Q: Good morning Peter and team, I was interested in your answer to Carla's question regarding her fixed income component. I was faced with the same situation and chose XQB.It has a management fee of 0.12% and contains 60% government and 40% corporate bonds. The yield is on the low side but with reinvested dividends, it's up 9.4% in the last year. Also,it's one of iTrade's "commission-free" etf's which is an added benefit. What is your take on XQB?
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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: As a Canadian investors having US funds available am I better off to invest on the New York side or the Toronto side for companies like this that list in both markets? Are there negatives to purchasing LP (I'm assuming Limited Partnerships) equities for RRSPs? You have a great service and I look at my membership as a real bargain! Thanks for all your sage advice.
Q: Please comment on Kennedy diamonds mines, they appear to be under valued.
Q: Can you please comment on dh revenue sustainability and client concentration. Do they sign long term contracts ? Would you be confortable with a full position at current price? Thank you
Q: Peter, your help please. I am selling some of my weaker names in gas and oil. I am looking for good solid companies that pay a good dividend. I already own the Davis and Henderson ect. of the world. Your opinion please on Evertz,Sirus xm.Alaris and Liesure world for long term holds. Thank you Ken
Q: I currently hold only GICs in my fixed income portion of my account, however, I'd like to move towards bond ETFs as they are more liquid and have a higher yield. My allocation would be 20% bonds, 80% equities because I'm only in my late thirties.
I'm looking for a bond fund that will 1) preserve my capital (if the stock market tanks I want to know that my 20% is safe. I want something that I can hold for the next twenty years that won't be too affected by interest rates, and 2) I want something that will give me some income.
I've looked at VAB.It seems to be a good mix of government and corporate. But would eventual interest rate hikes cause it to tank? I've also considered CBO, but since it's only corporate, I'd probably need to buy a Government bond ETF too... I think ishares has one similar to CBO.
Do you like either of these options? Or would you suggest something else? Would one ETF be safe or should I have more than one? I'd like to keep my fixed income investing simple.
And finally, on an unrelated note, I've been watching XTC for the last little while. It had great earnings and went up a lot today. Is it to late to get in now? Should I wait for a pullback? How high risk is this stock?
I'm looking for a bond fund that will 1) preserve my capital (if the stock market tanks I want to know that my 20% is safe. I want something that I can hold for the next twenty years that won't be too affected by interest rates, and 2) I want something that will give me some income.
I've looked at VAB.It seems to be a good mix of government and corporate. But would eventual interest rate hikes cause it to tank? I've also considered CBO, but since it's only corporate, I'd probably need to buy a Government bond ETF too... I think ishares has one similar to CBO.
Do you like either of these options? Or would you suggest something else? Would one ETF be safe or should I have more than one? I'd like to keep my fixed income investing simple.
And finally, on an unrelated note, I've been watching XTC for the last little while. It had great earnings and went up a lot today. Is it to late to get in now? Should I wait for a pullback? How high risk is this stock?
Q: Your general thoughts on BOE, if they can survive oil at these levels for a prolonged period, future prospects, etc.
Q: Do these latest financing deals mean it might be time to get in now. Thanks
Q: Hello Peter,
As we go into February, what do you think of the North American markets? Are we looking at a correction, is it an ageing bull or we are in the middle of a secular run? Should we trim positions, raise cash and wait for the buying opportunity to happen; or should we put the additional room available in RRSP and TFSA to work at this time? Do the markets go risk off on interest rate hike in 6 months or are they all in with small and medium companies betting on the growing US economy? I do not sense a clear direction. Perhaps you can show the way.
As we go into February, what do you think of the North American markets? Are we looking at a correction, is it an ageing bull or we are in the middle of a secular run? Should we trim positions, raise cash and wait for the buying opportunity to happen; or should we put the additional room available in RRSP and TFSA to work at this time? Do the markets go risk off on interest rate hike in 6 months or are they all in with small and medium companies betting on the growing US economy? I do not sense a clear direction. Perhaps you can show the way.
Q: Hello,
ZPR is now down over 5% ytd. This seems to be more than interest rates concerns. Has the credit risk increased? Any ideas why the preferred market is being hit so hard?
BTW, I noticed that the credit ratings of CPD holdings has been removed from their website. I called Blackrock about it: they said they would find out and call me back, but they never did.
Thanks, Greg
ZPR is now down over 5% ytd. This seems to be more than interest rates concerns. Has the credit risk increased? Any ideas why the preferred market is being hit so hard?
BTW, I noticed that the credit ratings of CPD holdings has been removed from their website. I called Blackrock about it: they said they would find out and call me back, but they never did.
