Investment Q&A

Q: How do you buy cdr for Google?

Q: Is the recent deal by BCE in the USA "written in stone" or can it be cancelled by either party at this time. Looks like the deal has almost destroyed the co. Thanks

Q: A significant portion of my portfolio is allocated to SPY and QQQ. When i feel a need to hedge what are the pro's and con's of Shorting (using inverse etfs) as opposed to just selling the SPY and QQQ positions.
I'm not trying to sidestep a routine pullback (< 10%) it is more the corrections (10 to 20%) or Crash scenario's that i'm wanting to protect against.

Q: Apologies if I missed this elsewhere on the site, but I was wondering if you produce (or plan to produce) a report outlining tax loss buying opportunities, or alternatively if you'd be able to suggest a few names to look at/keep an eye on?

I'm currently sitting on ~25% cash and looking for growth or income names with a 3-5 year time horizon. I have a fairly balanced equity portfolio, so agnostic when it comes to sector or market cap. Thanks!

Q: What are the downsides of using a covered call strategy? Not the downsides of a covered call etf.

Thanks

Q: I’m have some non registered stock investments that have capital gains. I was looking to make a donation to a charity using these to offset a tax on gains, as opposed to simply donating cash from cash flow. Is there anything to stop me from simply donating my stocks and then simply buying them back again, essentially to erase my tax burden?

Q: Dear 5i
If a stock is considered to be say 30% above what an analyst considers to be its fair market value but at the same time has an estimated earnings growth rate for the next year of 30-40%, would you consider this stock to be investible ? Assume good fundamentals . I would liken this scenario to a stock having a high P/E ratio ie expensive but has strong earnings growth forecast . Is that how you would see it as well ?
Also are there any Canadian crypto exchanges that you would recommend or would you suggest staying with an American exchange ?
Thanks
Bill C

Q: Where can I get value and risk metrics (like Sharpe ratios) at a reasonable price? I currently only have a free Koyfin account.

Q: With reference to my December 4 question, thanks you for your comment. Unfortunately, the second part of the question was unanswered. For ease of reference by you the part unanswered was: “ Would you also care to suggest the best stock charting tools available that include hard-to-find data such as PEG, forward P/E, EV/EBITDA &c.

One cannot readily see which charts include dividends and which are price only. I would appreciate your comments very much on which are the better *MORE COMPREHENSIVE* charting tools available. Many thanks. :ao:sab

Q: I want to convert USA to CDN. I usually convert USA / CDN dollars or vice versa using stocks trading on both platforms. Is this same as using Norbert Gambit method.

Which option would you recommend that is more benefits

What are your thoughts on USA dollars.

Thanks for the great service

Q: Are there any regulations / rules as to how much notice a company must give to a general investor on when the company intends to report earnings every quarter? If so, what are they?
Is there a specific site they are to report said announcements?
Sometimes it seems it's a little loosey-goosey.

Q: Not a question. I saw Rajiv's question today inquiring about "any statistical data on the Santa Claus rally."

(Hopefully this is an appropriate thing to share on here.) There's an account on twitter by Wayne Whaley (@WayneWhaley1136) and he regularly posts statistical data studies on the US markets. I don't have a twitter account, so I just take a look via a google search occasionally for fun. I do recall seeing him tweet Santa Claus rally specific statistical studies in the past, including last Christmas.

Q: Everyone, do you glean anything from premarket stock prices? Clayton

Q: Hi Peter and 5i Team,

Can you recommend a book to give as a gift for investing/financial literacy that would be suitable for a high schooler?

Thanks for all the great advice that you offer and wishing you all a Merry Christmas and a wonderful holiday season.

Q: Everyone, what would ultra high net worth people be concerned about today? Clayton

Q: A while back you recommended the book
“ The Psychology of Money “ so I picked up a copy and am glad I did. I recommend it for all members ; easy to read , fun, informative. It has changed ( for the better ) on how I look at investing and my life choices. Thanks. Derek

Q: Hello 5i team,

I was wondering if you have any statistical data on S&P, Nasdaq performance for a week or two after the Santa rally? To confirm the Santa rally should end two days of trading in the new year?
Regards

Q: I like what Global X has to offer in their line of ETF's. However, I think I read one of your Q&A responses a couple months ago that their can be a concern with overloading the overall percentage of ones portfolio with a given ETF company. Did I understand that correctly? If so, just wondering what the potential consequences are in doing that, and if you do recommend spreading investments over a number of ETF companies.

Percentages are personal, but perhaps 5i has a ballpark-ish range that they would be comfortable with for a given ETF company (?)

Q: Pardon the abruptness but It sure would be nice if members could start behaving g alittle more independently and USE THE SEARCH BAR FUNCTION !! Asking the moderator to confirm when a respective dividend date and amount is going to be paid AND Asking about all the Canadian public equities that pay a USD Dividend... BOTH QUESTIONS have been REPEATEDLY ASKED FOR 5 yrs ! Considering the vast amount of hi level expertise our moderator has too offer everyone these very basic administrative requests are serious waste of the moderators and other members time ! Perhaps implementing some better auto populate drop down functions or some How to Video s could be created to combat this ?!? This saved time for the moderator could in fact add value and time for the moderator to reallocate research report time for some USA Equities since PA subscribers are encouraged to hold a 40% USD portfolio allocation !! My estimate is nearly 25% of some daily question volume is really just laziness of the author not using the platforms software search functions. JMHO !! You can deduct 2x the credits for the abrasive tone of my request :) and wasting everyone s time having to read this. Have a nice day

Q: my tfsa equities are long trrm holds and i want to buy stocks/etfs that are on the drip program
Please advise where i can look to find out if an equity is available for drip
Many thanks
peter