Q: peter, I see in one of your answers to a question on the markets you said and I quote riding it out is the best course of action, I agree. but I thought that maybe a general statement on the markets to your membership would be a good thing after the hammering of the last few weeks. dave
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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: Just an observation on the selling of these shares. I noted that HLP.UN buyout is set to occur in the new year. I liked this as it puts capital gains tax off for a full year. Considering that late date for shareholder approval on CFN (Nov.3 I think?) this might likewise happen in new year. Considering the dividend on these stocks I have allowed myself to borrow against future sale to buy stocks I like today.
Q: Another AVO
I bailed out wen it hit $14, unfortunately the bottom. I am used to these type of drops because I have had drug stocks that do that on a regular basis when they do not get to phase 2. Sino forest, which I held a few years ago, I rode all the way down to 0. I've learned over time, the market knows best if a stock is under performing. People closest to it know it best and they are selling it. I will cut my losses if it gets 10% below my purchase fee or if it has risen a lot and starts to lose momentum. What is your opinion?
Dennis
I bailed out wen it hit $14, unfortunately the bottom. I am used to these type of drops because I have had drug stocks that do that on a regular basis when they do not get to phase 2. Sino forest, which I held a few years ago, I rode all the way down to 0. I've learned over time, the market knows best if a stock is under performing. People closest to it know it best and they are selling it. I will cut my losses if it gets 10% below my purchase fee or if it has risen a lot and starts to lose momentum. What is your opinion?
Dennis
Q: Hi Peter & Ryan
Just reread Peter's piece on how to evaluate an individual stock correction such as we have recently seen in AVO.
Can you tell me where a retail investor (with no Bloomberg Terminal) can access info on Block trades. I see Volumes for individual ticks on various exchanges on TMX Money Quotes. It is not clear to me that any given large volume is a block trade as distinct from an aggregation of smaller trades.
Your handholding on AVO has been rational & soothing. We need a lot of that it seems.
With thanks
Ernie
Just reread Peter's piece on how to evaluate an individual stock correction such as we have recently seen in AVO.
Can you tell me where a retail investor (with no Bloomberg Terminal) can access info on Block trades. I see Volumes for individual ticks on various exchanges on TMX Money Quotes. It is not clear to me that any given large volume is a block trade as distinct from an aggregation of smaller trades.
Your handholding on AVO has been rational & soothing. We need a lot of that it seems.
With thanks
Ernie
Q: Hi
Regarding recent question on Sector allocation recommendation, you don't mention Services. I am currently 18% in Services of which is CGX,DHX,A&W,TCN, H&R and QST according to RBC sector classification. Do you consider this appropriate? Where would these fit in your classifications?
Thanks
Kathy
Regarding recent question on Sector allocation recommendation, you don't mention Services. I am currently 18% in Services of which is CGX,DHX,A&W,TCN, H&R and QST according to RBC sector classification. Do you consider this appropriate? Where would these fit in your classifications?
Thanks
Kathy
Q: Watching the market drop daily and many of my "paper gains" evaporate I wonder if a few STOPS would not have been appropriate? I stay away from STOPS to avoid being stopped out in a "flash" crash.
Still sitting on the same stock I owned a month or two ago. Nothing has really changed for those companies except some panic in the markets and the price of crude oil has dropped. Fall is generally the point in the year when the price of crude oil drops and this year is no different.
Still sitting on the same stock I owned a month or two ago. Nothing has really changed for those companies except some panic in the markets and the price of crude oil has dropped. Fall is generally the point in the year when the price of crude oil drops and this year is no different.
Q: Hello
Could you recommend a couple of Social Environmental focused companies that I could add to add my equity portfolio.
I like the Tesla stock but it is very pricy at $259.
Thank you so much
Could you recommend a couple of Social Environmental focused companies that I could add to add my equity portfolio.
I like the Tesla stock but it is very pricy at $259.
Thank you so much
Q: Hi , Do you think were heading for a Bear market and if so when do you think will be in one , the other day I read that we are currently in the eight inning of the Bull market how long will this last before the bear arrives.
Thanks
Thanks
Q: Hello Folks at 5i,
I am selling my condo here in Ontario and almost ready to "hit the road" and not come back to Canada on a full-time basis but I do have a worry on how to invest the proceeds ($350,000). I do have $250,000 account of which 60% is invested in the model portfolio and about 40% in the income portfolio. What should I do with the rest and how soon should I be fully invested? I do have a high risk tolerance and a excellent pension to cover all living expenses and then some. Thanking you in advance for your excellent service ...
I am selling my condo here in Ontario and almost ready to "hit the road" and not come back to Canada on a full-time basis but I do have a worry on how to invest the proceeds ($350,000). I do have $250,000 account of which 60% is invested in the model portfolio and about 40% in the income portfolio. What should I do with the rest and how soon should I be fully invested? I do have a high risk tolerance and a excellent pension to cover all living expenses and then some. Thanking you in advance for your excellent service ...
Q: Hi 5i,
Like others here, really like what you do, and have found your work more valuable than that of other groups I follow/subscribe to.
