Investment Q&A

Q: I noticed that some of the big American stocks that were trading as CDRs I believe on the NEO Exchange,stopped trading there on Feb 14 and now it looks like their trading in Toronto and only have a history back to Feb14
The companies are NVDA,MSFT,TSLA,GOOG META and COST,there’s probably more,do you know why this happened and is their any significance to it Thanks

Q: Good morning and thank you for your many years of valued service.

In this unsettled market, investor focus is shifting away from a narrow focus on price appreciation. Are there any available resources to review the total return of a single stock or make the same comparisons of any pairs?

Scott

Q: My question is about ETF's with dividends. How many days do I have to own an ETF BEFORE I'm eligible to receive their dividend?

For example, TDIV has an Ex-Dividend Date of 12/13/2024

What date did I need to have bought this by to qualify for that dividend?

Q: Hi 5i Team - Price per Earnings and forward P/E is often used as a measure of valuation for a stock. Also I am assuming that when someone talks of a company trading at 20 times earnings they are referring to this ratio. However I have never been completely sure about what this means. Does earnings mean EBITA. Could you elaborate on the exact meaning of earnings.

Secondly is this the best measure of a company's success, at least for investment purposes, or is there another metric (or more) that gives a better insight into the valuation of a company.

I've never seen a price per profit ratio so here's the third part of this question. Does something like this exist or is there a similar ratio that would help in evaluating a company's performance.

Thank you.

Q: I was overthinking diversification all night long and got to wondering about purchasing foreign stocks. There are 4 solid Australian stocks that are their "aristocrats".

It seems strange that US/CDN markets are interchangeable yet I can't find how to even buy something listed on the .ASX ( not so simple for Wealthsimple)

Given diversification is so important, do you purchase foreign stocks directly? How so?

I understand that tax treaties and commissions may make the issue pointless. But money is money. Even if it's EUROS or Aussie dollars. Curious about your experiences.

Thanks for all you do

Q: Everyone, what financial metric do you wish people knew more about or understood? Clayton

Q: Does it make sense in buying a small position in something like sqqq? Any other general short recommended? What is a suggested position size given for a short given that all my other positions are positive. Is my maximum loss limited to amount of money invested in sqqq..ie can it go in the negative? Thanks.

Q: Where to easily find receipt for membership fees for taxes please.

Q: What percentage would you consider hihh, moderate and low short interest in any given stock please - thank you.

Q: How is a DRIP for VBAL advantageous for an investment in an RIF? Would it not be beneficial if the market value or the number of units increased rather than the cost base? I don't understand why my financial adviser would set this up. Please help me understand this investment in a registered account. Thank you for your invaluable service.

Q: Let’s talk taxes … According to prior Q&As , subscription to 5i Research would be tax deductible. If I subscribed to a Bundle including CMS and ETF/Mutual Fund , I assume only the basic amount (now $250+Tx) is tax deductible?
I do not subscribe to Portfolio Analytics but same question could be of interest to the members.
Thanks.

Q: Would you be able to provide some insight to why the tariffs are having such a dramatic impact on the Oil & Gas industry.
President is pushing for "drill-baby-drill" but the US and CDN segments are being negatively impacted?
Your great service is much appreciated. Ted.

Q: Is there a free site where we can see the amount of shorting in each stock, and perhaps how that has changed over time, that you know about? Thanks.

Q: Hi 5I
Pls comment on canap from altian trust as an investment. Is it also available from other sources.Tks in advance

Q: Good morning. I'm intrigued by Wealthsimple's offer of bonuses for transferring RRSP etc. What's the catch? Seems the bonuses would accrue over a couple of years but, other than that, is this legit? What do you think about this bid for adding "sticky" accounts? thanks as always

Q: Is it concerning that NVDA had really good results (but not good enough) and the market is selling off? When all the good news is baked into prices and there's nothing stock earnings can do to impress the markets, is it time to get defensive? Is it more tariff and recession related? The 10 yr is down to 4.3% so you would think it's good for equities that rates are coming down, but if the reason for the decline is because we are expecting a recession, it's not good. I'm not really panicking but portfolio is mainly growth oriented and there are signs that the market is rolling over due to excessive valuation and a whole lot of other worries. Any advice on how we should be positioning or getting more defensive? Thanks!

Q: Hello 5i, given the uncertainties and volatility of the TSX and SP 500, would consider selling some US/ CND equities and buy gold and or GIC to weather the possible tariffs? If so what % of the portfolios would you sell? I am retired and have holdings in TFSA, RIF and individual accounts. Thank you in advance!

Q: Everyone, how do you deal with a socially unacceptable stock that outperforms the averages. I personally do not like what FB does for our society and have never owned the stock for that reason. Is the market about making money or shunning stocks that you personnlly dislike for various reasons. Clayton

Q: I wish to buy some US stocks. In the past I have simply sent CAD to my US account and paid the exchange. Now with Canadian Depositary Receipts being available what is the real cost of owning them. My instincts tell me that there must be a fee somewhere or they wouldn’t go to the trouble of creating this type of transaction.
My other option is to try Norbert’s Gambet and save the exchange rate.
Your comments please.

Q: Hello, with the recent pullback I am thinking about opening up a position in NA, but, I have money in my US brokerage account, it is only available OTC. Do you see any risks with using the OTC network ?