Investment Q&A

Q: I just learned that Rogers had a 2% discount (now cut) on DRIP shares.

Do you know of other companies that offer the same, or somewhere I can find a list of Canadian securities that provide a similar discount?

Thanks,

Q: Earlier I asked a question on momentum investing and moving averages. If I understand you correctly, although you see this as a form of market timing, you do use it as a kind of entry point confirmation. The thing I worry about this is that the company promoting this style of investing for their account, uses moving averages as a signal to get out of a stock, or stocks. You have often mentionned that the difficulty in such a situation is when to get back in. I dont think that you sell generally on the basis of technical analysis. So, I am wondering whether this is a good strategy. If I go for it, I must assume that the account manager is both braver and more knowledgeable than myself. I should say that their record looks good up till this point. At a time like this it is tempting to find a system that saves one's gains. So, would you buy and sell on a regular basis in this way
thanks for the great service

Q: Good morning 5i
Thanks very much for the resonse to an earlier question about momentum investing. I can see that it would be a useful tool. But, would take time and effort. Just to note about my brokerage, TD, they seem to have a good record. They only use high quality, large market cap, mostly US companies. So that mitigates the risk a bit, I imagine. Just wondering, you mention some sites one could use, could you mention some? Especially those that have the indicators built in. What particular moving averages would you tend to look at for someting like this?
thanks again

Q: Following up on question regarding moving averages asked yesterday by Joseph. Which site would you recommend for alerts on significant moves?
Thanks in advance

Q: Could you please list the steps to access the "text" search.
How does one access the history of one stock?
Thank you.

Q: Good afternoon 5i
I just had a meeting with the wealth division of my bank. Normally, I don’t pay much attention to sales pitches. But, this time I went to see about their resources for estate planning. Estate planning was in the background. But, portfolio management was in the foreground. The portfolio manager explained his system to me, which he called a momentum model. That is , by looking at the moving averages of both the indexes and individual stocks, they see when they should get out and when they should get back in again. He says it is not market timing because it is fact based. It looks like they have made some good calls recently, anyway.

I am wondering what 5i people think of this. I forgot to mention that the fee is about 1 percent for one million and goes down with more money added. I think it is that when, say the 50 day moving average, for instance, falls below the 25 day moving average it is time to sell. I am sure they have other criteria, as well. I am probably simplifying it.

Is this a reasonable approach? Would it be very difficult for me to set up a system to survey the moving averages of both stocks and indices?

Thanks for the great service

Q: To calculate a companies payout ratio what company numbers found on the market data page should I use? Thanks … Cal

Q: Hello, is there an open source where can I download S&P 500 and predecessor daily historical data to 1928?
Thanks

Q: The other day you told someone not to continue a mistake if they realize they’ve made a mistake. The person went short and then the market had an up day. I think that was great advice. One of my biggest investing mistakes has been to double down on a losing hand. I think it’s a gamblers mentality. I just wanted to share this feedback. Thanks and please feel free to post my comment!

Q: Are there any websites you can suggest to track market and company earnings revisions? Thanks

Q: I'm sure many companies have done share buybacks recently . Can you recommend a website that tracks share buybacks for Canadian and US listed companies. ... especially Canadian oil & gas companies.
Thanks DAN

Q: I think it would be a very smart gesture by 5i to hold a brief webinar hosted by Peter or Ryan and Chris to talk about these insane markets and tell us what they are doing to navigate them.

If this has already been done please provide me with a link.

Thanks


Sheldon

Q: Any idea or way to find out what Bessent or Carney are buying?

Thank you

Q: I'm interested in taking positions in S&P500 and NASDAQ for a long time hold. My funds are in regular margin account. Would you suggest ...
1. Convert funds to USD and invest in US currency?
2. Invest in CAD hedged ?
3. Invest in CAD unhedged?

Please suggest the ETF's based on the total return in next 5+ years.

Thanks in advance

Q: Hi there,

What do you think about the class action lawsuit just announced regarding alleged security fraud?

Thanks,

Q: I wonder about how the stop loss strategy fares in these market swings.

I always envied the fact that it protects the investor from down drafts and it cuts possible big losses.

So I wonder if a portfolio is exclusively structured in that way, does the majority of position gets sold off and the result is a sudden load of cash waiting to get back in the market.

What are your thoughts?

Thanks for your terrific expertise and support

Q: How can we check value of the VIX?

Much Thanks

Q: seen in the globe and mail this morning even after bce stocks got hammered in the last year and very good possibility of dividend getting cut ceo mirko bibic still received a bonus of 2.4 million dollars last year on top of his wage. after all the layoffs and stock at some 15 year low. is there no shame anymore with ceos as they are only looking after themselves. They always seem to end up on right side of the company no mattter what and as bce the one time stock called orphan and widow stock shareholders get hurt again. Will this ever stop?

Q: I will have about 100k to invest shortly, however requiring this money in 2 years time. How would you invest this money in this market? Is there appeal buying the “dip”, purchasing great businesses at a discount? Or is it too risky with my time frame? Money will be held in a TFSA. Thank you

Cnd or US.. growth/dividend/GIC?

Much appreciated for all that you do! Your services have been invaluable.

Q: I understand Covered call ETFs limit the upside potentials when the market is in uptrend. So what type of ETFs increase the upside potential when the market is in uptrend?
I'm asking because at some point the current down trend market trend will reverse and if one wants to get the maximum benefit of the uptrend do you think leveraged ETFs are a good choice ?

Or do you suggest any other types of ETFs?