Q: Hi...I couldn't make the webinar today. Will it be posted so I can watch it later?
Will I need a code to "get in"?
Thanks...Steve
Will I need a code to "get in"?
Thanks...Steve
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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: is it possible to add the intrinsic value of each stock in your portfolios (growth, balanced, income)
Q: Date of Record and Ex-dividend dates….
If planning to sell a stock while qualifying for the dividend, may the stock be sold on the ex-dividend date (given the two days to settle trade) or must it be after the ex-dividend date?
Are there exceptions to the general rule?
If planning to sell a stock while qualifying for the dividend, may the stock be sold on the ex-dividend date (given the two days to settle trade) or must it be after the ex-dividend date?
Are there exceptions to the general rule?
Q: Hi 5i,
Is there a straight-forward way of determining the price that management/insiders of a publicly traded corp. purchased their shares? Is there a service you are aware of that quickly provides this information, or does an investor always need to dig through SEDAR filings to do this to find out.
Same question for institutional holders of a co. - is there a straight-forward way of finding out how much they bought into a corp. for?
Thanks in advance,
Tom
Is there a straight-forward way of determining the price that management/insiders of a publicly traded corp. purchased their shares? Is there a service you are aware of that quickly provides this information, or does an investor always need to dig through SEDAR filings to do this to find out.
Same question for institutional holders of a co. - is there a straight-forward way of finding out how much they bought into a corp. for?
Thanks in advance,
Tom
Q: According to my discount broker, the Toronto Stock and Venture Exchange made the decision to eliminate "All or None" orders back in 2008. However, the US exchanges still offer the ability to choose this option.
This is a pain when selling low trading volume stocks, resulting in delays in exiting a position and multiple commissions. Are there any strategies you employ when you want to exit thinly traded positions?
Definitely something I will pay better attention to before purchasing stocks in the future!
Many Thanks
Scott
This is a pain when selling low trading volume stocks, resulting in delays in exiting a position and multiple commissions. Are there any strategies you employ when you want to exit thinly traded positions?
Definitely something I will pay better attention to before purchasing stocks in the future!
Many Thanks
Scott
Q: Good morning,
I sell call and put options about a month out. I know I once asked you whether it is wise to hold off if there is an earnings call coming up before expirary. I couldn't find that question and answer, though, and instead of spending the morning I am asking it again. I also look at the dividend dates but i don't think it is a good idea to sell a call if an ex dividend date is coming up.
thanks
I sell call and put options about a month out. I know I once asked you whether it is wise to hold off if there is an earnings call coming up before expirary. I couldn't find that question and answer, though, and instead of spending the morning I am asking it again. I also look at the dividend dates but i don't think it is a good idea to sell a call if an ex dividend date is coming up.
thanks
Q: Re the webinar later this week. Will there be a facility to ask questions during the webinar or are you looking for questions to be sent in prior?
Sheldon
Sheldon
Q: I want to buy some bonds for capital gain. Looking at a TD bond 1.128% matures Dec 9/25. Buy at 89.0161. Special term " bail-in ". What is bail-in?
Other option is Gov Can 0.25% matures Mar 1/26. Buy at 89.3995 with no special terms.
Is bail-in good or bad? What is the better choice? Thank you
Other option is Gov Can 0.25% matures Mar 1/26. Buy at 89.3995 with no special terms.
Is bail-in good or bad? What is the better choice? Thank you
Q: Could I transfer u.s. dollars to cdn dollars using Norbert’s gambit thank you
Q: In answer to Ronnie's question regarding retirement software I have been looking myself for a few years and I must say that is is not that easy to find. May I suggest the following for you to look at: D.R Gobeil and associates' The Canadian Retirement Planner's Software. It is updated annually (for a license fee) for up to date CPP/QPP, income tax tables, etc... Tailored for Financial Planners it is a little raw for the unitiated but still a very good source of information for DIYer.
Quite extensive in coverage, it covers all sources of revenue and if you have a spouse, It is worth looking at.
