Investment Q&A

Q: Recently i placed a stop loss on one of my holdings. BAD news and the first trade of the morning was 20 per cent below my stop loss Needless to say, I did not get taken out. I was stuck at the current trading price at that time Is there any way to prevent this from happening? Hope Ive explained myself properly Thanks

Q: Hi. Wondering about what types of investments to put where. How about this:
Non- Registerred Account: Canadian Dividend payers to maximize the dividend tax credit.
Registerred Account: interest bearing instruments, REIT’s, MLP’s etc
TFSA: growth stocks ( Canada and International)
Appreciate your comments.
Thx Frank

Q: This is a comment, not a question. Just read your article in the Calgary Herald "Five Keys to Being a Good Investor". I was in the business until retiring a few years ago and your 5 points are so true! Keep up the good work!

Q: I had recently asked a question for help regarding my frustration with Globe and Mail Watchlist.
I would like to thank all of the 5i subscribers for the helpful suggestions.
I will try them all.
I have found a free watchlist that seems very good. MSN.com.
Thanks again to all of you that made suggestions and comments.
Thanks to 5i for a valuable service.
John

Q: Hi Team, please post for other members
www.bloomberg.com/markets/watchlist

Thanks
Sam

Q: I’ve heard you suggest buying stocks that have momentum rather than the normal axiom of trying to buy low and sell high.

How exactly do you go about this?

I’ve had big losses on CXR, ITC, CRH as I’ve tried to chase momentum.

I’m now in the same position with COV, buying as it went up during a few bad market days, but now I find myself down 30% as those gains quickly disappeared.

How can I use momentum more effectively?

Q: Could you please explain the term "weighted alpha" in the context of tracking and assessing a stock?

Thank you,
John

Q: Hi, could you offer any advice on CHIP program or reverse mortgage to release funds to seniors wishing not to downside, thanks.

Q: Hello 5i
I find myself gravitating(buying) more and more to US stocks in search of above average growth. I believe you have said non Cdn allocation is personal choice but I could fill my entire portfolio with US stocks. What do you see as the biggest negative to this?
Thanks
Dave

Q: This is more of an answer than a question. John spoke about being shut out of the Globe and Mail watch list, which apparently is now only for subscribers. As a subscriber I can tell him he isn't missing anything. They have 'upgraded' it and it is now a hot mess. The clean, crisp functionality is gone. It is slow, clunky and colorless, and you are no longer able to enter the number of stocks you have to track and compare them with other trial portfolios. They have a 'portfolio' tool for subscribers, but that is pretty simplistic and, for me, non-functional too. After looking around, the best free one I have found is at Morningstar. You'd have to pay to get the more complicated things, but the basic list of stocks you want to keep an eye on is there, and you can enter your stocks so that it will track how they're doing day to day without being charged.

Q: Further to Chris suggesting Morningstar, I also use it and find it great except if you add to a position. It doesn't blend the two transactions together but rather lists them as separate purchases, which is annoying. You have to do paper calculation to arrive at blended price and then enter as a total new purchase and delete the original entry.

Q: For those Globe investor users looking for an alternative watchlist following their changes I can recommend Morningstar.ca which is free to use. It allows you to enter the number of shares owned and will show you total portfolio value, daily change in value, stock weightings, etc. You can also enter cost if you want to track gains and losses and measure performance. For my purposes, this site was much better than Globe investor and financial post.

Q: John, the Nat Post just came out with a New WATCHLIST. http://business.financialpost.com/markets/watchlist

Austin

Q: With regards to John's question on the G&M watchlist feature. The new rollout is terrible. I wasn't aware it was only for subscribers, I am a subscriber and one now considering cancelling. I have changed over to the Financial Times watchlist which meant typing in my stocks again but it was worth it. You can subscribe for free and set up a watchlist, the screener there is not bad too.

https://markets.ft.com/data

Q: hi, wrt John's question about "My Watchlist " from the G&M/Globeinvestor, I have also been using this service for years. Awhile ago (a few years) they required you to 'register' to use this service but you did not have to 'subscribe'. Recently they updated this service. As far as I know, if you were a previously 'registered' user ie you had to login, then you can continue to login to use My Watchlist...at least that is what I have done to continue to use the service. I did not have to create a new account to use the new My Watchlist update. I simply logged in using my previously registered account.
Hope this helps John and others.
And yes they keep removing features of this service ie recently removed the 52 week high/low of a stock from the main view....but you can still see it by selecting the down arrow or expand graphic of each stock but they have also added some other very useful 'views', ie Dividend and Perfomance data

Cheers,
Steve

Q: My investment company has changed their calculation of portfolio returns from time weighted to money weighted returns. Do you know where I can find money weighted returns of Canadian and US stock indices, so I can benchmark my results against the markets? Many thanks!

Q: I have been using the Globe and Mail "My Watchlist" for years which I have found quite useful, although gradually some features have been removed and saved for G&M subscribers only.
Now The watchlist feature is only available to subscribers only.
I really don't want to subscribe to the Globe and Mail Paper which has nothing to do with the Watchlist. I am hoping that 5i (or one of 5i's subscribers may know of a similar site.
Thank you for any you can provide.
John

Q: Good morning 5i

I have benefited quite well from the ten year market performance. Not as well as if I had bought the US Market on March 9 2009 and added new capital all the way. In some individual stock positions I have experienced losses during this longest bull market run.

Additionally, over the past couple years, 5i has add positively to net asset value and this investor's awareness level.

The question here is about seeing through an inevitable correction or bear market event.
The minor correction event of 2018 offered a view to how it will feel when prices decline.
In the wake of that event, how does an investor continue to deploy and redeploy capital while staring at the high potential for a market decline.
The difficulty being experienced is, as I cleanup and balance individual weighting, it is now difficult to make a go-forward redeployment decision......add to equity exposure.
Additionally, the amount of time being waisted watching daily price movements has increased.
Some days it feels like going to cash would solve all my concerns. It would not however since asset growth is a necessary target.

From your experience would you please offer some Thoughts and guidance on what is written above?

Thanks
Dave

Q: You have said in the past that New Highs tend to go higher. Is buying New Highs a good strategy ? Recent New Highs are GIB.A, TSGI, ZBK, PBL, TD, CSU, SHOP, CF, all good names and you seem positive towards these Companies. RAK

Q: Som seif recently said he predicts emerging block chain technology will cause the etf industry to go to zero. Do you consider this a feasible scenario and if so how imminent is this likely to occur in your opinion.