Investment Q&A

Q: why do trailing stop loss orders sometimes not work and you find the stock has dropped below the price that you had set your trailing stop loss at. I appreciate your expertise. thanks

Q: Hello!

I am curious how a liquidly traded quasi utility stock like Enercare can trade as low as 17.99 and close above 20.00 on the day after reporting. Were results that difficult to interpret?

Regards,

Robert

Q: Hello 5i, In your old website I had marked some questions and answers as a favorite's and there was a gold star by the question and I cannot find the selection link to find these. Where do I find this link in the new website. Thanks

Q: One of my favorite features of your website is the ability to maintain a 'favorites' list. Since the upgrade I haven't been able to figure out how to add questions/answers to 'my favorites'. Please advise.

Q: Does your Interactive Chart Tool plot the security price including or excluding distributions? It would be nice to have option to choose either one. I find that most web charting tools include distributions which can be misleading when one wants to determine a price to buy or sell a security at. Thanks!

Q: Is there a correlation between Book Value growth or decline and a company's total return? For example, are companies that consistently grow their Book Value more likely to have price appreciation than those companies whose book value stays flat or even declines?

Q: WHY DO THESE HIGH PRICED STOCKS NOT SPLIT --WOULD IT NOT ALLOW THE SMALL RETAIL INVESTOR TO PARTICIPATE ?
THANKS
DON

Q: What is a half position ? Why only a half and when do you add , when rising. Or falling price or rising moment

Q: Hello

I am considering investing with a robo advisor, Invisor.ca. They are certainly not WealthSimple in terms of size or AUM, but they offer portfolio choices that suit my needs.

My investments will be held at a third party custodian, Fidelity Clearing Canada and I am told that there is CIPF insurance in place.

My questions are as follows:

1) Is the CIPF insurance coverage upto $ 1 million?
2) Does the $1 million CIPF insurance cover all my accounts aggregated together i.e. RRSP,+TFSA+ non-registered etc. or is a it $1 million per each account?
3) Who is the investment dealer in this situation - Invisor or Fidelity?
4) In the event of investment dealer insolvency, how long would it typically take for my funds or holdings to be restored to me?
5) Would 100% of my investment be restored to me in the event of investment dealer insolvency, as long as I have up to $ 1 million with them?

Please deduct as many credits as appropriate

Thank you

Q: Where can you find information on Canadian warrants? the financial post warrant data seems to be no longer available, canadianwarrants.com hasn't been updated since 2015, and can't find much on the tsx website or globeinvestor. I would like to find something similar to what the financial post data showed listing all warrants with exercise price and and time left etc.
thanks Tom

Q: I noticed in Grande West's just-released quarterly results that it has a "going concern" warning at note 1. I see this warning from time to time. When should one be concerned about this?

Q: Hi 5i, I am looking for a relatively safe environment in view of future interest rate increases. Please rate the above list, also can you tell me if there are any withdrawing charges in the Mawers. Perhaps suggesting other ones you prefer. I am 85 year young and like to have safety with some income. Like the new changes, many thanks for your help. J.A.P, Burlington

Q: I own some Aphria shares and I am wondering if the TSX goes ahead with their plans to delist the shares from the TSX due to their US exposure if that would mean I would lose my shares or would they just be transferred to the smaller exchange that Newfeld is talking about.

Q: HI, what would be your top 5, monthly dividened stocks or reits, for my TFSA. Longterm hold. Thanks.

Q: I’m in the process of sector analysis. My online brokerage HSBC isn’t much of a help, listing most companies under their sector name of “services”. Could you help with the above names. In the past I’ve split Bip.un into 75% utilities and 25% energy. Many thanks for all you do!

Q: Peter,when a stock is at $100 plus what number of stocks is feasable to buy and have reasonable return for dividends I have always bought a minimum of 100. ie CN $105
Thanks for your help. Pat

Q: My question is about at what percentage level of a total portfolio do you trim a half position. If you suggest trim a full position at 7 or 8% of a total portfolio, what percentage do you trim a half position? Is "the rule of thumb" still at 7 or 8% of a total portfolio or do you suggest a lower percentage?......Tom

Q: I see that GreenPower Adopted a Shareholder Rights Plan.
Could you explain what this means for a novis investor?

Q: My husband and I are seniors. I look after our portfolios (RIFFS, TFSAS and cash account containing US and Canadian securities. Thanks to your SPLENDID advice, we are up 26% on the year. I tend to let the winners run without taking profits. Should I consider doing this on a regular basis and at what stage? Again, our gratitude for your dedication to provide thoughtful advice to members.

Q: If I purchase a Cdn ETF that tracks the DOW or S&P 500, I am confused about what it means if it is "hedged to the CDN Dollar".
For example, if I think the Cdn. dollar will fall against the USD, which ETF will do better, the hedged or unhedged?

Thank you!