Q: Could you recommand a conflict - free investment research
company on line (with the same "approach" as 5i Research) for US stocks ?
Thank you .
P.
company on line (with the same "approach" as 5i Research) for US stocks ?
Thank you .
P.
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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: Why are Peter's top picks on BNN not covered by Research Reports on the web site?
Q: When doing my research, I have a defined method that includes 5I views but also Morningstar (for Quantitative view) Thomson Reuters for fundamental views and forward looking views and if buying USA stocks Bloomberg. Recently my brokerage made S&P research available and I am finding contradictions in how seemingly same facts are both viewed and presented. There are several quantitative S&P views on stocks that give "sell" ratings while the others give positive ratings. I was wondering if you use any of these sites for information an if you have a bias towards one being more accurate then another. Thanks Jim
Q: I was wondering if you could name 2 balanced and 2 index ETFs outside of N. America that are somewhat "safe" for 1-3 year hold just in case the hole Trump thing goes off the rails thanks
Q: Hi, I would like to know if you could direct me to a site (s) that tell us where the money flows are please ?
thanks Rick
thanks Rick
Q: Good morning. Just a quick funny (not so funny?) thought in reply to Dave's question regarding the freshi IPO and your answer. It strikes me that it is a lot like trying to get concert tickets prior to the resellers getting them all and reselling them at an inflated price! I guess it's the world we mere mortals live in.
Q: Hi Peter and Team:
I am interested in some comments about both FFN (North American Financial 15 Split) and PIC.a Both trade on the TSX but act like a mutual fund with a small 'mer'.
FFN pays a monthly dividend of 0.10 and its yield is about 13.07% at a trading price of $9.18
PIC.a pays a quarterly dividend of 0.20319 and its yield is about 11.30% at a trading price of $7.20.
I really like high paying dividends, as we all should but,,,,
I have been invested in PIC.a since April 2004. This has consistently paid quarterly since that time. It was a DRIP until a few years ago. Now it strictly pays Cash. This cash is 'Return of Capital' and as such has no tax implications in my regular investment account???, I think. Is this a good or bad thing???
I own about 17% of my overall portfolio in PIC.a Some of this PIC.a Div cash is paying out into a RIF withdrawal, with minimal effects on the Capital in the RIF.
Now I am looking for your thoughts on FFN as I diversify a bit more and of course feedback on PIC.a
Thanks. Ken .....
I am interested in some comments about both FFN (North American Financial 15 Split) and PIC.a Both trade on the TSX but act like a mutual fund with a small 'mer'.
FFN pays a monthly dividend of 0.10 and its yield is about 13.07% at a trading price of $9.18
PIC.a pays a quarterly dividend of 0.20319 and its yield is about 11.30% at a trading price of $7.20.
I really like high paying dividends, as we all should but,,,,
I have been invested in PIC.a since April 2004. This has consistently paid quarterly since that time. It was a DRIP until a few years ago. Now it strictly pays Cash. This cash is 'Return of Capital' and as such has no tax implications in my regular investment account???, I think. Is this a good or bad thing???
I own about 17% of my overall portfolio in PIC.a Some of this PIC.a Div cash is paying out into a RIF withdrawal, with minimal effects on the Capital in the RIF.
Now I am looking for your thoughts on FFN as I diversify a bit more and of course feedback on PIC.a
Thanks. Ken .....
Q: In discount brokerage account, where do you suggest investing cash balances that will be deployed over the short medium term. I generally use HISA offered by equitable bank and b2b laurentian bank (0.8 to 1 % return with no transaction fee). Do you or 5i suscribers have any alternative with better return. Thank you.
Q: Hi,
I've got equity in my cash account that I'd like to sell and buy again in my TFSA. Is there a a period of time I have to wait between when I sell and then buy again?
Thx,
Cam.
I've got equity in my cash account that I'd like to sell and buy again in my TFSA. Is there a a period of time I have to wait between when I sell and then buy again?
Thx,
Cam.
Q: what are your favourite ETS's for Gold. and What is your favourite ETF to short the USA and Canadian markets...
Q: Hi
Question : what is the market cap a company must have to join the TSX ?
Thanks
Rick
Question : what is the market cap a company must have to join the TSX ?
Thanks
Rick
Q: Re form 1135 is zqq in my non registered account to be counted when reporting ? James
Q: I am not quite clear on tax implications for the following scenario. Could you please confirm (or not !) if I am correct or if there are other implications ?
If, in a Non-Registered Account, I hold a Canadian-domiciled ETF or Mutual Fund that owns a mix of Canadian, U.S. and possibly other international companies, then:
1) 15% of the U.S. company dividends will be withheld by the U.S. (Or whatever equivalent withholding tax if non-U.S.but international) This amount is reported at year end through the Fund/ETF, and reflected on the tax slip I receive from my brokerage. When I fill out my return, I can then apply for a foreign tax credit which means I should get back all the tax that was withheld.
