Q: Re your company report metrics
The metrics include %'s for 5 yr periods. Are those %'s total for the period or av. annual?
The metrics include %'s for 5 yr periods. Are those %'s total for the period or av. annual?
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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: Apparently,
"The National Post sold the rights to the Financial Post information services that included the Dividend records and a lot of information that they produced. (Convertibles, warrants, New Highs, New Lows) That list would have been part of the information services for which the Financial Post no longer has the rights."
"The National Post sold the rights to the Financial Post information services that included the Dividend records and a lot of information that they produced. (Convertibles, warrants, New Highs, New Lows) That list would have been part of the information services for which the Financial Post no longer has the rights."
Q: Looking for your analysis of broader Canadian market and how US policies will shift our businesses in next couple years. I've only invested in Canadian companies in the past 2 years and have done very well. I'm looking to shift into US equity .... And transferring funds to be able to trade in US. What's your take with currency fluctuations...is it worth it?
Also looking for some 2018 picks.
You can deduct however many credits.
Also looking for some 2018 picks.
You can deduct however many credits.
Q: Have you found another website to replace longrundata.com? I found it so useful but it no longer works.
Q: They used to have a list of all the TSX listed convertible debentures on the Financial Post site. They changed their format, I can't find it anymore. Do you know how to get the list on the site or know of another site that may have it?
Q: Both of us retired in our mid 80s, the market has been good for us, so far. We are looking for investment that will preserve our capital, and give us some income, perhaps little capital growth or the least amount of damage in case of interest rate increases. Would segregated founds or JICs, be the right area to look to?
We would greatly appreciate your suggestions, it's been very useful in the past. Regards, J A P, Burlington
We would greatly appreciate your suggestions, it's been very useful in the past. Regards, J A P, Burlington
Q: Hi Peter,
If one were renewing their mortgage, based on your outlook would it best to enter a variable or fixed rate mortgage at this time and would a longer term (i.e. 5 yers) be preferred over a shorter term (i.e. 3 years). Appreciate any thought you may have. Thanks as always.
If one were renewing their mortgage, based on your outlook would it best to enter a variable or fixed rate mortgage at this time and would a longer term (i.e. 5 yers) be preferred over a shorter term (i.e. 3 years). Appreciate any thought you may have. Thanks as always.
Q: Hello,
I had asked previously as to whether you would be providing some recommendations of stocks that may become very good value due to probable tax loss selling. You did provide a response (*below). Could you let me know where best to find this information on you new web site?
Thanks,
Brian
*Yes, we do a screen and a blog outlining tax loss selling candidates every year. This should be done in a few weeks or so
I had asked previously as to whether you would be providing some recommendations of stocks that may become very good value due to probable tax loss selling. You did provide a response (*below). Could you let me know where best to find this information on you new web site?
Thanks,
Brian
*Yes, we do a screen and a blog outlining tax loss selling candidates every year. This should be done in a few weeks or so
Q: There is a book out by RAY DALIO -PRINCIPLES LIFE & WORK. He run's the largest hedge fund in the world, a wonderful read, look it up on amazon.
Q: Hello Peter & Team,
I am looking for something good to read. Can you give any investment book recommendations that aren't in the typical google list of "Best Investment Books", as I have read most of those.
Thank you,
Wes
I am looking for something good to read. Can you give any investment book recommendations that aren't in the typical google list of "Best Investment Books", as I have read most of those.
Thank you,
Wes
Q: I have noticed that many ETF's traded on US markets offer lower MER's than similar ones in Canada. Do you recommend owning US based ETF's in my RRSP or does it just add too much complexity for the average investor?
Q: A comment more so than a question. I just read your article on CSU, KXS, and Descartes. I think It's the best article I've ever seen from 5i. Thank you for all you do for us. I renewed on Friday for 2 more years. Regards David
Q: Could you refresh us with what metrics to use when looking at a companies debt to equity ratio?
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.
This is quite a complex question so please charge me the credits accordingly.
Thanks
Also what you consider comfortable levels for an income investors for the different sectors and stages of the companies development/growth.
This is quite a complex question so please charge me the credits accordingly.
Thanks
Q: Hi 5i: I've been reviewing my sector weightings and I'm clearly over-weight in one or two. Could you please post your recommended weights for a balanced equity portfolio? I've now added real estate as a separate sector. Many thanks for your always sage advice.
Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.
Q: I am 10 years from retirement with no company pension.I have a good size RSP and TFSA along with an equal registered account.In your opinion what percentage of my portfolio should be in bonds and in what type of funds.I only see junk bond funds that are giving any kind of returns but risky while government bonds are only producing 1% returns.What does a guy like me do .I need 10 years of steady 5-6 percent returns to fund s decent retirement but can't bet the farm.I am currently invested in geographic diverse funds and some hedge funds.
Q: If you were interested in buying bitcoin how would you go about it. It may have legs, who knows. Thanks, James
Q: I see wealthica is trying to assume the portfolio tracking business that Google is abandoning. I used Google, but am reluctant to go to Wealthica, as they require you turn over your investment portfolio access and password, which sounds unsafe.
Do you feel they are safe to deal with/
Do you feel they are safe to deal with/
Q: On Globeinvestor, Globe and Mail, this week end . Details of the most shorted companies. on the column : % of shares Short. is this the actual % of the total amount of shares issued?
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
And also in another table they have the cost to borrow these shares. I remember shorting stocks and never noticed the cost for it on my broker's statement.
Thank you.
Q: Can you explain to me the concept of virtual stop orders? Does RBC have this tool? Do you recommend it?