skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 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: You have probably written an article about this and I would like to read it. I see a lot of questions that start with the phrase "there is a lot of SELLING of BLANK (example "phm). Could you not insert the phrase "there is a lot of BUYING of phm".

It seems to me that when the volume goes up on a stock it could be caused by a number of people seeing an opportunity to get in cheap on a stock and start making ridiculous bids in the hopes of picking up a growth stock at a great price.

Day traders must love a stock like phm. If they know what they are doing they can make 5 or 6 percent a day.
Read Answer Asked by Bryan on July 11, 2015
Q: Hi Team,

Blake asked about Canadian blue chips that have never cut their dividend.

There is a list here of Canadian dividend all-stars that have increased their dividend for 5 or more calendar years in a row: http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/

It might provide some ideas although not all on the list are blue chips.
Read Answer Asked by Michael on July 10, 2015
Q: Hi Peter, Ryan, Team,
In answer to Peter's question today, we have used INVESTOOLS.COM owned by TD Ameritrade for 15 years now. They allow you a very large of portfolios- 50 or 60... Costs about 400$/ yr. Very user friendly. Easy on the eyes. We make sector portfolios and track them.
If anyone has a better suggestion, i would like to know. sarah
Read Answer Asked by sarah on July 10, 2015
Q: On a single, consolidated, basis, I'd like to be able to easily look at the holdings in all of my, and my wife's, accounts. This would be a spreadsheet alternative, and should help simplify sector allocation, etc.

Do you know of such a product?

[All accounts are with TD Waterhouse, but there's no indication separate/ combined views are possible with TDW's portfolio program.]
Read Answer Asked by Willliam on July 10, 2015
Q: Hi,

Marc asked earlier about how a retail investor can get access to 90-day corporate debt. Not sure if this qualifies but on the TD Web Broker platform under fixed income I am able to purchase banker's acceptances and bearer's deposit notes in the 90 day range.
Read Answer Asked by Michael on July 09, 2015
Q: Could you please explain what a covered call option is and site a hypothetic example of when the call option would be exercised

Carl
Read Answer Asked by Carl on July 09, 2015
Q: Peter, Ryan, and Team,

Do you know how a retail investor can get access to 90-day Corporate debt. I'd like to look at setting up a rolling portfolio of this type of short-duration debt but don't see any through my web broker.

Thanks,

Marc
Read Answer Asked by Marc on July 09, 2015
Q: I own shares in Stone Point Energy, which just received a takeout offer from Endurance Energy, a privately held firm, for .078125/share. The stock is currently trading beneath this amount, so in order to receive the takeout price do I just hold it until the deal closes and then expect an offer from Endurance? Thanks as always.
Read Answer Asked by Curtis on July 09, 2015
Q: In answering Rob question about rate of return, I found the easiest way is to use the function XIRR in excel spread sheet, perhaps accurate enough for my purpose.
Read Answer Asked by Saad on July 06, 2015
Q: I'm wondering what an A+ company would look like. Would it look something like Disney DIS.US?
Read Answer Asked by Jerry on July 06, 2015
Q: Hi 5i team,

All my GICs mature in July and August. They make up <5% of my overall portfolio. Rates are very low (typically 1 year: 1.3%, 5 year 2.0%). There is even talk of a further interest rate cut in Canada.

Should I just split the cash 20% for each of 1, 2, 3, 4, and 5 year terms, or do you have a better strategy in the current interest rate environment?


Paul J.
Read Answer Asked by Paul on July 06, 2015
Q: 8:38 AM 7/4/2015

Hi Peter :
Can you please explain the strange trading pattern for BIP.UN Brookfield Infrastructure Partners all day Friday. The whole day there was a ceiling price of exactly $56.00 with volume over 41,000 shares. It is almost as though someone had an unlimited supply of shares on offer at that price.
Could it have anything to do with the bid for Asciano in Australia? What is your opinion of BIP now?
Regards....... Paul K
Read Answer Asked by Paul on July 06, 2015
Q: Hi Peter and 5i Team, I'm 49 yrs old, retired with a defined benefit pension (Fed Gov) which meets our basic needs (food, shelter & utilities). Do you think it's ok for me to think of my pension as the fixed income portion of my portfolio? Right now all of my investments are diversified in about 50-60 individual stocks with 0 in bonds or other fixed income. Your thoughts on this approach would be appreciated. Also looking for a brief update on the possibility of creating an ETF with your portfolios. This was mentioned a while back. Thanks.
Read Answer Asked by Mario on June 30, 2015
Q: Hi 5i,

I owned some Growlife shares in 2015. And did pretty good with a short term investment.

The company vanished (after my exit) and I have now received a request to particiate in a class action suit. I guess they did not tell the truth all the time, or something like that.

I did not hold many shares, so the likely result would be a small amount of money.

My question is, is there danger that there would not be sufficient funds to support the claim process, and I might be called upon to contribute ?

I am OK if this question is public, but I doubt if anybody would be intersted.
Read Answer Asked by Jim on June 29, 2015
Q: Hello Peter
I am not sure i should be asking you this question or i should ask the Mawer Funds Company ?
I would like to purchase the Maw150 fund in the future but not sure if they would be closing this fund to new investor .What are some reason they close funds or cap them ?Do you think they would consider closing this Maw150 in the future say in two years what would be your opinion ? I currently have many of the stocks in your Balance and Growth portfolio and i am doing very well .Thank you so much !!
Thanks
Claudio
Read Answer Asked by claudio on June 29, 2015
Q: A question on BNN. Can you tell me if guests on BNN segments such as Market call are paid for their service? How about regular commentators such as Berman and McCreath? Just wondering. Thanks.
Read Answer Asked by Jim on June 29, 2015
Q: 5i often notes the % of equity held by insiders. What service do you use to obtain this information? If the answer is Bloomberg, can you suggest another solution, perhaps more accessible to your subscriber base, many of whom probably don't have access to its subscription service? Please provide options for Canadian, and US-listed equities, if you're able. Thanks for your continued fantastic work. Perhaps use Dorel Industries as an example?
Read Answer Asked by CAMERON on June 26, 2015
Q: Can you decipher for me. I own some shares of MCCAN and I got this offer

"Each holder of MCAN's common shares ("Common Shares") as of the close of business on June 16, 2015 (the "Record Date") will be issued one right (a "Right") for each Common Share held. The combination of fifteen Rights and $10.90 (the "Exercise Price") will entitle a Rightsholder to subscribe for one Common Share at or before 4:00 pm (Toronto time) on July 10, 2015 (the "Expiry Time"). Rights not exercised at or before the Expiry Time will be void and will have no value".

Much appreciated
Read Answer Asked by Charlie on June 23, 2015
Q: Hi Peter,

I am asking a general question. Does it matter if a company graduates from the venture to the tsx or add nasdaq listing.

Thanks
Paul
Read Answer Asked by PAUL on June 19, 2015
Q: Could you please specify what you consider the market cap to be for large cap, mid cap, small cap and micro cap. Also, what percentage in each of these categories, would you consider reasonable for a balanced equity portfolio.

Thank you
Read Answer Asked by Rose on June 16, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!