Q: What is your opinion of using leverage through a HELOC to invest vs dollar-cost-averaging every paycheck as money becomes available? I am going to primarily invest in index ETFs.
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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: You indicated there was a flash report issued for TFII. Thanks for pointing this out. If I'm interested in seeing all reports, both formal and flash, for a company, how do I search and access them?
Q: Hi
I have trading accounts with a Big 5 bank and have been unable to access the one of the accounts for the past day to review the performance therein or execute trades. Have never experienced this before; I'm sure it is a technical issue that is being worked on although no notice has been provided (of which I am aware).
Regardless, it is somewhat nerve wracking and leads me to pose the question: What protection and recourse do individual investors have in case a brokerage fails? Not saying this could be the case here but am wondering if one should take proactive measures to protect assets? Or is there a fund akin to the CDIC ?
Thank you
Brad
I have trading accounts with a Big 5 bank and have been unable to access the one of the accounts for the past day to review the performance therein or execute trades. Have never experienced this before; I'm sure it is a technical issue that is being worked on although no notice has been provided (of which I am aware).
Regardless, it is somewhat nerve wracking and leads me to pose the question: What protection and recourse do individual investors have in case a brokerage fails? Not saying this could be the case here but am wondering if one should take proactive measures to protect assets? Or is there a fund akin to the CDIC ?
Thank you
Brad
Q: Pleasse provide information on thsi issue
tks
tks
Q: If I make 5% on a yield stock and I make 10% on a growth stock per year - would I not be better off all things being equal to just invest in the capital gains stock and trim it by say 10%?
I look forward to your thoughts on both choices and their pluses and minuses.
Thank you
I look forward to your thoughts on both choices and their pluses and minuses.
Thank you
Q: I really appreciate the company profiles you offer. I have a question about profitability ratios. I am wondering the difference between EBIT and EBITDA also profit margin cont.op vs. profit margin total op. Is there one metric that is more important than another when considering a companies profits. Thanks Steve
Q: I am learning to use portfolio analytics (PA). PA provides some guidance that makes a lot of sense from a tax efficient perspective. For example, it recommends to place Canadian dividend payers in unregistered accounts and Canadian and US growth funds into TFSAs. Are there any downfalls to not having each account diversified?
Q: I have been holding Well for a while now and while dissapointed in the share price I am not dissapointed with the financial results. Allways they could be better but I felt the company is moving in the right direction. I'm struggling with "market sentiment" and how to include this in my investment decisions.
It feels like if I could get a handle on this I could get in front of a stocks ups and downs and adjust my position accordingly.
I'm not expecting a definitive answere but just some advice how to value and navigate "market sentiment." Thanks John
It feels like if I could get a handle on this I could get in front of a stocks ups and downs and adjust my position accordingly.
I'm not expecting a definitive answere but just some advice how to value and navigate "market sentiment." Thanks John
Q: Hello 5i Team
Further to David's question on April 30 regarding dividend stocks - a suggested site is:
dividendgrowthinvestingandretirement.com
The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.
Further to David's question on April 30 regarding dividend stocks - a suggested site is:
dividendgrowthinvestingandretirement.com
The site publishes (emails) a monthly excel spreadsheet listing Canadian dividend growth stocks along with other historical information.
Q: Good Morning,
Do you know where I can find a list of Canadian companies that have not cut their dividends based on consecutive years? I’m already aware of the Canadian dividend all-star list (Cdn dividend growers). What I want is to expand my list of Canadian dividend companies to consider. Thank you.
Do you know where I can find a list of Canadian companies that have not cut their dividends based on consecutive years? I’m already aware of the Canadian dividend all-star list (Cdn dividend growers). What I want is to expand my list of Canadian dividend companies to consider. Thank you.
Q: Everyone, I have a defined pension, aka income fund, that increases with inflation. Should I still have a diversified portfolio within my RSP / open accounts or can I take more risks with good quality growth stocks like CSU, the best of the best. Clayton
Q: Hello,
You frequently reference valuation ratios (EV/EBITDA, P/E, P/B, P/Sales, P/CFO,etc) in your answers to questions.
Sometimes earnings appears to be a reasonable representation of performance, other times it is cash flow from ops, others it is free cash flow or sales.
This also appears to change due to amount of debt carried or the sector.
There is definitely not a magic ratio that addresses all situations, co's or sectors but a combination of the above and/or others.
Could you add some clarity to appropriate application of ratios and if the topic is too large please suggest a resource?
Thank you
You frequently reference valuation ratios (EV/EBITDA, P/E, P/B, P/Sales, P/CFO,etc) in your answers to questions.
Sometimes earnings appears to be a reasonable representation of performance, other times it is cash flow from ops, others it is free cash flow or sales.
This also appears to change due to amount of debt carried or the sector.
There is definitely not a magic ratio that addresses all situations, co's or sectors but a combination of the above and/or others.
Could you add some clarity to appropriate application of ratios and if the topic is too large please suggest a resource?
Thank you
Q: When thinking about buying, adding, holding or selling how much weight do analyst’s upgrades or downgrades factor into your decision-making? Are there any top tier analyst firms that you feel are worth paying attention to when they cover a stock you own?
Of course, the information provided by 5i is a given! Thanks for your input, Lesley
Of course, the information provided by 5i is a given! Thanks for your input, Lesley
Q: In deciding position weightings: when does it make sense to use “ Total Equity Portfolio Weight” vs. “Total Portfolio Weight”?
Thank you.
Thank you.
Q: I hold both Canadian and US self directed accounts with CIBC Investors Edge and want to accumulate US funds (dividends) in a cash (high interest) ETF but understand that there appears to be no US ETF similar to HSUV.U traded on US exchanges. My question is do we need to verbally request the brokerage to transfer (journal) US funds into our Canadian accounts without conversion in order to invest (purchase) same in HSUV.U and does this look like transfer fees are involved?
Thank you.
Thank you.
Q: Somehow I missed registering for the Moneyshow this past week. Am I able to access a recording of it.
Also, do the Webinars and Podcast headings show all previous recordings of video events, at least for the past year. Thanks.
Also, do the Webinars and Podcast headings show all previous recordings of video events, at least for the past year. Thanks.
Q: Just a general question on an observation I have made over time.
Why is it that somewhat often a stock will go up a bunch and then the next day they announce an offering, take GLXY for example?
Why is it that somewhat often a stock will go up a bunch and then the next day they announce an offering, take GLXY for example?
Q: As far as you know, is there a way to execute a gambit between USD and Euro, similar to DLR?
Thanks
Thanks
Q: What is an average DIY investor in Canada asset value?
Miroslaw
Miroslaw
Q: Everyone, what are your rules for buying or selling stocks. I believe one was not to buy before 10:30 am… others? Clayton