Q: Would you be able to tell me if there is a free on-line stock screener available in order to find European dividend paying companies?
Thanks!
Paul
Thanks!
Paul
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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: I would like to thank Paul L for his reference on August 10th to a Seeking Alpha article about factor investing. I have since read both the Seeking Alpha article and the associated book "Your Complete Guide to Factor-Based Investing" by Andrew Berkin and Larry Swedroe.
This book contains historical charts which plot the premiums over time for the main factors (i.e. market beta, size, value, momentum, profitability and quality). Based on these charts, it appears that factors work for several years before their success switches to its opposite factor (e.g. value outperforms for a number of years, then there is a switch, and growth outperforms). Given that the factors outperform for a number of years, the charts can be viewed as long-term trend charts. On these long-term charts, it appears fairly easy to see when the switchover takes place. Unfortunately, the charts in the book only cover the period of 1927 to 2015.
Do you know where I can find updated chart information which clearly shows factor premiums? I would like to understand which factors are "working" now, and where they are in the cycle so that I can properly position for any switchover. For example, although value and size outperformed in the decade of 2000, for the last several years, large US growth firms are dominant. On a long term factor chart, based on historicals, it may be possible to predict when the switchover will take place again, and a portfolio should be positioned for small, value stocks.
Do you agree with this approach? Do you know where I can find this information?
Thank you for this excellent service.
This book contains historical charts which plot the premiums over time for the main factors (i.e. market beta, size, value, momentum, profitability and quality). Based on these charts, it appears that factors work for several years before their success switches to its opposite factor (e.g. value outperforms for a number of years, then there is a switch, and growth outperforms). Given that the factors outperform for a number of years, the charts can be viewed as long-term trend charts. On these long-term charts, it appears fairly easy to see when the switchover takes place. Unfortunately, the charts in the book only cover the period of 1927 to 2015.
Do you know where I can find updated chart information which clearly shows factor premiums? I would like to understand which factors are "working" now, and where they are in the cycle so that I can properly position for any switchover. For example, although value and size outperformed in the decade of 2000, for the last several years, large US growth firms are dominant. On a long term factor chart, based on historicals, it may be possible to predict when the switchover will take place again, and a portfolio should be positioned for small, value stocks.
Do you agree with this approach? Do you know where I can find this information?
Thank you for this excellent service.
Q: Further to ma's question and our answer concerning what constitutes a bubble: "Joe Kennedy, a famous rich guy in his day, exited the stock market in timely fashion after a shoeshine boy gave him some stock tips. He figured that when the shoeshine boys have tips, the market is too popular for its own good..."
Interestingly, that article was from April 1996. They were onto something, but it took another four years...
https://archive.fortune.com/magazines/fortune/fortune_archive/1996/04/15/211503/index.htm
Interestingly, that article was from April 1996. They were onto something, but it took another four years...
https://archive.fortune.com/magazines/fortune/fortune_archive/1996/04/15/211503/index.htm
Q: Hi 5i,
I would like to understand how to identify Canadian's stock market in bubble or not.
I have verified the current data with Bloomberg for S&P/TSX Composite Index, P/E Ratio: 24.12, Price to Book Ratio: 1.734. In your experience, what PE or Book Ratio will consider in bubble. Perhaps, any suggest method may better help to identify in bubble?
I would like to understand how to identify Canadian's stock market in bubble or not.
I have verified the current data with Bloomberg for S&P/TSX Composite Index, P/E Ratio: 24.12, Price to Book Ratio: 1.734. In your experience, what PE or Book Ratio will consider in bubble. Perhaps, any suggest method may better help to identify in bubble?
Q: There are a number of measures that you have cited as priorities for selecting stocks, including sales growth, stance in an industry, potential market opportunity and management history.
Could you please show how these connect to metrics in your Companies data source so that they could be viewed and compared as readers? In particular I find the sales growth difficult to wrap my head around.
I appreciate that in practice your internal research is more complex and detailed than what end users are likely to do!
