Q: Peter: BYL stock seems like its really gaining ground, up 9% today. I seen it was a BNN top pick today. I did a quick look into the company and it seems very interesting, in a hot sector and appear to be ramping up in earnings. Would you consider this company a buy at the current levels or should I try to wait for a pullback, or not at all? I see at one time it was over $7 a share; is it realistic to think its turned the corner and heading back there and beyond? I will wait for your expert opinion. Thanks
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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: I have held Cooper Tire and Rubber for about a year now, and I am breaking even on the stock. Is it a good hold for a 2 year period?
Q: Hi Peter, Ryan and Team,
Since I do not have access to a computer or smart phone at work, I do all my buy or sell transactions in the evening from home after the market has closed through TD Direct Investment.
So on Thursday Jan 25, 2018 I decided to buy Intuitive Surgical Inc. symbol ISRG in the U.S. because of its recent momentum. The closing price was 449.81 and the high price for the day was 452.00. Since I was dipping my feet in with a very small position of only 2 shares I placed my order with a limit price of $454.57 i.e. $2.57 per share higher than the high price of the day. I have found that this eliminates missing out if the stock opens higher the next day.
The next morning i.e Friday Jan 26, 2018 on my first break at work approximately 10 am I saw that I had a missed call at 8. 20 AM from TD but there was no voice mail message. So I called them and a TD agent told me that my order for 2 shares was cancelled by TD before the market opened because “ my limit price was too aggressive since ISRG was going to open lower at 437.37 ”
My understanding was that in such a situation my limit order would have changed to a market order at market open at 9.30 AM and should have been filled at the lower price. Because there is no way for most investors to predict that a stock is going to open much lower the next day.
The TD agent was unable to tell me what the threshold is to constitute “a too aggressive bid price”. Since I still wanted to buy the shares he manually put in the order for me and charged me $43.00 for the trade instead of my regular online rate of $9.99.
I would appreciate if you would advise me the reasons for and the ways to avoid such a situation in future without calling in to TD each time I place a buy order. Thank you in advance.
Frank
Since I do not have access to a computer or smart phone at work, I do all my buy or sell transactions in the evening from home after the market has closed through TD Direct Investment.
So on Thursday Jan 25, 2018 I decided to buy Intuitive Surgical Inc. symbol ISRG in the U.S. because of its recent momentum. The closing price was 449.81 and the high price for the day was 452.00. Since I was dipping my feet in with a very small position of only 2 shares I placed my order with a limit price of $454.57 i.e. $2.57 per share higher than the high price of the day. I have found that this eliminates missing out if the stock opens higher the next day.
The next morning i.e Friday Jan 26, 2018 on my first break at work approximately 10 am I saw that I had a missed call at 8. 20 AM from TD but there was no voice mail message. So I called them and a TD agent told me that my order for 2 shares was cancelled by TD before the market opened because “ my limit price was too aggressive since ISRG was going to open lower at 437.37 ”
My understanding was that in such a situation my limit order would have changed to a market order at market open at 9.30 AM and should have been filled at the lower price. Because there is no way for most investors to predict that a stock is going to open much lower the next day.
The TD agent was unable to tell me what the threshold is to constitute “a too aggressive bid price”. Since I still wanted to buy the shares he manually put in the order for me and charged me $43.00 for the trade instead of my regular online rate of $9.99.
I would appreciate if you would advise me the reasons for and the ways to avoid such a situation in future without calling in to TD each time I place a buy order. Thank you in advance.
Frank
Q: Hello,
I have owned Starwood Property Trust Inc (STWD) for a while, and it has been flat up to now. It provides a 9% yield.
Is this a buy, sell or hold stock? Especially since interest rates are rising. (I thought higher interest rates would benefit this company.) As I am seeing other stocks with better growth potential, I am wondering if this stock is worth holding onto.
Thank you for your help and for the service. Greatly appreciated.
I have owned Starwood Property Trust Inc (STWD) for a while, and it has been flat up to now. It provides a 9% yield.
Is this a buy, sell or hold stock? Especially since interest rates are rising. (I thought higher interest rates would benefit this company.) As I am seeing other stocks with better growth potential, I am wondering if this stock is worth holding onto.
Thank you for your help and for the service. Greatly appreciated.
Q: Hi 5i: In the industrial sector of my portfolio I hold CAE, NFI, SIS, WSP, AMAT(US). I want to reduce the total number of stocks in each sector to two. I want also to make my portfolio as robust as possible to a NAFTA failure and/or a market crash. Could you please rank the above accordingly. I realize this is a tough question - thanks for trying!
Q: Peter and His Wonder Team
All factors considered which one would you choose for long term appreciation? Your insights are always appreciated! Thank you!
All factors considered which one would you choose for long term appreciation? Your insights are always appreciated! Thank you!
Q: You have described XDV as a high dividend payer vs a dividend grower. I prefer to take the higher dividend now rather than later. Can you tell me if the etf earns all of the dividend paid or is there a return of capital factor. In addition, you don't like the high financial sector weighting. In a rising interest rate environment could the overweighting be a positive? Thank you 5i.
Q: appreciate your outlook for Trican...
substantial drop this morning without any news...
ed in Montreal
substantial drop this morning without any news...
ed in Montreal
Q: Hello Peter and 5i team
Would you please explain the pros and cons of converting Cdn dollars to US dollars. I recently had two bonds called and am undecided where to put it. I believe the US dollar will strengthen form here and would just sit on the cash.
Thanks for your help. New site features are great.
Would you please explain the pros and cons of converting Cdn dollars to US dollars. I recently had two bonds called and am undecided where to put it. I believe the US dollar will strengthen form here and would just sit on the cash.
Thanks for your help. New site features are great.
