Q: Thoughts on how to stomach all the volatility. Since I know you are not a fan of stop losses does one just grin and bear it. It's nice when some sectors are working but what does one do when all sectors potentially stop working? It seems there are so many unknowns which the market doesn't like. In your experience, what is it like to go through a bear market and what advice you you have for nervous retail investors. Your wisdom appreciated!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just following up on your perspective relative to market sentiment. I find that the Indices are misleading, in a very LARGE way. In fact the divergence between them and the overall breadth and performance of mid/small caps is incredibly large. What references should/could be used outside of the indices in order to gain a true reflection of overall stock performance.
Q: Further to your earlier answer on commodity prices dropping because of a rising US dollar...
Doesn't a rising US dollar actually HELP Canadian producers as they receive more for their products? And would that rise not be counteracted in any case by an anticipated further rise in Canadian rates - which would likely raise the CAN$? Is Mr. Market just reacting in a knee-jerk fashion here?
Doesn't a rising US dollar actually HELP Canadian producers as they receive more for their products? And would that rise not be counteracted in any case by an anticipated further rise in Canadian rates - which would likely raise the CAN$? Is Mr. Market just reacting in a knee-jerk fashion here?
Q: The Canadian energy sector is taking a hit today (Apr 21) despite oil prices being up. What's behind this? Is it falling in sympathy with general commodities (metals, agriculture), which are also plummeting today?
Q: Hi Team,
Looking backwards with 20/20 hindsight vision…buying oil stocks at bottom basement levels a couple years ago is looking like it was the opportunity of generation with some names nearing 10x bagger levels off bottom and still climbing. I missed this opportunity . My question is today …are there any specific names or sectors that you see as if we bought today , that we might be looking back in 5yrs with the same type of view thankful that we bought in today? Please list your best ideas. Thanks!
Shane
Looking backwards with 20/20 hindsight vision…buying oil stocks at bottom basement levels a couple years ago is looking like it was the opportunity of generation with some names nearing 10x bagger levels off bottom and still climbing. I missed this opportunity . My question is today …are there any specific names or sectors that you see as if we bought today , that we might be looking back in 5yrs with the same type of view thankful that we bought in today? Please list your best ideas. Thanks!
Shane
Q: Hello Peter
This is a predictive question.Do you think these 4 index , TSX . Dow Jones,S&P 500 and NASDAQ will be higher or lower the beginning of the year 2022 ? No rush to answer.
Pease deduct as many credit that you feel is appropriate.
Thanks
This is a predictive question.Do you think these 4 index , TSX . Dow Jones,S&P 500 and NASDAQ will be higher or lower the beginning of the year 2022 ? No rush to answer.
Pease deduct as many credit that you feel is appropriate.
Thanks
Q: Hi,
Perhaps you can help me with this tax question. Does one have to necessarily include both capital gains and capital losses for the year, and calculate the net gain; or can one pay tax only on items that have capital gain and selectively keep some or all of the capital losses to be applied in later years?
Regards
Rajiv
Perhaps you can help me with this tax question. Does one have to necessarily include both capital gains and capital losses for the year, and calculate the net gain; or can one pay tax only on items that have capital gain and selectively keep some or all of the capital losses to be applied in later years?
Regards
Rajiv
-
Amazon.com Inc. (AMZN)
-
Alphabet Inc. (GOOG)
-
Canadian Imperial Bank Of Commerce (CM)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Miscellaneous (MISC)
-
DexCom Inc. (DXCM)
Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.
Q: Is there a site where you can check all the dividend dates and then buy a stock before the ex-dividend date? Do I get the dividend if I sell on the ex-dividend date or need to sell after the ex-dividend date?
Eg: Ex-Dividend Date May 03, 2022 (Do I need to hold on May 3rd, 2022, or I can sell and still get a dividend)
Thanks for the great service.
Eg: Ex-Dividend Date May 03, 2022 (Do I need to hold on May 3rd, 2022, or I can sell and still get a dividend)
Thanks for the great service.
Q: My son is 16 and has $2800 RRSP room. He makes under $10,000 (PT jobs) so won't have any tax rebate if he contributes to an RRSP. He is academic and likely will be in school for another 10 years and then hopefully in the highest tax bracket.
Would you open an RRSP now or wait until he can get a tax refund? If starting, what would you buy for such a small amount? ETF or stock? He will have $1000-$2000/yr room for the next 10 years as well.
Would you open an RRSP now or wait until he can get a tax refund? If starting, what would you buy for such a small amount? ETF or stock? He will have $1000-$2000/yr room for the next 10 years as well.
