Investment Q&A

Q: Is there a site that gives FCF yields for stocks?

Q: Hello — I noticed that 5i doesn't list AMZN's NEO ticker (AMZN-NE). I am aware that it's not a share but rather a Canadian Depository Receipt on Canada's NEO exchange that sports decent trade volume (~130k)

So, question: what, in your mind, are the chief advantages/disadvantages of buying AMZN CDRs, or *any* CDR, for that matter, as NEO also offers CDRs for MSFT, GOOGL, TSLA, etc.?

Thank you.

Q: Dear5i
I have either ETF or individual stock investments in all the major exchanges
except for the Dow Jones . Do you think it would be prudent to have some Dow representation or is the Tsx , S&P500 and nasdaq sufficient ? I understand that ZDJ is an ETF on the DOW but i`m not sure if being Canadian hedged is a good idea now . Your thoughts ?
Also i know this is a geopolitical question but would appreciate your thoughts .The Ukraine/Russia war seems to be an additional source for supply chain disruption especially with regards to commodities , which in turn drives inflation which in turn drives interest rates higher . My question i guess would be what`s your best guess as to what percentage the war has to do with inflation and rising interest rates . In other words does the war have to come to an end to see any real and sustained improvement in inflation and therefore rising rates ?
As always thanks for your input , much appreciated .
Please deduct the appropriate credits .
Bill C

Q: How much does one actually save using Norbett's Gambit as opposed to simply buying the stock and letting the company convert?

For the sake of simplicity, let's say we're talking about Questrade and that the exchange rate doesn't change over the 5 or so days it takes to process.

Q: If I hold BAM.A in my US account and they proceed with the spin out, will the new entity end in my Canadian account, and do you think there is a generally conversion fee for that?

Thanks.

Q: Is it best to buy before a stock split or after?

Thanks

Q: Is there an analyst that you like. They seem useless as far as price targets go.

Q: From: Asked by Carlo on May 25, 2022
5i Research Answer:

Certainly; we assumed just US stocks when we answered David's question, but if it is just US income that is desired (and not US stock exposure) then Canadian stocks paying US dividends can improve one's after-tax return, depending on an investors' tax rate.

1-Can you explain how US dividends can improve one's after-tax return?
2-Can I just transfer MG (for example) from a Canadian to a US portfolio? Are there any advantage?

Q: Hello
I am looking to buy a GIC. BMO investorline has the following 1-year term non-cashable GICs available at ~3.3% from Equitable Bank, RFA Bank, Haventree Bank, and Shinhan Bank Canada. I have never heard of these banks. Are they safe? Is there anything I should be concerned about? is there one over the other that you would go with?
thanks

Q: Hi,
David recently asked about a USD Income Portfolio. If he’s a Canadian resident, would you include USD payers from Canadian domiciled companies like AQN, BAM.A, MG, QSR, NTR, AEM, and others so that the dividend tax credit adds torque to the income net net?
I’ve been contemplating that as a strategy so want to make sure I’m not overthinking it. Thanks.

Q: Stock screener blog on CDN stocks down 40%. Am I missing where that may be ?

Q: Hello, I own ZUS.U , however it longer shows up in my RBC statement. Instead it has been replaced with ZUSFF with zero value..

What is going on?
Thanks
Carlo

Q: which website would you go to to find out the average 10 year P/E ratio for a stock?

Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.

Q: With the probability of a June interest rate hike and GIC rates following,

would a lot of people be moving into GICs and out of stocks.
Thank You.

Q: Hi group p

Please explain in simple terms what Harvesting tax loses and proxy mean when selling stocks at a loss

Second question please give me your top 3 picks (in preferential order) c/w short explanation for following sectors ....Consumer staples, Energy ,
Materials, Real estate, Health care, Commodities, Financials

Thank you for your help





staples,

Q: PPR recently sent out a proxy vote. Upon signing into the website, I changed the “Appointee” to me. It stated: You or your designate must attend the meeting for your vote to be counted.” This is the first time I’ve seen such a requirement. I disagree with the statement. Last year with Covid a lot of companies wanted their shareholders to stay away from meetings, yet their votes counted. Now PPR is withholding a shareholders vote, due to mandatory attendance. Would they have a company bylaw to allow this and Is it setting a precedence?

Q: If I was to buy a stock on the OTKPKS , instead of on the London stock exchange in the sterling pound, will I still enjoy the gains made by the corporation in terms of profit from sales made outside the U.K, from the falling value of the pound.
Thanks Gord

Q: I would like to get your general thoughts on dipping into margin at times such as these to chip away on the buy side wall markets are off all-time highs. Assuming margin ratios are kept reasonable, the investor understands the risks, and an effort is made to reduce them once markets froth again, would this be a reasonable (albeit inherently risky) way to potentially profit from a drawdown?

Q: private question that i ill keep private is xbc their outlook beside their last quarter ok and were can i get a quality back up to find info on companies for reserch purposes