Q: I have owned WFC for a very long time. A shareholder class action law suit finally resulted in a small payout. How is this treated? Is it income or does it reduce the cost of my shares? Thank you for your answer, Cheers
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Your weekly stock market update last Friday reports that S&P 500 and Tsx were both down 1.30% during the week. According to the Globe and Mail the S&P was down.30% and the Tsx fell .82%.
Can you explain the difference?
Can you explain the difference?
Q: Dorothy asks:
“Do you know of a site that I can list all my stocks, the cost price, and number of shares and get the following information: gain or loss, with the percentage and the dollar amounts.“
I have used the Yahoo Finance portfolio tool for decades. It’s free and easy to use.
I also use the Globe and Mail portfolio tool, which requires a subscription to the digital newspaper but offers real time quotes and quite good portfolio analytics.
“Do you know of a site that I can list all my stocks, the cost price, and number of shares and get the following information: gain or loss, with the percentage and the dollar amounts.“
I have used the Yahoo Finance portfolio tool for decades. It’s free and easy to use.
I also use the Globe and Mail portfolio tool, which requires a subscription to the digital newspaper but offers real time quotes and quite good portfolio analytics.
Q: Assuming you can still buy warrants for this company and the expiration is June 2 2022 and you buy 1000 warrants at $ 1.00 and hypothetically it was $ 4.00 on that date, would those warrants be worth $ 4000.0 or is it a percentage, and if so do you know what that percentage is?....thank you
Q: With respect to Shyam questioning your answer regarding US Tech stocks seeing tax loss selling in January. I believe the portion of your original answer that he is referencing related to selling tech stocks in January to crystallize capital gains, not losses, as a result of the huge run in tech stocks this year. The reason people will hold off selling tech stocks till January, both in Canada and US, is that it is the start of a new tax year and they may not want to incur capital gains until the new tax year starts. A corresponding drop in Tech prices may occur if this sell off is large enough.
Q: With understanding bond prices go down as interest rates go up, with the near zero rate situation, is now a bad time to be buying bond funds when one is looking for long term safety and some capital appreciation? In regards to VCNS, being 60% bonds, when bond values go down, the yield goes up, how does rising yields effect the ETF ?
Q: What do you think of PayPal entering the crypto market? Is there an investable crypto/bitcoin etf?
Q: Just a general question re a company's market cap. When a company's stock rises dramatically and the shares are bought and sold in the secondary market, how does a company become more valuable and richer even though they don't receive any of the proceeds, since i would think it wouldn't affect the bottom line, thanks??
Q: Would you expect an incredible run on the general markets when a successful vaccine comes out including oil prices getting a good bump or just a slow gradual momentum until things get back to normal.
Q: Looking to Mr. Buffett's behaviour in the past, he seems to be investing in whole industries, like airlines and most recently with the Japanese trading houses.
Do you think taking a similar strategy works in select Canadian industries as well?
For example:
Buy and hold all the Big 5 Canadian Banks (BMO, BNS, TD, RBC, CM)
Buy and hold all Major Grocers (Empire, Metro, Loblaw)
Buy and hold all Major Telecoms (Rogers, Telus, BCE)
Or do you think there's a better way to mimic this through an ETF?
Do you think taking a similar strategy works in select Canadian industries as well?
For example:
Buy and hold all the Big 5 Canadian Banks (BMO, BNS, TD, RBC, CM)
Buy and hold all Major Grocers (Empire, Metro, Loblaw)
Buy and hold all Major Telecoms (Rogers, Telus, BCE)
Or do you think there's a better way to mimic this through an ETF?
