Q: Hi 5i Team - I am interested in joining a group of individual investors who like to share their opinions and research on various equities. Basically a discussion group not necessarily involving a specific speaker. This could be through virtual or in person meetings. Do you have any suggestions. 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.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- Alimentation Couche-Tard Inc. (ATD)
- Miscellaneous (MISC)
- Hydro One Limited (H)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Q: Hi 5I.
It’s that time again where I move cash stock into a TFSA, that is for Jan 24. Looking at selling ATZ from cash for a tax loss and rebuying after 30 days in a TFSA. Or, transferring LMN and SHOP into the TFSA.
Thoughts?
It’s that time again where I move cash stock into a TFSA, that is for Jan 24. Looking at selling ATZ from cash for a tax loss and rebuying after 30 days in a TFSA. Or, transferring LMN and SHOP into the TFSA.
Thoughts?
Q: Well, that was some week, throw a dart and you would of made money. So why did this happen, it was not suppose to listening to all of the Wall Street Pros. a week earlier, maybe just buy good stocks that make money and stay invested.
Thanks again.
Thanks again.
Q: After the fed stopped increasing rates what was the average rate of return 12 months and 24 months in the TSX and S&P 500?
Q: Isreal/Hamas war.What is the impact on the US & Canadianstock markets,canadian banks,oil stocks and REIT?Will the war spread to involve other Middle East countries?,If it does,then what is the impact on the the US & Canadian stock markets,Can banks,oil stocks & Reit? Is it prudent to reduce stocks? Txs for U usual great services & views
Q: Is there any ETF that are holding stocks that are only outperforming SP500.
Thanks for the great service
Thanks for the great service
Q: Is a way to receive in my daily question and answers list of others investors which could be accessible instantly from my own questions daily list? Thanks
Q: Hi 5i Team,
I am trying to understand how RETURN of Capital works on ETF.
Eg: Buy 1000 shares at 14 = 14000 and get 8% dividend.
Sell 1000 shares after a year at 15 = 15000. So Total return is 15% return on my investment. (8% dividend plus 1K capital gain = 7%)
Please advise if the above calculation is correct or is it the original investment minus 8% dividend.
Thanks for the great service
I am trying to understand how RETURN of Capital works on ETF.
Eg: Buy 1000 shares at 14 = 14000 and get 8% dividend.
Sell 1000 shares after a year at 15 = 15000. So Total return is 15% return on my investment. (8% dividend plus 1K capital gain = 7%)
Please advise if the above calculation is correct or is it the original investment minus 8% dividend.
Thanks for the great service
Q: Thank you for your recent analysis of style "factors", especially growth vs. value. What would be your top pick for each of growth and value in each of the Canadian economic sectors, large or mid-cap names preferred. Thanks, Brian
Q: Follow-up questions. - Do you suggest P/E below is considered a value stock? If not please give us what is considered as value P/E.
The current forward P/E for each sector is:
Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X
Thanks for the great service
The current forward P/E for each sector is:
Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X
Thanks for the great service
Q: Hi 5i Team - I am interested in buying more U.S. stocks and have a non-registered U.S. dollar account as well as a TFSA account in Canadian dollars. Are there any concerns over buying U.S stocks in the TFSA account? eg. Are U.S. capital gains and dividends still tax exempt in a the TFSA. Any advice as to preferences re which account to use would be appreciated.
Q: Can you please give me the P/E ratio range for each of the below sectors? When to consider value and expensive stock.
Materials
Real Estate
Financial
Services
Discretionary
Utilities
Energy
Health
Staples
Industrial
Technology
Thanks for the great service
Materials
Real Estate
Financial
Services
Discretionary
Utilities
Energy
Health
Staples
Industrial
Technology
Thanks for the great service
Q: With the view that volume of LNG will increase for pipelines , i assume for exports and general demand, what companies should I focus on?
Q: Hi,
This is a BIG picture question. I don't see any questions so far on 5i.
First Japan apparently makes an about turn in their interest rates? The articles that I read went above my head! And now Fitch downgrades the US credit rating. Again too much for me to understand.
What does it all mean to ordinary people like me? Many of my friends who are all seniors mostly say, cash is King!
I know you like to be fully invested.
Any words of wisdom?
Many thanks in advance.
Mano.
This is a BIG picture question. I don't see any questions so far on 5i.
First Japan apparently makes an about turn in their interest rates? The articles that I read went above my head! And now Fitch downgrades the US credit rating. Again too much for me to understand.
What does it all mean to ordinary people like me? Many of my friends who are all seniors mostly say, cash is King!
I know you like to be fully invested.
Any words of wisdom?
Many thanks in advance.
Mano.
- Miscellaneous (MISC)
- iShares MSCI World Index ETF (XWD)
- Vanguard All-Equity ETF Portfolio (VEQT)
- Vanguard Total World Stock ETF (VT)
- iShares Core Equity ETF Portfolio (XEQT)
Q: Hi there, there are many "all in one" etfs to pick from these days. If a person wanted to have a super simple portfolio, what would be your favourite (or the best) ETF to hold to gain 100% equity exposure that would require the least amount of maintenance? I know there is XEQT, VEQT, XAW, VXC, XWD, HGRO and many more. What would be your favourite? (Does not have to appear on the ones I have listed)
Thanks!
Thanks!
- Microsoft Corporation (MSFT)
- Miscellaneous (MISC)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- Zscaler Inc. (ZS)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
Q: For over 12 months ending June the number of TSX 52 week lows exceeded the 52 week highs.
I notice that all 3 business days this week the number of 52 week highs have have exceeded the 52 week lows
In your opinion could this be a further sign that the TSX is entering a bull market phase.?
I notice that all 3 business days this week the number of 52 week highs have have exceeded the 52 week lows
In your opinion could this be a further sign that the TSX is entering a bull market phase.?
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Stella-Jones Inc. (SJ)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Miscellaneous (MISC)
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Could you explain that outperformance?
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Stantec Inc (STN)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Could you give some suggestions for Canadian companies with a growth profile that pay a div you would hold in a TSFA.
Thanks
Thanks