Investment Q&A

Q: I am hoping you can address this question ( I know it might be difficult to answer) in your comments you mention "you are comfortable good long term" is there anyway to define this .i.e. next 1, 2 or 3 year - I know no one has a crystal ball. Second point I have always used the philosophy if you get a bad quarter usually a concern "cockroach theory" time to move on and find something else especially if you are in the stock. So if you have companies that report a poor quarter - would you use this approach especially if you want to outperform the market (more of a earnings and price momentum style). Thanks.

Q: Hi, the improvements to the site are simply phenomenal, especially the drill down link to individual company metrics. I have not been able to locate payout ratio however. It would be of great value to have this (or am I just missing it). Thanks..

Q: Your thoughts on CLR and HLF as they settle down after not so good results. Also, when is the period of greatest tax loss selling and how much would you let it influence buying and selling opportunities particularly in TFSA and RRSP accounts?

Q: Hello 5i, In your old website I had marked some questions and answers as a favorite's and there was a gold star by the question and I cannot find the selection link to find these. Where do I find this link in the new website. Thanks

Q: Is your service for Canadian exchanges only?

Q: One of my favorite features of your website is the ability to maintain a 'favorites' list. Since the upgrade I haven't been able to figure out how to add questions/answers to 'my favorites'. Please advise.

Q: Does your Interactive Chart Tool plot the security price including or excluding distributions? It would be nice to have option to choose either one. I find that most web charting tools include distributions which can be misleading when one wants to determine a price to buy or sell a security at. Thanks!

Q: What is you opinion of the performance of DFA Global 60EQ-40FI Portfolio - Class F

Q: We are a retired couple relying on investment income after a number years of dismal results from "wealth managers". Our portfolio is likely overly aggressive with about 80% in equities and would like to move toward safer ground in 2018 focusing on companies that will be less impacted when the inevitable correction occurs. Your company review metrics include a rating based on recessionary earning and I would be very interested seeing a report of 5i coverage that includes not only the overall company ratings but all the subsequent parts.
I would also very much appreciate a few names that you feel appropriate given our circumstance and general comments. I have started a list of (flight to safety) equities that thus far includes RSI, SIS, T, GUD, FNV, ENB, TD, L. V, BA,
New site looks great and we really appreciate having real pro's to gather market insite from. Keep up the great work!

Q: Is there a correlation between Book Value growth or decline and a company's total return? For example, are companies that consistently grow their Book Value more likely to have price appreciation than those companies whose book value stays flat or even declines?

Q: Could you provide, for the latest quarter, the ratio of beats and misses todate for both the US and Canada.
Earning and revenue if possible.
Thanks
Ed

Q: Hi 5i,

I understand you are raising your subscription prices soon, but can't find on the site as to when. Can you remind me when the new subscription rates are going up?

Thanks!

Q: Hi,

I'm a medium risk investor who needs more world exposure.

1) Can you recommend two CDN and two US ETfs focusing on Europe for the next few years.
2)1) Can you recommend two CDN and two US ETfs focusing on Asia?China for the next few years.
3) If you had to bet on whether Europe or Asia has the advantage in growth and stability for the next few years, which would it be?

Q: What is a half position ? Why only a half and when do you add , when rising. Or falling price or rising moment

Q: Hello

I am considering investing with a robo advisor, Invisor.ca. They are certainly not WealthSimple in terms of size or AUM, but they offer portfolio choices that suit my needs.

My investments will be held at a third party custodian, Fidelity Clearing Canada and I am told that there is CIPF insurance in place.

My questions are as follows:

1) Is the CIPF insurance coverage upto $ 1 million?
2) Does the $1 million CIPF insurance cover all my accounts aggregated together i.e. RRSP,+TFSA+ non-registered etc. or is a it $1 million per each account?
3) Who is the investment dealer in this situation - Invisor or Fidelity?
4) In the event of investment dealer insolvency, how long would it typically take for my funds or holdings to be restored to me?
5) Would 100% of my investment be restored to me in the event of investment dealer insolvency, as long as I have up to $ 1 million with them?

Please deduct as many credits as appropriate

Thank you

Q: good day thanks for the great service....we have taken profits for the year and moved those to the u.s. side of our accts...we are retired and this amount is approx. 10% of our portfolio...we do not have any bond exposure nor fixed income of any kind and thought we may invest in a vanguard u.s. bond etf...does this make sense to you or can you suggest any other instrument that would secure these profits for future income...we are currently sitting on two years of income on the Canadian side of our accts...thanks for your input and sage advise..gene

Q: Hi Peter,

Kudos to you and Ryan and team for the great upgrades to the website.
It looks like tax-loss selling this year could present some interesting opportunities, especially in certain resource sectors like precious metals and natural gas that have been beaten down. I have been compiling my own buy list but would be interested in seeing what yours looks like.
Please provide three names in each of the following sectors that you would look at during the next few weeks of TLS: [1] precious metals, [2] energy, [3] general canadian small to mid cap.
Also can you comment on the period of tax-loss selling and how consistent this is year to year?)

Q: these are small holdings in my Lira, (UMPQ, MAGS, MTU, OUT). which is it worth keeping?
Thanks.

Q: Where can you find information on Canadian warrants? the financial post warrant data seems to be no longer available, canadianwarrants.com hasn't been updated since 2015, and can't find much on the tsx website or globeinvestor. I would like to find something similar to what the financial post data showed listing all warrants with exercise price and and time left etc.
thanks Tom

Q: In a self directed rrif i understand there is no yearly maximum withdrawl rate ! Is this true ? Thanks.