Q: When can we expect the next investing and economic report card and if there was a recent one ,where can we find it?
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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: I have heard some commentators talk about the possibility that the US could institute capital controls. How realistic do you feel this is?
For Canadian investors, how do we protect ourselves against this possibility?
Thank you again for this excellent service.
For Canadian investors, how do we protect ourselves against this possibility?
Thank you again for this excellent service.
Q: I rec'd a circular regarding BNT in which they want to pass a resolution referred to as "Return of Capital Resolution" and another referred to as "Share Issuance Transactions". Would you please explain these in reasonably simple language for me.
Thanks, Murray
Thanks, Murray
Q: Hi 5i
Thanks for your update.... I dont really understand the mechanics of how a deal like this unfolds....24 M share + another potential 4M as you said thats a lots of shares, especially compared to daily trading volume... I imagine this deal would not be feasible if only listed on TSX...
ie: So Who takes these shares, and then how do they sell their shares, are there conditions to meet and what determines the purchase prices for these buyers?
thx
Thanks for your update.... I dont really understand the mechanics of how a deal like this unfolds....24 M share + another potential 4M as you said thats a lots of shares, especially compared to daily trading volume... I imagine this deal would not be feasible if only listed on TSX...
ie: So Who takes these shares, and then how do they sell their shares, are there conditions to meet and what determines the purchase prices for these buyers?
thx
Q: Hi group what the suggested strategy to deal with proposed increase in withholding tax . I am hesitant to buy any more us stocks in my non registered +TSFA accounts ...maybe even sell some? i know we should wait until the prosed increase happens ...looking at US verses Canada stocks in general. Presently CAD are doing better so selling and replacing with CAD stocks may just work out just fine ...thoughts
Q: If you submit a trade with a stop loss, can other people in the market see that stop loss. Is it true that someone can trade the stock down, pick out the stop loss and then the stock price goes back up? How does that work?
Q: Re Fannie Mae FNMA - not in your system- but number one on the 5i blog's Rockets and Duds weekly list and others that seem to be exclusively US names, I would have more interest in following this feature if it had Canadian names, which I thought was 5i's expertise.
Q: Is there a "safe" way for Canadians to invest in Chinese companies either with ADRs or ETFs?
Do you have any specific recommendations?
Do you have any specific recommendations?
Q: Follow up to the last GLXY answer. Could you explain the transfer process in more detail please.
I don't understand the process. Are the Canadian shares going to be sold then repurchased on US side? I hold in my DYI TFSA and RRSP accounts with other US holdings.
Thank you
Jeff
I don't understand the process. Are the Canadian shares going to be sold then repurchased on US side? I hold in my DYI TFSA and RRSP accounts with other US holdings.
Thank you
Jeff
Q: Investment Philosophy: When to Sell Winning Stocks
I’m happy with my portfolio’s success, Stocks like PLTR (+400%), CSU (+270%), and ORCL (+140%) and others have skyrocketed over few years, but I’m facing a tough question: when should I sell? I understand risk tolerance, age, and retirement status are key factors, but how do I know when to take profits on stocks that could climb higher?
Thank you 5i, you are the best!
I’m happy with my portfolio’s success, Stocks like PLTR (+400%), CSU (+270%), and ORCL (+140%) and others have skyrocketed over few years, but I’m facing a tough question: when should I sell? I understand risk tolerance, age, and retirement status are key factors, but how do I know when to take profits on stocks that could climb higher?
Thank you 5i, you are the best!
Q: I receive quiet a few emails for the above website, recommending stocks and ideas for investment. This happened during the last one week.
Do you have any idea of this website? Is it dependable, reliable or it another bogus one? I would like to have your considered opinion on this website.
Thanks and regards,
Antony
Do you have any idea of this website? Is it dependable, reliable or it another bogus one? I would like to have your considered opinion on this website.
Thanks and regards,
Antony
Q: How do we get to see the recording of Peter on BNN this morning?
Q: Hi,
I was looking to purchase some Tesla US this morning and I, for the first time, saw the Canadian CDR currency hedged option. Can you provide any guidance as to the preference of one over the other. (I do get that the currency risk (or alternately, reward) is reduced (or eliminated). Is there any other information should be aware of ?
I was looking to purchase some Tesla US this morning and I, for the first time, saw the Canadian CDR currency hedged option. Can you provide any guidance as to the preference of one over the other. (I do get that the currency risk (or alternately, reward) is reduced (or eliminated). Is there any other information should be aware of ?
Q: Hi, easy one for you, I hope!
When you talk about opening a position, or 1/4 position, and so on, how much is a position? 4% of the total portfolio?
thank you
When you talk about opening a position, or 1/4 position, and so on, how much is a position? 4% of the total portfolio?
thank you
Q: I've been doing some research about CDRs, and noticed that CIBC charges a hedging fee of 0.6% per year. I know that this isn't quite the same thing as an MER, but I don't think I've seen this hedging fee mentioned in the 5i Q&A's. If an investor is looking to hold a US investment for the long term (10+ years), does this mean it might make more sense to do a currency conversion (through Norbert's Gambit) instead?
Q: There are two stocks for this company NVDA.to and NVDA. One is on the US stock exchange and the other is the TSX. The difference in the stock price is more than just the US and Canadian exchange rate. Why is that? Is the stock on the TSX a B non voting share? Do you recommend buying this company and on which exchange?
Q: I have some USD to invest in my usd TFSA . how do I go about ensuring I maximize my TFSA without going over my allowable amount in canadian dollars acording to CRA
Q: Everyone, how much of the market is driven by professional money mangers, and how much is driven by small individuals like me. Today there was a trade on one stock that I own that was for more than $100,000 - and I thought is that an individual or a money manager? Clayton
Q: Good afternoon,
AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George
AC announces terms of the $500 million issuer bid. The offer is a modified Dutch Auction at a price range $18.50 - $21.00, its not clear to me what price one can tender their shares . Please explain it to me simply.. Thanks , George
Q: Good morning 5i
I am always interested in your strategy for options and the question about selling call options for Microsoft this morning raised some. I know that selling options can have many variables and will be context specific. And I realise that you cannot give a hard and fast set of rules. So, I hope you will bear with me on these questions. This morning you said that you would likely sell a call on msft going out a month for about $470. Today msft is at about $449. So, about a $20 difference. In previous posts you said that you would sell a call option just a few dollars above the price. I would take this to mean more like say $455 than $470. $20 represents about 5%. Is that what youwould see as a good point.?
Also on the idea of selling a put immediately upon exercise of the call. Would it be reasonable to sell both a call and a put at the same time and then if it was called away, then sell another put at $470?
Thanks
I am always interested in your strategy for options and the question about selling call options for Microsoft this morning raised some. I know that selling options can have many variables and will be context specific. And I realise that you cannot give a hard and fast set of rules. So, I hope you will bear with me on these questions. This morning you said that you would likely sell a call on msft going out a month for about $470. Today msft is at about $449. So, about a $20 difference. In previous posts you said that you would sell a call option just a few dollars above the price. I would take this to mean more like say $455 than $470. $20 represents about 5%. Is that what youwould see as a good point.?
Also on the idea of selling a put immediately upon exercise of the call. Would it be reasonable to sell both a call and a put at the same time and then if it was called away, then sell another put at $470?
Thanks