Q: I saw some advice awhile back about converting Canadian dividend companies that are also listed on the US exchange to their US listing, so that the dividends would then be paid in USD. I think the idea was to avoid the conversion from USD to Canadian dollars for companies that earn much of their money in USD. I'm not sure if I saw that on 5i or somewhere else. Can you comment on this - is it a good idea and are there any exchange or tax considerations?
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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 team,
I know you are fundamental analysts, but you mention technicals from time to time. I am curious on your thoughts of the RSI as an entry or exit indicator on a stock. I look at it, not so much to see if a stock is overbought or oversold, but more so to judge how a stock is holding up in a bad market. Do you use it in your analysis and do you have a preferred website where RSI data is readily available?
Thanks again.
I know you are fundamental analysts, but you mention technicals from time to time. I am curious on your thoughts of the RSI as an entry or exit indicator on a stock. I look at it, not so much to see if a stock is overbought or oversold, but more so to judge how a stock is holding up in a bad market. Do you use it in your analysis and do you have a preferred website where RSI data is readily available?
Thanks again.
Q: The Buffet Indicator is 239% right now. It is wayyyy above the year 2000 tech bubble, which was 150%.
Should we be worried?
Thank you
Should we be worried?
Thank you
Q: What do you think about bank fees in Canada? I just feel like I am getting screwed paying $10.95/month at RBC when there are free chequing accounts online.
Do you see any upside to having a bank account with one of the major banks?
Do you see any upside to having a bank account with one of the major banks?
Q: What is the "Exchangeco" company? Does it makes sense to take the option of exchangeco shares?
From the circular:
Eligible Canadian shareholders will be able to elect to receive shares of Exchangeco (“Exchangeable Shares”) in lieu of the Penn Shares to which they would otherwise be entitled. Each whole Exchangeable Share will be exchangeable for one whole Penn Share, subject to adjustment.
From the circular:
Eligible Canadian shareholders will be able to elect to receive shares of Exchangeco (“Exchangeable Shares”) in lieu of the Penn Shares to which they would otherwise be entitled. Each whole Exchangeable Share will be exchangeable for one whole Penn Share, subject to adjustment.
Q: Please recommend some materials or online resources that help explain stop loses.
I understand that 5i is not necessarily a fan of them but are there times when you might use one? Thank you
I appreciate your help.
I understand that 5i is not necessarily a fan of them but are there times when you might use one? Thank you
I appreciate your help.
Q: With the market down, Amazon looked like a possibility. When I searched for Amazon, this came up: AMAZON.COM CDR (CAD HEDGED) ( AMZN : NEO )
Could you tell me what this is? If it is legitimately Amazon, is it worth considering? Is NEO new exchange? Would it be wise to buy on NASDAQ?
Thanks
V
Could you tell me what this is? If it is legitimately Amazon, is it worth considering? Is NEO new exchange? Would it be wise to buy on NASDAQ?
Thanks
V
Q: I found a stock certificate for BDX dated April 11, 1973. How can I find out if it is still outstanding? (I used to work for them.)
Q: How often are the dividend updates updated? Is there a delay between the announcement by the company and the update?
Q: What do you think of the depositary receipts. For example CIBC is offering receipts directly linked to google shares. They say they are hedged receipts so the number of shares they represent changes based on exchange values. That doesn’t seem to be a good thing, a real hedge should not be affected by currency fluctuations, no?
Q: Hi 5i, this is in response to Paul's question on getting historical dividend information.
I've been using this link: https://dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/, I find very informative especially if you are looking for dividend companies that have survived the last two recessions with increasing dividends.
Enjoy!
I've been using this link: https://dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/, I find very informative especially if you are looking for dividend companies that have survived the last two recessions with increasing dividends.
Enjoy!
Q: What do you think of the new depositary receipts CIBC is offering? Is there any real difference owning the actual shares in US dollars?
Q: In an answer to a question you linked to a page called Dividend Updates.
Where do I find it on the site?
Where do I find it on the site?
Q: In the 5i current Balanced Equity Portfolio and the Income Portfolio, cash positions are 4.28% and 2.89% respectively. Given the uncertainty of the coronavirus pandemic, would you recommend increasing those cash positions or leaving them unchanged?
Q: Hi 5i,
can you please suggest some free web sites that provide free
forward estimates for earnings, earnings growth, forward P/E
for US and Canadian stocks.
thanks
can you please suggest some free web sites that provide free
forward estimates for earnings, earnings growth, forward P/E
for US and Canadian stocks.
thanks
Q: Hi 5iRearch,
In today’s low interest environment, investors are faced with the following non-equity investment choices:
1. Government bonds and T-bills
2. Corporate bonds
3. Real return bonds
4. Bond ETFs / Mutual Funds (as per points 1 to 3)
5. High-yield savings accounts
6. Money market funds
7. Guaranteed Investment Certificates
8. Fixed annuities
9. Real estate
10. Commodities
11. Collectibles (e.g., art, rare wine, vintage cars)
12. Hedge funds
13. Cryptocurrencies
Please advise of your ranking of the above non-equity assets for long-term investors who wish to ensure that their portfolio is adequately diversified from an asset allocation perspective.
Thanks
George
In today’s low interest environment, investors are faced with the following non-equity investment choices:
1. Government bonds and T-bills
2. Corporate bonds
3. Real return bonds
4. Bond ETFs / Mutual Funds (as per points 1 to 3)
5. High-yield savings accounts
6. Money market funds
7. Guaranteed Investment Certificates
8. Fixed annuities
9. Real estate
10. Commodities
11. Collectibles (e.g., art, rare wine, vintage cars)
12. Hedge funds
13. Cryptocurrencies
Please advise of your ranking of the above non-equity assets for long-term investors who wish to ensure that their portfolio is adequately diversified from an asset allocation perspective.
Thanks
George
Q: Hi Peter, is there a place to find a list of Cdn companies that are consistently raising their dividends but not yet what would classigfy as an Aristocrat ? Ie: having raised for 8-9 yrs in a row for example ie a jr aristocrats ? Thanks.
Q: I have margin accounts with one of the big five Canadian banks and wonder if I should convert these to non-margin accounts. I never use margin and don't short stocks. Does simply having my stocks in a margin account introduce any risks to me? And does the financial institution have the right to lend out my shares and make money off this while I get nothing for these behind the scene transactions? Thanks for the education!!
Q: In many of the questions you receive, a stocks full position is mentioned. Would you please explain how a stocks full position in a portfolio is calculated. Thanks … Cal
Q: Yesterday I casually came across an article in which LSPD was upgraded by some firm to the "overweight" rating level Not knowing what that means I looked it up and to my surprise it means such rated stocks have the chance to advance much further in the next 12 months ahead! Really? LSPD inspite of the meteoric rise of late still has room to grow! WOW!
Anyway, my question is: are there three or four other "overweight" rated Canadian stocks that you can name and share? That information should be very helpful to us uninformed semi-novice investors. Thanks.
Anyway, my question is: are there three or four other "overweight" rated Canadian stocks that you can name and share? That information should be very helpful to us uninformed semi-novice investors. Thanks.