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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 an avid market follower I value your comments on the market. Knowing that market timing is virtually impossible, what would your favorite indicator(s) be that we have reached the "euphoric" apex? Thanks for the great service! Ron
Read Answer Asked by Ronald on June 09, 2014
Q: Hi Peter - currently have AYA, CF, DHX, SGY and TCN in my TFSA account and doing pretty good - thanks - looking to add another $2000 - can you recommend a couple of names that would fit in with the mix - more on the growth side as this is for the long run. Excellent service and continue the great work.

John
Read Answer Asked by JOHN on June 09, 2014
Q: Not a question, but a comment.
Greg asked about the "parking" of $2mill in a bond fund (Pender) for a short space of time and the fees being charged.
I am sure 5i do not want to advise this member to go to the full service firm management and complain about this purchase/advice for reasons of not wanting to get directly involved, but as a past senior management person in the Investment Industry I will say that this is what Greg should do.
This is client abuse, and precisely the type of thing that management at a reputable Investment Firm would not put up with and a complaint to them would ( I feel ) bring some corrective action.
( Following my management career I did some work acting for lawyers representing abused clients, so I have experience in this field.)
5i/Peter........understand if you do not want to post this comment on the site, but if not then maybe you can pass the advice on directly.....this sort of thing upsets me and the industry needs to clamp down on it.
Read Answer Asked by tony on June 07, 2014
Q: Hi Peter,

Whats your opinion on CHH-T, Centric Heath? Would you hold on it it?

Thank you
Read Answer Asked by Peter on June 07, 2014
Q: with the latest purchase by B2Gold have you any comments. and any latest comments on Merus Labs. tks
Read Answer Asked by Jerome on June 07, 2014
Q: Junior gold stocks are very cheap right now,is it time to accumulate? iF YES WHICH STOCKS?.
Read Answer Asked by nizar on June 07, 2014
Q: Good Morning,
I am looking for some insight into a couple of clean tech stocks and the sector in general.
The two stocks I'm interested in are:
Pyogenesis
Environmental waste international
They both have recent contracts, I'm wondering if they are good long term growth oppurtunities and what a good ballpark entry price would be.
as always thanks for all the great info,
Dave
Read Answer Asked by David on June 07, 2014
Q: Good afternoon,
Re Stantec STN, I have noticed over the last several days that there has been a persistent unusual trading pattern: the stock goes up nicely to high $67's 0R $68 until about 15 minutes before closing and then plunges to no gain or a loss on the day. Although I plan to hold for a long time, I am curious about what this means. Is someone unwinding a large position? Thanks for your thoughts.
Read Answer Asked by richard on June 07, 2014
Q: Both my parents passed away recently, and we are waiting for the estate to be probated. The Portfolio Manager has put all of the $2,000,000.00 into Pender Corp. Bond Fund Class F-NA. We expect settlement in about 2-3 months, and are being charged 1.5% Fee/annum by the PM, and another 1.5% MER by the Bond Fund.
Do you consider this a safe holding for such a short period of time, especially when we are trying to preserve capitol, not make money.
Do you consider the fees, about $2500.00/month by the PM fair, for virtually doing nothing, and then the additional MER on top of the fees appropriate.
I really enjoy your site, your advice, and you have really helped me make more informed, timely descision with my investing. Keep up all the good work.
Read Answer Asked by Greg on June 07, 2014
Q: With markets at all time highs Is this a good time to look at taking some profits and moving to bonds such as ishares 1-5 laddered Bond ETF or a DEX ST Corp Universe ETF?
Read Answer Asked by Kevin on June 07, 2014
Q: 5i gets numerous questions on where to park cash; Rob Carrick addresses this in a comprehensive assessment of Investment Savings Accounts and Money Market Funds in the June 7 Report on Business of the Globe and Mail. Bottom line: ISA's pay 1.25% and MMF's way less.
Read Answer Asked by Jeff on June 07, 2014
Q: Can you see any indication of a topping to the present bull market (other than it's length) - investor euphoria - divergerce of indices- excessive P/E etc. ??

thanks Jim
Read Answer Asked by jim on June 07, 2014
Q: I am selling $40K of mutual funds in my TFSA. I am considering purchasing VCH. DHX, ESL, AYA, GUD. Do you have other suggestions? Thank you
Read Answer Asked by Patricia on June 07, 2014
Q: Hi,

Can you please offer your views on US ETF DTH. It is an international ETF with a good mix. Also in this market full of uncertainty is it good to invest in ETF's like FSD (US), PHE (CAD) and RCS (USD). Thanks
Read Answer Asked by Imtiaz on June 07, 2014
Q: Peter,

If you were going to put together an equity portfolio for $1mill (say) with a combined goal of income and capital appreciation and medium level risk, how many holdings would you suggest and what would they be ( presumably some from each of your recommended portfolios?)
Read Answer Asked by tony on June 07, 2014