Q: Could you please tell me the protocol for answering questions? Does Peter review all questions and answers??
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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: Hello 5i,
I am glad to see that you are still answering questions about bonds and bond funds. I sent in a question the other day about BND, an American bond fund and was told that you don't deal with bonds. These questions are important to us, however.
Regarding the answer you gave to Fred on Feb 15, regarding this bond fund. You said that with distribution for this year, the fund is still under water, only slightly, though.
I continue to buy bonds but with trepidation these days. With such a question and such an answer, for instance, I am asking myself why I would buy a bond fund if I was going to lose even a bit of money? Wouldn't I be better in a high interest savings account?
thanks for the great service
I am glad to see that you are still answering questions about bonds and bond funds. I sent in a question the other day about BND, an American bond fund and was told that you don't deal with bonds. These questions are important to us, however.
Regarding the answer you gave to Fred on Feb 15, regarding this bond fund. You said that with distribution for this year, the fund is still under water, only slightly, though.
I continue to buy bonds but with trepidation these days. With such a question and such an answer, for instance, I am asking myself why I would buy a bond fund if I was going to lose even a bit of money? Wouldn't I be better in a high interest savings account?
thanks for the great service
Q: Hi Gang.. For a swing or position trader in a winning trade and where the stock is now rising parabolically what’s the best way to exit the trade to optimize one’s gain ? Is it scaling out or selling all at once ? If scaling out then what is the best scaling method and if selling all then what’s the best method for determining the exit point ?
Thank You
Anthony
Thank You
Anthony
Q: RE: "short attack"
Everyday a quarter of US adults with internet access trade as retail and professional investors make it 54 million and probably 6 millions in Canada. For DIY like me they are all my competition.
"THE" market is probably one of the most expensive of the last 100 years, so finding money to make is pretty dam hard and certainly exponentially more than 2009 or 2012 when Peter started 5I.
So retail have a choice to pause for a while, but professional traders have to come home everyday with more money in their pocket that when they started or they will be, at one point fired.
And then there is HF, the most disturbing newbee on the block, accounting for 72% of all orders on all markets.
On top of this any game has become fair game. No punishment, no rule!
So get used to more fake news more volatility (for those worried about 5% drops..) or follow Peter portfolios.
For those DiY that have time to read, I suggest "Dark pools the rise of the machine traders..."
Everyday a quarter of US adults with internet access trade as retail and professional investors make it 54 million and probably 6 millions in Canada. For DIY like me they are all my competition.
"THE" market is probably one of the most expensive of the last 100 years, so finding money to make is pretty dam hard and certainly exponentially more than 2009 or 2012 when Peter started 5I.
So retail have a choice to pause for a while, but professional traders have to come home everyday with more money in their pocket that when they started or they will be, at one point fired.
And then there is HF, the most disturbing newbee on the block, accounting for 72% of all orders on all markets.
On top of this any game has become fair game. No punishment, no rule!
So get used to more fake news more volatility (for those worried about 5% drops..) or follow Peter portfolios.
For those DiY that have time to read, I suggest "Dark pools the rise of the machine traders..."
Q: In an answer to a member's question yesterday about Canadian stocks with high dividends, you said: "Looking at names with a market-cap above $100M, we see NBZ (13%)...".
Northern Blizzard cut their dividend in half in early December; it's now .24 cents per year, paid monthly. At the current share price of CAD $3.63, the div yield is actually 6.6%, not 13%.
Northern Blizzard cut their dividend in half in early December; it's now .24 cents per year, paid monthly. At the current share price of CAD $3.63, the div yield is actually 6.6%, not 13%.
Q: This is not a question, but rather a comment on what you guys do. Your analysis on ALA and receipts offers deep insight. I just wanted to say how much I appreciate your expertise, my subscription is worth every penny. Thank you.
Q: What are the difference in listing requirements between the TSX and the TSX-V other than cost and possibly prestige. I have looked at the reports and releases put out by a TSX-V listed company, Sylogist, and can't really see much difference between what it puts out and what a TSX listed company, Intrinsyc Tech, puts out. Thanks
Kenn
Kenn
Q: I have read of a strategy called "Doubling the Dow" in which something like Powershares ultra Mid cap MVV is used.
I know that there are dangers in this strategy. But, it may be better than buying on margin, because you don't loose as much, if it goes down as you would with margin.
So, the question is what you think of this strategy. and are there etf's for the TSX that could be used for the strategy in canada?
thanks
I know that there are dangers in this strategy. But, it may be better than buying on margin, because you don't loose as much, if it goes down as you would with margin.
So, the question is what you think of this strategy. and are there etf's for the TSX that could be used for the strategy in canada?
thanks
Q: Perhaps a dumb question on my behalf. How can I check on line or be notified of any new listings on the exchange? I e-mailed and called Sedar, but no response despite reaching out numerous times. Thanks, Marshall
Q: Besides debt/ equity ratio are there other indicators that one should consider a companies debt and their ability to service their debt? What would you consider a comfortable debt/ equity ratio when investing in a company?
Thank you.
Thank you.
Q: In follow up to my previous question, what sectors would you consider adding for diversification? And also your reasoning why.
Q: Dear 5i
I am considering moving my rrsp investments from my acct with my financial planner to an rrsp acct withQuestrade who I deal with as a brokerage company . Am I best to sell all holdings to cash and then have all the cash wired over to Questrade or just transfer in kind convert to cash then rebuy what I want ?
