Q: Hi, I apologize if this question gets asked a lot but I'm wondering if you could provide me with your thoughts on where you see the market heading. It seems inflation is persisting, although Kevin O'Leary I think made a good point the other day when he commented on how the USA inflation numbers stats don't reflect recent price declines in housing (there is apparently a 6 month or so delay on these stats). I keep hoping to see a recovery getting started but there seems to be little reason for optimism. Thank you.
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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: A few weeks ago, you answered a question about your new approach to INVESTMENT MODEL SUMMARY that will be a part of REPORT analysis. I somehow lost that answer, and would appreciate a rerun.......thanks, Lionel
Q: TV recently announced:
Trading of the Company's shares has been suspended since August 22, 2022 as a result of the Company filing for protection under the Companies' Creditors Arrangement Act ("CCAA") and this suspension will continue until the delisting takes effect. In addition to the TSX delisting, the Company expects its common shares will also be delisted in due course from the other exchanges on which the common shares currently trade.
Shareholders retain their legal rights and equity interest and are advised to contact their brokerage where shares are held regarding retention policies for unlisted shareholdings and potential for shares to trade in over-the-counter markets.
Can you please guide me as to what my options are.
1) are the shares I hold virtually worthless or is there a decent possibility that if I hold onto them I will receive something? what would you put the odds of getting something at and what do you think it would be relative to their last closing price of $.205
2) If I wanted to sell the share in the "over-the-counter" market they refer to, how do I do that
3) if it were you, what would you do?
Thank you for your advice
Scott
Trading of the Company's shares has been suspended since August 22, 2022 as a result of the Company filing for protection under the Companies' Creditors Arrangement Act ("CCAA") and this suspension will continue until the delisting takes effect. In addition to the TSX delisting, the Company expects its common shares will also be delisted in due course from the other exchanges on which the common shares currently trade.
Shareholders retain their legal rights and equity interest and are advised to contact their brokerage where shares are held regarding retention policies for unlisted shareholdings and potential for shares to trade in over-the-counter markets.
Can you please guide me as to what my options are.
1) are the shares I hold virtually worthless or is there a decent possibility that if I hold onto them I will receive something? what would you put the odds of getting something at and what do you think it would be relative to their last closing price of $.205
2) If I wanted to sell the share in the "over-the-counter" market they refer to, how do I do that
3) if it were you, what would you do?
Thank you for your advice
Scott
Q: Hi there. In light of last week's BoC's decision to raise interest rates by 75 basis point I was hoping you can help me understand why the banks have yet to raise the rates they offer on their 1-5 year GICs. When I look at the rates that were offered last month vs. now they are basically the same. I was hoping, maybe naively, that I'd see at least a 50 point increase across the board but nothing yet.
I know when the BoC raises rates the banks will increase their variable mortgage rates the next day so what gives? Did the banks already raise their GIC rates in anticipation of the announcement, is there a lag and they’ll raise rates in a few weeks or will they gauge market demand and offer the lowest rates they can get away?
I'm looking to create a 1-5 year ladder and I'd hate to do it now only to see the rates offered on GICs go up 50-75 basis points in a few weeks. Thanks for your insight.
I know when the BoC raises rates the banks will increase their variable mortgage rates the next day so what gives? Did the banks already raise their GIC rates in anticipation of the announcement, is there a lag and they’ll raise rates in a few weeks or will they gauge market demand and offer the lowest rates they can get away?
I'm looking to create a 1-5 year ladder and I'd hate to do it now only to see the rates offered on GICs go up 50-75 basis points in a few weeks. Thanks for your insight.
Q: Interactive Brokers has a program called "Stock Yield Enhancement Program". I do not see this being offered by all brokers. Assuming the criteria is met to participate in the program, why wouldn't everyone be doing this - what would be the major risk participating in the program?
Q: Hi Peter
A followup to Stanley’s question on % of covered call ETFs in a portfolio.
Do you have a recommendation on max percentage of covered call ETFs in a diversified portfolio?
Thanks
A followup to Stanley’s question on % of covered call ETFs in a portfolio.
Do you have a recommendation on max percentage of covered call ETFs in a diversified portfolio?
Thanks
Q: Is there a site which lists the preferred share reset dates for the TSX. If not is it possible for you to list a few that reset after October 1 and rank them from best to worst?
Thanks as always, Bryan
Thanks as always, Bryan
Q: I am looking at the previous earnings reports and calculating p/e ratios etc. I notice that they put out news releases with “adjusted eps” only. Is this considered their eps? And is this the figure that is generally accepted to calculate p/e or is there another eps number I should be looking for?
Q: Golly this is something that I wrestle with - as there are 4 members in the family, I spread a holding position across more than one of the four accounts. But now I'm questioning the appropriateness of this approach. I'm lending to holding such a stock position in one account while at the same time, doing my best to have a diverse mix in each account. What is your take on this??? Much appreciate your input....like get another point of view.........Tom
Q: Often investors have different time frames and so called short medium and long term come a bit confusing depending on who you talk to. For speculators short term could be as short as a fraction of a day (day traders) for others long term investors are for 10 years and beyond. How about clarifying what for 5I is short, medium and long term (ballpark).