2) The portion of dividends from the Canadian companies held by the Fund/ETF will be eligible for the Dividend Tax Credit but NOT the portion from the U.S. or international companies.
Thank you for your help !
If, in a Non-Registered Account, I hold a Canadian-domiciled ETF or Mutual Fund that owns a mix of Canadian, U.S. and possibly other international companies, then:
1) 15% of the U.S. company dividends will be withheld by the U.S. (Or whatever equivalent withholding tax if non-U.S.but international) This amount is reported at year end through the Fund/ETF, and reflected on the tax slip I receive from my brokerage. When I fill out my return, I can then apply for a foreign tax credit which means I should get back all the tax that was withheld.
2) The portion of dividends from the Canadian companies held by the Fund/ETF will be eligible for the Dividend Tax Credit but NOT the portion from the U.S. or international companies.
Thank you for your help !
Q: Ignoring sector and risk considerations, can you please provide your top 3-5 recommendations from a pure valuation/outlook perspective as of today's levels. In other words, which stocks in your coverage universe would you buy today if your objective was total return over the next 1-2 years.
Q: I buy a number of my international stocks on the OTC Market, since my brokerage account does not let me directly transact on exchanges outside of North America. The American Depository Receipts (ADR) for a particular company ("xxxx") have the ticker format xxxxY, whereas the "fungible" shares (i.e. for which there is somewhere, at least in principle, an actual stock certificate issued by the company) have the ticker format xxxxF.
Assuming that there is at least some liquidity for the shares of a particular company, it is almost always the ADRs (xxxxY) that have the most trading volume. However, sometimes the fungible shares (xxxxF) are slightly more liquid than the ADRs.
In terms of risk (e.g. in the event of another major financial crisis) are the ADRs more risky, i.e. do they depend on the solvency of the custodial bank in New York (e.g. BNY)? On the other hand, who actually possesses the fungible shares (xxxxF)? Is it this same custodial bank? Is there a real stock certificate somewhere?
Thanks!
Assuming that there is at least some liquidity for the shares of a particular company, it is almost always the ADRs (xxxxY) that have the most trading volume. However, sometimes the fungible shares (xxxxF) are slightly more liquid than the ADRs.
In terms of risk (e.g. in the event of another major financial crisis) are the ADRs more risky, i.e. do they depend on the solvency of the custodial bank in New York (e.g. BNY)? On the other hand, who actually possesses the fungible shares (xxxxF)? Is it this same custodial bank? Is there a real stock certificate somewhere?
Thanks!
Q: Gentlemen,
Appreciate your rankings' in order of preference the following Energy names:
ARX,PEY,POU,TOU,VET,VII,WCP
In your reply please advise as to buy,hold,sell for each.
Cheers,
Peter
Appreciate your rankings' in order of preference the following Energy names:
ARX,PEY,POU,TOU,VET,VII,WCP
In your reply please advise as to buy,hold,sell for each.
Cheers,
Peter
Q: I would like to point out that when transferring an investment from a non-registered account to one's TFSA as a payment in kind, the unrealized capital gain is recognized at the time of transfer but unfortunately the unrealized loss is not recognized and is not allowed to be applied against any gains nor available for carry forward.
Q: The answer to a t1135 question by Sylvia 2 days ago wasn't correct:
T1135 - This form has nothing to do with the USA or USA estate taxes. It is a form required by the Canadian government. The purpose of the form is to make taxpayers more forthcoming about assets they have outside Canada. The problem is that the people that file the forms are the same ones that would report their foreign income anyways and the ones that have hidden foreign assets will just ignore the T1135 requirement. The penalty for not filing / late-filing is $25/day to a maximum of $2,500. Registered assets don't have to be reported on the T1135.
T1135 - This form has nothing to do with the USA or USA estate taxes. It is a form required by the Canadian government. The purpose of the form is to make taxpayers more forthcoming about assets they have outside Canada. The problem is that the people that file the forms are the same ones that would report their foreign income anyways and the ones that have hidden foreign assets will just ignore the T1135 requirement. The penalty for not filing / late-filing is $25/day to a maximum of $2,500. Registered assets don't have to be reported on the T1135.
Q: I have decided this year to add short positions to my portfolio. Can you recommend any good short sellers or publications to follow? (I currently follow Marc Cohodes & Citron)
Secondly, can you give a short list (maybe 5?) of companies to look at for short positions.
Thank you.
Secondly, can you give a short list (maybe 5?) of companies to look at for short positions.
Thank you.
Q: Hello 5i
I would like your opinion on Fidelity Asset Allocation Private Pool Series S 8 (138).
It is the only fund I have in a corporate account, that I am drawing income from ( approx. 8%).
Also, could you suggest an alternative strategy for this account. Best regards, Bill
I would like your opinion on Fidelity Asset Allocation Private Pool Series S 8 (138).
It is the only fund I have in a corporate account, that I am drawing income from ( approx. 8%).
Also, could you suggest an alternative strategy for this account. Best regards, Bill