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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: Hi there,
I use VectorVest which is great for a lot of things but it does not allow to sort/filter based on RSI. I can't find a function anywhere that allows me to identify the most oversold stocks (aside from the Globe's once a week article). Do you know of a tool that can be used to sort and identify stocks based on RSI?

Thanks!
Read Answer Asked by Tim on February 22, 2019
Q: to what extent should novice investors use price alerts or price targets to monitor their holdings? It's kind of like asking when to sell?
Read Answer Asked by adam on February 21, 2019
Q: My question is to do with more general knowledge of the products available, especially in some ETF's. My question is regarding Hedged to Canadian ETFs. When they say "Hedged", does that mean the Canadian Dollar is Hedged to the US $ in both directions, up and down? In effect, does the Canadian dollar become a US $? We would then not get the benefit from a Canadian $ that is dropping in relation to the US$, nor would a rise in the Canadian $ in relation to the US$ hurt us?

I hope you understand my meaning in this question and I thank you for your answer.
Read Answer Asked by Alex on February 21, 2019
Q: Good Morning

According to my broker's website IPL insiders performed the following transactions on December 31, 2018:

NATURE OF TRANSACTION SECURITY PRICE
Rights Exercise Rights Restricted Share Units $19.18

Over 140,000 share units were involved

Can you please explain as to what these transactions are all about ? Are they rights not exercised? Further are these transactions positive with respect to the activities of the insiders?

In general what is your opinion with respect to the activities of the IPL insiders?
Thank you as always for your insight.

Read Answer Asked by Terry on February 20, 2019
Q: A warning to Jim concerning moving his shares in the Brookfield Co to his USD account because of dividends paid in USD: I called Qtrade (my broker) to find out if the USD dividends paid by my Canadian companies (including BEP) were deposited directly in my USD account. They actually convert the dividends to CAD and then reconvert them to USD before depositing the cash in the account (I moved all these shares back to my CAD account). I would advise you to check with your broker if they charged conversion fees twice.
Read Answer Asked by jacques on February 20, 2019
Q: When Is Peter or Ryan next scheduled to be on market call, if anything has been set up yet?
Thanks
Read Answer Asked by Clay on February 20, 2019
Q: Hello -
I currently own BIP.UN, BEP.UN and BPY.UN in a CAD RRSP account. These three stocks pay dividends in USD. I do already have a USD RRSP account that holds American stocks. Would it make sense to move these three Brookfields to the USD account to avoid the exchange conversion fee when I receive quarterly dividends? I don't believe there is any issue in holding Canadian stocks in a U.S. account.

Thanks.
Read Answer Asked by James on February 20, 2019
Q: Canadian BT global growth fund is up 11% this year, rose 15% last year, and has beaten the S&P/TSX Composite on an annualized basis since inception in 2006.
What are your thoughts on this fund? How has it performed so well?
E.g. Versus the 5i managed portfolios down by 10+% last year, how did it manage to rise +15% last year?
Read Answer Asked by Curtis on February 19, 2019
Q: Hi guys,
Your thoughts on Forex trading?
thanks,
Jim
Read Answer Asked by jim on February 19, 2019
Q: Hello! I have identified a Canadian small cap mining company that would be a good allocation fit for my TFSA. It trades on the TSX and NYSE. As it happens, I don't have enough capital in my CAD TFSA account to make a meaningful purchase. I do have enough in my USD TFSA account, however.

My options would be:
- transfer the cash from the USD to CAD account
- raise the capital by triggering a CAD account sale
- buy the US listed shares

Is there anything to be aware of when buying the US listed shares in this case?

And, more generally, where would one exercise caution? I'm thinking of a situation I've seen where US listed shares trade at significantly lower volumes.

Thanks for your consideration.
Read Answer Asked by Marc on February 19, 2019
Q: https://www.theatlas.com/charts/S1mAAANEz

Warren Buffet has not outperformed the S and P 500 in years.

He is nice, loves TV appearances but buy the S and P 500.
Read Answer Asked by ian on February 19, 2019
Q: This is in reference to Grant's Feb 15 question on reading materials in relation to bonds and fixed income investing. I found Hank Cunningham's "In Your Best Interest" to be a very good and useful book. It has the advantage of having a mainly Canadian focus. He also helpfully answered a question for me when I cold-emailed him, which was very nice of him. I also liked the parts of Benjamin Graham's "The Intelligent Investor" that dealt with managing a balanced portfolio of investments and using strategic rebalancing between fixed income and equities to good effect and for risk management.
Read Answer Asked by Lance on February 19, 2019
Q: This may be of interest to some members:
https://www.bloomberg.com/news/articles/2019-02-14/energy-companies-perform-better-when-ceo-pay-isn-t-tied-to-production
Read Answer Asked by Ronald on February 19, 2019
Q: Some (including Phil Town) are concerned that this is at or above 30. I believe the historic average is about 15. I am also told that an increased Shiller has preceded market crashes historically. I would appreciate your comments in particular as to whether a market crash is in the cards after such a prolonged bull market - a record at 10 years if I recall. Thanks! (Publish this question if you wish)
Read Answer Asked by Paul on February 15, 2019
Q: Appreciated your answer about the liberty checks. Now on to part two. Why were the liberty checks directed and sent to individuals rather that directed to the health care system and the education system in the United States? The whole thing looks like a casino to me.
Thanks,
Capreol
Read Answer Asked by Richard on February 15, 2019
Q: I am just starting to research bonds as I don't own any and think it's probably a good way to diversify, especially when the recession hits. Is it a good time to start purchasing bonds? Which bonds would you recommend? Please recommend some reading materials to get up to speed on the subject.
Read Answer Asked by Grant on February 15, 2019
Q: hello Peter, can you please advise which stocks pay dividends in USD (from our model portfolios or otherwise solid names). Also, do most brokerages will keep in USD or convert to cdn. I noticed in my DISNAT RRSP account, dividend from BAM were in cdn dollars. \not sure if they converted to cdn, if so then, may move account to BMO INVESTORLINE or INT BROKERS.
Read Answer Asked by RUPINDER on February 15, 2019
Q: Want to give the ETF and Mutual Fund Newletter prepared by 5iR is well worth the read. I'm a long time subscriber but never seriously read it as I'm focused on stocks. Of late, I am burrowing into this Newsletter as
I discovered that there are good points that carry over to equities. Just want to share this with you. And feel free to post it on the Q&A 5iR web site or elsewhere.....Tom
Read Answer Asked by Tom on February 14, 2019
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