Q: You replied to Michael today: "trim the areas that have done really well and add to the laggards". I can perhaps understand trimming back a position that one has done well but what is the logic of adding to laggards? Isn't this advice really suggesting you pull out the good stuff and add more weeds?
Q: I have been holding a full position in the receipts for about a year.
Should one stay the course or swap to .............?
Thanks
Should one stay the course or swap to .............?
Thanks
Q: Hi,
A few days ago I read a question/comment from a member about trying to buy U.S. treasury bills at TD and was told No, he could not. I called TD today on another matter and also asked if I could buy U.S. treasury bills in any of my 3 U.S. accounts (Cash, RRSP, TFSA). I was similarly told No, TD does not offer them. She could not provide a reason and said they only offer Canadian treasury bills. Seems odd.
dave
A few days ago I read a question/comment from a member about trying to buy U.S. treasury bills at TD and was told No, he could not. I called TD today on another matter and also asked if I could buy U.S. treasury bills in any of my 3 U.S. accounts (Cash, RRSP, TFSA). I was similarly told No, TD does not offer them. She could not provide a reason and said they only offer Canadian treasury bills. Seems odd.
dave
Q: Is ALA eligible for the dividend tax credit and do you still like it for a long term hold?
Thanks
Thanks
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WSP Global Inc. (WSP)
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Brookfield Property Partners L.P. (BPY.UN)
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Premium Brands Holdings Corporation (PBH)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: Hi 5 I team
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice
Q: Do you have any projections on what is expected with OTEX when they report tomorrow
Thank You
Thank You
Q: Would you please comment on this company Shake Shack
Q: Hello 5i.
I would like to ask about Portfolio Management as an Individual Investor.
This year I was going to implement an action plan that would engage selling at the point of stock chart breakdown......to help avoid 40% losses like Cineplex handed me in 2017/2018.
The Portfolio has been set up to be well diversified with 5i holdings and a host of other Canadian investments through all sectors.
It feels quite silly to just sit and watch individual names break up trends, breach 50 day and 100 day moving averages and continue to decline in price........taking down the Portfolio value each day.
Some of the names have been spoken about as lifetime holds but seem to be getting hit quite hard as some group of investors have decided to exit their positions.
With the cost of only 9.95 to enable a small investor to get out of the way, what is it about investing that sees recommendations implying Hold these names for the longterm?
(BAM.A, BIP.UN, FTS, PPL, IPL, ENB, BCE, PSK)
Watching 2017 gains slip away hardly makes sense to me.
What is 5i perspective on dealing with markets that seem to be taking away gains thru declining stock prices? How and When does an investor decide getting out is the right action (before I get to the point of maximum pain and then sell)?
I have had a few stocks go to zero. Clearly I can not determine the difference between a short term blip and a developing permanent loss.
Thanks for you insights
Dave
I would like to ask about Portfolio Management as an Individual Investor.
This year I was going to implement an action plan that would engage selling at the point of stock chart breakdown......to help avoid 40% losses like Cineplex handed me in 2017/2018.
The Portfolio has been set up to be well diversified with 5i holdings and a host of other Canadian investments through all sectors.
It feels quite silly to just sit and watch individual names break up trends, breach 50 day and 100 day moving averages and continue to decline in price........taking down the Portfolio value each day.
Some of the names have been spoken about as lifetime holds but seem to be getting hit quite hard as some group of investors have decided to exit their positions.
With the cost of only 9.95 to enable a small investor to get out of the way, what is it about investing that sees recommendations implying Hold these names for the longterm?
(BAM.A, BIP.UN, FTS, PPL, IPL, ENB, BCE, PSK)
Watching 2017 gains slip away hardly makes sense to me.
What is 5i perspective on dealing with markets that seem to be taking away gains thru declining stock prices? How and When does an investor decide getting out is the right action (before I get to the point of maximum pain and then sell)?
I have had a few stocks go to zero. Clearly I can not determine the difference between a short term blip and a developing permanent loss.
Thanks for you insights
Dave
Q: I am concerned that my Riff account maybe too heavily weighted in utilizes and banks so I would like your opinion on adding north west and Nutrient to the portfolio. Could you comment on safety of Capital and dividend growth. Also, do you think Nutrient will have to issue stock to pay for the recent takeover and if so, at what price ( I would hate to buy only to see the stock price drop.)
Thank you.
Maggie
Thank you.
Maggie
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Photon Control Inc. (PHO)
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Dollarama Inc. (DOL)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
Q: Hi 5i Team,
Please provide your stock recommendations (growth companies) for an investor who is interested in making regular fixed lump sum contributions to the same entities month after month . Time horizon for contributing to the holdings is 2-3 years.
Thanks for your great work!
Please provide your stock recommendations (growth companies) for an investor who is interested in making regular fixed lump sum contributions to the same entities month after month . Time horizon for contributing to the holdings is 2-3 years.
Thanks for your great work!
Q: Hi 5i Team
I'm interested in reviewing the dividend history of Canadian pipelines, utilities, reits and other income stocks over the long run, namely through recessions and interest rate movements (the tagged companies are representative). I'm trying to determine if the dividends remain fairly stable or tend to fall under these circumstances.
Can you suggest a source that would help by showing dividends for a company over the long run? Ideally, overlaying short/long term interest rates to save time.
Any help greatly appreciated.
Peter
I'm interested in reviewing the dividend history of Canadian pipelines, utilities, reits and other income stocks over the long run, namely through recessions and interest rate movements (the tagged companies are representative). I'm trying to determine if the dividends remain fairly stable or tend to fall under these circumstances.
Can you suggest a source that would help by showing dividends for a company over the long run? Ideally, overlaying short/long term interest rates to save time.
Any help greatly appreciated.
Peter