Q: Gentlemen, Your opinion on Kinesis money promoted by Andrew Maguire. Thanks. Gaston
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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: 5-I,
What is the most time efficient way of keeping track of dividend cuts made by individual stocks or ETFs? I have set up alerts of dividends paid from the brokerage but am looking for a more efficient manner. I see your listing of dividend increases in Moneysaver which I find very good . It is the cuts that I most want to keep track of.
Thank you,
Paul
What is the most time efficient way of keeping track of dividend cuts made by individual stocks or ETFs? I have set up alerts of dividends paid from the brokerage but am looking for a more efficient manner. I see your listing of dividend increases in Moneysaver which I find very good . It is the cuts that I most want to keep track of.
Thank you,
Paul
Q: Could you help me understand the reason that DOL is interested in buying back shares while also proposing a 3:1 stock split. Isn’t that counter-productive?
Q: Hello 5i team,
Having noticed from the monthly reports the presence of CLIQ in the Growth portfolio, I'm wondering if I missed the addition or removal of any other stock from any of the portfolios. Where can I find all the historical changes (stock and timing) you have made to them?
Thanks,
Antoine
Having noticed from the monthly reports the presence of CLIQ in the Growth portfolio, I'm wondering if I missed the addition or removal of any other stock from any of the portfolios. Where can I find all the historical changes (stock and timing) you have made to them?
Thanks,
Antoine
Q: An interesting essay, make public if you want
http://www.collaborativefund.com/blog/the-psychology-of-money/
http://www.collaborativefund.com/blog/the-psychology-of-money/
Q: I see a lot of sites that end with 'do your own due diligence' and while I understand the suggestion and concept, I don't have any idea what the steps are. Can you help me with a step by step DD?
Q: When you speak of 5% as an optimum weight for a stock holding are you calculating that on the total portfolio or on the part aside from the fixed income? For instance, with a portfolio of one million with 50% fixed income and 50% eqities, would the 5% max per stock apply to the one million portfolio or the $500,000 after the fixed income had been split out?
thanks very much
thanks very much
Q: When you say a company has good management and CEO, what do you mean? What are the criteria for good management and the CEO? What are the characteristics of good management and the CEO?
Herbert
Herbert
Q: Website - Q&A - would it be possible to leave the screen at the top of the Question when you click on Answer. Pain to always scroll back up just to read question again
Q: Hi 5i team,
Apart from investing in stocks, bonds, and real estate, high net worth individuals and pension funds also invest in 'Alternative investments'. What are alternative investments? And how can individual retail investor diversify and buy into Alternative Investments? Thanks.
Apart from investing in stocks, bonds, and real estate, high net worth individuals and pension funds also invest in 'Alternative investments'. What are alternative investments? And how can individual retail investor diversify and buy into Alternative Investments? Thanks.
Q: Hey guys:
I presently hold 12 stocks within my portfolio and most likely will adding a couple more names when funds are available. I don’t understand how retail investors could hold anymore then 20. Could you give your opinion on how many stocks one should hold for an average joe retail investor .
Thank you
Mark
I presently hold 12 stocks within my portfolio and most likely will adding a couple more names when funds are available. I don’t understand how retail investors could hold anymore then 20. Could you give your opinion on how many stocks one should hold for an average joe retail investor .
Thank you
Mark
Q: RBC direct investing is offering a private placement at $76.15 while the last trade was at $78.24, does it make sense to place an expression of interest. Secondly what does the following mean. " Please be advised that if you participate in this new issue offering, RBC Direct Investing will receive a selling concession equal to C$1.43 per share"
If i expressed interest in owning 1000 shares would i actually get less? Please help me understand the math and logic behind this?
If i expressed interest in owning 1000 shares would i actually get less? Please help me understand the math and logic behind this?
Q: Hi!
In assessing a company's debt, is it better to look at current ratio or debt/equity? What is the advantage of one over the other?
Thanks!
In assessing a company's debt, is it better to look at current ratio or debt/equity? What is the advantage of one over the other?
Thanks!
