Q: Looking for reassurance and Not a question per se, I am seeing many small amounts of shares being traded. No big blocks more than a few thousand which indicates that my fellow retail investors are leaving. Reminds me of when PHM was going to the dogs. I hope CRH isn't another medical shell game. Down 18 plus %.
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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: What would your suggestion(s) be if one wanted to have the safest portfolio possible which generated a 4%-5% return? Would the 5i income portfolio be considered the lowest risk, lowest volatility option to get the desired return?
Q: Can you comment on Winpak's (WPK-ca) earnings, their cash position and speculate on how large they can grow their cash position before management begins to consider a special dividend?
Q: What is your assesment on this company for a staple growth company? Any specific problem you would see?Is it to expensive? They will be using coca cola's network for expansion.Not very good at beating estimates.Or would an industrial company you could suggest at this time be better ?
Thank you much portfolio on track for very good gains so far.
Thank you much portfolio on track for very good gains so far.
Q: The first baby boomers aged 71-72 (~1945-65) will begin cashing out their RRSP's or converting them into RRIF's or purchasing an annuity, this year. As will all the major boomer shifts, it is exciting to look at and predict the impact their money will have on government (tax revenues), financial institutions, personal wealth etc. What sectors will benefit; insurance companies like (SLF), banks (BNS), brokerage/ investment firms (FSZ), other. Where will the bulk of this money flow to: fixed income (bonds, debs, gic's, savings acc's) or (pref's and dividend stocks, common stock) or annuities. I welcome your thoughts and predictions on this interesting matter.
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iShares S&P/TSX Global Gold Index ETF (XGD)
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares MSCI World Index ETF (XWD)
Q: My average annual return based on 5i guidance is 13.3% over 8 years. Can't argue with that. Thank you.
Question: XWD, for example, is a global ETF which invests in 5000 companies around the planet, which has returned a very steady (almost a straight line) 13.09% since inception.
So why not sell my 40 stocks and simply buy a combination of:
- XWD (growth)
- CBO (fixed income + security)
- XGD (security)
and call it a day? This would have returned say 11% - 12%.
Pretty close...
Maybe this should be addressed on your ETF site, but I thought it was worth asking here.
As usual, thank you for your sound advice.
Question: XWD, for example, is a global ETF which invests in 5000 companies around the planet, which has returned a very steady (almost a straight line) 13.09% since inception.
So why not sell my 40 stocks and simply buy a combination of:
- XWD (growth)
- CBO (fixed income + security)
- XGD (security)
and call it a day? This would have returned say 11% - 12%.
Pretty close...
Maybe this should be addressed on your ETF site, but I thought it was worth asking here.
As usual, thank you for your sound advice.
Q: I am assuming the North West announcement that they are pulling their business and becoming self-sufficient through an acquisition, is the reason for the steep decline lately. Should one conclude that the impact is now baked into the SP?
Carl
Carl
Q: What is your view on the announcement by EIF regarding the loss of North West as a client? The announcement said the effect on the bottom line is only about $1 million, which is so immaterial.
Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?
You insight is much appreciated as always.
Also, is this piece of business development what the shorts are basing their recent incessant attack of the EIF SP? If so, can we expect a much appreciated short squeeze on Monday?
You insight is much appreciated as always.
Q: Could you please recommend 5 Dividend paying stocks {no financials}for a long term hold for a TFSA.
Thanks Valter
Thanks Valter
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Sylogist Ltd. (SYZ)
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Celestica Inc. (CLS)
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NFI Group Inc. (NFI)
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Kinaxis Inc. (KXS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Canadian Imperial Bank Of Commerce (CM)
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TELUS Corporation (T)
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Artis Real Estate Investment Trust (AX.UN)
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Enbridge Income Fund Holdings Inc. (ENF)
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Granite Real Estate Investment Trust (GRT.UN)
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Pizza Pizza Royalty Corp. (PZA)
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Summit Industrial Income REIT (SMU.UN)
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Firm Capital Mortgage Investment Corporation (FC)
Q: I would like to use GRT.UN, CM,ENF,PZA,TD,SMU.UN,T,AX,BCE,AND FC in a retirement income portfolios what do you think. Are there any I should not use.
Jim
Jim
Q: Shopify reports next week, and I would assume there will be a large loss reported. Does that mean Monday we will see a large run on the stock and should we consider unloading to lighten exposure.
Thanks
Thanks
Q: April 29/17 ? asked by david:
Jerome Haas of Lightwater Partners has been shorting HCG successfully for several years
using public info. He points out below that the loan originations were robust concurrently with the loan book decreasing, amongst others.
http://www.bnn.ca/investing/video/home-capital-short-seller-warns-on-the-whole-sector%7E1109205
Jerome Haas of Lightwater Partners has been shorting HCG successfully for several years
using public info. He points out below that the loan originations were robust concurrently with the loan book decreasing, amongst others.
http://www.bnn.ca/investing/video/home-capital-short-seller-warns-on-the-whole-sector%7E1109205
Q: This is basically just an opinion but I think that last week the action with CRH was an example of what you really mean by volatility. The the 5 to 10% that happens some days for no good, obvious reason are to be expected in a growth portfolio and are just a healthy fluctuation in a share price. Such fluctuations actually strengthen the stock. Comment ?
Thanks for your support
Clarence
Thanks for your support
Clarence
Q: The authorities knew if they dd anything home capital would have issues. I thought it would skate through with a fine and a few firings. Why bring down the whole company? Check the mortgages determine the default rate and then decide what to do.Announce action everyone deserts Home Capital gics and the company swirls into the bowl. Hoop insider probably knows the default rate ponies up the money.Please explain.
Q: Very interesting article. I don't know if you have read it. The World According to a Free-Range Short Seller With Nothing to Lose.
https://www.bloomberg.com/news/features/2017-02-09/the-world-according-to-free-range-short-seller-mark-cohodes
Publish if you wish.
https://www.bloomberg.com/news/features/2017-02-09/the-world-according-to-free-range-short-seller-mark-cohodes
Publish if you wish.
Q: i have sometimes been critical of 5i, i have never owned home capital but have read everything about hcg, i suggest your subscribers read reflections of a fund manager by michael mccloskey on hcg, this was/is a great company brought down by circumstance a lot of which were beyond their control, 5i did nothing wrong in having this stock in its portfolio or recommending it to its members.dave
Q: In March and February your comments about this company were generally positive. Yet just recently you said that this company was the most likely candidate to be booted out of the balanced equity portfolio. Sounds like you views have changed in the past four weeks. Can you explain the apparent shift in your position please. Thx.
Q: Hi 5i
Recently, RBC expressed concern about competition in DR's largest market, is it overdone? May have your thoughts on this? I was thinking of reducing an oversized position before it becomes right-sized on its own, if you know what I mean.
Thanks,
David
Recently, RBC expressed concern about competition in DR's largest market, is it overdone? May have your thoughts on this? I was thinking of reducing an oversized position before it becomes right-sized on its own, if you know what I mean.
Thanks,
David
Q: Please comment on the year end results.