Q: I am thinking that Ireland stands to benefit from Brexit. Would you agree? If so would ERIL the Ishares Ireland etf that trades on the New York exchange be a way to capitalize? Is there a better way?
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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: What is meant by a "position". Lots of people reference half positions, but I am not sure what this means.
Q: Peter and His Wonder Team
A clarification please...I notice some small USA companies require that all BIDS and ASKS have to be in denominations of 5s or 10s. So how is it that some transaction are filled at 6,7,8 or 9? Thanks!
Dr.Ernest Rivait
A clarification please...I notice some small USA companies require that all BIDS and ASKS have to be in denominations of 5s or 10s. So how is it that some transaction are filled at 6,7,8 or 9? Thanks!
Dr.Ernest Rivait
Q: Buy the dip. I hear this all the time. I understand and accept the concept of buying a stock which is down temporarily. But as a conservative investor, I look at the long lists of stocks on my watch lists and in a sea of red, my eyes are drawn to the green, to the stocks which keep chugging forward even on a day when the markets are way down. Unless there is some immediate news driving that stock, my inclination is to think "This is a stock with strong demand, and whose owners don't want to sell. I should buy that, not the ones which are dropping like rocks." What do you think?
Q: Hi Peter, Globe has suggested to buy BCE and RY min. rate resets for income and growth, how will they perform in a rate hike? please give me their trading symbols, perhaps your better choice . Also, would appreciate your choice of FB,SHOP,AAPL and or if you have a better one for growth. Many thanks, J.A.P.,Burlington
Q: Hi,
Can you refresh the concept of EV (entreprise value) used by analysts.
Example, Cameron Doerksen (FBN) speak about implied EV of core business of 675mm. what does it really mean?
Can you refresh the concept of EV (entreprise value) used by analysts.
Example, Cameron Doerksen (FBN) speak about implied EV of core business of 675mm. what does it really mean?
Q: Do unused credits carry forward to the following 12 months when membership is renewed ?
Q: Hi Guys I am sitting on cash in my tsfa and would like to reemploy looking for a div payer with some growth
Currently hold KWH.un RPI.un Stb.
I have exited BPF
Kind Regards
Stan
Currently hold KWH.un RPI.un Stb.
I have exited BPF
Kind Regards
Stan
Q: Good morning Peter and Team,
I just read about David Driscoll's recent appearance on BNN, where he summarizes his eight steps to a winning "investing recipe":
Here are eight steps to a winning recipe:
Low fees: The lower the fees, the more you make.
Low turnover: By investing in businesses and not trading stock prices, transaction costs stay low and you keep more of your capital for growth.
Invest in companies that consistently grow their free-cash flows: These companies have the financial flexibility to raise dividends, invest in innovation and make strategic acquisitions.
Diversify globally: Long-term returns outside North America have historically been one per cent to two per cent higher.
Re-balance the portfolio when necessary: Having a high concentration in one stock can lead to trouble if that company’s stock price crashes to Earth (i.e. Valeant).
Avoid correlated assets: In 2008, all the Canadian banks fell 40 per cent, not just one of them. Pick one Canadian bank and move on.
Manage your cash prudently: Given that the market has risen for eight years, it’s prudent to hold some cash to take advantage of opportunities if the market corrects.
Choose stocks with above-average annual dividend growth: The average growth rate of stocks globally is about seven per cent. Those that grow their dividends faster provide investors with greater income to use in retirement. Their share prices also tend to grow at a faster rate.
Seems to me that Mr. Driscoll must be a 5i member, since most, if not all, of his points have been mentioned from 5i over the years! In any event, it's always reassuring to see other financial types who share 5i's philosophy!
You may publish at your discretion. Thanks for everything you do to help the small retail investor!
I just read about David Driscoll's recent appearance on BNN, where he summarizes his eight steps to a winning "investing recipe":
Here are eight steps to a winning recipe:
Low fees: The lower the fees, the more you make.
Low turnover: By investing in businesses and not trading stock prices, transaction costs stay low and you keep more of your capital for growth.
Invest in companies that consistently grow their free-cash flows: These companies have the financial flexibility to raise dividends, invest in innovation and make strategic acquisitions.
Diversify globally: Long-term returns outside North America have historically been one per cent to two per cent higher.
Re-balance the portfolio when necessary: Having a high concentration in one stock can lead to trouble if that company’s stock price crashes to Earth (i.e. Valeant).
Avoid correlated assets: In 2008, all the Canadian banks fell 40 per cent, not just one of them. Pick one Canadian bank and move on.
Manage your cash prudently: Given that the market has risen for eight years, it’s prudent to hold some cash to take advantage of opportunities if the market corrects.
