Investment Q&A

Q: In response to Nick about past intraday charting, I always use MSN (http://money.msn.com) but you need to enter "CA:" before the ticker, its chart are the best I've seen, and you can view all charts by date, and they are also very flexible (1.2 years...or what ever you want, by clicking you mouse on the chart and using the scrolling button) hope this helps.

Q: In response to Nick about past intraday charting, on the TSX site if you bring up a specific stock, you can then go to "price history". Enter a date and it displays the chosen days' high/low and volume. Not quite a graph, but probably what he wants, and goes back several years.

Q: I gather you don't report on US markets.

Q: Reply to Paul re-Canadian dividend history. Try ca.dividendinvestor.com. The free service lets you look up any company's dividend history by call letters with increases etc. The free part is for ten years of history I believe. If you get a paid subscribtion, then you can use their screeners and other services. The free site is very good for looking up history if you know which company(s) you are interested in. I have had no experience on the paid site.
Ed

Q: Hello Peter
Longrundata.com give a wonderful list of companies in the US that have increased dividends every year for 25 years or more. I have hunted and cannot find an equivalent list for Canadian stocks. Do you know where to look or maybe some of 5i readers may know.
Thankyou Paul

Q: Hello 5i Team. I have just gone on my own with my RSP (now RIFF) with my 9 holdings. I want to switch some and buy more to get close to your Model Portfolio. Here is what I own and have owned for many years. BCE-11.25%, Enbridge-17.93%, Fortis-11.91%, Imperial Oil-13.52%, Manulife Financial-5.87%, Teck Res (TCK.B)-7.85%, TD-18.93%, UEX (bought at over $7.00 now .48cents)-.47%. Which if not all of the Model Portfolio would you suggest and what should I sell if any? I will keep UEX out of spite and when I'm old and grayer perhaps it will come back :)...you're the best and thank you ahead of time.

Q: Hi 5i,

thanks for the great service. I have a general question: is there a web site where I could see the intraday chart for a past date, lets say a year ago?

regards

Q: Do you believe we are entering an era of disinflation / deflation or inflation?

Q: Re William/Bill's comment on the 'www.longrundata.com' website in regards to CDN dividends for ENB.T. The site now offers International Exchange Codes (shown as a NEW feature)
just above the stock symbol box, if you click on this it provides the exchange suffix required:

Enter any symbol followed by a 'period' and then the country code.
For example: BCE on the Toronto Stock Exchange would be BCE.TSX
All Results are in local currency.
Country: Exchange: Code:
Australia Australian Stock Exchange .asx
Brazil BOVESPA Stock Exchange .sax
Canada Toronto Stock Exchange .tsx
Canada TSX Venture Exchange .vsx
China Shanghai Stock Exchange .ssx
France Euronext .nsx
France Paris Stock Exchange .psx
Germany Frankfurt Stock Exchange .fsx
Hong Kong Hong Kong Stock Exchange .hkx
India Bombay Stock Exchange .bsx
Mexico Mexico Stock Exchange .msx
United Kingdom London Stock Exchange .lsx
United States All Exchanges none

Q: Re: Questrade and Don's request, I signed on with them four years ago when they were perennially the Globe's # 1 rated online broker. No regrets. Their transaction pricing is slightly higher than what I pay with the junior 1/3 of my portfolio at CIBC but Questrade's portfolio analysis and research is first rate and worth a few extra bucks per year. Not a single website crash and on the infrequent occasion when I have needed them customer service was top notch.

Q: Since dumping my mutual funds last spring I have purchased the following with focus on growth and some income. I am not overweight in any of the stocks and have plenty of time to manage the portfolio. All are full positions except as indicated. Could you please review the list and indicate if there is any redundancy, any deletions or addtions I should make? Thank you.
ACQ
AYA 1/2 postion
BCE
BEP-UN
BNS
CGX
CRR-UN
CSS
ENB
ESL
FCR
FSV
FSZ
G 1/2 position
GWO
HCG small position
KBL
MDA small position
PKI
SLF
STN
T
TCK-B
TRP

Q: In response to Don re: Questrade, I have been using them for a couple of years and am happy with them. I use them only as a trading platform and therefore cannot comment on their research or other "bells and whistles". They are cheap and everything can is done on-line. Hope this helps.

Paul F

Q: what do you think of quest trade to invest with.

Q: I have a tax question if you don't mind. If I bought stock of a company in 2013 and have not sold it yet how does one deal with that when they do their tax return? Do you only include its purchase and sale prices when you actually sell all or part of it? Thank you in advance.

Q: I’m nitpicking but that is not a Cdn site u gave me re: ENB? & 22.2% return. Same one I used but with my purchase date. It’s Mission Statement: “Our main purpose is providing investors with annual dividend growth rates (5,10,and 25 years) for major US listed companies. This information is difficult to find anywhere on the web and we are pleased to offer this service for free”.
I thot the rest was a great answer. Thank you.

Q: Hi Peter and staff,
Congratulation on your 34 percent return. GREAT

Peter will you be starting a new model portfolio the first of march 2o14?
Thanks again Shirley

Q: Any potential minefields( or gold mines) for investors in yesterday's Federal Budget? It looks benign at first glance.

Q: goodday, I would like to make use of my margin account (20000)but there are so many good 5i stocks, I don't know which ones to buy. any suggestions? or should I leave this leverage alone. tkx pat

Q: Hi 5i,

I was looking to tidy up our portfolios and am stumped about how to proceed with some of them. Any chance you can offer some insight? I am retired and am primarily interested in the safety/income paradigm. Here are my problems:
1. SLW @ 1.82% of portfolios, down $1800 and in TFSA
2. XRB @ 1.75% of portfolios, up $500 and in TFSA
4. WIN @ 0.26 of portfolio, down $200 Non-registered acct.
(awaiting some clarity on this one)
5. YRI @ 0.74% of portfolio, down $38.00, Non-registered acct.
6. JE (300 shares)@1.71% of portfolio, down $850.00, TFSA

Time is not an issue, I can wait before acting where required. I have started to acquire 5i B+ and better names and hold many to which I can add.
Some notes: SLW and YRI are the only materials I hold. There might be some exposure in XTR which comprises about 8.6% of the portfolios, TFSA's. XTR is our highest single weighting; next highest would be IPL @ 6.7% and CGX @ 6.10%.
Any thoughts? Please feel free to make any points that might benefit the membership in general in terms of tweaking a porfolio - or how to avoid screwing one up in the first place.....
Thanks!
Cheers,
Mike

Q: Is there an 'RRSP' effect on the Canadian Market?
By this I am referring to an influx of money in the first 60 days of a year that is looking for a home whether through mutual funds or direct investment in the market.
I seem to have an impression that the markets take a dip after RRSP season.
Your opinion is, as always, appreciated!
Thanks!