Q: I took a flyer on both CGC & APH yesterday & immediately covered with stops on both to protect any downside. Today I was (on paper) up significantly on both, however the automatic market control system placed 3 separate Stop Trade Orders on CGC throughout the day & 2 separate stops on APH. Unfortunately, I lost on both. Perhaps it might be beneficial to advise members of the Catch 22 that can result.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Peter,
I'm just curious ... Who are your heroes are in the investment world that have shaped your investment philosphy? Are there any books or insights that describe your investment process?
5i, thanks for the great work that you do. You're doing a great service to Canadian investors.
Elliott
I'm just curious ... Who are your heroes are in the investment world that have shaped your investment philosphy? Are there any books or insights that describe your investment process?
5i, thanks for the great work that you do. You're doing a great service to Canadian investors.
Elliott
Q: Hi Peter /group I presently have around $300,000 cash (in a tradable business account)I do not want to take any /little risk with this hard earned $. What should I invest in with Capital preservation being the #1 focus. Thanks for your valued advise
Q: How will the offer work? Are shareholders to expect an offer, in writing, requesting that they tender their shares for $24.00 share?
Q: Could you outline the best strategy when the underlying stock for a covered call goes significantly higher or lower prior to the expiration of the call? Thanks!
Q: portfolio- with recent scenario (new us president) looks like people moving to more growth oriented names. as such what would be recommended sector allocation. thanks
Q: Given the "new" political landscape in the US, which sectors should do well ?
Q: Any opinion of the firm and their funds, Ewing Morris, in Toronto?
Q: Hi Guys,
My 82 year old parent's new financial advisor ( the other one just disappeared without notice) has propose the following for their TFSA:
Mr.; MER Allocation
Fidelity Global Monthly Income F .80% 20%
Fid Monthly Income F .70% 20%
Fiera Income Opportunities F .82% 20%
First Trust Senior Load ETF ? 10%
Northwest Healthcare Property 10%
Pro Real Estate Inv. Trust 10%
Healthcare Leader Inc Fund EFT ? 10%
Mrs.;
Dynamic Blue Chip Eq. Fund FE ? 30%
Dynamic Global Value Fund DSC ? 3%
Dynamic Stragic Yield Fund LL ? 21%
Fidelity Strategic Income Fund F .75% 26%
Cibc Cdn Equity Auto ? 6%
CI High Income FE ? 8%
CI High Income Dsc ? 6%
Both are low income and live off their dividends.
What I am looking for is a general answer; yes it looks OK or are they still paying way too much for fees (the advisor is charging 1% + to handle their investments).
thanks,
Jim
My 82 year old parent's new financial advisor ( the other one just disappeared without notice) has propose the following for their TFSA:
Mr.; MER Allocation
Fidelity Global Monthly Income F .80% 20%
Fid Monthly Income F .70% 20%
Fiera Income Opportunities F .82% 20%
First Trust Senior Load ETF ? 10%
Northwest Healthcare Property 10%
Pro Real Estate Inv. Trust 10%
Healthcare Leader Inc Fund EFT ? 10%
Mrs.;
Dynamic Blue Chip Eq. Fund FE ? 30%
Dynamic Global Value Fund DSC ? 3%
Dynamic Stragic Yield Fund LL ? 21%
Fidelity Strategic Income Fund F .75% 26%
Cibc Cdn Equity Auto ? 6%
CI High Income FE ? 8%
CI High Income Dsc ? 6%
Both are low income and live off their dividends.
What I am looking for is a general answer; yes it looks OK or are they still paying way too much for fees (the advisor is charging 1% + to handle their investments).
thanks,
Jim
Q: Hi Peter
Can you comment on Binary Options? My friend put $10,000 with Magnum Binary options two weeks ago and has been told that she is now at $10,750. They recommend that she increase her investment to $50,000 and they will manage it to make her some money. She is dealing with a fellow out of Bulgaria and it sounds a little scammish to me. Any thoughts?
Guy R
Can you comment on Binary Options? My friend put $10,000 with Magnum Binary options two weeks ago and has been told that she is now at $10,750. They recommend that she increase her investment to $50,000 and they will manage it to make her some money. She is dealing with a fellow out of Bulgaria and it sounds a little scammish to me. Any thoughts?
Guy R
Q: If I receive $10000.00 in dividend income, do I get an additional 18% contribution room in my RSP from this income?
Q: Re: Jason question
I would very highly recommand the site "Masters in busines" from Bloomberg and scrolll down to the interview of Aswath Damodaran by Barry Ritholtz, on Valuation, data and investing. I consider this interview the most unbiaised and educating I never had the chance to hear on the difficulties of valuing companies.
