Investment Q&A

Q: Sorting stocks by trading volume, as asked by Rob:
https://www.barchart.com/ca/stocks/most-active/daily-volume-leaders?viewName=main

Q: Do you know of an app or program that could be used to screen on the basis of volume for stocks, especially Canadian ones. I am not a day trader but am looking to start tracking a few stocks that show unusually high volume without necessarily an accompanying increase in price. Thanks.

Q: Greetings 5i,

Trump retaliates in trade war with orders for American companies to "immediatly start looking for alternatives to China".

Where, what industries or companies in Canada, would you speculate there to be rising opportunities as a result?

Any additional thought would be welcome.

Cheers!

Q: For those who enjoy podcasts there is an excellent one on NPR How I Built This dated August 4. My wife and I listened to it on a long car drive and said she finally understands it.

Q: What does NR stand for in the stock rating Growth Portfolio list?
Thank you,

Q: Bravo Peter for your courageous and successful swim !

Is it too late to contribute to the cause this year ? How do I go about it ?

Thanks,

Jacques,
Île-des-Soeurs

Q: Hello 5i Team

Further to questions on parking cash, all the discount brokerages offer "High Interest Savings Account" mutual funds which are CDIC insured deposit accounts for the various subsidiaries of the bank.
Each of these is insured to $100k under CDIC, therefore you are able to segregate $400k under CDIC insurance in one brokerage account.
I am most familiar with RBC Direct Investing and TD Direct Investing, each offer 4 separate subsidiary companies with CDIC coverage. Other discount brokerages may only offer 1 option. A list is available on-line at:
https://www.finiki.org/wiki/High-interest_savings_account
The benefit of using these in your brokerage account are having cash available for other security purchases and the value is included for calculating available margin (loan value). The interest is paid monthly and can be reinvested automatically.
Thanks

Q: Not a question..just a comment. Congratulations Peter on your BIG SWIM. You are a brave warrior to battle those waves to help kids. I look forward to donating to your next challenge as well. Kudos.

Q: Along the lines of thinking one or two big winners can make up for a lot of lower percentage gains in a portfolio, I have let a couple stocks run well past 5% of my total stock allocation. I realize any stock can get hit hard quickly and understand the risk I am taking. My employment takes me away from watching or being able to trade a security for up to 5 days at a time. In this situation would you use stop loss, if so a thought on the percentage drop to set it at and does the size of company effect the number. SHOP, LSPD, PEO are a few of my considerable overweight's.

Q: Follow-up to Shirley's question about high interest savings accounts, best rates and Manitoba locales. I use rate hub to get best rates. Location only enters the picture if you are investing more than $100k. Manitoba offers unlimited coverage where elsewhere is covered by CDIC $100k. Once you select the institution you want to deal with, call them to get details on setting up an account and to get comfortable with their operation. Manitoba credit unions generally have regular office hours customer service (no weekends).

Q: Due to extraordinary volatility, I have reduced above stocks to minor positions and have looked at healthcare stocks. Not sure, whether this approach is realistic. Technology seems still to be surging after setbacks. Your assessment is appreciated.
Thank you, Team!

Q: Hi Peter and Ryan,

OGI will be graduating to the TSX on August 22nd.
Why would this have a positive impact on the stock that it did not have while listed currently under the venture exchange?
Thanks

Q: Hi Team,
99.3% of PSA's holdings are in cash. Is it then reasonable to assume that the maximum downside to this etf is 0.7%.
Cheers,

Q: Are you going to give us a brief rundown of your BIG SWIM?
We were watching your progress on the internet, you were tooting right along then when you were close to the other side the coverage just stopped? Left us hanging!
I hope everything went alright 👍
Publish if you wish

Q: In response to Ian's remarks about parking money, he mentioned the Manitoba locals. Could you elaborate on how one can invest in Manitoba?

Q: Portfolio Rebalancing: I am a senior and have a "balanced" investor profile. I am supposed to be 60% equities and 40% fixed income.
Currently I have 20% cash and only 5% fixed income - all of which are preferred ETF's like CPD, or something like ZWE.

I hold most of the companies in both your BE and INC portfolios as well as a number from your G portfolio. The performance has been very satisfactory. Thank you! Hence I have been reluctant to "act my age" and move to 40% fixed income.

This is turning out to be a difficult assignment in part because of "greed" .... or FOMO .....and wanting to hang on to the successful 5i stocks. The relatively few that have not performed have been sold, e.g. NFI, GUD, etc. and are part of my cash position.

The larger part of my problem is TIMING i.e. my concern regarding buying bonds right now given the excellent one year performance of bonds. Am I too late to make this transition from a timing perspective? Concerns here are regarding how much further can bond interest fall? And when the rates start moving up again, would not any increase in interest rates be offset by decreases in most of the bond funds that 5i has been suggesting for Fixed Income?

I would appreciate your guidance in understanding WHY I should buy more bonds now and developing a strategy to do so.
( I understand your not managing my portfolios but any help, information etc would be appreciated).

Thanks.

Q: Gentlemen, good morning
Can You please suggest few Web sites for searching ETF from Canada.
Thank You. Regards

Q: Could you confirm or clarify the following metrics on the 5i Company Profile pages:
Dividend Growth 3 Yr
Dividend Growth 5 Yr

I'm assuming these are annual or compound rates for the given time periods.

Thanks.

Q: I have 5-8% (20%total) positions on these utility type stocks; if we enter a melt-up type scenario in the markets? Would it be prudent to reduce my utility type exposure by selling 1/2 positions and invest in growth type names like Vtv, vfv, etc.? Or would it be in my best interest to hold steady and ride the curve and collect dividends, I'm approaching 70 years of age? Thank you!

Q: This is a follow up re: Derek's question on 8/16 for a list of Cdn dividend/distribution paying companies with substantial foreign ops. I have followed this strategy for sometime and developed my holdings by researching company filings and presentations. I hold he following companies which I believe have substantial foreign ops (revenues/assets/income of at least about 50% - some alot more) BIP.UN,ENB,AQN,BEP.UN,FTS,BPY.UN,GRT.UN,TCN,SLF,MFC,MG
Also - TRP,BNS,GWO and NTR have good sized foreign ops (less than 50% but still significant)
A good place to look for this company information is the segmented information note to the annual financial statements as well as company investor presentations. In some cases profits are not disclosed by geography and you need to look for proxies such as geographic revenues or assets or operational information.