Technical Analysis: 3 Dividend Paying Stocks Nearing a Breakout

Technical analysis of three Canadian dividend stocks.

Market Updates from 5i Research - January 31, 2019

We have three updated reports at 5i Research in the form of Alcanna (CLIQ), Sylogist (SYZ) and Swiss Water (SWP, formerly Ten Peaks). One report gets an upgrade, one a downgrade and one rating is maintained so make sure you give the reports a read. We also had an additional analysis on CLIQ that expands on some of our thoughts in the report. You can read the addendum here.

Should Aurora Cannabis buy Alcanna?

A look at whether pot producer Aurora Cannabis should purchase the pot retailer Alcanna outright.

5 from 5i: Expectations for investments

Weekly stock market update & five stock related articles we thought were a must-read this week

5i Research Updates - January 16

Just a friendly reminder for those that might not know, 5i Research has a watchlist feature. Members can add companies they are interested in to the list and will receive either a daily or weekly e-mail highlighting questions and answers for any companies that there has been an answer on within your list. Many have found this to be a useful 'alert' tool. All you need to do is turn the digest 'On', select your frequency and then add the companies you want to the list. The watchlist can be found here. Members can read on for more...

Investing in a TFSA vs RRSP

TFSA or RRSP? Which is better, and which type of stocks or ETFs should be included? We take an in-depth look at the topic of TFSA vs RRSPs.

TFSA vs RRSP: The Importance of Sectors

Should an investor focus on putting certain industry exposure into different accounts? By default, if an investor is tilting a portfolio to things like dividend payers or growth companies, there will be an overrepresentation of certain sectors in the different accounts. Let's take a look at what sectors would align with the types of securities we think fit best in an RRSP and TFSA.

It is important to remember that there is no single correct answer here. This guide should offer an investor a starting point for how to attack their tax-advantaged accounts and allow one to adjust as they deem fit. It is also important to remember we are taking the point of view of a Canadian investor here.

What Investments to Hold in your TFSA and RRSP for Tax Savings

The amount of tax you pay on an ETF distribution depends on two factors: the structure of the ETF and the account in which it is held. To best summarize the tax implications, we thought it easiest to prepare a table, which is presented below.

Low ETF Weightings: An Exercise In Futility

The longer you invest or are involved in the investment industry, the more humbled you become. You quickly realize that there is rarely a cut-and-dried answer to, well, anything, and that in a large majority of cases an investment decision can be ‘justified’ through some sort of argument, process or logic for better or for worse.

However, there is one issue that is continuously encountered for which to the best of my ability I cannot think of any justification. That is the issue of holding diversified Exchange Traded Funds (ETFs) or Mutual Funds in low weightings in a portfolio. 

Taking stock of 2018

We take a look at some market stats for the 2018 year for US stocks and Canadian stocks.