Q: I owned 600 shares of AW.UN and was under the impression that the shares would be exchanged 1 for 1 for AW. That is not what appears to have happened. My account indicates I now own 583 shares of AW. iTrade has also changed the apparent purchase price which would suggest that I sold the AW.UN shares and bought the AW shares. Have I misunderstood how this transaction was suppose to take place? Do I have grounds to insist the missing 17 shares be returned?
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: Hello
A BNN guest recently commented on the actual potential hedging loss of the various CDR s & many US Hedged ETFs. He mentioned the global revenue s of these US companies have many conversions back to USD from the respective country's currency IE A CDN investor is in fact potentially losing more on these currency conversions also ?
5i s thoughts ?
A BNN guest recently commented on the actual potential hedging loss of the various CDR s & many US Hedged ETFs. He mentioned the global revenue s of these US companies have many conversions back to USD from the respective country's currency IE A CDN investor is in fact potentially losing more on these currency conversions also ?
5i s thoughts ?
Q: It seems like all tech companies use a lot of of stock based compensation to recruit/retain/reward employees? the way I understand it, if a company reports NON-gaap earnings it does not include stock based compensation but gaap earnings do? Is that correct? Can you briefly explain the impact of SBC on an income statement to a non-accountant or if it is too length direct us DYIers to a website that explains this well. I feel it is something us little investors should have more knowledge and understanding.
Q: Hi
I only saw two 5-6 minute videos of Peter's BNN Market Call interview. Is there more available, such as the Q+A? It was an inviting discussion and I'm interested to follow the rest of it. Many thanks.
I only saw two 5-6 minute videos of Peter's BNN Market Call interview. Is there more available, such as the Q+A? It was an inviting discussion and I'm interested to follow the rest of it. Many thanks.
Q: 5i is alway saying that they prefer an unhedged stock over a hedged stock. If you want to buy a US unhedged stock, but you don’t have any US cash, is it better to buy the stock in US$ or Canadian $. Please make the assumption that you are going to hold the stock for a long time and you believe the Canadian $ will come back at some point. Thanks for your help.
Q: In response to David Michael's inquiry about how much one needs to save for retirement. I found Michael H. Mc Clung's book Living Off Your Money essential reading. I refer to it regularly. He analyzes extensive historical data on different portfolios, and his purpose in writing the book was to show how it is possible to produce more income with less risk.
Hope it helps
Mike
Hope it helps
Mike
Q: Investors like me are getting peppered with multiple articles on the web with analysts' recommendations.
I could name the sites but there are 5 or 6 that obviously pay to be at the top of my age and investor profile. Similar to many 5i investors, I am sure.
How can one check if these articles are paid promotions by the listed companies or in fact objective analysis?
Thank you.
I could name the sites but there are 5 or 6 that obviously pay to be at the top of my age and investor profile. Similar to many 5i investors, I am sure.
How can one check if these articles are paid promotions by the listed companies or in fact objective analysis?
Thank you.
Q: How much money does the average person need to save to have a decent retirement?
Q: is there a website you would recommend to track earnings trends/revisions? Thanks!
Q: Dividend rates - stock seem to be popular when they have a high dividend rates . A stock paying 4% making a payout (will say quarterly), pays the 4% then the stock drops 4%, so what you get on one hand is taken away on the other. Basically, a growth stock would be a better play than a dividend stock. Please give me your opinion.
Q: I believe in the past you have suggest a maximum amount of a portfolio that would be allocated to a single fund company. I have generally tried to target 15% max with any single fund company, but haven't been able to find where I originally came up this value. Is this a reasonable split or unnecessarily cautious? I currently hold ETF's from BMO, Vanguard, iShares, and Global X (formerly Horizons).
Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks
Q: Explain to me, when you tell a client to take a half of a position, how does that work? Say you want to invest $10,000 in a stock, do you buy $5000 say today and than what do you do? Buy the remainder when the stock goes down, or when the stock has gone up.
Thanks Again
Thanks Again
Q: Ignoring portfolio weightings, Can you give some advice on when to sell your winners? For example MFC has had a nice run. It seems fully valued. I am an income investor and am consider shifting to SLF for no other reason than the pick up in yield. There are other ‘winners’ I have that appear to be fully valued and I could shift elsewhere to boost income. What are the right things to consider re timing on when to sell?
Q: What is DOCCKS
Q: I'm rebalancing stocks on my registered accounts and nearing the ex date for the dividends. Should I wait until after the ex date or sell now? The dividends that would be payable if I sell before is not substantial. Thanks David
Q: Hi there,
You’ve often advised to ‘let the price of good stocks run.’ Does this mean that as long as a stock is performing well, it’s okay not to rebalance, even if it becomes a large part of the portfolio? For example, 100 shares bought 10 years ago might now be worth over half a million if left untouched. I’m curious if professionals would rebalance successful stocks like NVDA. I’d love to hear your thoughts on this. Thanks in advance.
You’ve often advised to ‘let the price of good stocks run.’ Does this mean that as long as a stock is performing well, it’s okay not to rebalance, even if it becomes a large part of the portfolio? For example, 100 shares bought 10 years ago might now be worth over half a million if left untouched. I’m curious if professionals would rebalance successful stocks like NVDA. I’d love to hear your thoughts on this. Thanks in advance.
Q: Hi Peter,
If one believes the Canadian dollar is going to be weak against the US$ for the next few years, when one buy US index ETFs like S&P 500 listed on the TSE, is it better to get the hedged or unhedged version and the reasoning behind.
Thanks.
If one believes the Canadian dollar is going to be weak against the US$ for the next few years, when one buy US index ETFs like S&P 500 listed on the TSE, is it better to get the hedged or unhedged version and the reasoning behind.
Thanks.
Q: I have a few questions about your question-handling process. Approximately how many questions do you receive each day? How do you approach answering them? Are certain types of questions given priority for quicker responses, such as questions about Canadian stocks over U.S. stocks, stocks with recent news or earnings reports, or stocks in your 5i portfolio? Finally, do you aim for a specific response time with each question?
Q: Hi
I'm curious as to how shareholders are affected by the following scenario... assume a delisting followed by a listing again. I think this happened before with smci but I am more interested in knowing about the impact on a shareholder who holds throughout. I.e. once relisted is it as if nothing happened with respect to the number of shares held before/after etc...
Thanks
I'm curious as to how shareholders are affected by the following scenario... assume a delisting followed by a listing again. I think this happened before with smci but I am more interested in knowing about the impact on a shareholder who holds throughout. I.e. once relisted is it as if nothing happened with respect to the number of shares held before/after etc...
Thanks