a BATS listing, as in, not all companies carry BATS holdings? Should I be selling EFV and replacing it with something more mainstream?
Many thanks, Michael
Q: With GUD adding to their position do you think CTX is worth a punt? Sort of like following Buffet, Warsaw and Sprott. Thanks. Rod
Q: What are your thoughts regarding today's earnings?
Is it ok to buy the modest dip?
Is it ok to buy the modest dip?
Q: Good Afternoon,
Peyto is looking pretty good today for income with a yield of 7% and only a 41% payout ratio. However, its my understanding that many of their hedges which are protecting this dividend will roll off over the next two years so it will be difficult to hedge going forward in this low gas environment. Have they ever cut their dividend before? What are your thoughts about the sustainability of their dividend going forward with hedges rolling off? Obviously they can still hedge but at much lower prices which may not protect their cash flow sufficient enough to cover the dividend?
Thank-you
Peyto is looking pretty good today for income with a yield of 7% and only a 41% payout ratio. However, its my understanding that many of their hedges which are protecting this dividend will roll off over the next two years so it will be difficult to hedge going forward in this low gas environment. Have they ever cut their dividend before? What are your thoughts about the sustainability of their dividend going forward with hedges rolling off? Obviously they can still hedge but at much lower prices which may not protect their cash flow sufficient enough to cover the dividend?
Thank-you
Q: Hello 5i team,
I hold the following "real estate" related stocks: AIF, CIGI, FSV and TCN; if I were to shed one, which would you suggest?
Thanks,
Antoine
I hold the following "real estate" related stocks: AIF, CIGI, FSV and TCN; if I were to shed one, which would you suggest?
Thanks,
Antoine