Thanks, Greg
Q: I've been looking at Methanex in view of the dramatic price drop. Further big drop today despite better earnings announcement and reasonably optimistic outlook. On the other hand 40% of earnings related to O&G industry. Would you consider this worthy of a buy or more like a falling knife? Thanks for your opinion.
Q: Barclay's is predicting the USA will experience a negative CPI in 2015. What would be the best sectors to be invested in should we find ourselves in a deflationary climate? Thank you.
Q: Hi 5i,
Part of my core holdings is CWB. I am attracted to the 20+ years of continuous profitability and dividend growth. It has now declined to the point where it's nearing 9x PE & 1.4x BV.
At what level would you say it becomes way too compelling not to add more to the core? It's a 4% holding currently.
Thanks,
J
Part of my core holdings is CWB. I am attracted to the 20+ years of continuous profitability and dividend growth. It has now declined to the point where it's nearing 9x PE & 1.4x BV.
At what level would you say it becomes way too compelling not to add more to the core? It's a 4% holding currently.
Thanks,
J
Q: Peter and team
I have one trading account that holds fairly aggressive and volatile securities. The oil portion of this is: BDI, DEE, PD,PPY,SGY,SPE, and QST.
I am willing to wait things out, but my question is are there any of these that are not likely to survive a prolonged downturn. IE could you please rank in order of "survival".
Thanks for all you do
Phil
I have one trading account that holds fairly aggressive and volatile securities. The oil portion of this is: BDI, DEE, PD,PPY,SGY,SPE, and QST.
I am willing to wait things out, but my question is are there any of these that are not likely to survive a prolonged downturn. IE could you please rank in order of "survival".
Thanks for all you do
Phil
Q: Hello, on your recommendation I bought Enghouse and am very pleased. It seems like a perfect investment in that there is very little news, it kind of flies under the radar and you look at it a year later and it has had a nice move. Although in a very different business, Winpak's stock behaves similarly. I would like to add Winpak's to my Tfsa. Your thoughts would be most appreciated. Bill
Q: Carnival Cruise Lines, is the parent company to several cruise companies including Cunard, Seaborne, Princess, Holland America etc. An investor holding at least 100 shares is eligible for a shareholder benefit (reviewed annually)in the form of an On-Board Credit of up to US$250 which I believe is a tax-free benefit. I see that a number of analysts are forecasting significant growth over the next few years. What is your opinion of CCL as a US investment?
Q: Are you still OK with EWH? I bought it about 14 months ago and I must be up around 37% straight dollars and I suppose 42% with the currency fluctuations. I read in the paper how the economy is imploding in China and the banking sector is a looming disaster, with the banks over extended, so I am wondering if there is any truth to all the negative news. I have a 3% weighting in EWH and it is my only Asian exposure.
Thanks
Thanks
Q: Reading previous responses, 5i appears to suggest treating all accounts (cash, RRSPs, TFSA) as a whole when considering how diversified a whole portfolio is. There is also a suggestion to place higher risk (growth) names in TFSA accounts because of the potential tax benefits. I agree with this approach and am considering both mine and my spouse's accounts as one large portfolio.
What is the suggestion if I were to setup a new RESP for a young child? For instance, if I initiate $5,000 position in a high growth name such as DHX.B, this may be a small weighting in an overall family portfolio, but now I am basically betting the future child's educational funds in one stock. If the child is very young, high growth is desired, but is this the right approach? Or should I be trying to diversify the $5000 into multiple stocks (perhaps 5 stocks at $1,000 each)? A list of some potential stocks would also be appreciated. Thanks!
What is the suggestion if I were to setup a new RESP for a young child? For instance, if I initiate $5,000 position in a high growth name such as DHX.B, this may be a small weighting in an overall family portfolio, but now I am basically betting the future child's educational funds in one stock. If the child is very young, high growth is desired, but is this the right approach? Or should I be trying to diversify the $5000 into multiple stocks (perhaps 5 stocks at $1,000 each)? A list of some potential stocks would also be appreciated. Thanks!
Q: Hi Peter and 5i team, We saw how U.S. markets have rallied thanks to Fed's QE program. Can we expect a similar stock market rally in Europe thanks to ECB's $1.2 trillion stimulus package? If so what's a good way to play it. Any ETF that you would recommend?
Q: I have just read your answer to Dale (Jan 29) and would like to know if you believe DEE and Surge have "survivability" in this downward spiral of oil prices?
Thank you and your service is much appreciated.
Deborah
Thank you and your service is much appreciated.
Deborah