Investment Q&A

Q: You've recently mentioned the potential effect of activities of money managers on this market, specifically buying and selling to make targets to ensure their best bonus and keeping up with their competitors.

When does this sort of "bonus securing" activity occur-now near the end of the year? Every quarter?

I suppose I'm hoping to know when large institutional buying and selling are at their highest and lowest, over the course of a year.

Cam

Q: This is a market question. Yesterday, markets were up nicely until news of more US tariffs on China came out, then they plunged. But they plunged deeper in Canada than in the US. Would you have a try at explaining why that would be given our valuations are cheaper and US tariffs on China would have no impact on us? It seems every time US markets drop due to China tariff concerns ours go down more. Are we in a bear market in Canada? Morgan Stanley has said the US is now in a bear market and all rallies should be sold because it's going to get worse. Would you advise that here?

Q: Hi guys:

Could you provide me a couple names that have been beaten up so much that it’s time to back up the truck for a 3 to 5 year hold.?

Thanks for your expertise
Mark.

Q: Hi,

Does your answer to a previous question on the sector weightings applies to US stocks also and will 5i Portfolios also need to be adjusted ?

Thanks
Ninad

Q: As a result of the recent decline in the North American equity markets I would appreciate you advise the current % weighting of the various sectors of the TSE, S &P 500 and Your recommended % weighting of those sectors.
In regards to your recommended weighting of the energy sector what portion would you suggest should be in the energy producers and what portion in the energy infrastructure companies i.e Enb, Key, PPL
Thank you

Q: Hi team, Before I fall for a good div enhancement gimmick, would you please comment on brett Owens div. Conversion machine being applied to us blue chip companies like Google, dis, jpm, pfe, to triple dividends received, and could this be applied to CDN stocks or what's the ketch. Thanks for the heads up.

Q: I am a retired, conservative, dividend-income investor. I have added ROE and Payout Ratio to the metrics that I track to assess the securities that I hold. Can you give me some ballpark levels that are a good starting point? For ROE, is >10% a reasonable level? For Payout Ratio, is <90% ok? I suspect it differs by industry (eg. I know the banks are around 50%), if so can you lay it our for me...thanks.

Q: I know this isn't an exact science, but can you list what Canadian sectors you think will be the hardest hit by tax-loss selling? Is it a good idea to wait until early December to pick up some companies in these sectors?
thanks,
Paul

Q: According to Bank of America while individual investors are still buying stocks, institutional investors are selling. Is that a bearish sign ? Typically professionals exit the market before a major downturn and retail investors as always late in the game throw their money into the market at a wrong time. What are you thoughts on this?
I have recently bought SIS, PBH and other 5i BE stocks. I had placed some stink bids with my buy price atleast 10% below the price about a month ago and all those transactions went through to my surprise. The stocks are still falling further. I know for long term investment one should not worry about 10-20% fall in good companies but are institutions selling the companies followed by 5i portfolios and may be they are waiting to come back in at a much better pricing in near future ?

Thanks for the great service as always
Ninad

Q: How can i find the ex-dividend dates for any company. Is there a specific site?
Currently I'd like to know when MFT (Mackenzie Floating Rate Income Fund) goes ex-dividend, but my question is more general that that.

Q: Hi there,

It seems like in this quarter, good results are being punished. Over the last several years this did not seem to ring true. It seemed like good results were rewarded - even on negative sentiment days - however now it seems like good results are received poorly. Does this usual indiciate something much larger going on in the markets?

Thanks

Q: Good afternoon folks:
Is this a healthy correction plus tax loss selling as well? Could u please give your opinion on what retail investors should do in this volatile environment?

Q: Just listened to your webinar, good job. Any good web sites to screen for first dividends? Just tried setting up a google alert, but didn't get great results.

Q: I have received a proof of claim form for Amaya Inc. Securities, Seattle respecting a class action suit. I have received a dozen of these for companies that I have held in the past. My one experience of spending many hours filling out forms and paperwork and research and dealing with Siskinds LLP was after 2 years and a lot of my time, in the hopes of recovery my losses ($5,000.00), I received $150.00. Is it worthwhile for shareholders to go through this, or is it strictly a benefit to the lawyers to collect names for their suit?
As I started to bring this to your attention, I noticed someone has written in about webinars. Where do I find them? Thank you Dennis

Q: Based on some of my recent readings, it appears that companies with long term vs short term thinking and decision making processes outperform in the long run. A few companies that come to mind for me would with management teams that don’t worry only about their quarter to quarter numbers would be CSU, JPM, Berkshire and Amazon. Can you name as many companies as you see fit that meet this criteria ‘long termsism’ thinking that would be good long term buys in the USA or Canada? Thanks again

Q: Hi there,

I was watching CNBC earlier this morning and they were mentioning awaiting a wash out in the markets before it things can become positive again. Do you believe in the theory of wash outs and is today’s performance reflective of that occurring?

Thanks!

Q: With the current market prices or even further drops, what would your top 5 buys be?US or CAD markets.
Thanks,

Q: Hi Peter/Ryan,

What would be your 5 top Stock/ETF picks to use available cash in today's market irrespective of sector ?

Q: I'd like to put some money in GIC's. Do you have any recommendations? My bank's GIC rates are much lower than the third party rates. There's only a flat fee of $20 to buy them so that doesn't bother me. The best returns seem to be offered by "Manulife Bank" and "Equitable". They are almost double the big banks. I'm leaning towards Manulife. Is there any risk when buying GIC's?

Q: Is there any consideration to add Reddit style discussions with 5i members? Having such chats and posting the conversation may allow regular questions be answered and allow for follow up discussion. I'm sure there is some hesitation to get into lengthy debates over a specific investment, however you can also moderate the discussion to focus on a specific topic, such as what you are putting together with the video series.