Q: This market is wearing me out! What do you think about partnering with Wealth Simple? Thx James
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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: Why doesn't Amazon split their stock given its share price?
Q: Hi, my wife has some cash sitting in a Corporate account and we are looking to invest the funds in stocks. I know you can invest in ETF's, stocks, bonds, etc. but can you tell me what kinds of stocks are best to invest in, considering taxes, withholding taxes, etc. Is it better to invest in growth stocks or dividend stocks, US or CDN stocks? What are some other factors to consider? We are well diversified in our personal accounts and looking for long term growth. Thanks for all your help!
Q: Hi there,
REAL stocks are up this year significantly still they are buying back shares..does this make sense? Why do companies do this? Thanks.
Regards,
Shyam
REAL stocks are up this year significantly still they are buying back shares..does this make sense? Why do companies do this? Thanks.
Regards,
Shyam
Q: In your "Companies" section, can you explain how "Leverage Ratio" is calculated? (By googling, I get some different answers.) With VEEV, the "Total Debt to Equity" is only .03. Can you square this with a Leverage Ratio of 1.3 which seems to say debt is material. Thanks.
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Laddered Preferred Share Index ETF (ZPR)
- RBC Canadian Preferred Share ETF (RPF)
Q: Hello 5i Team
Is there a website where I can download the CUSIP and/or ISIN for Canadian Preferred Shares and/or other securities?
I am trying to analyse the holdings of CPD/RPF/ZPR and each one presents the holdings with different information (CPD has the CUSIP, RPF has neither, ZPR has the ISIN), none of them indicate the underlying TSE stock symbol and the security description is extremely truncated (mostly company name).
Some of the company websites have the CUSIP and/or ISIN, however the majority do not. Short of emailing the investor relations department do you suggest any other means?
How successful are you in receiving answers from investor relations representatives?
Thanks
Is there a website where I can download the CUSIP and/or ISIN for Canadian Preferred Shares and/or other securities?
I am trying to analyse the holdings of CPD/RPF/ZPR and each one presents the holdings with different information (CPD has the CUSIP, RPF has neither, ZPR has the ISIN), none of them indicate the underlying TSE stock symbol and the security description is extremely truncated (mostly company name).
Some of the company websites have the CUSIP and/or ISIN, however the majority do not. Short of emailing the investor relations department do you suggest any other means?
How successful are you in receiving answers from investor relations representatives?
Thanks
Q: Sean asked on June 26th for a good app to watch stocks. So in the interest of sharing information, I recommend Portfolio Trader available at the App Store. I have used it for years and find it exceptional for tracking stocks, markets and portfolios.
Q: Hi, In my opinion, right now it's a good time to enter the UK and France markets. I've looked at a few mutual funds, however none target these markets aggressive enough for my liking. I'm now considering purchasing a few blue chip companies that operate out of these countries. From my understanding, in order to do this, I must purchase them through the OTC. Is that correct, and if so, do you consider this an acceptable strategy? Thanks.
Q: Sean a subscription to Globe and Mail is very good, covers most of what you’re looking for
Q: Do you ever trade options or use options as part of your trade strategy at 5iresearch? I also get an email from another group in the states called Investment House and they use options along with the stock purchase of the same stock and they get a huge % return on the options when they pick them right. The free newsletter don’t tell ya about the ones they get wrong but a lot of the US stocks they pick are the same ones you always recommend in your questions when someone asks. Just curious. I know options are a larger risk for sure.
Regards,
Brendan
Regards,
Brendan
Q: hello 5i Research team,
Could you clarify the meaning of a phrase you use sometimes: « We would consider it fine to own right now, for a 3 year+ period. »? Do you mean: it is a good company/investment, but : it might be fully valued currently? Or it might be volatile for an ownership over a short period of time? Or something else? Thank you for your collaboration, Eric
Could you clarify the meaning of a phrase you use sometimes: « We would consider it fine to own right now, for a 3 year+ period. »? Do you mean: it is a good company/investment, but : it might be fully valued currently? Or it might be volatile for an ownership over a short period of time? Or something else? Thank you for your collaboration, Eric
Q: I was wondering if you guys know any good apps to watch stocks. I use the apple one and am looking for something better.
Q: Would you please explain how Markets work outside normal trading hours. Understand that is an "After Hours" Market, as well as a "Pre-Market"?
Can the individual investor trade in these Markets & how are they accessed?
Thanks.
Can the individual investor trade in these Markets & how are they accessed?
Thanks.
Q: Hi,
Can you tell me if there is a Norberts Gambit alternative using Cryptocurrency? If one wanted to buy $10K US with CAD$ might it be cheaper to buy cryptocurrency (Bitcoin or Ethereum maybe) in Cdn$ first and then sell the Crypto for US$?
Can you tell me if there is a Norberts Gambit alternative using Cryptocurrency? If one wanted to buy $10K US with CAD$ might it be cheaper to buy cryptocurrency (Bitcoin or Ethereum maybe) in Cdn$ first and then sell the Crypto for US$?
Q: I noticed a few people commenting on the vastly improved Portfolio Analytics segment of this website.
Where can I find the details of what has been changed?
TY
Sheldon
Where can I find the details of what has been changed?
TY
Sheldon
Q: In his email, Mike is referring to a portfolio detail review. Where can we find it? Is he referring to your monthly report?
Q: Love the update for the Portfolio Details.
Well done.
Sincerely
Mike
Well done.
Sincerely
Mike
Q: Peter and staff;
Just adding my compliments to Mikes comment. It is so nice to be able to see each separate account and holdings. Is 5i big enough to monetize yet- I’m sure you could sell enough IPO
shares just from the happy members.
Rod
Just adding my compliments to Mikes comment. It is so nice to be able to see each separate account and holdings. Is 5i big enough to monetize yet- I’m sure you could sell enough IPO
shares just from the happy members.
Rod
Q: My ques. is about Co. Equity Financings and in particular related to small cap stocks raising additional capital for expansion or operating costs. Often these financings include both a share and a warrant. Typically there is a 4 month hold period before trading is allowed. There may also be Broker shares and warrants issued as well. My question is whether all of these shares and warrants issued under the financing (including the Broker's) are subject to the same 4 month hold period? Can some parts of the same financing be exempt from the 4 month hold, while other parts are not and why? Lastly, what may be the exceptions to the 4 month hold requirement for any Co. doing additional financing? Thank you.
Q: hi there, just wondering about your thoughts on this hedge fund's piece published today and what are your thoughts about equity market in general about a historic bull market?
"Investors could be looking at a ‘lost decade’ in the stock market, the world’s biggest hedge fund warns"
https://www.marketwatch.com/story/investors-face-a-lost-decade-in-the-stock-market-according-to-this-warning-from-the-worlds-biggest-hedge-fund-2020-06-18
"Investors could be looking at a ‘lost decade’ in the stock market, the world’s biggest hedge fund warns"
https://www.marketwatch.com/story/investors-face-a-lost-decade-in-the-stock-market-according-to-this-warning-from-the-worlds-biggest-hedge-fund-2020-06-18