Perhaps some blog posts to clarify would be helpful tools as explanations for readers.
Could you please show how these connect to metrics in your Companies data source so that they could be viewed and compared as readers? In particular I find the sales growth difficult to wrap my head around.
I appreciate that in practice your internal research is more complex and detailed than what end users are likely to do!
Perhaps some blog posts to clarify would be helpful tools as explanations for readers.
Q: This is a comment on Yongwei question regarding commission on ETF. I have an account with Questrade, they allow me to buy many ETF's with no commission and pay regular fee ($9.95) when I sell. They also allow trading many class F mutual with the normal commission fee of $ 9.95.
Q: I bought Calian, then it doubled and I sold it, then it doubled again. How do I avoid making this mistake another time with another stock? I thought the valuation was stretched at $30.
Q: I am looking for some guidelines on when one should trim a position exceeding 5% of your holdings. I have a 7.3% a 6.3%, a 5.6%, a 7.0%, a 7.5%, and a 6.2%. 4 of these I have already trimmed some time ago. Is trimming more of a gut reaction or do you have something more concrete to guide you? Combined with this problem, when you do decide to trim, what (and why) % do you trim down to?
I have this problem, mainly, by following your excellent advice.
Your thoughts will be much appreciated. ram
I have this problem, mainly, by following your excellent advice.
Your thoughts will be much appreciated. ram
Q: Hi,
Is there way to save transaction fee on dollar cost averaging? I want to buy several stocks/ETFs every week. E.g. ARKK, VEEV, etc. However the transaction fee will be 520 dollars every year for each stock/ETF. If I do it on 10 stock/ETFs the it will be 5200 dollars.
Thanks!
Is there way to save transaction fee on dollar cost averaging? I want to buy several stocks/ETFs every week. E.g. ARKK, VEEV, etc. However the transaction fee will be 520 dollars every year for each stock/ETF. If I do it on 10 stock/ETFs the it will be 5200 dollars.
Thanks!
Q: If you have a $50,000 portfolio and you own one stock with $25,000 in it and the other $25,000 is in cash, would you consider that diversification?
Q: Hi Peter, what is your opinion on the 5 for 1 stock split for Tesla and 4 for 1 for Apple? Are past stock splits in your experiences generally sound investments (for profitable companies that is) for special situations? Thanks!
Q: Hi,
Both of these companies have recently announced stock splits. AAPL for the umpteenth time, TSLA I think for the first time. While I understand the logic behind a stock split, I am curious as to the usual market reaction. With our current electronic trading, does a split still have weight in attracting new buyers because the price point has decreased? I you were to initiate a new position on either of these companies would you do so in advance of the split, or wait until after? Is there a 'usual' response that occurs - such as just before a split prices rise, or they fall just after a split, etc. Any thoughts on this would be most welcome! If you were to start a new position how would you rank these two companies against adding to a current position in MSFT? Thanks, as always, for your hard work and insight.
Dawn
Both of these companies have recently announced stock splits. AAPL for the umpteenth time, TSLA I think for the first time. While I understand the logic behind a stock split, I am curious as to the usual market reaction. With our current electronic trading, does a split still have weight in attracting new buyers because the price point has decreased? I you were to initiate a new position on either of these companies would you do so in advance of the split, or wait until after? Is there a 'usual' response that occurs - such as just before a split prices rise, or they fall just after a split, etc. Any thoughts on this would be most welcome! If you were to start a new position how would you rank these two companies against adding to a current position in MSFT? Thanks, as always, for your hard work and insight.
Dawn
Q: In my question Aug. 10, you responded by saying that you provide analysts' consensus estimates and generally, these are a main factor in stock movements, but 'good' or 'not good' will depend on the actual results. You said you can provide info on whether earnings estimates have been trending higher or lower, or whether earnings expectations are higher or lower than the prior year. Could you provide this trending higher or lower information or whether earnings expectations are higher or lower than the prior year to any questions members submit pertaining to earnings numbers? Most of what I buy is 5i recommended, and so what other people inquire about, I probably own most. Thanks again, Dennis
Q: Hi Team,
I've used Norbett's Gambit a couple of times to buy regular American Companies like Visa or Starbucks.
