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Investment Q&A

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Q: that is great news that you are working on an update where we can have a watchlist with up to the minute news on the stocks in our portfolios.
what the globe and mail did to its watchlist is beyond
understanding, their new watchlist has real time quotes but the news on the stocks you own is days old , nothing immediate and generally nothing at all and i pay to get the globe.dave
Read Answer Asked by david on May 04, 2018
Q: In answer to Victor's query for free/inexpensive portfolio tracking websites, I actually think Yahoo Finance is pretty decent for this now (free, 15-minute delay on Canadian stocks), and the corresponding Yahoo mobile app is very good.
Read Answer Asked by Peter on May 04, 2018
Q: Greetings,

Can you provide a link or point me in a direction of where i would find a master list of Canadian companies whose dividends are eligible for the dividend tax credit.

Thanks for all you do.
Read Answer Asked by kelly on May 04, 2018
Q: In response to Victor, here is a suggestion for a free app I use to monitor equities in real-time on my Android phone. The app is called Webull and is available on Play Store.
Some advantages are as follows: Easy to set up. You can have as many portfolios as you want, for example, with names such as Indexes, Core, Fin, O&G, Small Cap, Bonds, etc. You can have an equity in as many portfolios as you want, for example, TD in Core and Fin. Convenient to track equities you own plus others you want to follow. Easy to add and delete an equity. Each portfolio displays the equities with their current price, % change or the absolute price change in a convenient visual colour code (green, red, light gray). Tap on an equity and you can see a graph which you can set to a default time limit, for example, 1m, 3m, 1yr, 5yr, max. Dividends & past earnings dates are displayed on the 1m, 3m, and 1yr graphs.
You can quickly check on the market action of your equities anytime whether at home, at work or anywhere else you happen to be.
It does not track the monetary values of equities like a spreadsheet can do.
Share with your 5i audience as you wish.

Read Answer Asked by James on May 04, 2018
Q: Just a quick comment on Victor’s frustration with Globe Investor’s watchlist. I agree that the re-design is clumsy and not user-friendly at all. You can delete stocks though. Go to far right and you will see 3 little bullets. Left click on the bullets and you will see a new menu. Highlighted in red is Delete from Watchlist.

I actually don’t use Globe Investor watchlist that much. Sometimes in the evening for a leisurely look. My main watchlist is from my bank brokerage (TD Dashboard). I would assume all brokerages have something similar. It is live data and I probably have 300 stocks on my watchlist or lists. I set up about 10 lists by sector which gives you a much better reading on the ebb and flow of the markets and sectors during the day.

dave
Read Answer Asked by Dave on May 03, 2018
Q: I wish to get international equity exposure in my portfolio using XEF or XIN, along with XEC for emerging markets. Currently international exposure is negligible.

What do you think an appropriate international weighting would be in a portfolio that is 90% equity/10% fixed income.

I was thinking 15% developed markets (such as XEF) and up to 5% emerging markets (XEC). Thoughts?
Read Answer Asked by Chris on May 03, 2018
Q: Hi !
As I want to add one or two US industrial to my portfolio, which ones would you recommend strongly at this time and why ?
Would Flir Systems (flir-q), Caterpillar (cat-n), Advanced Emission Solutions (ades-q) and NV5 Global (nvee-q) be among your choices ?
Thousand thanks for your precious assistance.
Jacques
Read Answer Asked by Jacques on May 03, 2018
Q: Can you recommend a free (or not too expensive) website that you can monitor your portfolio of approximately 20 stocks on an up to the minute or (at the 15 minutes delayed) basis?

The old Globeinvestor used to provide such a perfect service for free and for reasons unknown they launched a new version that is hard to use and gives you much less useful information. For example, the new portfolio can only add new stocks, but I looked all over and don't know how to delete an existing stock. Very frustrating.

It would be greatly appreciated if you can direct us to a comparable website to the old Globeinvestor site. Thanks.
Read Answer Asked by Victor on May 03, 2018
Q: Can you give me your thoughts on Whitecaps earnings? Seems like another not great quarter aside from decent revenue and production growth. Share price is down a couple percent more than its peers today. But I'm more concerned with the long term trend, it has been weak to say the least. At one point I was up about 25% on WCP when oil prices were much lower than they are now. WCP doesn't seem to be participating in the oil price recovery like many of its peers, possibly due to its acquisitions. I understand its a quality company with an okay div that was just increased. But if one wants to play the oil price recovery which is a little risky, don't you want to invest in a company with some torque that will actually benefit rather than take the risk for little reward. CVE for example has done great and also has a div (little smaller). Should I sit tight and wait for better results or lessen my position and add a company that has shown results the last few quarters?
Read Answer Asked by Adam on May 03, 2018
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