Q: What are the Stocks (companies) that have given special or extra dividends (other than their regular dividends) and how many times and how much in the last two years?
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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: Hi,
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Q: Could I get your opinion on these types of products? The idea is to prepare for the next correction or bear market, or is it better to just buy GICs? These ETF products seem very complicated and returns have not been that great.
Q: Is there any reason you know of that has caused the upward move of this stock today. Thanks.
Q: Dear Agent.Is it possible for me to get a copy of your Model Portfolio. Eddie.
Q: Is there a site that gives accurate PEG ratios on a forward earnings basis? Thanks for your help
Q: Is there any site where I can access accurate PEG ratios based on forward earnings?Thanks
Q: Hi Peter, I'm just starting out with a view to manage the bulk of my portfolio myself. I would like to take advantage of the stronger returns in the US market, and thought I would allocate about a third to this market. What are your thoughts?With a 3-5 year view, I am wondering whether the loonie will be stronger by then and as a result, I could realize a currency loss - the loonie couldn't get much weaker it seems, and will surely rebound by then, or is this the new "normal"? I'm guessing most people believe the potential of the US economy vs the Cdn, more than outweighs the possibility for future currency losses, correct? I also would like to know whether most people put in stops, or not - what is the general strategy bebind doing this, putting them in near purchase price or well beneath it. Do stop positions have priority in the queue ahead of on the day sellers? Thanks, Kristine.
Q: Would you recommend a few stocks or ETF's for Long term hold. My daughter has just started investing and only has $5000 in an RRSP to work without this time.
Thanks for your great advice.
Thanks for your great advice.
Q: How does your team evaluate the Big Banks Private portfolio wealth management? Is this a valid method of investing for an older investor who wants little future input? Do you know how these various management teams are rated?
Thanks for your insight.
Thanks for your insight.
Q: Hi Peter,
I was wondering if you had a simple explanation for market activity on days like this. If we believe Bloomberg, it seems that some slightly better economic news has prompted this sudden plunge in the market on fears of rate hikes. I'm trying to understand why this would cause anyone to sell, and what exactly they expect to happen? Do people sell all their stocks and then decide to just wait however many months it will take for a quarter percent rate hike to get back into the market? Is there some kind of expected gain here? Its not like the likelihood of rate hikes ought to be any kind of surprise anyway, so why are people pressing sell on everything?
I was wondering if you had a simple explanation for market activity on days like this. If we believe Bloomberg, it seems that some slightly better economic news has prompted this sudden plunge in the market on fears of rate hikes. I'm trying to understand why this would cause anyone to sell, and what exactly they expect to happen? Do people sell all their stocks and then decide to just wait however many months it will take for a quarter percent rate hike to get back into the market? Is there some kind of expected gain here? Its not like the likelihood of rate hikes ought to be any kind of surprise anyway, so why are people pressing sell on everything?
Q: I'm helping my retiring parents clean-up/rebalance their portfolio. This is a two-part question that's related.
i) How important is it to compare their portfolio's performance to a benchmark?
ii) If i) is important, which funds/etfs can serve as a good benchmark considering their desire to generate a 3.5% dividend in a balanced portfolio?
i) How important is it to compare their portfolio's performance to a benchmark?
ii) If i) is important, which funds/etfs can serve as a good benchmark considering their desire to generate a 3.5% dividend in a balanced portfolio?
Q: following article discusses recent portfolio changes made by the Direxion iBillionaire Index ETF.
