Tax Loss Selling in 2020
With the last day to settle trades for Canadian tax-loss selling being December 29th, 2020, we wanted to highlight some names that might see undue pressure during tax-loss selling season.
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5i Screener: Low Beta Stocks For Lower Volatility
As we approach year-end, there are numerous reasons investors should expect and be prepared for volatility. We screen for stocks with low beta and high quality as ideas for lowering portfolio volatility.
Stock Screener: High ROE and New Debt
Interest rates are at all-time record lows and are not expected to rise any time soon. This presents companies with a window to borrow at low rates to invest in new projects, improve their liquidity position or even payoff higher interest debt. For companies with lots of investment options that offer high potential returns, a 'low cost' debt environment could be a boon to business long-term.
What Drives the TSX Now?
Looking further into why S&P500 always manages to outperform TSX, regardless of a strong rally in gold and technology sectors.
Can Passive Investing be Detrimental to Young Investors?
Passive investing aided by the rise of Exchange Traded Funds has certainly been a net benefit to the investment landscape. However, is there a case where it can do more harm than help?
The Single Biggest Mistake the Canadian Oil Industry is Making.
One simple strategy pivot could change the fortunes of the energy industry.
Unintended Investment Consequences from the COVID Crisis
Discussing what impacts the reaction to COVID can have on portfolios.
5i Stock Screener: Profiting from Tax-loss selling
This tax-loss selling strategy helps investors reduce their tax bill while identifying opportunities for future growth.
Will Direct Indexing Destroy the ETF Industry?
With news of numerous brokerages going to $0 trading commissions, the trend toward direct indexing just got a lot more compelling for investors. Direct indexing essentially lets an investor buy the underlying securities within an index (say the TSX 60 or the S&P 500) automatically at their broker without owning them through some sort of fund or ETF.
Stock Market Updates from 5i Research - October 9, 2019
Stock and market Updates from 5i Research.