Investment Q&A

Q: Fixed Income portion of my registered accounts investment is 22.5%, and I want to increase it to around 30% I currently hold HFR, XSB, HYG, and CBO. I also hold a small amount of funds in Royal bank Bond fund. Should I add to these or can you suggest some other alternatives? I am 66 years old but does not the income from RRSPs at this time.
Thank you

Q: What do you think the impact of Canon's purchase of Axis will have on AVO- both the company and the stock price? Do you think it makes it more, or less likely, that AVO may be the target of a take over?

Q: Good morning team, Would you recommend buying a position in FSV today?

Thank you!

Q: What do you think of today's news. I have a medium sized position, should I add more after the dust settles?

TIA

Q: hi folks:
there was a 'report' that seth klarman's baupost group recently bought 21mm shares of bxe. I cannot confirm this action and only see orange as being the sole 'big acquirer' can you tell me where I could look for confirmation of this (assuming it is not an internet 'rumour')
thanks

Q: What do you make of Seth Klarman taking up an 11% interest in BXE...thanks as always for your insight...

Q: There are often questions about sectors. I stumbled onto this web page that gives a clear description of each sector along with reasons for considering each sector in the light of economic conditions. I believe the 11 sectors listed (a separate one for real estate) aligns with 5i's view of how sectors should be divided. I found it helpful and thought I'd pass it along: https://www.fidelity.com/sector-investing/compare-sectors

Q: What are your thoughts on this company?

Q: What are your 3 top etfs that follow s&p 500 and top 3 that follow American banks

Q: I'm looking at Canaccord or Gluskin with a 3 to 5 year term in mind. Which one would you choose and why?
Thanks
Ron

Q: Just a general question. I'm I wrong in thinking that this time of the year where allot of people are making last minute investments in RRSPs and TFSAs seems to give some extra momentum in the stock market? It just seems that even though we had a bit of a panic in the oil sector and an unexpected rate drop, there still seems to be allot of areas which are pushing above or hanging around yearly highs.

Q: The following quote was made on the BNN evening Market Call:

"Guardian holds about 4.7-million shares of the Bank of Montreal and other investment securities which are worth a total of $16.75 per Guardian share (as of 30 Sept) vs. a $16.63 current share price (100 per cent of share value). If you strip out the value of its investment portfolio, the underlying business – which has been robust over the last few years – is a free option"

At face value this sounds like a hell of deal, which my past experience with stocks means it is to good to be true.

I see your last comments are about 9 months old so I would appreciate your thoughts on the above statement and if you view it as an attractive purchase in this current price range.

I just renewed my Membership and you have made it quick and painless. Please keep up the great work.

Mike

Q: You have not commented on this stock since Oct.28. It has continued to climb and is now over 5% of our portfolio. Would you recommend selling a portion now or riding it further?

Barb

Q: I have extra cash in my RIFF. I am in my mid 70s and will not be required to take this money out for 5 yr. Is this a good place to park about 30,000. Or do you have a better suggestion?

Q: could you please comment on the chatter about the royalties/tax issues by Zambian gov't and if and how it may affect FM. thanks,
just joined 5i, because after watching BNN and managing my own portfolio for 15 years, know Peter is the smartest guy out there and admire his desire to help us plebes.

Q: I Currently hold the following energy stocks in my margin account. TD investments basically suggest to reduce energy this spring after seasonal strength. Would you remove any positions. Also looking at SCL for a long term hold. A new subscriber and already in love. My first question. Thank You. Chris

Q: Hi 5I: When I read about a company missing its earnings or some other estimate by a small amount, with the result that the stock sells off, I get frustrated. I guess that's the problem with being a statistician. Two thoughts come to mind: (1) Why are analysts assumed to have such market-moving prescience, when in fact they do not all agree, i.e., they generally give different numerical estimates? And (2) given that they don't all agree, why is divergence from the mean of these estimates (arithmetic average) given such prominence? At the very least, the statistical error of the mean should also be provided so that the statistical accuracy of the mean can be assessed. Such an assessment would most likely result in many small "beats" or "misses" being classed as uninformative which should mean fewer false market moves. As it is, many of the quarterly market reactions just contribute to general market noise. There is enough of that already without unnecessarily adding to it.

Q: Hello I am interested in one of these etf's for a long term hold. I know they are essentially the same but I would like to know if one is better than the other. It would be going into a TFSA.

Q: Hi, I'm looking for European exposure via a Canadian ETF that trades on the TSX in Canadian dollars. I know that you recommend FEZ but can you recommend a Canadian-based equivalent to FEZ as I understand FEZ is on the NYSE and is in US dollars.

Thank you,

Q: Peter, I would be very interested to get your opinion regarding the recent news that AAR.UN has closed a deal to develop a 60-acre parcel of land in Vaughan, Ont. The $128-million project in partnership with Scannell Properties includes a plan to establish a state-of-the-art distribution and sorting facility to serve the Greater Toronto Area. The tenant, FedEx, has entered into a 15-year lease.
Good news or ???
Thanks to you and your team for your valuable "service". We don't make an investment move before checking the 5i Members Questions.