Q: I'm confused regarding your answer to Paul's question regarding capital gains. You mentioned that "Shares sold can be re-bought immediately and a new ACB established."
My question is does not one have to wait 30 days to re-buy the same holding because of the superficial loss rule? If not, please explain.
My question is does not one have to wait 30 days to re-buy the same holding because of the superficial loss rule? If not, please explain.
Q: Hi,
This is totally a random question based on the "rumours" ? "Fake news" on the Twitter space!! Nevertheless as a semi-retiree this causes a great deal of concern. Hence this question.
I believe the Federal Govt is considering eliminating Dividend tax credit and consider this dividend earnings as earned interest! Have you heard anything about this? This will take down the Banks/Utilities and Telcos,Pipelines, no?
Another blow to the retirees IF IT IS TRUE! Work till you die and pay the taxes!!
This is totally a random question based on the "rumours" ? "Fake news" on the Twitter space!! Nevertheless as a semi-retiree this causes a great deal of concern. Hence this question.
I believe the Federal Govt is considering eliminating Dividend tax credit and consider this dividend earnings as earned interest! Have you heard anything about this? This will take down the Banks/Utilities and Telcos,Pipelines, no?
Another blow to the retirees IF IT IS TRUE! Work till you die and pay the taxes!!
Q: Hi 5i
There are some tenured investors behind the answers at 5i so I wonder how the question of taxation is view.
I have always considered taxation something to avoid where possible (buy and hold) and have worked to find strategies to delay taxation (Registered accounts).
How should taxation fit in the thinking of a long term investor trying to grow wealth and cash flow to enjoy life?
It obviously matters. But in the long run except to keep activity low, there seems to be little an investor can do about it.
Dave
There are some tenured investors behind the answers at 5i so I wonder how the question of taxation is view.
I have always considered taxation something to avoid where possible (buy and hold) and have worked to find strategies to delay taxation (Registered accounts).
How should taxation fit in the thinking of a long term investor trying to grow wealth and cash flow to enjoy life?
It obviously matters. But in the long run except to keep activity low, there seems to be little an investor can do about it.
Dave
Q: I sold several stocks in a non-registered account because of decent gains from buying early in the covid plunge. I believe these gains separate from dividends will be taxed as income, is that correct? If so, I'm thinking of giving some to charity to avoid paying taxes while helping a charity and I believe also being able to claim the donation.
I've never done this before, so is it complicated to do with online brokerages (I'm with BMO Investorline)?
thanks for any advice regarding this!
Paul
I've never done this before, so is it complicated to do with online brokerages (I'm with BMO Investorline)?
thanks for any advice regarding this!
Paul
Q: Hi 5i
In answer to my question earlier today about where to best find earning report dates and estimates, you provided a link to a US site. Is there a decent Canadian site that does the same or nearly so? Just wondering where I can go to get a concise calendar of upcoming Qtly reports along with street consensus estimates, without having to search company by company. If such info is only available through payment of a fee to the provider, that's OK (depending on how much ...).
Thanks, for any further info about this you're able to provide.
Peter
In answer to my question earlier today about where to best find earning report dates and estimates, you provided a link to a US site. Is there a decent Canadian site that does the same or nearly so? Just wondering where I can go to get a concise calendar of upcoming Qtly reports along with street consensus estimates, without having to search company by company. If such info is only available through payment of a fee to the provider, that's OK (depending on how much ...).
Thanks, for any further info about this you're able to provide.
Peter
Q: Hi 5i,
I noticed ENB and TRP have both recently issued long bonds out to year 2052/2082. I don't understand the strategy of a 30yr/50yr bond, please explain. I think these were issued to repay a series of "Preferred Shares", which looks to me to be a bit broken. Can you tell me how many other companies are doing this?
I noticed ENB and TRP have both recently issued long bonds out to year 2052/2082. I don't understand the strategy of a 30yr/50yr bond, please explain. I think these were issued to repay a series of "Preferred Shares", which looks to me to be a bit broken. Can you tell me how many other companies are doing this?
Q: Would you be more inclined to buy stocks that have momentum (such as oil, gold etc) or tech stocks that have been beaten up from their recent highs?
Q: What is the current % weighting in the Tsx of energy producers,pipelines.
For an all Canadian equity portfolio what % would you recommend in each of the above for a long term hold?
For an all Canadian equity portfolio what % would you recommend in each of the above for a long term hold?
Q: Hi there; I am looking to deploy about 75K into my wife's TFSA to catch her up. what would you buy today with a 3-5 year timeline in mind?
Best Regards
Best Regards
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!