Q: Can you DRIP the etf XIU?
Thanks
Dave
Thanks
Dave
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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, I am thinking of adding to Canadian companies with safe dividend. Current dividend yield for good companies is around 6% and with dividend tax credit, this seems like a good return. I have cash in US$. The question is: 1. Is it better to convert US$ cash to CDN$ and buy these securities traded in CDN$ on CDN exchange. Or 2. Is it better to buy these securities traded in US exchange and traded in US$. The advantage is to avoid converting US$ cash in CDN$. Please comment on the following assumptions:
• Dividend paid by CDN companies traded on US exchange in US$ is also eligible for dividend tax credit?
• Dividend could be paid in US$ or CDN$
• Company or broker will issue T5 in either case
• What currency the T5 will be issued in?
• One has to calculate gain/loss and dividend due to exchange rate difference
• Exchange rate will impact Gain/loss for the CDN securities traded on US exchange and the gain/loss will be different for the two securities. The same dividend yield will be different also.
• Dividend paid by CDN companies traded on US exchange in US$ is also eligible for dividend tax credit?
• Dividend could be paid in US$ or CDN$
• Company or broker will issue T5 in either case
• What currency the T5 will be issued in?
• One has to calculate gain/loss and dividend due to exchange rate difference
• Exchange rate will impact Gain/loss for the CDN securities traded on US exchange and the gain/loss will be different for the two securities. The same dividend yield will be different also.
Q: Stansberry Investor Hour, Extreme Value, The Ferris Report
Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on some of the safest and yet most profitable stocks in the market.
Can you give me any info on this guy?
A scam or legit?
Thank you.
Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on some of the safest and yet most profitable stocks in the market.
Can you give me any info on this guy?
A scam or legit?
Thank you.
Q: What does most companies do with the excessive cash they have on hand. I know dividends and share buybacks are common. I'm wondering if they are allowed to invest it in other stocks or assets. Right now, could be a huge opportunity just like after the 2008 financial crisis.
Q: In an answer to a question about CDRs, you noted that CIBC has to buy shares of the listed CDR stock to facilitate trading in that stock on the NEO stock exchange. Should one be concerned about CM's ongoing ability to support this activity given that its overall financial state puts it at the low end of Canadian Bank rankings and things look not so great for improvement in the future. Also the FANG and other NEO listed stocks are hitting new lows every day. How will this reduced investor interest effect CM's commitment to support the CDR market.
Q: I just reviewed the FP Investor I received in my email this past week.
In their review they reviewed the 5 worst performing stocks on the TSX during 2022
4 of the 5 were as follows:
SHOP Down 72%
LSPD Down 65%
DND Down 55%
NVEI Down 62%
You guys are running the 3 5i portfolios and are recommending buys and sells.
William O'Neill whom I'm sure Peter has read has one of the prime principles of his CANSLIM model is LIMIT YOUR LOSSES. He recommends as soon as a stock falls 7% it should be sold. To limit your loss. This will prevent catastrophic losses from affecting the portfolio in a major way.
Now I'm not saying that 5i should have this principle exactly but as responsible portfolio managers I do feel that 5i should have a loss containment strategy for those who follow the portfolio and might not be that experienced.
I know in past posts you suggest readers utilize mental stop losses rather than real time stop losses. I feel that 5i as portfolio managers should do the same. Going forward there should be no holding in the portfolios that are down as dramatically as those listed above.
Hope you adopt this as a New Years Resolution Investing Principle to add to your Investment Strategy Guidelines
All the best
Sheldon
In their review they reviewed the 5 worst performing stocks on the TSX during 2022
4 of the 5 were as follows:
SHOP Down 72%
LSPD Down 65%
DND Down 55%
NVEI Down 62%
You guys are running the 3 5i portfolios and are recommending buys and sells.
William O'Neill whom I'm sure Peter has read has one of the prime principles of his CANSLIM model is LIMIT YOUR LOSSES. He recommends as soon as a stock falls 7% it should be sold. To limit your loss. This will prevent catastrophic losses from affecting the portfolio in a major way.
Now I'm not saying that 5i should have this principle exactly but as responsible portfolio managers I do feel that 5i should have a loss containment strategy for those who follow the portfolio and might not be that experienced.
I know in past posts you suggest readers utilize mental stop losses rather than real time stop losses. I feel that 5i as portfolio managers should do the same. Going forward there should be no holding in the portfolios that are down as dramatically as those listed above.
Hope you adopt this as a New Years Resolution Investing Principle to add to your Investment Strategy Guidelines
All the best
Sheldon
Q: Relating to your answer to my question nswered this morning …..
Could you please explain “reverse split 1:3”
It doesn’t sound like a good thing.
Could you please explain “reverse split 1:3”
It doesn’t sound like a good thing.
Q: how do I calculate the dividend yield per share when I know the yield % and number of shares? Google doesn't want to tell me!
Q: Everywhere you look, GIC investing is the big topic of conversation and advice. If an investor wants to outperform the market, then you never buy into the hot investment themes. I see no reason why that rule should be broken now.
Q: So where is that market report/Dec. 13 available on your website to read that the other member/Iulian praised so much?
Q: Dear 5i friends,
Your market report on December 13 is simply excellent!
Monthly reports are very interesting taken in isolation, but the synthesis of the four reports in the past year put in a perspective like this is a real eye opener.
Thank you very much.
Your market report on December 13 is simply excellent!
Monthly reports are very interesting taken in isolation, but the synthesis of the four reports in the past year put in a perspective like this is a real eye opener.
Thank you very much.
Q: How much emphasis do you guys place on companies cash flow statement when much of the cash from operations is a result of adding back Depreciation &amortization, plus stock based compensation. Seems kind of misleading to me.
Thanks Gord
Thanks Gord
Q: Peter and Co.
Thank you for the great research that you provide to retail investors.
I use the futures markets when planning many of my investments. While I can find futures quotes for commodities and US exchanges I cannot find any for Canadian exchanges. Are there any free futures quotes available for the TSX or TSXv?
With appreciation.
Ed
Thank you for the great research that you provide to retail investors.
I use the futures markets when planning many of my investments. While I can find futures quotes for commodities and US exchanges I cannot find any for Canadian exchanges. Are there any free futures quotes available for the TSX or TSXv?
With appreciation.
Ed
Q: What happens to a put owner if a company goes into bankruptcy.
For example, it is highly possible carvana may go bankrupt.
If one bought a 5.00 June put and it’s share no longer trade how does one sell their put.
For example, it is highly possible carvana may go bankrupt.
If one bought a 5.00 June put and it’s share no longer trade how does one sell their put.
Q: So, I understand how CDRs work, I think, but what happens to the dividend income on the shares involved. As a CDR investor do you share in this income?
Q: I am looking for a stock screener that will give me a list of Preferred Stock that will reset in the next 6 months. Any idea where I may find one?
Q: Can you give any information about algorithm trading? I have heard that it makes up between 65-75% of all daily trading. It seems like BNN and others barely mention it. Do they think that it might scare investors to know how much control algos seem to have on the markets. Thanks for any enlightenment that you can give me as well as others
Q: One of your subscribers said this in a question answered today, "I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!!" Is dollar cost average different from book value and if it is not, how does it go to zero?
Q: Hi Peter and team, would appreciate your thoughts on what the TFSA should be used for and why, fixed income or capital gains. Thank you
Q: Over the next two years or so, at least to the end of the current situation, is it best to use new money to buy dividend stocks for total return rather than growth stocks or ETFs???........Tom