Investment Q&A

Q: Hi,

Question about managing one's family portfolio. If you had a ranking criteria from top to bottom on what to focus on in terms of priority, what would it look like? Growth investors 10+ yrs timeframe and med-high risk tolerance. For example (would it look like this?)

1. Asset allocation (stocks, bonds, cash)
2. Sector weighting/Geographical weighting and balance for both
3. Individual position weights
4. Growth vs Value balance
5. anything else to consider? etc

Between my spouse and I, we have around 50 stocks and some ETF's to provide international exposure outside North America. I've noticed we have many stocks with weights between 1-2% and some stocks that are below 1% weight so we have to determine to either sell/hold/add to the positions. What are your thoughts on having around 50 stocks for both of us or can we have a more concentrated portfolio of around 30-40 with larger weightings for each position? I know it would be a personal decision on comfort level. Any good articles that I could read more about this?

Thanks!

Q: Re info on Cdn prefs try:

canadianpreferredshares.ca

Hugh

Q: Thank you for your reply regarding my question on what to watch for in terms of a return to paying dividends by these two companies. There does not appear be a "Cash Flow" or "Free Cash Flow" item among the Key Data status provided for these companies. I do see a Price to Cash Flow and Price to Free Cash Flow but I'm not sure how to interpret these data points in terms of continued paying a dividend or, in the case these companies, a return to paying dividends. If Cash Flow is a key to payment of dividends is there any chance Cash Flow can be added to the data to all those dividend paying companies listed?

Q: Peter,

What research source or service would provide a full listing of Cdn pref shares including credit rating, type of preferred, dividend plus any redemption terms? Sedar is too cumbersome for this.

Thanks

Paul

Q: Hi, what are the additional costs of having US positions in CAD accounts? Greetings, Peter.

Q: Are you aware of any Canadian investment firm that offers extended hours trading?

thanks
Don

Q: Peter,

Yesterday you answered my question on the Loblaws preferred stock. You gave different redemption dates. Where do you get this info? Where is the best place for a DIY person to find it?

Thank you,

Paul

Q: Hi Everyone at 5i! Me again! Somewhere is the archives of my mind I seem to recall the the TD bank offers some decent ETFs or mutual funds to their customers. If this is the case, could you tell me what they are?? Cheers, Tamara

Q: Whatever you charge for your service is made back on my 1st trade then the gravy train just flows….

Q: This morning Sam asked a question about "compound machine" companies. I would appreciate a definition of "compound machine". Thank you.

Q: Dear 5i,
Your ENGH report dated August 27, 2020 stated insider ownership of 22%.
I looked at the insider information on the company provided by your web site and could not find a statistic for current %insider ownership but, I did see %institutional ownership. Where can I find this information? It looks like insiders have been selling lately. Can you please tell me the current %insider ownership.

thanks

Q: Why was AT delected from the TSX? Does it matter, now that they are on the Nasdaq?

Q: please explain the difference between a bought deal financing and a private placement

Q: In answer to a buy/hold/sell inquiry you answered "We would give it a higher risk HOLD rating right now. "
What exactly does this mean?
Is there a point at which a higher risk hold becomes a lower risk hold and then a buy?
What should I read anything into the fact that the hold was capitalized?
How many categories of hold are there?

Q: I have to laugh about inflation/CPI gaining ground versus same time last year? Really? With lock downs and pent up demand who would expect anything else. I read a great article from the head of the Fisher group in the USA. To summarize: this is transitory for the two reasons I mention and others. Be interested in 5i comments. Oh, the huge debt precludes any significant move up for interest rates. Would be happy to send it to you - very bright guy.

Q: Why does rising interest rates (or the expectation interest rates will rise) have such a negative impact on tech stocks?

Q: This could be not so bright question but I'll ask anyway. I have been involved in self directed investing for a few months now. My plan is to create a 250k balanced portfolio....watch and learn for a while and then begin to invest the balance of my cash assets. I deployed the first tranche based on the sector allocations in my original plan. However as I have been building the portfolio stocks in various sectors have gone up and down....mostly up thankfully. Here's the question. Should I calculate my sector allocation percentages by the book cost...so I can get a baseline as I add more.....or by their current value. Thanks for your reply

Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter

Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?

Q: Evolution gaming is based in Sweden and I find it interesting. How can I invest in this company since it is on the sweden stock market ? On the RBC platform I found the EVVTY (evolution AB OTC pink. Is it the way to invest in this company from canada or you have a better and safer way ? Thanks