Q: I've read that BCE is overvalued and set for a decline by Motley Fool (a couple of times now). Do you think there is anything to this, or would you considered it a buy with the recent pullback?
Thanks,
Paul
Thanks,
Paul
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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: I am working towards emulating the balanced equity portfolio across various accounts.
Would you please list the ones that would be best in a TFSA and the order was in which one would buy them.
Also, I have a RESP for my 3 year old grandchild which holds PBH and KXS. What would be a good addition to this account with next years contribution?
Thank you
Would you please list the ones that would be best in a TFSA and the order was in which one would buy them.
Also, I have a RESP for my 3 year old grandchild which holds PBH and KXS. What would be a good addition to this account with next years contribution?
Thank you
Q: Energy
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.
With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.
Comments?
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.
With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.
Comments?
Q: Hi Guys,
I currently hold about 500 shares of BNS which is currently at all time highs and I was thinking of selling at this time and putting the proceeds
into BCE which has had a nice pullback. What is your valued opinion?
Many thanx for all your past help. Bob.
I currently hold about 500 shares of BNS which is currently at all time highs and I was thinking of selling at this time and putting the proceeds
into BCE which has had a nice pullback. What is your valued opinion?
Many thanx for all your past help. Bob.
Q: Hi there
Thanks for the info what is ticker for the manulife monthly high income fund
I can't find it .
Also is there a mutual fund in Canadian dollars that would play the rising u.s. Dollar
And the u.s. Economy , in my rrsp account I can't buy etf's unfortunately
Sam
Thanks for the info what is ticker for the manulife monthly high income fund
I can't find it .
Also is there a mutual fund in Canadian dollars that would play the rising u.s. Dollar
And the u.s. Economy , in my rrsp account I can't buy etf's unfortunately
Sam
Q: Hi 5i
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam
Q: HI,( Merry Christmas to you and yours !)
I've owned this stock since 2009 so I don't mind a little volatily, as I feel this company and the CEO are eventually going to be recognized as one of the premier entrepeneurial companies in Canada. Today there wasquite a turnaround on Premium Brands price, however the acquistitions seem to me to be right in line with their plans and are a good fit. Have any thoughts on the drop and the acquisitions?
Slainte,
I've owned this stock since 2009 so I don't mind a little volatily, as I feel this company and the CEO are eventually going to be recognized as one of the premier entrepeneurial companies in Canada. Today there wasquite a turnaround on Premium Brands price, however the acquistitions seem to me to be right in line with their plans and are a good fit. Have any thoughts on the drop and the acquisitions?
Slainte,
Q: PBH has been rising nicely, with good earnings. I bought some this morning, and it took a DIVE this afternoon :(
Can you tell me why? As a short-term trader, should I get out quick?
Thank you!
Can you tell me why? As a short-term trader, should I get out quick?
Thank you!
Q: There was a discussion on BNN today suggesting a "stealth takeover" of MDA. Does this topic have any merit?
Q: Thanks for your earlier response regarding the balanced portfolio and MX. I did have one other question about dividing up names across different account types. I will be investing a decent sized amount of new money into my registered and non registered accounts which will me to hold all 23 names of the BE portfolio but I would like advice on how the names should be split up for best performance. I will be able to hold 9 TFSA, 8 RRSP, 6 CAD Cash (Non-registered). How would you suggest splitting up the BE Portfolio across the different account types? Thanks again for your help!
Q: Hi Ryan, Peter
Apparently there is some sector rotation going on. I noticed some quality names can go on sale pretty quickly, could you name some non-resources that look good to buy.
Great job as usual!
Apparently there is some sector rotation going on. I noticed some quality names can go on sale pretty quickly, could you name some non-resources that look good to buy.
Great job as usual!
Q: SHOP dropped again today, now below 40 day SMA.
Can you tell me why? As a short-term trader, is this a SELL?
Thanks!
Ken from Ottawa
Can you tell me why? As a short-term trader, is this a SELL?
Thanks!
Ken from Ottawa
Q: I was looking up the ROE for OTC as of Sept 30, 2016. My first look was in Yahoo Finance where the ROE is given as 49.3% ttm (trailing 12 months). Sounded high, so I checked Reuters Investment Profile via my BNS site, for the same date, where the number shown is 14.94 MRI ( Most Recent Interim). HUGE DIFFERENCE!!! What am I to believe?
