Q: Downgraded to a target price of $20.00. I watched my holding start to firm up about $32.20. I had to leave house and put in a trailing stop and was stopped out at $33.60. Employees at your place (the pros) how would they have handled it? Since you guys are more long term would they still own it or would they have got out at a higher price than me? I get a weekly newsletter and have been told know what you can afford to lose e.g. $500.00 on a $5,000.00 stock and get out when you are down $500.00. Thanks. Dennis
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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.
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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BMO Laddered Preferred Share Index ETF (ZPR)
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Global X Active Preferred Share ETF (HPR)
Q: I am 70 years old, been retired for 14 years, and can't risk losing capital. Thus my portfolio is currently 100% in fixed income.... 65% in laddered 1-5 year GIC's, 10% in bond ETF's (CBO, CLF, XBB), 5% in preferred shares, and 20% in cash. In the preferred share category, I currently hold CPD, HPR, and ZPR equally. Given a steadily increasing interest rate environment, would you recommend selling CPD and adding to HPR and ZPR, due to their leanings towards rate re-sets? Is a 5% total weighting for preferreds appropriate for this fixed income portfolio? What do you recommend for the remaining cash, given my mandate for "safe" investments? Should I stick with additional GIC's or expand the bond allocation? Thanks!
Q: I've been unsuccessful picking my own stocks thus far but have roughly 15k sitting in cash (afraid to lose it). What/How would you suggest investing this amount to return consistently over a long period.
Thank you
Thank you
Q: Hi Team,
Looking at the charts of these companies- 5, 10 & 20 years ago, they had a very high peak which diminished to today's prices (fraction of their high prices)
Since you are positive toward these companies today, how relevant is to look at their history? (Peter used the performance history of a company as a negative sign)
Thanks,
Moe
Morris
Looking at the charts of these companies- 5, 10 & 20 years ago, they had a very high peak which diminished to today's prices (fraction of their high prices)
Since you are positive toward these companies today, how relevant is to look at their history? (Peter used the performance history of a company as a negative sign)
Thanks,
Moe
Morris
Q: I am interested i a portfolio review.
Before diving in to the pool, can
You explain what I need to give you,
And what you will provide me?
Thanks
KC
Before diving in to the pool, can
You explain what I need to give you,
And what you will provide me?
Thanks
KC
Q: I need to rely on your expertise with this. Who is Crystalline Mgmt and are the number of shares they control significant?
With Friday's ISS information, would you continue to wait to see how things progress?
Thanks for your help.
With Friday's ISS information, would you continue to wait to see how things progress?
Thanks for your help.
Q: My first year of my 5 year GIC ladder is due.I have $20,000 /year in GIC's most at 2.75%.Oaken is still maintaining the renewal 5 yr. GIC rate at 2.75% I have a good pension, cash in the bank and debt free. I am 71 with a balanced value /income portfolio.
Should I continue the 5 year ladder within our TFSA ($9000) or add to my ENB, BCE, CSH and NWC?
Thanx
Stanley
Should I continue the 5 year ladder within our TFSA ($9000) or add to my ENB, BCE, CSH and NWC?
Thanx
Stanley
Q: An insider sold a block of 31 million non voting on Friday. Thoughts?
Q: I have a question about Altius. The earnings report just came out and it seems quite positive. Yet the stock is dropping like a stone today. I really like mngmt and their philosophy of buying companies and land near the bottom of the cycle. They have been quite successful in growing revenues and jvs. Can you tell me what you think of their latest earnings report and explain why you think the stock is dropping so much today?
Q: Hello,
PTG announced a partnership with Moogsoft recently which the market seems to like. Moogsoft looks like a very interesting AI software company. Moogsoft is private, but from what I can find publicly, appears to be doing very well. Your thoughts on the partnership?
Regards,
Robert
PTG announced a partnership with Moogsoft recently which the market seems to like. Moogsoft looks like a very interesting AI software company. Moogsoft is private, but from what I can find publicly, appears to be doing very well. Your thoughts on the partnership?
Regards,
Robert
Q: I am looking for quality canadian companies trading on the us stock exchange. I have some us cash which I would like to avoid the exchange fee. I like canadian companies for the dividend tax credit. Or companies not paying dividend but offering good growth prospects. I already hold csu and tucows under us listings. is Enbridge a good candidate at this time? any other suggestions.
Thank you
Thank you
Q: Good afternoon,
I need to sell some losers in a taxable account. I have had WCP for a long time and would like to sell to capture a loss. Could you comment on replacing it with RRX immediately to maintain exposure to energy, or would I just wait the 30 days and re-buy WCP.
Thanks as always.
Ted
I need to sell some losers in a taxable account. I have had WCP for a long time and would like to sell to capture a loss. Could you comment on replacing it with RRX immediately to maintain exposure to energy, or would I just wait the 30 days and re-buy WCP.
Thanks as always.
Ted
Q: How much do you think the hurricanes in the Caribbean will impact Air Canada earnings and share price in the next couple of quarters? Thanks!
Q: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George
Thank You,
George
Q: Hi,
I have about 30% of my original modest investment in CRH left. In light of its recent performance I am tempted to
add enough to make CRH worth what my original investment was. Or should I just punt CRH and put the proceeds into my 2018 withdrawals ?
Thanks.
I have about 30% of my original modest investment in CRH left. In light of its recent performance I am tempted to
add enough to make CRH worth what my original investment was. Or should I just punt CRH and put the proceeds into my 2018 withdrawals ?
Thanks.
Q: Trading in BEP.UN and BIP.UN Friday from 3:30 to 4:00 was frenzied with big price swings which I presume was connected to indexers acquiring BIP and dumping BEP, though I don't understand the thesis, any insight? Since we knew that BIP was going into the TSX 60 well in advance is there an opportunity that we could have taken advantage of, knowing that ETFs would have to be buying shares by a deadline? Thanks, J.
Q: Re: Chinese stocks U.S. listed such as MOMO, TAL and others, were they formed via Reverse Takeover? would this be a concern??
Q: Hello, If you had to select one company between MO and PM which one would it be today? This is for long term hold. My focus is growth and income. By the way, why is there so much price difference movement between the two stocks througout the last year? Regards, Gervais
Q: Both companies are in my cash account for income and some growth. both had more than usual volume today and would you see this as a buying opportunity and is there news I've missed on them.
Thanks Gary
Thanks Gary
Q: Why day after day my Canadian stocks go down a little bit but my us stocks go up....Friday everyone of my Canadian dropped and 2/3 of my us stocks went up?