Over the years I have learned that the management of a company is one of the most important factors in making a successful investment. I would very much appreciate a one liner (or addition to the "Report Card" section of reports) which would speak to how effective/honest/reliable/capable the management team is.
You often address this in the question section, which is valuable for non-reported companies, but seeing it embedded in the reports would be great.
Thanks again,
Cam.
Like others here, really like what you do, and have found your work more valuable than that of other groups I follow/subscribe to.
Over the years I have learned that the management of a company is one of the most important factors in making a successful investment. I would very much appreciate a one liner (or addition to the "Report Card" section of reports) which would speak to how effective/honest/reliable/capable the management team is.
You often address this in the question section, which is valuable for non-reported companies, but seeing it embedded in the reports would be great.
Thanks again,
Cam.
Q: comment only a lot of concern about surge most clients of this site are investors not traders syg operates in three diff basins has a excellent hedge plan and a out standing mang team with lots of skin in the game don't be a leming and jump off of the cliff with the traders
Stan
Stan
Q: In your experience when do institutions do most of their tax loss selling? Would it be mid-November or late November and then they buy back in January and that would account for the so-called January effect in small cap stocks. Thanks for all your sound advice.
Q: I am aware that you favor not selling when positions are down a significant amount when nothing has changed with the holding; good companies are good companies even when the stock price is down. You also believe, and I agree, that market timing is very difficult.
I am an older investor and I favor dumping a position if it declines by a set percentage { eg 10% } to restrict my losses. I then take the proceeds from the sale and move on to another good company.
My objective is to avoid situations where the stock price can fall more than 50% and who knows how long it will take just to recover.
I am interested in what your thoughts are as this applies to older investors. Thank you for any input.
I am an older investor and I favor dumping a position if it declines by a set percentage { eg 10% } to restrict my losses. I then take the proceeds from the sale and move on to another good company.
My objective is to avoid situations where the stock price can fall more than 50% and who knows how long it will take just to recover.
I am interested in what your thoughts are as this applies to older investors. Thank you for any input.
Q: My cousin has never invested in the stock market. She has 100k and is thinking to invest in a portfolio of 20-30 different stocks now. Her time frame is 15-20 years. Understanding you don't have a crystal ball, what do you think of the timing?
Q: Hi: Thank you for your Sept.28th. article "Signs to Watch for When the Market Declines." Perhaps you could follow up by suggesting where I can find the data to implement the criteria in that article, data I find hard to find. Thank you for your excellent service.
Q: Best wishes to all, your family and friends. What does goodwill really mean on a balance sheet? Can any value be ascribed to it, and if so, how is it calculated?
Thank you,
Bill
Thank you,
Bill
Q: Could you disclose what 5iresearch staff allowed to invest in, or typically invested in if not in companies rated by 5iresearch?
Could you disclose in responses to company questions, whether the respondent holds any position long or short in the security being commented on? A number of the companies recommended, viewed negatively and discussed in general are not covered by 5iresearch, and not subject to your 'no conflict' policy.
Could you disclose in responses to company questions, whether the respondent holds any position long or short in the security being commented on? A number of the companies recommended, viewed negatively and discussed in general are not covered by 5iresearch, and not subject to your 'no conflict' policy.
Q: Appreciate valuable information Peter and colleagues. Just a comment about Vector Vest. My personal experience was that it was less useful than other sources of info. I dropped it when I encountered inaccurate information and I received a very inadequate explanation.
Your choice to print.Joan
Your choice to print.Joan
Q: Most of my investments are in SDRSP,RIF & TFSA accounts. I have started to build a trading account for dividend paying stocks in order to take advantage of the dividend tax credit. Currently my holdings are:
Aston Hill (AHF) 7%
BMO Eql Wgt Reit Index ETF (ZRE) 24%
Gamehost (GH) 21%
Ishares US hi Yld Bnd ETF (XHY) 26%
Valener (VNR) 20%
Cash 2%
Some of the percentages are high, but I prefer buying board lots. I have additional funds to put in which should reduce the percentages by half. I am ok with some risk. What would your suggestions be for adding to and/or changing the existing mix.
Great job on completing the bike ride dream & contribution to an important cause plus many thanks for all 5i does.
Aston Hill (AHF) 7%
BMO Eql Wgt Reit Index ETF (ZRE) 24%
Gamehost (GH) 21%
Ishares US hi Yld Bnd ETF (XHY) 26%
Valener (VNR) 20%
Cash 2%
Some of the percentages are high, but I prefer buying board lots. I have additional funds to put in which should reduce the percentages by half. I am ok with some risk. What would your suggestions be for adding to and/or changing the existing mix.
Great job on completing the bike ride dream & contribution to an important cause plus many thanks for all 5i does.
Q: I have been a VV subscriber for many years. The timing models are useful to indicate the where things are going but I do not buy or sell any more just solely on the indicators. I don't think that VV would recommend that either. The strength of VV is the Unisearch. I use it to identify when to buy stocks and it is very useful. I have built my own screening models within VV and it has helped me to find stocks that are about to turn. The most important point is that you cannot rely on only one service. I subscribe to 6 pay services including 5i as well as numerous free services. I also watch BNN and CNBC.