Q: for the person that asked about drips at Computershare. If you have an on-line account, computershare produces a very nice average cost base for tax purposes. It shows every share purchased, when it was purchase, and trades/sells etc, and the purchase price along with a calculated average cost basis. Publish if you feel appropriate.
You can view 2 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello 5i,
The link below is for discussion amongst investors. If we look for a correlation between unemployment rate and stock market performance the current situation makes sense (low unemployment and stock market declines).
http://chartsetcetera.blogspot.com/2013/11/unemployment-rate-vs-s-500.html
There are other data sets that can provide similar links. There are no crystal balls or data sets that can truly assess how steep a market correction will be before bottoming out or how long a bull market will run, but we can utilize historical data to provide insight into windows of time to be wary and when it may be safer to invest.
If you are in for the long-term (10+ years) then we are in a normal cycle. The cycle from fall to recovery was 24 months in 2000-2003 and 14 months starting late 2007. This cycle started in October 2018. Anything can happen.
Happy Investing
Debbie and Jerry
The link below is for discussion amongst investors. If we look for a correlation between unemployment rate and stock market performance the current situation makes sense (low unemployment and stock market declines).
http://chartsetcetera.blogspot.com/2013/11/unemployment-rate-vs-s-500.html
There are other data sets that can provide similar links. There are no crystal balls or data sets that can truly assess how steep a market correction will be before bottoming out or how long a bull market will run, but we can utilize historical data to provide insight into windows of time to be wary and when it may be safer to invest.
If you are in for the long-term (10+ years) then we are in a normal cycle. The cycle from fall to recovery was 24 months in 2000-2003 and 14 months starting late 2007. This cycle started in October 2018. Anything can happen.
Happy Investing
Debbie and Jerry
Q: Today, Bill made a comment about Alan Greenspan. As a former US Federal Reserve Chairman, he has admitted that his policy was wrong when he said the banks do not need regulations and then reduced regulations which led to the great financial crisis. I liked your answer to the question.
You can share this comment or delete it if you want.
You can share this comment or delete it if you want.
Q: I am thinking of rebalancing my portfolio over the holidays which could mean doing some trading between Christmas and New Years. When is the last day to sell to take advantage of tax losses for 2018?
I was also wondering if you have any concerns about trading next week when many are on holidays or working short days? For example, you have suggested before that one should not do any trading until mid-morning. I am a buy and hold investor and not usually too focused on achieving a real specific purchase price.
Thanks and best wishes for a happy holiday and safe, healthy New Year to all at 5i.
Paul F.
I was also wondering if you have any concerns about trading next week when many are on holidays or working short days? For example, you have suggested before that one should not do any trading until mid-morning. I am a buy and hold investor and not usually too focused on achieving a real specific purchase price.
Thanks and best wishes for a happy holiday and safe, healthy New Year to all at 5i.
Paul F.
Q: Is there somewhere that investors can look to find up-to-date information on who the largest shareholders in a company are?
e.g. - If I want to know who the largest shareholder of Amazon is as of today (assume it's Jeff Bezos?), Is there somewhere to find that information?
e.g. - If I want to know who the largest shareholder of Amazon is as of today (assume it's Jeff Bezos?), Is there somewhere to find that information?
Q: is there a way of finding out who has a large stock portion of a company like enbridge etc. and if yes can you direct me their. Always good to see if you own a stock and it is also liked by some of the big pensions
Q: Allan Greenspan made the comment of CNN today "Prepare for the worst and run for cover". Do you have any comments regarding this statement. I am getting a bit spooked out about the market and wonder if I should get out. Thanks, Bill
Q: Is part of the market correction due to the huge amount of money flowing into pot stocks. The money is coming from somewhere???
Q: Hi 5i
I was going to ask a specific question but this one pretty much was it "What general question has not been asked ..." so I'll alter mine a bit.
What questions are you asking internally between yourselves or put another way, generally, what questions would you ask 5i Research if you were one of the members ?
Thanks
Mike
I was going to ask a specific question but this one pretty much was it "What general question has not been asked ..." so I'll alter mine a bit.
What questions are you asking internally between yourselves or put another way, generally, what questions would you ask 5i Research if you were one of the members ?
Thanks
Mike
Q: Hi Everyone at 5i! I was asked what the best brokerage company for a dyi would be. I use TD Webbroker and am very satisfied with it. From a cost effective and user friendly point of view, which one would be your choice? Thanks, Tamara
Q: Based on your experience , what would be the more effective way to increase the value of the ECN shares, buy back and cancellation as they are trying, or, put the money into dividend increases or special dividends ?
Thank You
Thank You
Q: I own shares in BMO in a DRIP account held by Computershare. If the shares are redeemed, how is the ACB determined. Does Computershare track this or is it the shareholders responsibility?
Q: Is this tax loss selling of stocks new? I don't recollect this being talked so much in the previous years. Please help me understand what has changed.
Q: What general question has not been asked that is important for today’s political and financial enviroment, and what is your response.
Clayton
Clayton
Q: I have not fundamentally changed my portfolio this year, have 25 % in cash and lately have just been reading and waiting for opportunities that are surely to come in the next six to nine months. What else should I be doing?
Q: Hello, according to the company profile of TCL.A, the price-to-cash-flow ratio (P/CF) is 4.70. When one looks at the P/CF ratio of any company, above what ratio would you say that this is a good P/CF? In your opinion, what would be the top 5 utilities company right now? Thanks, Gervais
Q: This is just a share. There is a short TED talk that 5 I members and staff might enjoy. It is titled "Psychopaths in the C-suite" by Fred Kiel.
I wonder if 5-I could rate some management of 5-I covered companies that fit the: Empathy, Others First and I Screwed Up habits of virtuoso CEO's . I'm sure they are a rare breed. Perhaps a new valuation metric may come of this.
I wonder if 5-I could rate some management of 5-I covered companies that fit the: Empathy, Others First and I Screwed Up habits of virtuoso CEO's . I'm sure they are a rare breed. Perhaps a new valuation metric may come of this.
Q: Hello,
As I feel to be using more and more your company profiles, I am interested to know how quickly all the metrics are changed (share count, P/E, balance sheet etc...) after a new metric is published from the companies that I am looking at.
Thank you
CDJ
As I feel to be using more and more your company profiles, I am interested to know how quickly all the metrics are changed (share count, P/E, balance sheet etc...) after a new metric is published from the companies that I am looking at.
Thank you
CDJ
Q: I just signed up for Money Saver then noticed the Mutual Fund/ETF offer. I had assumed that Money Saver would provide the mutual fund and etf information I was looking for including 'best of' tables. Can you explain the difference please.
Thanks Peter.
Thanks Peter.
Q: Hi I’ve read that markets are fairly valued based on forward PE of 15 or so. I’d like to look at this from a bigger picture, the total market cap to GDP ratio, the so-called Buffet Indicator. In the past 100 years, this is showing extreme over-evaluation currently 151% exceeded only by the 2001 Tech bubble, 161p. If rates continue to creep higher I can’t see how this will end very well. Then again, if the they peak and then fall, the over evaluation is at least buffered, Your thoughts ?