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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: Hi
I am thinking about parking some money in the new EQ digital bank. Any concerns?
Thanks,
Gary
Read Answer Asked by Gary on February 05, 2016
Q: Good morning Peter and Team,

In yesterday's Globe & Mail, Rob Carrick wrote an article "Why it's time to take a tougher stance on dividend investing". He concludes by stating: "Dividend stocks will have their role in this future of diminished results as lower dividend increases hold back share-price gains. Dividend stocks will still offer competitive total returns, but not like they used to".

Going forward, do you agree with his thesis? Why or why not? What sector or individual dividend payers would you recommend so that we can be somewhat 'insulated' from this trend, in case Carrick is on to something?

Thanks as always for your timely advice.
Read Answer Asked by Jerry on February 05, 2016
Q: appreciate your comments on recent financials and your overall thoughts on the company..
ed in montreal
Read Answer Asked by edward on February 05, 2016
Q: Hello,
After reading your recent recommended link on bear markets in Canada by Raymond James, I have a question involving his recommendations at the end. I've been following your Balanced Portfolio as I find it suited to my risk tolerance. I was planning to just weather the storm with it, maybe purchasing more during this down time. However, is it recommended to also diversify into bonds and gold, as the article recommends?

A second question, in the same vein, is regarding porfolio management more broadly. What are (and where can I learn more about) particular asset combinations that historically have had higher returns in the long term for any particular risk tolerance?
Read Answer Asked by Henry on February 05, 2016
Q: As they both have corrected, which company (if either) would you prefer here in relation to yield, valuation and any privitization/takeout optionality? Thank You.
Read Answer Asked by Michael on February 05, 2016
Q: What do you think of this equity for a rising stream of retirement income?
Read Answer Asked by PAUL on February 05, 2016
Q: hi, thoughts on these five going forward 2-5 years?
Read Answer Asked by chris on February 05, 2016
Q: Hope everyone enjoyed the cruise and that it wasn't as choppy as markets!
My question is on Covered Calls in the CDN market and I wonder if you would have 5 stocks to suggest for this strategy. I note that using this strategy in the US market … AAPL, CSCO, DIS have way more activity and choices, but I like this idea for CDN stocks that I already own, per the suggestions from 5i.
Your thoughts please, and welcome back to reality.
Peter
Read Answer Asked by Linda on February 05, 2016
Q: Is today's news the announcement we've been waiting for? The word 'bank' does not appear specifically.
Read Answer Asked by Richard on February 05, 2016
Q: Hi Team,

In an answer to a question from Paul J. about when to sell Magna you said the balanced portfolio is "a little more focused on one-year performance."

Much of you Q&A commentary is about long-term investing and performance.

It would be easy for members reading the Q&A regularly to get the impression the balanced portfolio should be a long-term portfolio - but maybe it is not.

Do you think it would help if you clarified for each model portfolio what the intended investment time horizon is and include that information with your explanatory/cautionary statements about each one?

Otherwise things are a bit confusing.

If in fact the balanced model portfolio is not for long-term investors, do you have any plans to introduce a portfolio that is?

Many thanks for the great service and for taking my question.

Michael
Read Answer Asked by Michael on February 05, 2016
Q: Hi Peter,

Is it safe to pick up stocks with a book value lower than the market price. the above stock is trading at 4.00 cad and the bv is 7.00 cad

Thanks
Paul
Read Answer Asked by PAUL on February 05, 2016
Q: Do you know the reason for the large jump in this stock today?

Thanks. Dave.
Read Answer Asked by David on February 05, 2016
Q: i notice that csu, kxs, otc, dsg and many of the u.s. tech companies have gotten hammered over the last few days, anything going on here like a rotation out of tech to energy and gold, i know csu is one of your favorites but reached levels last seen last april from a high of 600 seen not that long ago.is this just profit taking or something else. dave
Read Answer Asked by david on February 05, 2016
Q: I have a few questions around the model portfolio:

Around what amounts in $ terms do you assume an investor has to replicate a model portfolio.

Also can we pick a few from a model portfolio and not follow it a 100%

Read Answer Asked by Deepak on February 05, 2016