Investment Q&A

Q: Hi,
I noticed a question about the correct way to draw trend lines and can offer an excellent site called Stockcharts.com to answer this question in detail. The site allows you to use an interactive tool to position a trend line on a price chart, as well as an extensive 'chart school' area that should prove helpful in this instance.
As always, we appreciate all your answers to our questions - so in the rare instance we might be able to offer a suggestion, we do so with great delight.
Dawn

Q: 1) Where can I find a stock screen for Cash to Market Cap? I like companies with high cash on their balance sheet and a cash to market cap ratio of 10% or better.
2) What is the correct way to draw an up trend line on a daily, weekly or monthly chart. Is it the closing price points or lowest price points?
3) What is the correct way to draw a resistance line on a daily, weekly or monthly chart. Is it the closing price points or highest price points?

Q: Hi, I've been holding some cash for a few months in my TFSA. I'm 52, growth oriented investor. I have TV as the sole investment at the moment in this account. Can you suggest a strategy for building out the account with stocks? How should the investments differ from my rsp? Thanks.

Q: I'm looking forward to the Toronto World Money show this Friday and Saturday. Does the staff of 5i have some speaking engagements or meetings to attend this year? Always a great show by Kim and her staff and very well attended.

Q: Hi, Guys
Just a general question on allocations and percentage weighting in portfolios.
When you're dealing with multtiple accounts (RRSP,SPRRSP, RESP, Taxable Investment Accts, TSFA's), which I am, what is the concensus on the following:
1) Do you count all accounts together when weighing percentages, do you separate taxable from RRSP's, or do you treat each account separately?
2) Wouldn't you treat percentage weightings differently in the various accounts(RRSP vs Taxable)?
Cheers,
Chris

Q: 5iR mentions from time to time about buying
a stock that is showing good momentum.
My question is how would I know if a stock
has good momentum before buying, aka how would I know one,
if I saw one? .........thanks....Tom

Q: Hello 5I team
Would it be a good idea to short HMMJ or a Canadian Healthcare ETF? How much of the Canadian health care sector is Marijuana. Would there be a catalyst or a cue you use to determine when and if this is a good idea? Also how might you structure such a call? I have not shorted any equity so I am rather green on this. Also I am looking forward to the Moneyshow. Thanks for all the work you do to make this event a success and all the endless questions here. Jeremy

Q: Your answer today on leveraged EFTs using risky options that added a lot of risk over time concluding avoidance.
A few days ago you responded to a ? about HXT HXH HXS that used Swaps to convert Divs to ROCs that implied these ETFs were fine to hold.
Are swaps a different risk asset than derivatives. What is swapped for what.

Ernie

Q: This is addition to the question on Kl. Where can I find short internet on stocks? Thanks

Q: What are your thoughts on annuities for someone who is going into retirement?
Thanks. Terry

Q: Hey guys. My question is about building a great Canadian portfolio. I have done well for over 5 years now using screeners and small/micro cap stocks but this causes high commissions, volatility, and confidence issues. I have started to switch into your Balanced portfolio and stocks from your coverage list. You guys have an amazing list of stocks to choose from and an amazing balanced portfolio. Ty for that. I have been a big fan of Peter for many many years now and would like to know some tips or core rules he uses to find good stocks. Also a tip on how to adjust the industry weights in the portfolio. I know a book can be written on this subject and I have read William O'Neil's book and Graham's books but I find their strategies are to volatile or lag the Canadian market.
Thank you so much!

Q: Hi, Can you explain and provide an example of how the Management fee is calculated and how it affects me as a purchaser of an ETF (how much does the management fee cost me?).

Q: Can you explain a leveraged ETF? If it is a leveraged Dow ETF, Does it hold the 30 DOW companies? or is it doing something different. I see some that attempt to achieve 2x or 3x the Dow Jones Industrial average. From a risk perspective, is it safe to say the at the would come with 2x or 3x the risk as well?

Q: Where can I find out how an income trust pays out it’s distribution in terms of dividends, return of capital, etc. so I can evaluate its suitability in a non-registered account.

Ed

Q: Re:your answer to Johns question of august 27th. 10 pick of best company's to best weather a correction. Would you consider a portfolio of 30% pmif and 70% these 10 picks at 5% each to be a decent portfolio no matter an iminent significant correction is at hand or not or would you tweek it in some way. Thank you kindly. Larry

Q: While calculating ROE with cash earnings (amortization of intangibles added back), do you make the corresponding adjustment to retained earnings & thereby to shareholders equity? If so please provide the rationale behind this.

FJ

Q: 5i, Generally speaking when is the best time to buy stock, At end, or beginning of the week, month, etc
thanks

Q: Hello Peter / Ryan
Generally speaking, is there anything out there that really worries you about the way the economy is currently or where it is headed ? On the whole, you seem optimistic / upbeat and I'm wondering what it takes to shake you up and make you nervous. Just curious.

Thanks

Q: Just an observation.Traders returned from vacation and are adjusting portfolios.Historical data shows that Sept is a month of decline,on average 0.5% to 0.7% for SP,NQ & DJ.On the other hand,only 5 times since 1980 has SP been higher for each month for April to August.In those years the final 4 months were higher every time with some really strong returns

Q: I keep seeing reports that a company has missed estimates. I understand that estimates are made by advisors. There seems to be major swings if a company misses estimates. What the hell do outsiders know about the company to have such an effect on the share price. It seems to me a lot of bafflegab but I welcome your comments and don't be afraid to shoot me down.
PB