Please post this if you feel it is worthy...
http://www.benzinga.com/general/biotech/15/05/5532607/billionaire-tracking-etf-just-bulked-up-on-health-care
Please post this if you feel it is worthy...
http://www.benzinga.com/general/biotech/15/05/5532607/billionaire-tracking-etf-just-bulked-up-on-health-care
Q: Hello: I saw a web link which provided a convincing analysis of the risk of holding 1 stock vs the index. I think it would make an interesting addition to your "Weekly web sites collection"
http://blog.alphaarchitect.com/2015/05/21/the-risks-of-owning-an-individual-stock/
Ernie
http://blog.alphaarchitect.com/2015/05/21/the-risks-of-owning-an-individual-stock/
Ernie
Q: Hi to all at 5iResearch
I am a new member since April 2015
I have made a few buy base on your informations
but sometime I am not completly sure that i use your information the right way
for exemple the stock that you cover and rate a stock to qualify has a buy would have to be rated at minimum B
I am a new member since April 2015
I have made a few buy base on your informations
but sometime I am not completly sure that i use your information the right way
for exemple the stock that you cover and rate a stock to qualify has a buy would have to be rated at minimum B
Q: Hi Peter & Ryan.. How about a limit of 5 lines per question.. I am not interested in some person who might be promoting his own agends on my time, You are the reason we joined and value your opinions.Thanks in advance for all of your efforts..Regards Cliff
Q: Hey folks,
Can we talk about holdings in "CASH"? Many investors talk about the percentage in their portfolio that they hold in cash. I sort of see this as stupid, or perhaps I'm the stupid one who needs a lesson. My point is, the majority of stocks are very liquid and if one is nimble in managing his portfolio, a portfolio can quickly be turned to cash or at least parts of it, increasing the cash percentage quickly. So given this, why are financial people so stuck on the notion of their cash percentage when it is is so easily modified depending on market conditions and whym? Thanks for taking the time to help.
Can we talk about holdings in "CASH"? Many investors talk about the percentage in their portfolio that they hold in cash. I sort of see this as stupid, or perhaps I'm the stupid one who needs a lesson. My point is, the majority of stocks are very liquid and if one is nimble in managing his portfolio, a portfolio can quickly be turned to cash or at least parts of it, increasing the cash percentage quickly. So given this, why are financial people so stuck on the notion of their cash percentage when it is is so easily modified depending on market conditions and whym? Thanks for taking the time to help.
Q: I'm trying to evaluate the assertion I heard that when interest rates rise, dividend-paying stocks will get hammered because they have been overbought due to the "TINA" effect ("there is no alternative" for income).
If it is a sound company that's in a good business and will have no problem paying its dividend, my understanding is that the way the yield would be brought more in line with bonds is the share price would go up, not down. Am I wrong? What reasons would there be for the price to go down?
For more info: http://www.msn.com/en-ca/money/personalfinance/a-huge-stock-decision-for-boomers-that-cant-wait/ar-BBjX43U
If it is a sound company that's in a good business and will have no problem paying its dividend, my understanding is that the way the yield would be brought more in line with bonds is the share price would go up, not down. Am I wrong? What reasons would there be for the price to go down?
For more info: http://www.msn.com/en-ca/money/personalfinance/a-huge-stock-decision-for-boomers-that-cant-wait/ar-BBjX43U
Q: hi, Q ratio extreme high. Market correction? your thoughts please.
thx chris
thx chris
Q: Calculating Market Cap.
Could you please help me clarify how a company with multiple classes of shares is valued.
Is a corporation’s market cap derived by adding the capitalization of each of their share classes?
i.e.
[No. Shares Class A] x [Share Price of Class A]
+ [No. Shares Class B] x [Share Price of Class B]
+ [No. Shares Class C] x [Share Price of Class C]
If this is correct it messes up other derived valuations that use market cap within the formula unless you start with a sum of each class.
Could you please help me clarify how a company with multiple classes of shares is valued.
Is a corporation’s market cap derived by adding the capitalization of each of their share classes?
i.e.
[No. Shares Class A] x [Share Price of Class A]
+ [No. Shares Class B] x [Share Price of Class B]
+ [No. Shares Class C] x [Share Price of Class C]
If this is correct it messes up other derived valuations that use market cap within the formula unless you start with a sum of each class.