Investment Q&A

Q: I would like to use the Norbert's gambit to convert a significant amount of USD to CAD. What would you suggest (stock, ETF, other) to use for the transactions?

Q: Can you provide a list of US companies YOU hold? Please list them in order of weighting size ? 1) being the largest

Are you looking to add/sell any? Which US stocks are currently on your watch list?

Thank you

Q: I am retired with no monthly income. Only income last year was from capital gains. Should I continue using Capital Gains or withdraw RRSP or withdraw LIRA.

I have RRSP and LIRA and was thinking of withdraw monthly from one of them. Which one is best option to withdraw money first. I have 250k in each account.

Is there any books or video that you can suggest.

Thanks for your great service

Q: Would you know much about Questrade’s new Securities Lending Program? It looks like everyone has to opt in when they log in to the platform, and it allows Questrade to lend out an investor’s stocks and ETF’s. Not sure how that works and why! The investor collects passive income but loses CIPF coverage, and according to Google, may not receive dividend payments while the shares are lent out. I’m not sure about it all so went in and opted out. Would you opt in? Thanks.

Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks

Q: Hi Peter and the 5i Team,

First off, I'd like to thank 5i member "Peter" for his excellent recommendation of the IE generated website 'Perplexity'. What an amazing alternative to Google Search!

'Perplexity' was able to answer a question that I had about the UFile tax software that even UFile's help desk failed to answer with clarity.

Secondly, is there a link to your recent webinar for those of us who were unable to view it in real time?

Thanks in advance!

Q: It is sometimes unclear who actually composes some of the posts on the 5i Blog page. The latest “Rockets and Duds” posted April 28 just as an example has Chris White’s name at the top but Peter’s signature at the end. If Peter’s signature is there does it mean that he wrote it?

Q: Could you tell us your opinion of the True North cryptocurrency trading site that is promoted by Danielle Smith? It sounds too good to be true.

Q: Can you advise as to how one claims 5i services expense on this year‘s tax return
Ty

Q: I just learned that Rogers had a 2% discount (now cut) on DRIP shares.

Do you know of other companies that offer the same, or somewhere I can find a list of Canadian securities that provide a similar discount?

Thanks,

Q: Earlier I asked a question on momentum investing and moving averages. If I understand you correctly, although you see this as a form of market timing, you do use it as a kind of entry point confirmation. The thing I worry about this is that the company promoting this style of investing for their account, uses moving averages as a signal to get out of a stock, or stocks. You have often mentionned that the difficulty in such a situation is when to get back in. I dont think that you sell generally on the basis of technical analysis. So, I am wondering whether this is a good strategy. If I go for it, I must assume that the account manager is both braver and more knowledgeable than myself. I should say that their record looks good up till this point. At a time like this it is tempting to find a system that saves one's gains. So, would you buy and sell on a regular basis in this way
thanks for the great service

Q: Good morning 5i
Thanks very much for the resonse to an earlier question about momentum investing. I can see that it would be a useful tool. But, would take time and effort. Just to note about my brokerage, TD, they seem to have a good record. They only use high quality, large market cap, mostly US companies. So that mitigates the risk a bit, I imagine. Just wondering, you mention some sites one could use, could you mention some? Especially those that have the indicators built in. What particular moving averages would you tend to look at for someting like this?
thanks again

Q: Following up on question regarding moving averages asked yesterday by Joseph. Which site would you recommend for alerts on significant moves?
Thanks in advance

Q: Could you please list the steps to access the "text" search.
How does one access the history of one stock?
Thank you.

Q: Good afternoon 5i
I just had a meeting with the wealth division of my bank. Normally, I don’t pay much attention to sales pitches. But, this time I went to see about their resources for estate planning. Estate planning was in the background. But, portfolio management was in the foreground. The portfolio manager explained his system to me, which he called a momentum model. That is , by looking at the moving averages of both the indexes and individual stocks, they see when they should get out and when they should get back in again. He says it is not market timing because it is fact based. It looks like they have made some good calls recently, anyway.

I am wondering what 5i people think of this. I forgot to mention that the fee is about 1 percent for one million and goes down with more money added. I think it is that when, say the 50 day moving average, for instance, falls below the 25 day moving average it is time to sell. I am sure they have other criteria, as well. I am probably simplifying it.

Is this a reasonable approach? Would it be very difficult for me to set up a system to survey the moving averages of both stocks and indices?

Thanks for the great service

Q: To calculate a companies payout ratio what company numbers found on the market data page should I use? Thanks … Cal

Q: Hello, is there an open source where can I download S&P 500 and predecessor daily historical data to 1928?
Thanks

Q: The other day you told someone not to continue a mistake if they realize they’ve made a mistake. The person went short and then the market had an up day. I think that was great advice. One of my biggest investing mistakes has been to double down on a losing hand. I think it’s a gamblers mentality. I just wanted to share this feedback. Thanks and please feel free to post my comment!

Q: Are there any websites you can suggest to track market and company earnings revisions? Thanks

Q: I'm sure many companies have done share buybacks recently . Can you recommend a website that tracks share buybacks for Canadian and US listed companies. ... especially Canadian oil & gas companies.
Thanks DAN