Q: CWA. I hold some shares in Coasy whole sale appliances and have had a call to tender to the recent offer for the company . could you give your opinion on weather to accept this offer or not. the Offer is at .65 per share.
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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: Linamar is up 12% today on good earnings. It received a sell downgrade recently from a Canaccord Genuity analyst very recently. My question is when an analyst make such poor calls, is there any consequence for him or her. Do they get fired? How should retail investors react to these upgrades and downgrades. Can we be sure they are not manipulating a stock?
Also who is behind Seeking Alpha,giving out all kinds of free information on stocks when we know that nothing in this world is free. Thank you very much for your comments.
Also who is behind Seeking Alpha,giving out all kinds of free information on stocks when we know that nothing in this world is free. Thank you very much for your comments.
Q: Just wondering Peter why your appearance on BNN would affect the response to questions. Does Ryan Modesto not also reply to questions? By the way it was a very good Market Call segment on BNN! Are you the only one of the 5iResearch Team that replies to questions?
Thamks for the unique service you provide.
Thamks for the unique service you provide.
Q: I understand that one of the tests for the suitability of a dividend stock is the distribution rate. For some industries e.g. REITS one should calculate based on cash flow not earnings. Which industries does this theory apply to and why? Is the theory that, for example, depreciation can be ignored due to value increase in assets? Non comprendo.
Q: Good afternoon 5i,
I have a non-registered account as well Tfsa and RRSp. Should I treat each account has one portfolio or all accounts has one portfolio?
Thanks
I have a non-registered account as well Tfsa and RRSp. Should I treat each account has one portfolio or all accounts has one portfolio?
Thanks
Q: As for the unfilled CSU odd lot order I always believed the market maker for each stock has an obligation to fill odd lots out of his inventory at a certain level below or above bid or ask. I'm not sure what this level is now, perhaps you do, but when stocks traded in fractions, it was an eighth. Sometimes market makers make mistakes so perhaps Bill has a legitimate beef. Would you agree? J.
Q: Hello Peter and company,
In the pharma/health care/biotech sector of my RRIF portfolio, I only hold Valeant and 2 ETF's XHC (global) & ZUH (US).
Would any of the following add value / diversification in the mix (Cipher, Concordia, Knight and Merus)?
Thanks
Tony
In the pharma/health care/biotech sector of my RRIF portfolio, I only hold Valeant and 2 ETF's XHC (global) & ZUH (US).
Would any of the following add value / diversification in the mix (Cipher, Concordia, Knight and Merus)?
Thanks
Tony
Q: Morning,
In response to Ben's question about REIT or corporate structure, I believe the main reason is one of income tax. The REIT structure passes the tax liability to the unit holder and therefore the pension plans would not pay tax on the higher income they receive. They don't pay tax on the income from a corporation either, but the corporate entity does.
Regards
John
PS Post if you wish
In response to Ben's question about REIT or corporate structure, I believe the main reason is one of income tax. The REIT structure passes the tax liability to the unit holder and therefore the pension plans would not pay tax on the higher income they receive. They don't pay tax on the income from a corporation either, but the corporate entity does.
Regards
John
PS Post if you wish
Q: Webinar? Where was it announced and is it archived? Thank you.
Q: Hi:
In iffy markets like this , I usually grab some profit and duck for cover ... even when I react OK I never get back in the market soon enough ...
This time I am taking the daily blows and am staying put ...
Are there stocks I should be looking at as best buying opportunities or sectors to which I should focus ???
Your site has helped me immensely . Thankyou .
In iffy markets like this , I usually grab some profit and duck for cover ... even when I react OK I never get back in the market soon enough ...
This time I am taking the daily blows and am staying put ...
Are there stocks I should be looking at as best buying opportunities or sectors to which I should focus ???
Your site has helped me immensely . Thankyou .
Q: Greetings Peter, Lana and Team:
Dori Segal was on BNN today. He stated that its incorporation
as a corporation vs a reit is not an advantage to individuals
but is advantageous to pension funds and rrsp's. Please explain.
Thanks in advance,
BEN
Dori Segal was on BNN today. He stated that its incorporation
as a corporation vs a reit is not an advantage to individuals
but is advantageous to pension funds and rrsp's. Please explain.
Thanks in advance,
BEN
Q: Good webinar today. Lots of great tips and information. Much appreciated.
One of many points I picked up was the comment on dividend ETFs, which included CDZ, iShares Canadian dividend growers. I've owned it for a few months on 5i's recommendation and it's up 8% in that time not including dividends, which seems fine to me. But I noted the comment today about dividend ETFs needing to own high dividend payers. CDZ was mentioned, specifically it including AGF Management in the fund. When I checked the current top fund holdings, the top 3 are AGF, EIF and BDT.
