Q: I believe you responded to a question about variable vs fixed mortgages awhile ago, however I would appreciate your opinion at this time. I realize the individual $/circumstances but I was wondering what your thoughts would be. Thanks Paul
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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.
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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ONEX Corporation Subordinate Voting Shares (ONEX)
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Blackstone Inc. (BX)
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Invesco Global Listed Private Equity ETF (PSP)
Q: Hi 5I,
How would a small investor get in to Private equities. This only seems possible for High Net Worth Clients. Is there good Publicly traded company's or ETF's that focus on Private equities. Is this a type of asset class that is recommended to diversify your portofolio.
Thank you
How would a small investor get in to Private equities. This only seems possible for High Net Worth Clients. Is there good Publicly traded company's or ETF's that focus on Private equities. Is this a type of asset class that is recommended to diversify your portofolio.
Thank you
Q: I own shares in Volkswagen. I have received a corporate action notice advising that they are cancelling the Ordinary share sponsored ADR program. I have the option to either receive 2 Unsponsored ordinary share ADRs for each Sponsored ordinary share ADR exchanged or exchange 5 ADRs plus pay any charges or fees per ADR to receive one ordinary share of Volkswagen AG.
Why would a company terminate sponsored ADRs? Would it be better to reveive Unsponsored ADRs or Ordinary shares?
Why would a company terminate sponsored ADRs? Would it be better to reveive Unsponsored ADRs or Ordinary shares?
Q: Hi 5i - my kids will start University in 6 and 8 years. In general, when do you start building cash and getting more conservative in anticipation of withdrawing funds? Thanks, Neil
Q: Hi 5i team :
I want to know how resilient is my portfolio to a downturn of the TSX. Can I use the beta value for each stock ?, is this a correct method ?. If so , where can I find the beta values ?, Some brokerages show a value (i.e. tdwaterhouse) . is this value reliable ?, how is the value calculated ?. Thanks for your help
I want to know how resilient is my portfolio to a downturn of the TSX. Can I use the beta value for each stock ?, is this a correct method ?. If so , where can I find the beta values ?, Some brokerages show a value (i.e. tdwaterhouse) . is this value reliable ?, how is the value calculated ?. Thanks for your help
Q: Hello 5i Team
The passive index fund industry is dominated by BlackRock, Vanguard, and State Street. Seen together, these three giant, passive asset managers already constitute the largest shareholder in at least 40 percent of all U.S. listed companies and 88 percent of the S&P 500 firms. What are your thoughts in terms of the big three controlling the corporations and what happens when there is a market correction or meltdown. Would there be any buyers left and also individual stock investors could get into deep trouble.
https://www.cambridge.org/core/services/aop-cambridge-core/content/view/30AD689509AAD62F5B677E916C28C4B6/S1469356917000064a.pdf/hidden_power_of_the_big_three_passive_index_funds_reconcentration_of_corporate_ownership_and_new_financial_risk.pdf
Appreciate the good work done by 5i team.
Thanks
Ninad
The passive index fund industry is dominated by BlackRock, Vanguard, and State Street. Seen together, these three giant, passive asset managers already constitute the largest shareholder in at least 40 percent of all U.S. listed companies and 88 percent of the S&P 500 firms. What are your thoughts in terms of the big three controlling the corporations and what happens when there is a market correction or meltdown. Would there be any buyers left and also individual stock investors could get into deep trouble.
https://www.cambridge.org/core/services/aop-cambridge-core/content/view/30AD689509AAD62F5B677E916C28C4B6/S1469356917000064a.pdf/hidden_power_of_the_big_three_passive_index_funds_reconcentration_of_corporate_ownership_and_new_financial_risk.pdf
Appreciate the good work done by 5i team.
Thanks
Ninad
Q: Can you suggest tools to monitor market breadth or flow of funds in and out of different sectors?
Are these criteria that you watch?
Are these criteria that you watch?
Q: Hi Peter and Team,
My question is about what is the best strategy and behavior during a downturn in the markets?
From my reading of previous answered questions and on other posts on the internet, the advice seems to be, do not sell while the market is dropping. How can one be disciplined enough not to do it? What if one stock in our portfolio is dropping more that the rest during a downturn in the markets? At what point while the market is dropping, should we consider buying more quality stocks?
Thanks again for your good work.
Marvin
My question is about what is the best strategy and behavior during a downturn in the markets?
From my reading of previous answered questions and on other posts on the internet, the advice seems to be, do not sell while the market is dropping. How can one be disciplined enough not to do it? What if one stock in our portfolio is dropping more that the rest during a downturn in the markets? At what point while the market is dropping, should we consider buying more quality stocks?
Thanks again for your good work.
