Investment Q&A

Q: Just a comment on having Canadian stocks that pay dividends in U S dollars transferred to a US account. I had done this using RBC Direct with some of the Brookfield companies and found they actually converted the US to Canadian and then back to US (ie two conversions). Needless to say I had to undue the transfer and get the ACB corrected as well as they used the US rate as at the date of transfer to adjust the ACB.

Q: Good Evening
My broker, when recommending a stock, makes the following declaration at the end, in disclosing possible conflict of interest:

"X Broker and/or an affiliated company is a market maker, or is associated with the specialist that makes a market, in the securities of the subject company".

Can you please explain what the term "market maker" means ?

Thanks

Q: Is "communication services" the same as "telecom"?

Q: I've listed three of my "shall meet"-type requirements for my investment portfolio. I was wondering, what else would 5i add into these requirements to make a strong general portfolio.

1. 20-25 equities
2. 60% CAD, 40% USD
3. 60% growth, 40% value
4. Sector weighting limits??

Q: Can you tell me what are the factors I should evaluate before purchasing a company stock. Thank you

Q: Hello 5i and fellow members,
I have posted a new thread on the forums under F/X and Tax Strategies with my thoughts (for what very little they are worth) on the concept of moving holdings from an RRSP to a TFSA.
Cheers,
Mike

Q: Hi, I am interested in measuring the risk of my stocks, what is the industry standard or most widely used measure in the investment community, standard deviation? sharpe ratio? And what would be a good number to indicate low volatility?

Thx

Q: This company is delisting from CNX tomorrow and the stock went up over 6% today. Can you explain what this means to me as a shareholder? Much Appreciated! James

Q: Where can I find out the amount of Canadian and US margin debt?

Q: Hello 5i Team

Further to the questions on preferred shares, another good website for preferred share information is:

https://canadianpreferredshares.ca/

Thanks

Q: Hi,

Question about managing one's family portfolio. If you had a ranking criteria from top to bottom on what to focus on in terms of priority, what would it look like? Growth investors 10+ yrs timeframe and med-high risk tolerance. For example (would it look like this?)

1. Asset allocation (stocks, bonds, cash)
2. Sector weighting/Geographical weighting and balance for both
3. Individual position weights
4. Growth vs Value balance
5. anything else to consider? etc

Between my spouse and I, we have around 50 stocks and some ETF's to provide international exposure outside North America. I've noticed we have many stocks with weights between 1-2% and some stocks that are below 1% weight so we have to determine to either sell/hold/add to the positions. What are your thoughts on having around 50 stocks for both of us or can we have a more concentrated portfolio of around 30-40 with larger weightings for each position? I know it would be a personal decision on comfort level. Any good articles that I could read more about this?

Thanks!

Q: Re info on Cdn prefs try:

canadianpreferredshares.ca

Hugh

Q: Thank you for your reply regarding my question on what to watch for in terms of a return to paying dividends by these two companies. There does not appear be a "Cash Flow" or "Free Cash Flow" item among the Key Data status provided for these companies. I do see a Price to Cash Flow and Price to Free Cash Flow but I'm not sure how to interpret these data points in terms of continued paying a dividend or, in the case these companies, a return to paying dividends. If Cash Flow is a key to payment of dividends is there any chance Cash Flow can be added to the data to all those dividend paying companies listed?

Q: Peter,

What research source or service would provide a full listing of Cdn pref shares including credit rating, type of preferred, dividend plus any redemption terms? Sedar is too cumbersome for this.

Thanks

Paul

Q: Hi, what are the additional costs of having US positions in CAD accounts? Greetings, Peter.

Q: Are you aware of any Canadian investment firm that offers extended hours trading?

thanks
Don

Q: Peter,

Yesterday you answered my question on the Loblaws preferred stock. You gave different redemption dates. Where do you get this info? Where is the best place for a DIY person to find it?

Thank you,

Paul

Q: Hi Everyone at 5i! Me again! Somewhere is the archives of my mind I seem to recall the the TD bank offers some decent ETFs or mutual funds to their customers. If this is the case, could you tell me what they are?? Cheers, Tamara

Q: Whatever you charge for your service is made back on my 1st trade then the gravy train just flows….

Q: This morning Sam asked a question about "compound machine" companies. I would appreciate a definition of "compound machine". Thank you.