Q: I own a taxable portfolio that is focused on Canadian stocks that have a track record and plan to grow dividends. Over the last 9 years my portfolio has seen dividend growth of about 6% per year with very low taxes thanks to the Dividend Tax Credit. To get geographic diversification I have looked to the underlying assets and revenues of the companies. So while my portfolio is composed of 100% of Canadian listed stocks - the underlying assets/revenues are about 50% Canadian and 50% US/International. Do you think that this is a reasonable way to look at diversifying geographically - in the event of a weakening CAD should this help CAD returns (and hurt returns if CAD strengthens)??
Thanks
Thanks
Q: "How would one make a small investment in the providers of stablecoin or basecoin ?
Thanks for your hard work."
In addition to your great advice I would avoid all coins except Bitcoin, Bitcoin Cash, and Ethereum at this time. Many are scams. Many are digital tokens and not cryptographically secure. I would not consider buying any until you have some understanding of how they work. Warren Buffet does not buy what he does not understand, but that does not mean Bitcoin/Blockchain cannot be understood. Those wanting to acquire a technical understanding should consider the book 'Mastering Bitcoin: Programming the Open Blockchain' by Andreas Antonopoulos.
Thanks for your hard work."
In addition to your great advice I would avoid all coins except Bitcoin, Bitcoin Cash, and Ethereum at this time. Many are scams. Many are digital tokens and not cryptographically secure. I would not consider buying any until you have some understanding of how they work. Warren Buffet does not buy what he does not understand, but that does not mean Bitcoin/Blockchain cannot be understood. Those wanting to acquire a technical understanding should consider the book 'Mastering Bitcoin: Programming the Open Blockchain' by Andreas Antonopoulos.
Q: How would one make a small investment in the providers of stablecoin or basecoin ?
Thanks for your hard work.
Thanks for your hard work.
Q: Hello,
I have my accounts with Investorline. I have access to research reports from both S&P Global (quantitative stock reports) and Morningstar Equity Research as part of their service. Are these a good source of information or would you have any red flags that I should be aware of before using these as part of my research?
They also provide analyst ratings and target prices which I always take with a grain of salt. I know in past comments 5i doesn't view these favorably but do these offer any value to investors or should we just ignore these?
Reason I ask is there are always guests on BNN that do not view analysts very favorably for independence and other reasons. After hearing this many times, it gives one pause.
Thanks,
Dan
I have my accounts with Investorline. I have access to research reports from both S&P Global (quantitative stock reports) and Morningstar Equity Research as part of their service. Are these a good source of information or would you have any red flags that I should be aware of before using these as part of my research?
They also provide analyst ratings and target prices which I always take with a grain of salt. I know in past comments 5i doesn't view these favorably but do these offer any value to investors or should we just ignore these?
Reason I ask is there are always guests on BNN that do not view analysts very favorably for independence and other reasons. After hearing this many times, it gives one pause.
Thanks,
Dan
Q: Hi!
About the report card, are the 5 yr revenue growth, 5 yr EPS growth and 5 yr ROE retrospective or prospective calculations and if prospective, how are you arriving at these numbers?
Thanks!
About the report card, are the 5 yr revenue growth, 5 yr EPS growth and 5 yr ROE retrospective or prospective calculations and if prospective, how are you arriving at these numbers?
Thanks!
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Global X Canadian Select Universe Bond Index Corporate Class ETF (HBB)
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
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Global X US 7-10 Year Treasury Bond Index Corporate Class ETF (HTB)
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Mawer Balanced Fund Series A (MAW104)
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Global X Europe 50 Index Corporate Class ETF (HXX)
Q: I have a sizeable position in the Mawer balanced fund in my non-registered account from the sale of house a couple years ago. I have treated this as a standalone portfolio so that should I decide to use the funds for a large purchase such as another house, I do not need to make a larger number of trades to rebalance my main portfolio.
As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.
My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?
Appreciate your thoughts.
As I do not anticipate using the funds for a number of years, I have been considering replacing MAW104 with Horizon's swap based ETFs to defer any taxable income and create a balanced portfolio from the 5 funds. My thought is that over a number of years the tax savings and reduced MER may outweigh the potential returns of the actively managed fund.
My main reservations in proceeding are the liquidity of these ETFs through an economic downturn or major market sell off, and with the solid long term returns of the MAW104 fund, is there really much upside in making the switch?
Appreciate your thoughts.
Q: Looking into RRIF s. When one converts RRSP to a RRIF, is it as easy to transfer between brokers or are there some built in downfalls one should avoid? My concern is being stuck with a firm one lose confidence or faith in.