I have been using it and it is currently my goto reference. It was recommended to me by a financial planner.
Quite extensive in coverage, it covers all sources of revenue and if you have a spouse, It is worth looking at.
I have been using it and it is currently my goto reference. It was recommended to me by a financial planner.
Q: Hi
I read the question posed by Ronnie today about retirement software and although I have no recommendation there I am reading Your Retirement Income Blueprint by Daryl Diamond and it is helpful.
If anything else comes up I would not mind knowing. Probably more of a blog thing but I do not know how to direct the subject to that area of your website and help with his question at the same time.
I read the question posed by Ronnie today about retirement software and although I have no recommendation there I am reading Your Retirement Income Blueprint by Daryl Diamond and it is helpful.
If anything else comes up I would not mind knowing. Probably more of a blog thing but I do not know how to direct the subject to that area of your website and help with his question at the same time.
Q: There was a question by Ronnie about cash flow projection for retirement. I have put a suggestion in the Brokerages & Research Tools forum.
Q: Relative to DIY investing, I am in the need of a suite of software (pay per use) that I use to assist with modeling my future retirement. The ability to model different scenarios based on; age, type/source of income, timing, and then to project yearly income and tax implications is necessary. I have recently explored PERC, Canadian Retirement Income Calculator, RazorPlan, and Cascade Financial. Is seems that fee-based advisors RazorPlan, for example, in turn, charge a considerable fee for the reports and/or advice. Might you have a preference or other recommendation?
Q: Hi Peter, Ryan, and 5i Team,
Peter, with your experience in markets such as the situation we're now in:
Is dollar-cost-averaging over the next year or so a good way to accumulate some good but beaten-down companies?
Can you recommend several Canadian and US ETFs that I can use to take advantage of this dollar-cost-averaging approach?
Finally, since one cannot predict the market bottom with any certainty, what frequency would you add to one's position (weekly, monthly, or ??)
Thanks in advance for your insight.
Peter, with your experience in markets such as the situation we're now in:
Is dollar-cost-averaging over the next year or so a good way to accumulate some good but beaten-down companies?
Can you recommend several Canadian and US ETFs that I can use to take advantage of this dollar-cost-averaging approach?
Finally, since one cannot predict the market bottom with any certainty, what frequency would you add to one's position (weekly, monthly, or ??)
Thanks in advance for your insight.
Q: Hello
I am looking for contact information for anyone who could value old stock certificates. The certificates are from the 1940's. I have done some research on the certificate company's and have gone through various iterations and now are part of Franco Nevada. Thanks
I am looking for contact information for anyone who could value old stock certificates. The certificates are from the 1940's. I have done some research on the certificate company's and have gone through various iterations and now are part of Franco Nevada. Thanks
Q: I received this note regarding GE Fair Fund $200 mil. civil money penalties. Is it worth the time to claim my piece and to go through all the required documents for the 800 shares I had? My cost was around $18k and $7k in losses. The shares were held in an RRSP account.
Many Thanks.
Many Thanks.
Q: So, when you give us an update on a particular stock and give it a rating, what am I suppose to do with the stock…. Buy ?
Q: Can you explain how Canadian depository receipts work?
Q: Retirement and tax planning to maximize net dollars during retirement are of interest to me. Can you suggest a few resources that do a nice job with strategies on these subjects. Thank you
Q: A few stocks I own.....junior explorers moz, ske, lio, have fallen dramatically after recently announced pp's that are handsomely lower than where the stock had been trading, much to the chagrin of current shareholders.
Why do you think management is thinking "get the money now" to advance the project even though current shareholders are being punished.
Larger cap companies like eif and neo have also had recent large placements only to see the sp diminish considerably.
What do you think is going on...thank you for ur comments
Why do you think management is thinking "get the money now" to advance the project even though current shareholders are being punished.
Larger cap companies like eif and neo have also had recent large placements only to see the sp diminish considerably.
What do you think is going on...thank you for ur comments