Thanks
Bill
I am considering moving my rrsp investments from my acct with my financial planner to an rrsp acct withQuestrade who I deal with as a brokerage company . Am I best to sell all holdings to cash and then have all the cash wired over to Questrade or just transfer in kind convert to cash then rebuy what I want ?
Thanks
Bill
Q: With respect to portfolio construction, do you recommend:
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!
Q: This is a repeat. Where did the February "Coverage Summary" report go? I am trying to access it.
Q: Hi,
I'm trying to shuffle a few things around between my margin, RSP, and TFSA accounts and simplify my portfolio. I'm assuming one would want to hold the highest growth stocks in the TFSA because there is no tax.
However, how do you distinguish what should go into which account? For example, among others, I'm holding a bunch of dividend stocks (BPY.UN, BPY, ZWU, VGH, VRE, PPL, AD) and growth stocks (ONEX, XSU, TNC, CXI, SJ) in my RSP. In my TFSA, I also have a mix of dividend and growth stocks, BIP.UN, ZWB, TECK.B, CGX, SHOP, GUD, CRH, HWO. Should I swap some of these stocks between my RSP and TFSA?
My TFSA and RSP are all maxed out and I have been buying a lot of dividend stocks in my margin account lately (CU, XEI, VDY, ENB, WSP, FTS, AQN, PWF, ENF) to take advantage of the dividend tax credit. Is it better to hold dividend growth stocks in your RSP or Margin accounts?
Any examples of what you would do or insight into this would be great! I'm 35 years old and time horizon is 10-20 years (would like an early retirement haha!)
Thanks!
I'm trying to shuffle a few things around between my margin, RSP, and TFSA accounts and simplify my portfolio. I'm assuming one would want to hold the highest growth stocks in the TFSA because there is no tax.
However, how do you distinguish what should go into which account? For example, among others, I'm holding a bunch of dividend stocks (BPY.UN, BPY, ZWU, VGH, VRE, PPL, AD) and growth stocks (ONEX, XSU, TNC, CXI, SJ) in my RSP. In my TFSA, I also have a mix of dividend and growth stocks, BIP.UN, ZWB, TECK.B, CGX, SHOP, GUD, CRH, HWO. Should I swap some of these stocks between my RSP and TFSA?
My TFSA and RSP are all maxed out and I have been buying a lot of dividend stocks in my margin account lately (CU, XEI, VDY, ENB, WSP, FTS, AQN, PWF, ENF) to take advantage of the dividend tax credit. Is it better to hold dividend growth stocks in your RSP or Margin accounts?
Any examples of what you would do or insight into this would be great! I'm 35 years old and time horizon is 10-20 years (would like an early retirement haha!)
Thanks!
Q: I own warrants in this company. My question: should the company be taken over (and there is much speculation to that effect)what will/ might/must happen to the warrants if they have not expired?
Is it legally possible for an acquirer to "disown" the outstanding warrants and thus render the warrants worthless?
Is it legally possible for an acquirer to "disown" the outstanding warrants and thus render the warrants worthless?
Q: I have always heard that the best time to buy a stock is when it hits a second new high. Do you agree?
Q: Hi guys,
Just wanted to know your thoughts about EMH and active investing. We all know that fees are a huge drag on performance; but interestingly, an old Globe article by George Athanassakos argues institutional factors like hugging the index are the main factor for underperformance.
http://www.theglobeandmail.com/globe-investor/investor-education/real-active-management-is-worth-the-price/article26874608/
Would there be an advantage in returns (not including fees or commissions) with following a disciplined 100k model portfolio versus investing 100k in a traditional 300mil fund with the same holdings? I suppose inflows and outflows would be a major factor as well.
Thanks for your opinion.
Just wanted to know your thoughts about EMH and active investing. We all know that fees are a huge drag on performance; but interestingly, an old Globe article by George Athanassakos argues institutional factors like hugging the index are the main factor for underperformance.
http://www.theglobeandmail.com/globe-investor/investor-education/real-active-management-is-worth-the-price/article26874608/
Would there be an advantage in returns (not including fees or commissions) with following a disciplined 100k model portfolio versus investing 100k in a traditional 300mil fund with the same holdings? I suppose inflows and outflows would be a major factor as well.
Thanks for your opinion.
Q: Just a comment to Mike re: TDWaterhouse and the Altagas dividend. TDW rounds off to even cents on its quick quote screen, so ALA's actual dividend rounds up to $0.18 and is reported as such (the dividend received by the investor is accurate). I have also found that sometimes they include a special one-time dividend/distribution in the rolling figure, which can significantly reduce the accuracy of the reported figure. If you find a stock of interest, best to check the company website to confirm the actual dividend payment.
Q: Hi is it possible to explain how this occurs or if it does
A company does a financing at say $1.35 with a 1/2 warrant (each full warrant entitles holder to acquire a share at $2 fr 24 months) and the share price is $1.52 (using #s from EMH.v's recent financing as example)
So the share price drops as share holders sell to get in on the deal . My QUESTION is do they also short and use the $1.35 as insurance ?
Hope that makes sense ,
David
A company does a financing at say $1.35 with a 1/2 warrant (each full warrant entitles holder to acquire a share at $2 fr 24 months) and the share price is $1.52 (using #s from EMH.v's recent financing as example)
So the share price drops as share holders sell to get in on the deal . My QUESTION is do they also short and use the $1.35 as insurance ?
Hope that makes sense ,
David