Q: Where could a person find as near to "real time" as possible all of the holdings of mutual funds and ETF's - when looking at company documents on their websites they can be months behind current. I even tried SEDAR but could not find.
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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: How do you interpret Institution Holdings? Does this information help you analyze a company?
In the information about companies on the 5i website, most US companies and some others show Institution Holdings above 100%. This presumably is incorrect so what is happening? Where Institution Holdings are under 100% on the 5i website, is it likely that these numbers are reasonably accurate?
In the information about companies on the 5i website, most US companies and some others show Institution Holdings above 100%. This presumably is incorrect so what is happening? Where Institution Holdings are under 100% on the 5i website, is it likely that these numbers are reasonably accurate?
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.00)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Do you think LSPD or NVEI would be a target for a short attack, the way Shopify was. That one seems to have been short lived? Can you outline the features that would make any stock ripe for a short attack. Thanks
Q: Very recently Robert Pace, Chairman of the Board at CNR, bought 50,000 shares of CNR at $152.55. Today the stock is trading at a little over 3% less per share. How much would you let this information influence a purchase decision on the stock at this time.
As always, thanks for your word of wisdom.
As always, thanks for your word of wisdom.
Q: Hello Peter,
Have you been able to assess the probability of the US and Canada raising capital gains inclusion rate to 75%? If so, what is the impact to dividend and growth stocks?
If this does look imminent what would be the strategy to address a potential 10%-15% decline for Non-registered, RRSP, and TFSA accounts? We are almost retired and do not have 10-15 years of investment time for the effect of this change to balance out.
Cheers,
Jerry and Debbie
Have you been able to assess the probability of the US and Canada raising capital gains inclusion rate to 75%? If so, what is the impact to dividend and growth stocks?
If this does look imminent what would be the strategy to address a potential 10%-15% decline for Non-registered, RRSP, and TFSA accounts? We are almost retired and do not have 10-15 years of investment time for the effect of this change to balance out.
Cheers,
Jerry and Debbie
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?
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