Investment Q&A

Q: To add to your response to John this morning regarding sources for latest company news, you can often get up-to-the-second information about a company by searching Twitter using the company's ticker symbol with a dollar sign in front of it, and clicking the "Latest" tab. A couple caveats: the signal-to-noise ratio can be extremely low, and it will return tweets about all companies using the same ticker from all exchanges. Searching with $DWS in this manner cites BNN as the reason for its big move in line with 5i's response, but also returns news spam from dubious financial websites and info about DWS Group, which shares the same ticker. Nonetheless this method can frequently provide quick satisfaction during those what-the-heck-is-going-on moments!

Q: What is the best place to get the very latest news on Canadian companies? Free would be best but I would be willing to pay if it was a good service. I see moves in stocks I own and then often have to “Google” the company and find the relevant news. What does 5i use, Morningstar?
On this note, I see a move in DWS-X today with big volume, but could not find any news. Do you know what this is about?
Thanks
John

Q: further to Ian's Corporate Class Mutual Fund note re swaps and tax considerations for ETFs in future, read a good article on the uses of Corporate Class Mutual Funds that remain as well the swaps are not eliminated just the length of contracts is limited to 180 days;
http://www.advisor.ca/tax/tax-news/corporate-class-funds-etfs-still-tax-efficient-after-budget-112009
share if think useful

Q: I am a long-term investor with the majority of equities purchases targeted to 5-10 years. Certainly, I have a few equities that are in loss positions similar to the model portfolios on 5I Research. Would you recommend using a stop loss process on all stock purchases in an entire portfolio? If so what stop loss system would you recommend for purchasing a security such as SIS? If I purchased SIS today with the intention of holding long term is there a need to utilized a stop loss system?

Q: Hello, this is in regard of the Globe & Mail article by Ryan dated March 12, 2018. Does this new index change will impact the sector classification we get from TMX Money? For exemple does this mean that using TMX Money, companies such as OTEX, CSU, MSFT will no longer belong to the technology sector as of Sept. 28, 2018? Thanks, Gervais

https://www.theglobeandmail.com/globe-investor/investment-ideas/getting-a-read-on-index-changes/article38279262/

Q: Good morning. Is there any software you might recommend that would allow a person to track their investments, and generate tax related documents (ie. capital gains, options, etc)? It would need to be able to deal with different currencies as well. I've researched a few, but would be interested in your ideas.

Q: Hi!
In a rising rate environment, are there certain metrics that we can look at to determine whether a certain telcos, utility or REIT will be more resistant to the downside?
Thanks!

Q: Quite often, in both questions and answers, when there is no apparent or obvious reason for a significant drop in a stock's price it is simply attributed to "profit taking".
Can you please explain how and why this works - what are the mechanics of it?
Thank you,
John

Q: What is the equivalent site (annual reports, quarterly disclosures etc) for Japan?
Thanks.

Q: Is there a web site one can access to view the outstanding offers to buy and sell stock for a company?

Q: Greetings:
In a recent answer you commented that- " This is a classic PUMP AND
DUMP scenario" I can't recall the date or the stock. If you can, please advise in your answer. I read about a so called " ADVISOR ", who runs an investment service. This individual sends out emails to members with an opinion extolling mostly virtues of small cap stocks. It is followed by
several successive emails pumping the stocks. Then when asked later
about a particular stock invariably the answer is " I no longer follow it "
Never indicates that it has been sold. This is done over and over again.
Is this type of behavior illegal.? I have not mentioned any names as is
obvious, and would appreciate your opinion, so all of your members
will be aware of what they might get involved in. I would also appreciate
comments from the membership.
Thanks for all your help.
BEN.

Q: good morning, I would appreciate your opinions concerning the canadian dollar and if it should get into the sixty cent range and the impact on our stock market ? thanks

Q: Hi, my brokerage co. offers technical alerts and top picks on a daily basis. The top picks have a price target and a time frame to reach that target. On March 6th one stock trading at $5.94 was predicted to reach $10- $11 in 29 days. The very same stock on March 17th, trading at $5.85, was predicted to reach $7.50-$7.90 in 9days. So my questions are, does the second prediction cancel the first ? I realise that both are possible given the time frame but would that be the correct way to look at it? Also when they talk about days to target is that calendar days or trading days? The same question applies to moving averages, 20 day 50 day etc, calendar or trading? Thank you

Q: Hello 5i, I purchased shares on the Telus IPO in 1990 and 1991 and am about to sell them but I need to find out what the adjusted cost base is.
In 1990 they were 12.00/share and 1991 they were 15.00/share.
Is there an easy way to find out what it would be or is there a website that you know of that could calculate this.
Thanks

Q: I am about to withdraw "funds" from the RRIF for the fist time. The RRIF has positions in both a balanced portfolio and an income portfolio. I intend to withdraw positions in kind and pay the withholding taxes from the cash on hand in the RRIF. And I am wondering, what positions to withdraw, like balanced or income and also those with price momentum or drifted lower recently.
There are balanced positions like CSU that is at or near a 52 week high and then there is TOY that recently declined from its high. On the other hand, there is an income position like BCE that has declined from its high and also ECI that might be considered a buy now.
What would you suggest are the factors that
I should be considering in make my choice? .......Thanks.....Tom

Q: I'd like to understand the taxing of distributions/Dividends better

For example CAD dividends receive the dividend tax credit. But other distributions are taxed as interest, others maybe capital gains? like AW income fund. REITs etc

Could you outline the different types of taxation that can happen for cash paid out from a publicly traded canadian security, AND how to distinguish what type of distribution a certain security makes.

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