CDZ's profile states:
"The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million."
Do AGF, EIF and BDT fit the profile? Or are they in the ETF solely for their high dividends? Thanks.
p.s. Would a webinar on ETFs some time in the future be useful for 5i and CMS members????
One of many points I picked up was the comment on dividend ETFs, which included CDZ, iShares Canadian dividend growers. I've owned it for a few months on 5i's recommendation and it's up 8% in that time not including dividends, which seems fine to me. But I noted the comment today about dividend ETFs needing to own high dividend payers. CDZ was mentioned, specifically it including AGF Management in the fund. When I checked the current top fund holdings, the top 3 are AGF, EIF and BDT.
CDZ's profile states:
"The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million."
Do AGF, EIF and BDT fit the profile? Or are they in the ETF solely for their high dividends? Thanks.
p.s. Would a webinar on ETFs some time in the future be useful for 5i and CMS members????
Q: Hi Peter
This is in responce to Bill's question re: odd lot order on CSU not filled even though the closing price is lower than his bid.
I had this happen to me last week, oddly enough, same stock, same broker. I was told the only thing you can do is to do a market order instead of a limit order. This may help, however, this stock has a wider bid/ask spread than most other stocks.
Gerry
This is in responce to Bill's question re: odd lot order on CSU not filled even though the closing price is lower than his bid.
I had this happen to me last week, oddly enough, same stock, same broker. I was told the only thing you can do is to do a market order instead of a limit order. This may help, however, this stock has a wider bid/ask spread than most other stocks.
Gerry
Q: Hello.
I have a general question for you.
Why is it that most public companies get funding and distribute warrants through private placements?
Thanks
Kevin
I have a general question for you.
Why is it that most public companies get funding and distribute warrants through private placements?
Thanks
Kevin
Q: Hi Peter and colegues,
Thank you for the webinar on dividend investing - we enjoyed the informative presentation(wife and I)from you and Avrom. Would you recommend that dividend paying stocks be a larger part of a portfolio and more important for younger investors, since it could grow to a considerable yield on initial investment later on or should growth be more important initially since there is a longer investing time frame? (asking for our children) Thanks again! Keith
Thank you for the webinar on dividend investing - we enjoyed the informative presentation(wife and I)from you and Avrom. Would you recommend that dividend paying stocks be a larger part of a portfolio and more important for younger investors, since it could grow to a considerable yield on initial investment later on or should growth be more important initially since there is a longer investing time frame? (asking for our children) Thanks again! Keith
Q: I placed an order to purchase 50 shares of CSU at $240.00 which was not filled and closed at $239.61. On contacting TD Waterhouse they said the reason for not being filled was that my order was for an odd lot, rather than 100 shares. Does this sound reasonable?
Q: Hi,
I currently only have cash and Canadian stocks in my portfolio, the cash accounts for roughly 40% of my portfolio, but I am looking to invest into some EFT's, mutual funds and US stocks as well. can you please advise me roughly what weightings i should be giving to EFT's, mutual funds and US stocks under the assumption that my Canadian stocks are relatively diversified. And also which EFTs, mutual funds and US stocks would you recommend as of today? I am in my mid 20's and have a relatively long term horizon. Thanks in advance.
I currently only have cash and Canadian stocks in my portfolio, the cash accounts for roughly 40% of my portfolio, but I am looking to invest into some EFT's, mutual funds and US stocks as well. can you please advise me roughly what weightings i should be giving to EFT's, mutual funds and US stocks under the assumption that my Canadian stocks are relatively diversified. And also which EFTs, mutual funds and US stocks would you recommend as of today? I am in my mid 20's and have a relatively long term horizon. Thanks in advance.
Q: Peter and Team, This is a fabulous service. Thank you. I watched your most asked questions video (great idea)and it raised a question in my mind regarding superficial losses/30 day rule re the CRA. If I own a Cdn stock that is listed on both the NY AND Toronto exchanges and I want to change holding it in Cdn. $ and switch to holding it in US$ - will the CRA count this switch as a sale of the CDN holding and a purchase of the US stock and then apply the 30 day rule. Thank you again, Nancy
Q: I read Ryan's article on what to put in a TFSA with interest and am wondering what you folks would think of putting index linked GIC's in? There would appear to be a "match" since there is no capital loss and TFSA's don't allow write offs of losses. Plus, TFSA would be a decent place for interest income since there is no tax preference given away, as there would be for dividend income. Now I realize that some of the index linked products in the market are pretty poor in terms of return but one offered by Scotia linked to a basket of TSX stocks looked decent.
Q: What is your opinion of market neutral hedge funds as an alternative to bonds in a rising interest environment? Is such a product available through ETF's and, if so, what would you recommend or, if not, what is available to the retail investor in this area? As always, many thanks for your valuable insight.