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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: Hi, to compare apples to apples...In 2021 I've held a 80/20 portfolio and returned 19%.
Is there a site you would know of that shows returns for all types of allocations?

Thanks
Read Answer Asked by Rino on January 07, 2022
Q: Hello,

I’ve always wondered why certain companies let their share price run into the thousands and rarely if ever split their shares. For a small retail investor like myself paying 2000- $3000 USD for an Amazon or Alphabet is simply not possible. I’ve always suspected it may be a philosophy of management and or founders who all still have significant influence in the mentioned companies.
Read Answer Asked by Anthony on January 07, 2022
Q: Happy New Year!
As a broad-ish generalisation, could one substitute 'structured notes' as an asset class in a portfolio with one or more covered call ETFs?
Read Answer Asked by David on January 06, 2022
Q: I keep hearing that a rise in interest risks adversely affects tech stocks. Understand that comment in the context of companies that are reliant upon financings but don’t understand it in the context of the FANG stocks which are cash rich and have significant pricing power. Please clarify.
Read Answer Asked by Patrick on January 06, 2022
Q: got to say, very pleased with my new subscription to Canadian Money Saver......what value for the price relative to the content, including past magazines........as for the content, especially like the income tax updates and also the estate planning articles that reflect where my interests are nowadays
also, thanks for the answer on January 4th about the key investment prediction for this year......me, keeping it in my view going forward in 2022.........Tom
Read Answer Asked by Tom on January 06, 2022
Q: Is there anything like Marc Chaikin’s Power Gauge for Canadian stocks that you are aware of?
Thanks, and Happy New Year 🥳
Read Answer Asked by Lesley on January 04, 2022
Q: Is there a place I can compare margin interest rates?

Will any of the brokerages negotiate that rate?

Thanks
Read Answer Asked by Mark on January 04, 2022
Q: Everyone

I found the following address useful discussing about fake posts on websites. Show if you so wish.

https://www.griproom.com/fun/how-to-spot-fake-comments-on-stock-boards

Clayton
Read Answer Asked by Clayton on January 03, 2022
Q: It has been a great year. Thanks to all of you for your awesome help with investment ideas, Nobody does it better.
Have a Happy, Healthy and Prosperous New Year.
Thanks

Read Answer Asked by Madeline on January 03, 2022
Q: New member of 5i Research, switched from Motley fool, I find the reports and coverage easier to follow. I don't see US equities coverage. Does 5I only cover Canadian equities?
Read Answer Asked by Shobhit on January 03, 2022
Q: "Give a person a fish and they eat for a day. Teach a person how to fish and they eat for a lifetime." Thank you for teaching your membership how to become better fishermen (or fisherpeople). You folks should be proud of the work you do.


Joel
Read Answer Asked by Joel on January 03, 2022
Q: Hi All:
I have a generic TFSA question. My TFSA is ~$147K; my wife is at ~$140K
Not all my stocks choices are winners but sometimes in the past I have NOT taken my profit off the table. ie sold some of my winners to reinvest in other upcoming potential winners. We all get the $6K starting in 2022, but I would like your thoughts on transferring in kind some shares from our TFSA's into our open account. ie: the ones that have gained 70 to 80%. My thoughts are that this would give me more room to transfer $$$ from our open account in 2022, that are presently losses I think are still potential stocks that could go up, thereby giving us some tax free gains.

Is this game to dangerous or just plain stupid.

I hope you all have an enjoyable and well deserved Xmas time off. Ken.... :-)
Read Answer Asked by Ken on December 22, 2021
Q: Good morning 5i
and the best of the season to you all. I hope you all have a great rest and relaxation time this season. You have earned it, if you listen to most of the commentators on the site, who seem to be very happy with your service, And that includes me.

I was just wondering about options. I had a number of options expiring last Friday and I am planning on rolling them over for another month. It is a fairly down day in the market today and I was wondering whether I would b e better to wait a day or two, or a week, to see if the sentiment changes. Perhpas the option premiums would be higher at that time. so, that is the quesion, is there any profit in waiting out a down day before selling call options?
thanks
Read Answer Asked by joseph on December 21, 2021