Q: good morning - further to a question last week about trading within a TFSA and limiting the number of trades to keep below CRA radar I am unclear on what constitutes a "trade". Is it buying and selling the same stock or does every purchase and every sale ( whether the same company or not) constitute a trade. Thanks
Q: What is the difference between DOC.WT:CNX and DOC.CA? Are there advantages/disadvantages to holding DOC.WT rather than DOC.CA? Appreciate your assistance here and the helpful guidance you give,
Fred
Fred
Q: Cryptocurrency
With lots of covid time on my hands I have been educating myself on crypto. I have been a huge sceptic but I am starting to turn around on the idea. It doesn't seem much crazier then buying gold or silver as an investment. Bitcoin seem to have reached critical mass, etherium to a lesser extent but the list of seemingly credible options is growing. My gut is telling me to put small amountsof fun money into speculating on crypto? I was surprised that not many questions have been asked about this.
So my question: Does or do you see a time in the near future where crypto currencies will need to be part of an investment portfolio just like gold, bonds or cash? If yes explain a bit ( maybe some suggested reading or resources), If no crystal ball prediction please.
With lots of covid time on my hands I have been educating myself on crypto. I have been a huge sceptic but I am starting to turn around on the idea. It doesn't seem much crazier then buying gold or silver as an investment. Bitcoin seem to have reached critical mass, etherium to a lesser extent but the list of seemingly credible options is growing. My gut is telling me to put small amountsof fun money into speculating on crypto? I was surprised that not many questions have been asked about this.
So my question: Does or do you see a time in the near future where crypto currencies will need to be part of an investment portfolio just like gold, bonds or cash? If yes explain a bit ( maybe some suggested reading or resources), If no crystal ball prediction please.
Q: In your Oct.19 answer to pat no link appeared. Can I have it please?
Q: Hi 5i team,
I notice a couple of questions on gaining access to the Canadian Financial Summit. I attended that, typically not live, but over the following day or so. Thanks very much for the free ticket. Some great presentations.
I may be mistaken on this and, if so, please disregard this note. Each day’s presentations were available for 48 hours after that particular day, then locked down. That was the free ticket. On Sunday night, all days were locked down. To view the presentations today, you have to buy the All Access Pass for $197 (which was on sale over the weekend). The All Access Pass also gives you some bonus documents in the Lifetime Access Library, I understand.
Dave
I notice a couple of questions on gaining access to the Canadian Financial Summit. I attended that, typically not live, but over the following day or so. Thanks very much for the free ticket. Some great presentations.
I may be mistaken on this and, if so, please disregard this note. Each day’s presentations were available for 48 hours after that particular day, then locked down. That was the free ticket. On Sunday night, all days were locked down. To view the presentations today, you have to buy the All Access Pass for $197 (which was on sale over the weekend). The All Access Pass also gives you some bonus documents in the Lifetime Access Library, I understand.
Dave
Q: Regarding etfs, are there actively managed etfs? Etfs initially tracked a particular index and thus were passive and required no judgment hence their low fees. But are there now etfs with someone at the steering wheel. For example, if you have an etf investing only in tech stocks, is that etf necessarily just tracking the tech sector of a particular index, or is there actual stock selection going on? If it is actively managed, how is that etf different from a mutual fund and if the answer is just lower fees how can the etf sufficiently pay its manager compared to a mutual fund manager?
Q: I tried to get my free ticket for the Online Finance Conference that you just advised us about, but the links to get the ticket didnt work at all so I wasn't able to partake. What to do? I am particularly wanting information on choosing which stocks belong better in a TFSA than in a RIFF. Thanks.
Q: Do you have company reports on these two companies and if so where on your site are they located?
Q: Received the notice of the investment seminar too late
Is there a link for Peters session and/ or recommendations of other presentations that impressed the 5I team at the conference?
I would think the 5 I take would be important to the family of subscribers 😎😇
Peter
Is there a link for Peters session and/ or recommendations of other presentations that impressed the 5I team at the conference?
I would think the 5 I take would be important to the family of subscribers 😎😇
Peter
Q: Business Wire reported DCBO files preliminary base shelf prospectus . Does it mean it can issue more shares in the future which may cause dilution ? I am puzzled by the stock price surge near market close. I appreciate your expert opinion. Thanks a lot.