IN HOPE THIS IS USEFUL
Claude
I would very highly recommand the site "Masters in busines" from Bloomberg and scrolll down to the interview of Aswath Damodaran by Barry Ritholtz, on Valuation, data and investing. I consider this interview the most unbiaised and educating I never had the chance to hear on the difficulties of valuing companies.
IN HOPE THIS IS USEFUL
Claude
Q: Hi guys,
I was looking at Free Cash Flow Yield as a metric to evaluate companies that I want to invest in. Do you find this metric useful? Also, what would be considered a good free cash flow yield? I've heard people look at companies with 10% free cash flow yield, but that seems like it would be hard to find. Some of the companies in my portfolio like Disney and Stella Jones seem to have closer to 5% free cash flow yield. I know Disney has been investing heavily in their parks, which has lowered their FCF yield in the short-term.
Thanks,
Jason
I was looking at Free Cash Flow Yield as a metric to evaluate companies that I want to invest in. Do you find this metric useful? Also, what would be considered a good free cash flow yield? I've heard people look at companies with 10% free cash flow yield, but that seems like it would be hard to find. Some of the companies in my portfolio like Disney and Stella Jones seem to have closer to 5% free cash flow yield. I know Disney has been investing heavily in their parks, which has lowered their FCF yield in the short-term.
Thanks,
Jason
-
BMO Long Corporate Bond Index ETF (ZLC $14.97)
-
BMO Long Federal Bond Index ETF (ZFL $12.04)
-
iShares Core Canadian Long Term Bond Index ETF (XLB $18.41)
Q: Hi Peter,
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks
Q: Hello 5i Team,
Do Peter &/or Ryan make a point of meeting the management of the companies in your three portfolios?
Thanks
Dave
Do Peter &/or Ryan make a point of meeting the management of the companies in your three portfolios?
Thanks
Dave
Q: What do you guys think of trump winning? Any idea how this will affect Canada?
Q: Hello,
I have 100k (non-registered) that I need to use for a child's schooling over the next 5 years. I will need 20k each year for the 5 years. Looking to balance preservation of capital while looking to at least match inflation over the 5 years. No interest in equity. How would you recommend going about investing the funds? GIC's? Short term bond funds? Money market funds? Recommendations?
Regards,
Robert
I have 100k (non-registered) that I need to use for a child's schooling over the next 5 years. I will need 20k each year for the 5 years. Looking to balance preservation of capital while looking to at least match inflation over the 5 years. No interest in equity. How would you recommend going about investing the funds? GIC's? Short term bond funds? Money market funds? Recommendations?
Regards,
Robert
Q: Excluding mutual fund management fees for the moment, is it not better to own the entities within a fund vs the fund itself? Putting it another way, if the stocks go up, I go up 'x' percent. However the funds holding the stocks also have to be 'popular' with other investors, so money flows into them, for me to make any money. Have I got that right?
Are we, as investors, getting a continual watered down effect with the many funds out there?
You commented briefly on the industry decline on the past while reviewing CIX for another member.
Are we, as investors, getting a continual watered down effect with the many funds out there?
You commented briefly on the industry decline on the past while reviewing CIX for another member.
Q: MT Newswire at 7:26 AM on Friday filed a report that BIP.UN had reduced its dividend when in fact there distributions are up 11% in the year. The result was a drop of 6% in Market Value which later in the day recovered half of the loss. Some shareholders would have been damaged if it prompted a sale. Are there no repercussions for MT Newswire for the misstatement?
Q: Just to follow up :
There is a very good free analyst's ratings site for both US and Can stocks (including affiliations):
https://www.marketbeat.com
November 06, 2016 - Asked by KEN
Q: In financial media eg Globe + Mail, I sometimes see stocks listed as analyst Strong Buy. Is there a source or site where I can track strong buys for the USA and Canada? incl analyst affiliation.
Thanks for your help.
5i Research Answer:
TMX Money shows the analyst distribution (#buy, sell, etc) as well as estimates and target prices (click 'Research' after searching a stock of interest). It does not show the affiliation though and we imagine this would be difficult to find from free services.
There is a very good free analyst's ratings site for both US and Can stocks (including affiliations):
https://www.marketbeat.com
November 06, 2016 - Asked by KEN
Q: In financial media eg Globe + Mail, I sometimes see stocks listed as analyst Strong Buy. Is there a source or site where I can track strong buys for the USA and Canada? incl analyst affiliation.
Thanks for your help.
5i Research Answer:
TMX Money shows the analyst distribution (#buy, sell, etc) as well as estimates and target prices (click 'Research' after searching a stock of interest). It does not show the affiliation though and we imagine this would be difficult to find from free services.