Q: Hi I would like to know your opinion on Prudential Financial (PRU-US)? Thank you. Jean
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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: Exploreco is the offspring resulting from the proposed takeout of Crocotta.What valuation does the market place on exploreco and do you folks think this is a reasonable valuation?Thanks for your analysis.
Q: What is your opinion of Saskatchewan Pension Plan. Is it a viable alternative to use in your RRSP?
Q: I'm looking to add some US exposure into my portfolio. What is your opinion of Boeing (BA.US) over the next 12 months?
Q: I was wondering if you could comment on the value you see in Or. I'm not sure if I completely understand what this stock is all about. Would it be considered to be as risky and volatile as many gold stocks? Will it move up and down in step with other major gold stocks? Thank you.
Q: In my various trading accounts, I have:
ABX, AGU, AVO, BEP.UN, CGX, CSH.UN, DHX, EFN, ESL, G, SJ, SGY, TCK.B, & WCP
My losers include ABX (significantly), G, and TCK.B
My problem is that I haven't done very well in my non-registered account and this is where ABX resides. If I have a tax loss, I don't think I have very many gains to counter it.
G and TCK.B are in my RRSP and TFSA respectively, but I think you are fairly positive on these. Should I sell ABX and hope I have enough gains later in the year to balance this out with? Also, am I diversified enough?
Thank you SO MUCH for this service!
ABX, AGU, AVO, BEP.UN, CGX, CSH.UN, DHX, EFN, ESL, G, SJ, SGY, TCK.B, & WCP
My losers include ABX (significantly), G, and TCK.B
My problem is that I haven't done very well in my non-registered account and this is where ABX resides. If I have a tax loss, I don't think I have very many gains to counter it.
G and TCK.B are in my RRSP and TFSA respectively, but I think you are fairly positive on these. Should I sell ABX and hope I have enough gains later in the year to balance this out with? Also, am I diversified enough?
Thank you SO MUCH for this service!
Q: Hi Peter, have excess cash in RSP account and wondering about WIN/CCL.B/MDA/DHX. Do you have a preference from these? I have a 10 year time frame and own most of the more growth oriented stocks in the model portfolio. Thanks for Amaya and all the wonderful advice. Bill Y.
Q: It seems Lithium is required for quite a lot these days including the batteries which power Tesla Motors electric cars. Recently an item appeared in a UK financial magazine about Bancora Minerals, BCN, a Lithium miner in Mexico. Usually I stay away from penny stock but what do you think?
http://moneyweek.com/right-side-why-the-hell-has-nobody-noticed-this-amazing-stock/
http://moneyweek.com/right-side-why-the-hell-has-nobody-noticed-this-amazing-stock/
Q: Good Morning
Quite a few years ago I began investing through full fee global mutual funds. I graduated to purchasing individual stocks through a discount brokerage account but held on to the mutual funds which now comprise about 15% of my portfolio. The mutual funds have performed OK, nothing spectacular, returning a little over 9% annually and have doubled in value. The MERs are high at about 2.75%. I would dearly like to switch into global ETFs. If I sell the mutual funds over a number of years, I will limit the capital gains tax bite to about 15%. I calculate that going forward if the mutual funds average 7% then the ETF should average 9.5%. I arrive at this by adding the 2.75% MER back onto the 7% gain and then subtracting .25% for the ETF MER. At this rate it will take 8 years to recover the 15% lost to capital gains tax and achieve the ongoing benefit of lower fees. Is this a valid strategy or am I missing something?
Thanks
David
Quite a few years ago I began investing through full fee global mutual funds. I graduated to purchasing individual stocks through a discount brokerage account but held on to the mutual funds which now comprise about 15% of my portfolio. The mutual funds have performed OK, nothing spectacular, returning a little over 9% annually and have doubled in value. The MERs are high at about 2.75%. I would dearly like to switch into global ETFs. If I sell the mutual funds over a number of years, I will limit the capital gains tax bite to about 15%. I calculate that going forward if the mutual funds average 7% then the ETF should average 9.5%. I arrive at this by adding the 2.75% MER back onto the 7% gain and then subtracting .25% for the ETF MER. At this rate it will take 8 years to recover the 15% lost to capital gains tax and achieve the ongoing benefit of lower fees. Is this a valid strategy or am I missing something?
