Q: Most of the companies I currently own are listed on the TSX. I believe some of these companies must be claimed on a T1135 (foreign ownership) form. Is there a list somewhere that will help me identify which TSX companies are considered foreign?
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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: Just my 2 cents..having been with 5i for 4 and a half years I gave learned to trust your opinions and then do my own due diligence. These are difficult weeks and the market is fearful. But it is still here after many many years and decades of ups and downs. When we stand back and look at the charts....we are up over the years. This is an opportunity to slowly dip into some of our favourite holdings. The world and hence the market has always had problems and always will. To those who doubt 5i opinions...stay the course...and do your own research as well. I'm glad I have.
Post at your discretion.
Post at your discretion.
Q: Peter & Ryan, I have been a 5i member for over a year now and do not own all of your stocks but do own the ones mentioned above. I am down thousands of dollars based on your recommendations and expertise. Please help me understand what service am I paying for? I understand the market goes up and down but there is many of your recommendations that are getting wiped out. What is 5i's due diligence process for picking companies?
Appreciate your feedback
SF
Appreciate your feedback
SF
Q: When one has acumulated sufficient funds in the RSP, TFSA ,unregistered accounts, etc, to fully fund ( after tax consideration,) a retirement lifestyle that matches ones current lifestyle, is there any reason to continue to be in the stock market? Age is 67. I am thinking of selling all my stocks, bonds etc, and just having GIC`s . Aside from FOMO, would the risk of very high inflation be my only concern?
Q: Here is a list of some of my holdings. Most of them are frightening. TOY, GSY, PHO, COV, TSGI and KXS which I just increased to a full position the other day.
RHT, CXR and SINO FOREST. I have seen them go from dollars to pennies and out of these I am very concerned that TSGI -- one morning I will wake up and it will be pennies and when I go to 5i you will be telling us that you will be removing it from the portfolio and selling it. If it will take years for these to recover, should we not put our money somewhere else until that time comes?
Thanks Dennis
RHT, CXR and SINO FOREST. I have seen them go from dollars to pennies and out of these I am very concerned that TSGI -- one morning I will wake up and it will be pennies and when I go to 5i you will be telling us that you will be removing it from the portfolio and selling it. If it will take years for these to recover, should we not put our money somewhere else until that time comes?
Thanks Dennis
Q: G &M no longer provides complete lists of New Highs for free.
5i provides a maximum of 10 names.
Would you know of a replacement site? I get my ideas from such lists.
5i provides a maximum of 10 names.
Would you know of a replacement site? I get my ideas from such lists.
Q: Is this a decent place to park some cash for 6 - 12 months?
If not, what would you recommend that has a safe return?
Thanks
If not, what would you recommend that has a safe return?
Thanks
Q: This is to follow up on the comment posted by Wilf earlier today re. his concerns with portfolio tracking through Globe Fund. I have created a new topic " Globe Investor " in the Forum category " Brokerage and Research Tools" for anyone experiencing problems they would like to share/discuss re. the new portfolio tracking platform introduced by Globe Investor a couple of months ago.
Thanks.
Thanks.
Q: How do I view my watchlist?
Q: Is there any way to find a listing of companies that are in your database?
It is frustrating to enter tickers an receive "not in our Database"
regards
Ernie
It is frustrating to enter tickers an receive "not in our Database"
regards
Ernie
Q: Hi Peter & Ryan,
The company I work for recently brought in a speaker, Salim Ismail from Singularity University, to talk about 'exponential organizations'. The basic premise was to discuss the speed of innovation and disruption that's occurring today. The improvements in various technology is doubling every year. I can't help but wonder if I need to rethink some of the companies I've invested in (from your portfolios).
For example, he gives the example of the drive train in a combustion car having about 2000 moving parts, while a Tesla has 17. There's a small company in the US called Local Motors that has a car with only has 50 parts total and takes 1 man hour to assemble, compared to the average combustion car that has 25,000 parts and takes 1000 man hours to assemble. What does this mean for a company like Magna? Also, with so few parts, there won't be a need for car maintenance. The use of autonomous cars, which should result in less accidents - how does this affect Boyd? EV's in China are also doubling every year, now at 5%. It doesn't take long before it becomes a very significant portion of the market.
Another example is the energy sector. The price performance of solar energy has also been doubling every 2 years for the past 40 years. At this pace, the world supply of energy could be met in just 13 years. The costs of solar (unsubsidized) has been dropping and is now cheaper than all other forms in the US. Obvious question is where does that leave the energy and pipeline companies? Maybe we should be more focused on solar panel makers and solar energy storage. Again, the shift from combustion to electrical vehicles comes into play here as well.
If a company isn't going to be a disruptor (like Tesla, Google, Uber, Amazon), they at least need to be flexible and adaptable. is this a key metric when you grade a company?
I'm interested in your thoughts.
Thanks
The company I work for recently brought in a speaker, Salim Ismail from Singularity University, to talk about 'exponential organizations'. The basic premise was to discuss the speed of innovation and disruption that's occurring today. The improvements in various technology is doubling every year. I can't help but wonder if I need to rethink some of the companies I've invested in (from your portfolios).
