skip to content
  1. Home
  2. >
  3. Investment Q&A
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: I first want to say that I really like the service offered by 5i and have recommended it to others. I would to better understand the portfolio review service that you are now offering. Will your team be considering risk tolerance, age, etc? I just don't know how different the recommendations/feedback will be other than mirroring what the model portfolios already offer.
I am considering it, but would like to know more! (I imagine this question might be on the minds of others too)
Read Answer Asked by Mike on November 19, 2014
Q: Hello,

I have watched Peter on BNN Market Call and look forward to his Top Picks. I am wondering if you can include a Blog regarding his Top Picks before airing. This will give a chance to active subscribers to do some research before hand and possibly take a position if it posted early. It may also be an added benefit to someone considering becoming a member as well.

Thank you
Read Answer Asked by Feizal on November 18, 2014
Q: Hello 5i
Can you give me the pros and cons of investing in funds such as those offered by donvilleKent and Stonecastle? The returns look quite good but maybe "it too good to be true".
Thanks Dave
Read Answer Asked by Dave on November 18, 2014
Q: Further to Grant's question on Chemtrade, the bought deal for $100 million, with shares purchased at $21.30 each, saw the market price of shares drop from $21.92 to $21.30 ( as I write this). Can you explain why it appears that such deals tend to lower the stock price, in the short term, to the amount of the bought deal price? Thanks.
Read Answer Asked by Jim on November 18, 2014
Q: Hello,

Do you have a predetermined number of new reports you try to produce every year ? (understanding that updates to current reports is already time consuming)

With regard to taxes, I never claimed any deductions for the 5i annual fee. Could I add them all and expense it all against 2014 dividend income ?

Thank you


Read Answer Asked by Pierre on November 18, 2014
Q: Further comments re: Nov 17 (M S) comment on DRIPs through TD Waterhouse (TDW). Per my phone call with TDW earlier this year, TDW purchases DRIPs either from treasury (ie: at the discount price) or at market price. Below are some examples TDW provided:
Treasury DRIPS: BNS (Bank of Nova Scotia), TD (TD Bank), T (Telus), WSP (WSP Global)
Market DRIPS: AD (Alaris Royalty), CGX (Cineplex), SGY (Surge Energy).
Publish if you wish.
Read Answer Asked by Karen on November 17, 2014
Q: Hi again Peter & Team,

Scotia iTrade automatically factors in the DRIP discount,if one is offered, when an email request is sent. I personally don't bother with a DRIP UNLESS there's a discount!

In response to the comment from MS, all email accounts should be set to "https". This gives me the confidence to communicate with iTrade via email, and fortunately I haven't had any security issues. (I hope I'm right!)
Read Answer Asked by Jerry on November 17, 2014
Q: Further to comments re drips: I really don't like the suggestion of sending confidential financial information via email unless it's encrypted for security (which Scotia trade may well be, i realize). I made a phone call to TD direct investments and they took care of it in seconds. I confess I don't know if they give the discount.
Read Answer Asked by M.S. on November 17, 2014
Q: Good morning Peter & Team,

This isn't a question. Austin recently asked you how to go about setting up a DRIP for a particular stock. I am with Scotia iTrade, and it's a simple process to set up a DRIP, just by sending an email to their customer service dept., with details of the request - account number, number of shares, and name of stock. They also have a nice feature that indicates what stocks in your portfolio are set up with a DRIP (a highlighted "D" in a circle).

Perhaps other brokers require the client to contact the company's agent directly, but certainly iTrade has made this process really easy.

Thanks for your wonderful service. I am constantly learning and find the Q & A section invaluable.

Read Answer Asked by Jerry on November 17, 2014
Q: Mark me down as stupid, but I have no idea what is going on with STN. All I can figure out from their news release as stated on their website and from the entries here is that I'm getting their standard dividend of 0.185 per share and I'm under water by over 49%. Could you please elucidate?
Read Answer Asked by Fred on November 17, 2014
Q: Hi Peter & 5i Team,

Would you please consider the following requests:

1. Commenting on every covered company's quarterly results as soon as you have had the time to look at them without waiting for a member to ask. This way all members could benefit in case no one asks about a certain covered company.

2. Every Friday, posting the names of covered companies scheduled to report quarterly results the following week, so members can look out for the results as well as your valued opinions of the same.

Many thanks

Francis
Read Answer Asked by Francis on November 17, 2014
Q: I recently saw a list of Div Stocks with Discounts via a DRIP. How do I avail of the Discounts? e.g. BTE with a Div of 6.4% + a 3% Disc.

Thanks, Austin
Read Answer Asked by Austin on November 16, 2014
Q: Peter; In todays Globe , pge.B10, there is a article by Tim Shufelt on active management VS ETF showing why ETF's still are the best route. Rod
Read Answer Asked by Rodney on November 16, 2014
Q: Where can I find the TMX sector category for a given company? And would you consider giving your categories when you do a company report? Thanks.
Read Answer Asked by M.S. on November 14, 2014
Q: Good morning,

When will be the last day to sell some shares for tax loss?

Thank You
Paul
Read Answer Asked by Paul on November 14, 2014
Q: Hi, This is more of a trading comment to supplement your response to Steven's question about Cineplex weakness at the open, yesterday. I did not like the results too and sold half of my longtime position at open. But bought back 0.75 higher within a few minutes when noticed strength. I usually place a counter Buy order at a slightly lower price and watch, if I like a co. long term (like Cineplex). It has helped many times. Thanks
Read Answer Asked by rajeev on November 14, 2014
Q: What is the best way or method for keeping track of your adjusted cost base when using a drip program - one that is the least time consuming or is there such a thing.
Read Answer Asked by donald on November 14, 2014
Q: How on earth does a 7 year old get an rrsp ??
Read Answer Asked by michael on November 14, 2014
Q: When would you expect "tax loss selling season" to take place? Thanks for the great service.
Read Answer Asked by Doug on November 13, 2014
Q: In regards to a question from Mike about there being no category for Bio Stocks, I would suggest using the "Search by Symbol" box and enter/type in BIO, but from the drop down below this box select "Search by Text". This will filter any questions/answers that contain the letters BIO within them.
Read Answer Asked by Scot on November 13, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!