Thanks
David
Q: Hello, Peter
When a company grant stock options, do they have by "law"to:
1/Disclose the price granted
2/ Disclose the strike price
3/ announce within a certain limit of time after the said grant
And if I may, when insiders of a double listed(US and CAN)buy or sell shares, do they have to "press release" the operation and if yes how much time are they are given to announce the operation.
With much appreciation for your answer.
CDJ
When a company grant stock options, do they have by "law"to:
1/Disclose the price granted
2/ Disclose the strike price
3/ announce within a certain limit of time after the said grant
And if I may, when insiders of a double listed(US and CAN)buy or sell shares, do they have to "press release" the operation and if yes how much time are they are given to announce the operation.
With much appreciation for your answer.
CDJ
Q: Good morning,
I have been looking at selling Badger(BAD) and purchasing Canyon Services(FRC) Great service from 5I
Carl
I have been looking at selling Badger(BAD) and purchasing Canyon Services(FRC) Great service from 5I
Carl
Q: "We are considering adding a growth portfolio; but at this time are not sure of the timing on such."
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Peter, can you elaborate on your thinking per your comments above? I too am in favor of seeing a growth model portfolio (for the ones willing to take on more risk). Thanks.
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Peter, can you elaborate on your thinking per your comments above? I too am in favor of seeing a growth model portfolio (for the ones willing to take on more risk). Thanks.
Q: Hello Peter - We are considering buying either Tourmaline (TOU) or Paramount Resources (POU), or maybe half of each? Which do you prefer? or can you recommend something else.
Thanks for your advice.
Thanks for your advice.
Q: I would like to invest in four Canadian companies for my 90 year old mother. The investments need to be quite safe and pay a dividend, monthly or quarterly for month to month living expenses. I would prefer 4 different industries to avoid turndowns in any given sector. What would you suggest?
Q: Peter; With this mornings GM recall could this filter down to ACQ.? Im not sure how many of their dealerships are GM. Thanks. Rod
Q: what is the best choice for a company with a dividend in excess of 4% with good growth prospects for a 3 year or more hold? Sector not impt. Thanks
Q: Good luck with your recovery,I will be making a contribution towards your ride.Thank you for excellent service.
Would like your thoughts on EFN Element Financial.
Thank you Doreen
Would like your thoughts on EFN Element Financial.
Thank you Doreen
Q: I wish to move a major portion of my US$ and $CDN portfolio into safe, defensive, securities such as bonds, preferred shares.ETF's or solid common shares that give me a reasonable yield. Please give me a few names to consider for each currency.
Many thanks
L
Many thanks
L
Q: I am looking at deploying some of my trimmed Amaya profits within my TFSA into a new small / micro cap name. It will be a small weight in a fairly balanced portfolio of mostly mid and large cap 5i endorsed companies. I have 20% of my portfolio earmarked for a basket approach of riskier names (ie. SYZ, LSI, MCR, E, WAN, ATHN etc).
Going through past comments, it seems you are positive on all of PRW, CXS, KLS, HWO and QST. For new cash deployment today, can you rank your top 5 small / micro cap companies to buy today (whether its the 5 listed here, or any others)? What is your absolute favourite right now?
As always, thank you.
Going through past comments, it seems you are positive on all of PRW, CXS, KLS, HWO and QST. For new cash deployment today, can you rank your top 5 small / micro cap companies to buy today (whether its the 5 listed here, or any others)? What is your absolute favourite right now?
As always, thank you.
Q: INKM is the SPDR Income Allocation ETF for U.S. funds. It "seeks to provide total return by focusing on investment in income and yield-generating assets." It holds about 20 SPDR etf's with global representation, and offers a dividend yield of over 3%. It's only about a year old with total net assets of 100M. It looks good to me for my U.S. funds but I don't see it mentioned on 5i and wonder if you would make your initial comments on it. Thank you.