For example, he gives the example of the drive train in a combustion car having about 2000 moving parts, while a Tesla has 17. There's a small company in the US called Local Motors that has a car with only has 50 parts total and takes 1 man hour to assemble, compared to the average combustion car that has 25,000 parts and takes 1000 man hours to assemble. What does this mean for a company like Magna? Also, with so few parts, there won't be a need for car maintenance. The use of autonomous cars, which should result in less accidents - how does this affect Boyd? EV's in China are also doubling every year, now at 5%. It doesn't take long before it becomes a very significant portion of the market.
Another example is the energy sector. The price performance of solar energy has also been doubling every 2 years for the past 40 years. At this pace, the world supply of energy could be met in just 13 years. The costs of solar (unsubsidized) has been dropping and is now cheaper than all other forms in the US. Obvious question is where does that leave the energy and pipeline companies? Maybe we should be more focused on solar panel makers and solar energy storage. Again, the shift from combustion to electrical vehicles comes into play here as well.
If a company isn't going to be a disruptor (like Tesla, Google, Uber, Amazon), they at least need to be flexible and adaptable. is this a key metric when you grade a company?
I'm interested in your thoughts.
Thanks
Q: Is there a web site that provides details of buy or sell trades made by company executives, directors or other key management people?
Q: This is a response to a question asked by j stuart regarding the Globe and Mail stock watch list having recently disappeared.
Globe and Mail has now transitioned to a new platform in an effort to add more functionality etc. Currently only subscribers have access to most of the features that were previously free. As it stands right now being a long time subscriber, I find the new platform is full of bugs, lacks many of the previously available details, is missing many of the previously available tools and is a very frustrating work in progress.
I have been tracking my performance and ACB's for almost 15 years using the paid subscription on the old platform service and now I am quite unhappy with the current status and fear that I may permanently lose my data and the information I rely on to track my investing performance. Hope that helps those considering this paid service.
Globe and Mail has now transitioned to a new platform in an effort to add more functionality etc. Currently only subscribers have access to most of the features that were previously free. As it stands right now being a long time subscriber, I find the new platform is full of bugs, lacks many of the previously available details, is missing many of the previously available tools and is a very frustrating work in progress.
I have been tracking my performance and ACB's for almost 15 years using the paid subscription on the old platform service and now I am quite unhappy with the current status and fear that I may permanently lose my data and the information I rely on to track my investing performance. Hope that helps those considering this paid service.
Q: Hi,
Is there a web site where I can see the short positions on various stocks? In the same vein, is there a site that detail which days companies report their results?
Thanks
Is there a web site where I can see the short positions on various stocks? In the same vein, is there a site that detail which days companies report their results?
Thanks
Q: Good Afternoon: Another question about preferreds. I notice that kml.pr.a, a Kinder Morgan Canada preferred is now trading more than a dollar below its par value of $25. This is a rate reset with a guaranteed minimum of something above 5% yield. My suspicion is that this has something to do with the current deep malaise of anything connected to the energy sector in Western Canada. However, KML surely has a viable ongoing business as long as there is oil and gas to be transported from source to elsewhere. I could see the negativity if the switch away from fossil fuels to renewables was imminent, but this hardly seems the case. Or am I missing some factor that is peculiar to KML and its operations. I actually thought it came out of the deal involving TransMountain pretty well. Your comments please. Don
Q: In response to Stuart, another free tracking tool for equities is on Morningstar.ca. US and Canadian. It is pretty good and has news and other features. Free registration required.
Q: I'm often sitting with ~$5K-$10K in cash reserves, which sit in my TFSA/RRSP account while I wait to decide how to invest that money. Usually the money sits for a Quarter or more. What are your thoughts on investing the money into XBB instead of letting it sit in cash? It pays a 2.95% Yield and historically has been fairly stable (thought it has dropped in value this year).
Given my time-frame, do you think its worth investing the money into XBB while I wait to decide how to invest, or better to simply have the money sit in cash?
Given my time-frame, do you think its worth investing the money into XBB while I wait to decide how to invest, or better to simply have the money sit in cash?
Q: In answer to Stuart, who was looking for somewhere which would give him information on his stocks, I have found that Yahoo Finance does a good job of this. Once you put in your list of stocks you'll get a grabbag of the latest stories at the end of the list every day. Or you can click on any given stock, page down past the usual financial information like the stock chart for today and find the latest story on it, including earnings releases. Works for both US and Canadian stocks.
Q: The Globe and Mail seems to have dropped their Stocklist function which used to enable me to go to Stocklist and then bring up all news on my Stocklist including earnings releases and other news. Is there another site offering a similar function. Cannot understand the change at the Globe and Mail it was the most useful feature they had.
Q: In attempting to assess the performance of my (mainly 5i) portfolios, how dividend %ages determined? In other words, do I divide dividend $ by the "book cost" of a portfolio or by the "market value" ?
As always... as learning experience.
Thanks again.
As always... as learning experience.
Thanks again.