Marvin
Q: Hi,
Have inflationary pressures become real due to the tarrifs? Do you expect this to start having impact on prices and therefore on the stock market? I suspect Trump might back pedal once these tariffs start impacting markets. What are your thoughts? Thanks.
Shyam
Have inflationary pressures become real due to the tarrifs? Do you expect this to start having impact on prices and therefore on the stock market? I suspect Trump might back pedal once these tariffs start impacting markets. What are your thoughts? Thanks.
Shyam
Q: Hi group I am taking a bath on tech stock both in US and Canada . Looking like market is going to value on these stock as opposed to growth. I also am losing a lot on financials like Visa + PayPal. What strategy should I use going fwd . Preserve capitol or wait out what happening or? . I know that this info is scattered info but generally what is your thoughts going fwd Thanks for your guidance
Q: What is Blockchain Technology. How does it work ? What is the Future ? RAK
Q: I appreciate you noting the Insider Ownership in your reports. Where does a retail investor best access Insider and Institutional Ownership for CDN and US stocks. Thanks.
Q: FYI ...
I see questions posted about where to park money for short term periods and get a decent rate of interest. GIC's are mentioned but they have minimal rates and fixed terms. Virtual banks like EQ Bank currently offer daily interest at 2.3% with no minimum timeframe and are covered by CDIC (up to $100,000). They also offer GIC's.
https://www.eqbank.ca/personal-banking/features-rates
I see questions posted about where to park money for short term periods and get a decent rate of interest. GIC's are mentioned but they have minimal rates and fixed terms. Virtual banks like EQ Bank currently offer daily interest at 2.3% with no minimum timeframe and are covered by CDIC (up to $100,000). They also offer GIC's.
https://www.eqbank.ca/personal-banking/features-rates
Q: Hi,
I apologize if this has been answered before. Occasionally I have temporary cash balances in my Canadian registered and unregistered investment accounts. However, my broker does not pay any interest on those balances. Do you have any recommendations for short-duration money-market or bond-style or alternative etf's that earn interest and either pay out or increase in value? My only objective, besides earning a return, is that the etf units should maintain their value and not be subject to declines due to credit, interest rate or other risks (understanding that there is no such thing as entirely risk-free).
Thanks,
Derek
I apologize if this has been answered before. Occasionally I have temporary cash balances in my Canadian registered and unregistered investment accounts. However, my broker does not pay any interest on those balances. Do you have any recommendations for short-duration money-market or bond-style or alternative etf's that earn interest and either pay out or increase in value? My only objective, besides earning a return, is that the etf units should maintain their value and not be subject to declines due to credit, interest rate or other risks (understanding that there is no such thing as entirely risk-free).
Thanks,
Derek
Q: Hoping for some education on economics here. In an answer to Terrance about portfolio weightings, you were suggesting 20% be allocated to Industrials and 5% to Materials. I would have thought Materials would have been higher in this scenario on the assumption that a strong industrial sector would boost raw material costs.
Is the reason for the suggested minimal Materials allocation because of your oft-stated concern that Material producers tend to be price takers and not price makers or is there an underlying economic reason where material costs are shown to lag production increases?
Appreciate your insight.
Paul F.
Is the reason for the suggested minimal Materials allocation because of your oft-stated concern that Material producers tend to be price takers and not price makers or is there an underlying economic reason where material costs are shown to lag production increases?
Appreciate your insight.
Paul F.
Q: How much influence do the various market players have in manipulating a stock price? I see Facebook is down 20% pre-market but I question to what degree if any is this manipulated or is it a true reflection of the number of buyers and sellers? I've been burned once or twice selling on a drop only to see it rebound hard. After years of investing I'm more at peace with holding for the long term as for myself it's been a losing game in the short term trying to out game short term reactions.
Q: Your take on FSV's quarterly results? I've been considering increasing my holdings in this company (2.5% now) because it's been far less volatile than the market of late, a steady grower. But I'm worried it's expensive already. On that subject, I keep hearing these guys on BNN talking about this or that stock, like Enbridge, like Parkland Fuels, Constellation Software and Methanex as being too pricey, above their normal P/E ratio, and due for a pullback, and they advise not to buy. PE doesn't seem to bother you much. It seems to be your position that if a company is good you don't really care if the stock is over-priced because even if it falls 10%-20% it will recover that in a year or two and then surpass the current price. Do I have that right?
Q: Comment - it would be nice to see you comment on earnings reports of all the companies that you follow as they report vs. waiting for a member to ask. Have you thought about doing this?
Q: Various sources are urging companies to stop issuing quarterly forecasts. What is your position on companies issuing quarterly forecasts?
Q: Earlier today William asked about a portfolio tracking software. After trying a few I would highly recommend Stock Market Eye. It handles all transactions types, multiple portfolios, multiple currencies, live data, basic charts, tax tracking, and more... they also have fantastic technical service.