Now I'm interested in a fund with a '.u' designation. Is it better to convert to USD funds and then buy, or just buy it through Questrade in Canadian dollars?
Just for readers' information, Questrade now prefers an e-mail rather than a chat or phone call to journal the funds.
Thanks as always.
Kevin
I've used Norbett's Gambit a couple of times to buy regular American Companies like Visa or Starbucks.
Now I'm interested in a fund with a '.u' designation. Is it better to convert to USD funds and then buy, or just buy it through Questrade in Canadian dollars?
Just for readers' information, Questrade now prefers an e-mail rather than a chat or phone call to journal the funds.
Thanks as always.
Kevin
Q: Good day!
I have in the past bought an interlisted Canadian stock on a major US exchange within my TFSA. I've done this when I've seen an opportunity but don't have enough cash in my CAD account. I don't want to exchange USD to CAD as I'm trying to grow my USD account.
I've been looking into Quarterhill, but notice that it trades on the OTCQX in the U.S. The only immediately noticeable difference is that the volumes are much lower. I understand that as far as OTC exchanges go, OCTQX has higher standards.
Are there any other risks I should be aware of? Appreciate your insights, as always.
Marc.
Are there any risks
I have in the past bought an interlisted Canadian stock on a major US exchange within my TFSA. I've done this when I've seen an opportunity but don't have enough cash in my CAD account. I don't want to exchange USD to CAD as I'm trying to grow my USD account.
I've been looking into Quarterhill, but notice that it trades on the OTCQX in the U.S. The only immediately noticeable difference is that the volumes are much lower. I understand that as far as OTC exchanges go, OCTQX has higher standards.
Are there any other risks I should be aware of? Appreciate your insights, as always.
Marc.
Are there any risks
Q: As Tech stocks have gone much higher do you think that new money should go to different sectors such as REIT,ENERGY AND FINANCE or more towards tech,
What sector you see has more potential now?
What sector you see has more potential now?
Q: Hi,
If one is looking to adopt one of your model portfolios, how do we go about doing that? That is, is there a best time to buy, is there a certain amount of money that you recommend we start with, etc.
If one is looking to adopt one of your model portfolios, how do we go about doing that? That is, is there a best time to buy, is there a certain amount of money that you recommend we start with, etc.
Q: With either Globe Investor and iTrade, I rarely get information about the date when companies will be reporting earnings. In questions when clients ask what the earnings numbers will be for the quarter coming up, 5i gives the numbers but could you elaborate by saying the numbers "look good" or "not good"? Thanks, Dennis
Q: Hello Peter, many individual investors (certainly I) have terrible timing on their transactions. For example, if one has been following Becton Dickinson, looking to buy, one might be happy to see this morning's 8% drop and immediately place their order. How do you handle this type of situation? Wait and see where the dust settles? Jump on the 'new lower price'? Or wait some days or weeks to see a base and an upturn? Would you be comfortable buying BDX today, for the long term?
Q: I'm in the process of looking at my total portfolio and I would like confirmation on my reasoning. My four stock portfolios comprise 67%; my commercial and residential real estate holdings comprise 27% and my private equity investment in an Industrial corporation comprises 6% of my total investments. I don't consider my personal home or my cottage an investment but their estimated values are included in the above. I do not own any publicly owned stocks in the Industrial or Real Estate sector in my Stock Portfolio. Should I be considering my total portfolio for sector weightings? For example my IT sector is 26% of my stock portfolio but it would only be 17% of my total portfolio. I am retired and the investment income from my commercial real estate holdings and private equity investment provides sufficient income. I currently own some dividend paying income stocks and wondering if I should continue to own these? I know you don't provide personal advice but looking more for guidance. I know my Real Estate holdings are high at 27% but I will not be disposing of any of those properties.