Investment Q&A

Q: This is in response to Thomas' question regarding charting. If you're looking for a quick comparison of charts, tmxmoney.com has such a feature. Pull up the quote of a company you're looking for, then hit the "charting" tab that comes up. Input your parameters, ie: time range, frequency, moving averages etc. You are able to layer/compare up to 11 charts at the same time.

Q: hi:
Do you know of a free site where I can lay a chart from one stock or index , over different one ? Thanks .

Q: This is just a comment.... I think you should have a button that says "make a donation" so that those of use that feel we would like to buy you a beer could just press it and send you a donation of x number of dollars. You have helped me so much in just a few months that I would like to just send a couple of bucks your way. I know you don't need it but it would be nice to say thanks in a concert way.

Q: Hi Folks
Did not see monthly summary of 5I stocks for May. I assume coming shortly.
Stan

Q: Hi. I read a lot about the financial markets. I am a senior. Things I read are about making money in the Market is luck. I have also come across literature that if buy a stock and it immediately goes against you, you sell. Here is my latest case. US - EPO within 3 or 4 days of June the 2nd it reached 25.7. Bought on a dip of 25.27. 2 days later June 2nd it is down to 24.4.

TKM - within 3 or 4 days of June 2nd it reached 14.6 plus. Bought it on a dip of 13.9. 2 days later June 2nd it is down to 13 (I sold it).

TKM also trades on the US (I bought Canadian version) and XPO both have good upside potential according to Seeking Alpha.

PTS (Points) within 3 days of June the 2nd it hit 28.1. Bought on a dip of 27.1 by June 2nd down to 25.6. Points 5i seemed to like it. Could you tell me how you would have gone about making these buys because they all went south. Dennis

Q: Hi,

Assuming a well diversified portfolio consists of 20-25 equity names. Would you take the total value of your portfolio and split them equally over the 25 names, which in my case would mean have 15 stocks in my taxable cash account, 2 stocks in my TFSA and 8 stocks in my RRSP or should you split your RRSP and Taxable accounts and come up with different portfolios for both. I know that you add quite a few stocks, but it seems difficult to decide on which stocks in your portfolios to assign to your RRSP and in my case my RRSP returns would be dependent on only 8 stocks.

Thanks for your help,
Jason

Q: Peter; This is more of a info email re Yangerra. I was notified by my online broker, BMO InvestorLine,
that YGR is a non qualified investment for registered accounts, I.e. RRSP, RRIF erc. I sold mine
anyways after the share consolidation but apparently the CRA can impose large fines for non compliance.
I have no idea why it is not allowed etc.
Rod

Q: I am hoping you can give me some pointers on buying stocks and holding onto them. Before buying a stock should I watch it closely for a few days and then put in a limit order? Also, I have had stocks, everyone sells and they drop 15 to 20% - most of the time they seem to go back up - so if I sold and then wanted to buy it 30 days later it is usually back up to where it was before it fell. Should I be like everyone else and sell and move on or wait for it to come back. These are things that seem to happen. Thank you. Dennis

Q: Hi, I just read the updated report on Wispak Ltd. In the report card section you've noted the debt/equity as being 0. Can you list the names of some other companies that have a debt/equity of 0? Are there others? Thank you.
Bashir

Q: Hi Peter and Team, Please advise the implication of YGR's share consolidation.

Thank you.

Q: I asked a ? the other day about where to access insider trading info on companies & 5i did not have an answer other than to say call my investment bank, which I did. Sedi.ca, click on no. 5 option-takes you to another page where in top left you click on the info you want to access. FYI..JP

Q: Hi Peter and team, what are the 2 or 3 best Canadian investment conferences you would recommend to attend? Thanks, Gervais

Q: Where can I go to get info on insider trading at companies and reporting dates-thank you...JP

Q: Sector Allocation Question: In addition to your great service, I use RBC's Direct Investing to analyze and balance my portfolios. The sector Categories RBC uses seem to line up nicely with yours,with one exception, namely Real Estate. Where would you place stocks like HR.un, DIR.un, CWT.un, AP.un,AAR.un,RUF.u, RIO.un?

Thanks.

Q: What would the benefits to a company and shareholders be that it would get share buy-back approval, understanding it needn't be done, and then announce a 2/1 split? It seems that the 2 actions are contrary. Thanks, Gayle

Q: As a beginning investor what would a good resource be for looking up the data behind the acronyms and phrases commonly used when discussing stock evaluations: EBITDA, P\BOOK, PAYOUT RATIO, P\E, ROE, P/CASH, debt levels, etc. I know what they mean but where can I go to research the information on specific companies so that I can invest wisely, with a long term plan.

Q: As a new member I have a question to ask. What are your thoughts on using technical analysis and seasonal analysis in your investment decisions. This concept has come very popular with Don Vialoux and Brooke Thackray. They feel it is superior to buy and hold. I know your service mostly does it from a fundamental perspective but would like your opinion on this subject.

Q: Hi Peter,

My condo is for sale; Any thoughts on where/how to invest the proceeds in the most tax efficient way? Right now I have a decent income. Should I still be in dividend paying stocks/etfs? Are growth stocks too risky at this point? Thanks for any ideas!

Q: Peter

You were going to provide a link to the online dividend presentation that you gave This was going to be under the media section I have looked several times and have not been able to find it Could you please send me the link Thanks Paul

Q: Dividend reinvestment gives impressive returns for a stock like Royal Bank. But after 20 years, how do you calculate the adjusted cost base foe tax purposes? Would it be easier to buy more stock periodically on the open market with the dividends. Do you pay tax just the same even if you are in the company's reinvestment program? In the example given by one of your subscribers on Royal Bank, were taxes paid taken into account? Thank you.