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian
Q: Hi Peter and Team,
You recently said in an answer to another member "We would prefer that most investors have some exposure to all sectors and don't need to play these silly rotation games." I just want to express my gratitude for this valuable advice. Also, you always stress that we should look at our total portfolio, not just individual accounts when considering sector allocation. Well, it took me a long time, but I prepared a simple spreadsheet that looks at all our accounts, and the results have been very revealing. (We were grossly overweight in some sectors and grossly underweight in others). You get a far different picture looking at ALL accounts, so thanks for this sage advice as well!
You recently said in an answer to another member "We would prefer that most investors have some exposure to all sectors and don't need to play these silly rotation games." I just want to express my gratitude for this valuable advice. Also, you always stress that we should look at our total portfolio, not just individual accounts when considering sector allocation. Well, it took me a long time, but I prepared a simple spreadsheet that looks at all our accounts, and the results have been very revealing. (We were grossly overweight in some sectors and grossly underweight in others). You get a far different picture looking at ALL accounts, so thanks for this sage advice as well!
Q: Peter and His Wonder Team
I know you like MND as a junior gold stock and it's price is quite dependent on gold. I am working on the assumption that gold will break $1200.00 again ...probably $1300.00 and maybe even $1350.00 in 2017. Based on that outcome do you think MND is of good value if it can be purchased in the $0.68-$0.71 range? If not would you recommend another junior?
As always thanks for your competent and reliable knowledge!
Dr.Ernest Rivait
I know you like MND as a junior gold stock and it's price is quite dependent on gold. I am working on the assumption that gold will break $1200.00 again ...probably $1300.00 and maybe even $1350.00 in 2017. Based on that outcome do you think MND is of good value if it can be purchased in the $0.68-$0.71 range? If not would you recommend another junior?
As always thanks for your competent and reliable knowledge!
Dr.Ernest Rivait
Q: Any idea why MDA fell so much today. Do you think I should take a 20% loss and move on?
Much thanks
Much thanks
Q: Good morning 5i,
I sold my DH holdings this morning as you recommend it. With the available cash I would like to invest in Information technology or Material. What are your recommendation? The stock you will recommend need to pay a dividend.
I sold my DH holdings this morning as you recommend it. With the available cash I would like to invest in Information technology or Material. What are your recommendation? The stock you will recommend need to pay a dividend.
-
Milestone Apartments Real Estate Investment Trust (MST.UN)
-
Dream Industrial Real Estate Investment Trust (DIR.UN)
Q: Hello 5i,
Are those 2 companies good enough exposure for the REIT sector? What % of portfolio would you recommend? Anything better to propose? Thanks.
Are those 2 companies good enough exposure for the REIT sector? What % of portfolio would you recommend? Anything better to propose? Thanks.
-
Horizons S&P/TSX 60 Equal Weight Index ETF (HEW)
-
iShares Canadian Fundamental Index ETF Common Class (CRQ)
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
Q: I started out with I question but find I actually may have 2 or more.
I am considering replacing CRQ & CDZ in 1 account,
and replacing cdz with HEW in another account. This would account for all my TSX ETF exposure.
The questions are :
1) would you view this as a viable move
2) I noticed that HEW is a thin trader. Will I be beaten
up badly if i try to buy several hundred shares of HEW
at one time.
3) Is there an approach to buying this type of eTF (thin trader)
4) I noticed when I looked up CDZ there is a CDZ.A
and CRQ has a CRQ.A
Could you please tell me the difference in the A versions
of the ETF's .
That's it for this "question".
Thanks in advance
I am considering replacing CRQ & CDZ in 1 account,
and replacing cdz with HEW in another account. This would account for all my TSX ETF exposure.
The questions are :
1) would you view this as a viable move
2) I noticed that HEW is a thin trader. Will I be beaten
up badly if i try to buy several hundred shares of HEW
at one time.
3) Is there an approach to buying this type of eTF (thin trader)
4) I noticed when I looked up CDZ there is a CDZ.A
and CRQ has a CRQ.A
Could you please tell me the difference in the A versions
of the ETF's .
That's it for this "question".
Thanks in advance
Q: Hey guys. I own XSU, PBH, CCL.B and cash in my sons RESP with equal weighting ~25% each. Could you recommend an ETF or stock that would compliment this list. He is 3 so this will be a longterm hold. Thanks a lot.