Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Last July , you put together a report entitled " Report of Target Price Data" . The report listed stocks that were undervalued . Many were sadly beaten up , but two of the " Strong Buys" from the first 2 pages returned over 300% as of last Friday . I am certain most of the data is outdated and there would be new companies listed .
I am not sure what your source was for this report ... Was your submitting this a one time event ? Thanks for everything ... Tom

Upvote 0

Read Answer Asked by Thomas on December 13, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What kind of companies best to buy in a tfsa, rrsp and regular account? Thank you rose

Upvote 0

Read Answer Asked by Rose on December 13, 2016

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD

Q: I am very overweight banks (short term strategy)with significant gains.Do you feel a rate hike Wed. is most likely? Would it be prudent to buy short term hedging?

Upvote 0

Read Answer Asked by George on December 12, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good day, I have a different kind of question. Feel free to not share if you wish. What has been your best personal investment decision you ever made? What was the biggest single return on a stock you ever owned? ( as in % terms )? Just curious. Love your service.
Seamus

Upvote 0

Read Answer Asked by Seamus on December 12, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What is the best free or cheapest source for insider ownership information for Canadian companies? for US listed companies?
Thanks

Upvote 0

Read Answer Asked by Shirley on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am relatively new to your service, but have search around the site a bit and cannot seem to find anything that addresses what criteria you use in selecting companies on which to report. I wonder if you could elaborate a bit. Perhaps your answer could be added to the FAQ. Thanks....David

Upvote 0

Read Answer Asked by David on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello,

This is more of a request.

Is it possible to add an option to subscribe to forums and if subscribed to receive an email notification when new topics are created or topics are replayed to?

Thanks

Upvote 0

Read Answer Asked by Marios on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I'm looking for a complete ongoing updated list of shorts URL or website if possible. I believe it was posted before on your site but can't find it.

Many thanks.

Upvote 0

Read Answer Asked by Martin on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I was 10 mins late signing in to the webinar today and unfortunately was not able to partake (full). Will you be re playing sometime? Thank you, Maureen

Upvote 0

Read Answer Asked by Maureen on December 09, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Can 5i tell me if bond coupons have "ex-payout dates". My transaction records show that the date coupon is posted is always on the nearest weekday to the maturity date of the Bond. I presume there is a posting lag, but I would like to know what date I can sell the bond and still get the coupon

I enjoy the service you provide And wish the team a happy Yearend and many more of them in the future.

Ernie

Upvote 0

Read Answer Asked by Ernie on December 09, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.

Upvote 0

Read Answer Asked by Greg on December 09, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I recall seeing a report on stocks that are good to buy at tax loss season, but cannot find it. Would you please guide me on how to find this report.

Upvote 0

Read Answer Asked by Saad on December 08, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I have some money in the Steadyhand Small Cap Fund, which recently changed managers, now Joe Sirdevan from Galibier. Do you know him and his track record at Jarislowsky, where he was previously? Would you recommend him as a money manager?

Thanks.

Upvote 0

Read Answer Asked by Steven on December 08, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi 5i: As part of my RIF portfolio I hold three ETFs, namely one S&P (45%), one TSX (35%) and one for developed ex North America (20%). Do those percentages seem reasonable to you? I also have a chunk of the portfolio reserved for fixed (safe) income, so I'm not worried about safety, just efficiency.

Upvote 0

Read Answer Asked by Roland on December 08, 2016

• Nestle SA (NESN)
  • View NESN Profile
  • View Questions on NESN

Q: In response to another subscriber's question you said you "...would be more comfortable with Nestle. It trades at 19X earnings, with a 3.4% dividend. Debt is high, but so is free cash flow. Solid earnings growth is also expected from the company. It does not have a great record of beating earnings estimates, but overall we think it would also be fine as a consumer sector investment."

Nestle trades as NSRGY on the pink sheets. What would be the tax treatment if I bought and held this in my RRIF account? My understanding is that Swiss withholding taxes would be deducted at source and the after tax yield would be much less than 3.4%.

Upvote 0

Read Answer Asked by David on December 08, 2016

• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG

Q: Magna pays their dividends in USD. On their website they indicate that their dividends are "eligible" thus eligible for DTC. How does one be as tax-efficient as possible, not pay brokerage a conversion fee for USD to CAD conversion, and apply DTC? Cannot apply DTC if held in TFSA or RSP.

Upvote 0

Read Answer Asked by Bob on December 08, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Peter and team
When making a diversification spreadsheet of my portfolio, how can I properly allocate my stocks in to the different groups like tech, telecom, energy etc?
Is there a place where I can find out.
Thanks
Margita

Upvote 0

Read Answer Asked by Margita Elisabet on December 08, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: There seems a fanatical feeling that Reits and Utlities will be impacted by a higher interest rate moves by USA.How does that affect Canadian companies if Canada doesn't follow suit or by very little interest moves.Which Reits do you feel won;t be impacted ?

Upvote 0

Read Answer Asked by terrance on December 07, 2016

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
  • View CTC.A Profile
  • View Questions on CTC.A

Q: Why do you only show CTC.A (non-voting). Is there a reason one shouldn't buy CTC (voting) other than that CTC.A has a better yield? I assume you don't believe owning non-voting is a big deal.

Upvote 0

Read Answer Asked by David on December 06, 2016

• Evertz Technologies Limited (ET)
  • View ET Profile
  • View Questions on ET

Q: Dec 05/16 ? asked by Shyam.

I believe your answer is incorrect as follows:
Buying the stock today (Dec 5/16) would settle in 3 days on Dec 8/16. But the stock is already trading ex-dividend on Dec 8/16.

Upvote 0

Read Answer Asked by Russ on December 05, 2016