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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 am sure this question has been asked before. As a general rule of the thumb that stocks, and etfs should be held in various accounts.
Accounts:
CAD Cash
US Cash
RSP
TFSA

I think I know that US Dividend payers should be in RSP, Growth in TFSA, but do you have a high level how to best allocate various types of Stock assets for Cad, US, and International, along with sector allocation or divend?

Thanks.
Read Answer Asked by Colin on May 03, 2021
Q: I realize that you do not have a crystal ball however my concern is over the Covid Variants especially the ones in India. There is a suggestion that some of the variants may block the effectiveness of the vaccines. If this becomes a huge issue, I am thinking that the market could be in for another rout. I wonder if sitting in cash is the prudent thing to do and just wait out the current virus situation. The market has gone up allot and I would rather give up a small potential gain over time vs a large drop in a much shorter period of time. Your thoughts?
Read Answer Asked by Bradley on April 27, 2021
Q: Hi! I am using the Balanced Equity portfolio however as a complete portfolio it falls short in that there are no Us/Global stocks. There are area s the Canadian market doesn’t represent well. If you were to complement the Balanced Equity portfolio with 6-8 US/Global names, what stocks would complete the portfolio?
Read Answer Asked by Ian on April 27, 2021
Q: Thanks to Moez for a nice article/stock screener today. I was surprised to see so many companies from the Metals sector.

IF he were to apply one more criterion to the 22 companies that made the list, i.e. debt load, which companies would come up on the top?
( the companies with the least debt load to the most)
Thanks.
Read Answer Asked by Savalai on April 21, 2021
Q: How do big block trades work?

You mentioned yesterday LSPD's SP dropped almost 6% likely due to a 3 million share+ block trade, while Friday's total volume traded was only 1.3 million shares. If so, can we expect another sell down on Monday until that 3 million share+ block is totally "consumed"? It seems the large portfolio managers are manipulating SPs, at the expense of the retails, to get their privately negotiated deals done (by suppressing SP to the deal's level). Where is the regulatory agency's protection for all investors in this regard. My "paper loss" was about 17% on LSPD from yesterday. Please help me in understanding this process better. Just frustrated. Thanks.
Read Answer Asked by Victor on April 19, 2021
Q: Hello 5i gang.
I have a general question that I'm hoping you can shed some light on.
I find it difficult to get my head around some of the market cap. vs revenue etc of some of these high flyers discussed here on a regular basis.
Can you give me a general sense of how a company that is currently at 20m in revenue with a market cap of 1.3b would grow into this valuation? Are we talking multiple years of several hundred % growth compounding? Or am I looking at this all through the incorrect lens?
I assume at some point fundamentals will matter and if said growth does not materialize, the stock price will come back to the "correct" valuation?

Thanks for your help.
Read Answer Asked by Arthur on April 16, 2021
Q: I read the questions and sometimes I get the impression you view volatile stocks as risky. For example, TSU could be at $17.00 and three days later it is $24.00 and the next day it is $16.00. This happens with other stocks as well. Is this as a result of people dumping when these stocks go up a few dollars in a few days or is it computerized selling. What is your opinion on why this type of volatility happens with some stocks. I have read that this DMYD is going to act like that but produce big gains. Thank you. I await your good information.
Read Answer Asked by Dennis on April 13, 2021
Q: Hello Folks:
It recently appears Tech stocks are moving opposite direction to industrials such as Cummins, Caterpillar, John Deere and others.
I would think the reason these industrials have moved up so much is based on an improving economy. If so why do tech stocks decline when these industrials increase?
Do you feel there perhaps continues to be more upside in these industrial stocks than tech? What are your views on these industrial stocks (including Honeywell) as longer term holds with aggregate an weighting equal to tech?
Thanks for your excellent service
brian
Read Answer Asked by Brian on April 06, 2021
Q: I hold DYNAMIC ACTIVE GLOBAL DIVID ETF UNITS (DXG) and the bank has sent me a T3 slip (Box 21) indicating I have earned $5384 as a capital gain. I didn't sell my ETF. I thought you report gain or loss only after you sell in a calendar year.

If I would have sold my ETF on Dec 22 my gain would be close to 10K how did they come up with only 5384.

I call my bank and they advise slip was generated "Non-cash distribution as part of the phantom payment." however I didn't receive any money.

Can you please advise do I have to report this gain or report when I actually sell the units?

I do my own Taxes. Any advice would be appreciated.

Thanks for the great service.
Read Answer Asked by Hector on April 02, 2021
Q: Buy & Sell are specific recommendations. Hold is confusing? I’ve heard that analysts don’t want to issue sell recommendations for various reasons and that hold means sell. The question I would like answered is;
Why would you hold a stock you would not buy?
I have started a thread in the brokerages and research section of the forums if anyone wants to comment.
Read Answer Asked by Rob on March 29, 2021
Q: Tech has been correcting and I recently read an article in the G&M that professional portfolio managers had reduced tech exposure by 24%. This led me to wonder if index ETFs adjust their portfolios continuously throughout the month or at the end of the month. If the latter, I would expect pressure on tech shares to continue until the end of the month with no opportunity for a rebound until April. Am I correct? Thanks as always.
Read Answer Asked by Ken on March 25, 2021
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