Choose stocks with above-average annual dividend growth: The average growth rate of stocks globally is about seven per cent. Those that grow their dividends faster provide investors with greater income to use in retirement. Their share prices also tend to grow at a faster rate.
Seems to me that Mr. Driscoll must be a 5i member, since most, if not all, of his points have been mentioned from 5i over the years! In any event, it's always reassuring to see other financial types who share 5i's philosophy!
You may publish at your discretion. Thanks for everything you do to help the small retail investor!
Q: What would be a company to look at on the canadian stock markets in the lithium space?
Q: Hi. I am presently rebalancing my daughter's RDSP. She currently has three stocks (BCE, BNS and PPL) as well as TD Canadian equity and TD US Equity. I would like to add more stocks to her plan and, perhaps, reduce the TD Canadian Equity. Could you please suggest four stocks for consideration? Thanks, JR
Q: The Canadian Securities Institute offers a non-licensed course for Investors. I was wondering if it is worthwhile taking.
Q: Hi, could I get your opinion on a diversified ETF selection for a non registered account.
I was thinking of 3-6 ETF's with a 4-5% dividend and to preserve capital as best as possible. This will be for a long term hold for retirement income. If I can get the same performance with 2-3 ETF's that would be fine.
Thanks for the help
I was thinking of 3-6 ETF's with a 4-5% dividend and to preserve capital as best as possible. This will be for a long term hold for retirement income. If I can get the same performance with 2-3 ETF's that would be fine.
Thanks for the help
Q: Hello, would you classify all of the following as industrials? My weighting (in order shown with highest first) is 24% so if they are all industrials I need to trim. I assume you'd get rid of DRT. If I also would get rid of another I could bump up my ZCL. (I feel comfortable at 20% weighting so if I've mis-categorized I may not need to do anything).
SIS
NFI
utx (US)
gps
wsp
bip.un
drt
zcl
pte
SIS
NFI
utx (US)
gps
wsp
bip.un
drt
zcl
pte
Q: I am a new member. So, sorry I am not familiar with how reports get published. I just read report on TPK with C rating. This is my own preference but as a member, I would like to know about the companies with possible good future growth which can enhance our portfolio value. In that perspective, the reason behind publishing report on TPK.And how would this report is helping me.
Thanks so much, I am a big fan of your questions-answers, and you guys are doing fabulous job.
Thanks so much, I am a big fan of your questions-answers, and you guys are doing fabulous job.
Q: According to rate hub.ca Oaken Financial has the highest GIC rates. I've never heard of Oaken but they are a member of CDIC so would you say the risk to invest in their GIC is low?
Q: Re: Infosys (INFY)
Hello, This question is out of your scope but I would appreciate your thoughts. This stock is down about~ 10% due to the resignation of CEO. This is a solid company and has revolutionised IT and has made a huge impact on India. I am wondering if this is a good time to start a small position. Can you look at the financias and give me your thoughts. Thanks. Regards, Shyam
Hello, This question is out of your scope but I would appreciate your thoughts. This stock is down about~ 10% due to the resignation of CEO. This is a solid company and has revolutionised IT and has made a huge impact on India. I am wondering if this is a good time to start a small position. Can you look at the financias and give me your thoughts. Thanks. Regards, Shyam
Q: Can you recommend a free method of finding insider ownership as a percentage? I haven't seen this in Google Finance, TMX, or Morningstar. Some of them show insider activity and TMX it can be added to a stock screen but I don't see it in specific stocks info.
Q: Hello Peter and team, two questions:
1. I already own VIG. Can you suggest another unhedged US ETF for US holdings in an RRSP but with a focus on higher dividends. (I'm somewhat partial to Vanguard, but flexible.) A low fee is much preferred.
2. For an already diversified portfolio, and for a 5 - 10 year timeframe, would you kindly rank your choices for 'geographies' for new money - as between the Canadian market, the US, Europe, Emerging Markets or 'International' (i.e., excluding North America). If you have another category you would insert, please do. Also, if you like the long-term prospects for a particular country ETF, that would be appreciated as well.
Thank you@
1. I already own VIG. Can you suggest another unhedged US ETF for US holdings in an RRSP but with a focus on higher dividends. (I'm somewhat partial to Vanguard, but flexible.) A low fee is much preferred.
2. For an already diversified portfolio, and for a 5 - 10 year timeframe, would you kindly rank your choices for 'geographies' for new money - as between the Canadian market, the US, Europe, Emerging Markets or 'International' (i.e., excluding North America). If you have another category you would insert, please do. Also, if you like the long-term prospects for a particular country ETF, that would be appreciated as well.
Thank you@
Q: If I sell a US stock held in a US account but leave the cash in the account and buy another stock how would I report the capital gain to the CRA? Thanks.