Thank you
Yves
Thank you
Yves
Q: Hi 5i,
I understand that there are some well known Fear and Greed and Trend Indicators/Indexes available from CNN and Bloomberg. I was able to find the CNN Fear and Greed web site but, could not find the Bloomberg Fear and Greed and Trend Indicator. Is this available free to the public? If so, could kindly tell me where I can find it on the internet.
thanks
I understand that there are some well known Fear and Greed and Trend Indicators/Indexes available from CNN and Bloomberg. I was able to find the CNN Fear and Greed web site but, could not find the Bloomberg Fear and Greed and Trend Indicator. Is this available free to the public? If so, could kindly tell me where I can find it on the internet.
thanks
Q: If a person owns a house, should they have any real estate stocks in their investment portfolio?
Q: Hello, Any thoughts/insights on the jump in XBC today? I have a huge loss in this stock, bought way too many shares at $4.35. I'm wondering if this might be the time to get out or whether there may be some upside from here? Thank you.
Q: I'm playing around with a screener and trying to find potential multibaggers. I've been screening for ROE and ROIC greater than 20%. What other metrics would you suggest for this screen that would include quality potential multibaggers but exclude the crappy companies that just show up due to 1 year of high ROIC & ROE. Thx
Q: When a company like Eif does a share offering does the brokerage house pay up front for the shares and then sell them to their clients when they want to? How is this procedure executed? Thank you
Q: Hi 5i, I’m going to be selling out of the money covered calls in my US/Canadian RRSP accounts. Now my understanding is the Canadian option market in not very liquid so should I journal over my Canadian banks, pipelines, Telecom, Utilities (big companies) to the US RRSP account? Also I imagine I’m looking to write covered calls on on big stable companies do REITs make sense. Can you rank the best sector’s and maybe some companies that make sense. Your help is appreciated.
Q: Good morning!
I wonder if you could provide the names of 2 or 3 investment or financial advisors that fit the following situation.
I am currently helping another person deal with how to invest their funds after sale of an unneeded property, and plan on helping them find an advisor so that I am not permanently responsible for their financial results. They are financially inexperienced.
In my ideal scenario, it fits the following criteria:
1) Large company: I.E. a bank or such, which helps in my mind to essentially eliminate any possibility of some lone wolf absconding with the dollars.
2) Charging by the hour, not the usual 1% or so the portfolio value (will be high 6 figures).
3) Doesn't push mutual funds, and will be OK with blue-chip dividend payers.
4) Can perform the necessary trades when rebalancing has to happen.
5) Can spot basic tax implications.
I am thinking also that I might recommend something for them along the lines of your income portfolio, or maybe Beat the TSX, or the dividend aristocrats ... basically something they don't have to think about and that will let them sleep in peace.
Your comments are appreciated! Please feel free to take more credits, as I realize this may be asking a tad more than usual!
Thanks!
Paul
that makes it unlikely thfee only but who can do trades in equities for a blue-chip
I wonder if you could provide the names of 2 or 3 investment or financial advisors that fit the following situation.
I am currently helping another person deal with how to invest their funds after sale of an unneeded property, and plan on helping them find an advisor so that I am not permanently responsible for their financial results. They are financially inexperienced.
In my ideal scenario, it fits the following criteria:
1) Large company: I.E. a bank or such, which helps in my mind to essentially eliminate any possibility of some lone wolf absconding with the dollars.
2) Charging by the hour, not the usual 1% or so the portfolio value (will be high 6 figures).
3) Doesn't push mutual funds, and will be OK with blue-chip dividend payers.
4) Can perform the necessary trades when rebalancing has to happen.
5) Can spot basic tax implications.
I am thinking also that I might recommend something for them along the lines of your income portfolio, or maybe Beat the TSX, or the dividend aristocrats ... basically something they don't have to think about and that will let them sleep in peace.
Your comments are appreciated! Please feel free to take more credits, as I realize this may be asking a tad more than usual!
Thanks!
Paul
that makes it unlikely thfee only but who can do trades in equities for a blue-chip
Q: From readings, it seems the preference is to withdraw funds from a RRIF or LIF later in the year rather than at the start of the year. Me, wondering what are the reasons for this. Do you have any thoughts on this?........Thanks for your insights........Tom
Q: In the long run , When writing 30 day covered options in your opinion is it better to write them on high volatility companies with high premiums or very low volatility
companies with small premiums
companies with small premiums
Q: I run 2 balanced portfolios, one for my wife and one for myself. Both are in our TFSAs and each portfolio contain 24 stocks. My question is would it be more advantageous to have the same stocks in each portfolio or different stocks in each to have more diversification. Can being too diversified work against you in certain cases. Thank you very much for your much appreciated advice.