Q: In answering Kelli's question March 30, you said that when a sell trade is made on the ex-dividend date, the seller gets the dividend. Are you sure? That's not what I was taught. Thanks.
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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: Can I get your ETF website address please.
Craig
Craig
Q: Could you please give your view on the SHORT Position Report on the TSX. From time to time I refer to it before making a purchase. I wonder how much I should let it influence my buy moves. The whole Shorting concept confuses me. As a retail investor looking today at the "20 Largest Consolidated Short Position Report" I would seemingly avoid banks, pipelines and lifeco's TD, BNS, BCE,TRP, GWO etc etc. Do you think this metric forshadows a market downturn in bluechip div holders? Thanks for you service as always.
Q: Greetings
95% of my portfolio is invested for the long term and follows your three portfolios. However, I do keep aside about 5% for short term trading ideas - stocks who have overcorrected, activist type investor, or those that trade within a set range. Like the Methanex situation, can you provide any other short term trading ideas. I have learned over time to trade with a goal in mind and to never get greedy. I consider these funds my spending money. Any ideas would be great.
95% of my portfolio is invested for the long term and follows your three portfolios. However, I do keep aside about 5% for short term trading ideas - stocks who have overcorrected, activist type investor, or those that trade within a set range. Like the Methanex situation, can you provide any other short term trading ideas. I have learned over time to trade with a goal in mind and to never get greedy. I consider these funds my spending money. Any ideas would be great.
Q: Good afternoon 5i,
I am comfortable with the individual stocks in my RRSP...thanks to you.
When I cannot complete a full DRIP share, cash accumulates. I like the idea of sliding that in to a mutual fund . I am considering the Royal SERIES D. Canadian Dividend or O'Shaughnessy U.S. Value or Life Science & Technology. What do you think of this strategy? Are the MER's of 1.23% or 1.39% too high? Any other recommendations? Long term holder. Thanks for the advice. Paul
I am comfortable with the individual stocks in my RRSP...thanks to you.
When I cannot complete a full DRIP share, cash accumulates. I like the idea of sliding that in to a mutual fund . I am considering the Royal SERIES D. Canadian Dividend or O'Shaughnessy U.S. Value or Life Science & Technology. What do you think of this strategy? Are the MER's of 1.23% or 1.39% too high? Any other recommendations? Long term holder. Thanks for the advice. Paul
Q: Hi,
I have some questions to ask:
1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?
2) Why is MacDonald Dettwiler (MDA) finally moving upside?
3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?
Thank you.
I have some questions to ask:
1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?
2) Why is MacDonald Dettwiler (MDA) finally moving upside?
3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?
Thank you.
Q: Hi 5I, when you mention a stock is a growth one, what criteria are you based upon: past performance, future estimate by who ? Is it important to differentiate various rates of growth ? Thanks.
Q: Hi, I am new to the 5i community and also investing, I've been buying stocks for over a year now but am unsure of what exactly I am doing asides from following previous trends. I would like to follow one of your portfolios but am curious as to how I keep it balanced while adding cash bi-weekly and if trying to keep up with your positions recommended in the portfolio. Without paying tons on commission. Any tips?
Thanks
Thanks
Q: I must be naive.I thought conference calls would be a grilling of the ceo. I have been reading the transcripts and they are usually love ins with analysts asking softball questions. Nothing has changed. I presume at the end of call the analyst hangs a strong buy on the stock and the other side of the bank calls the ceo preparing the placement to sell more shares. I think this would good info for followers of 5i since every other question on Bnn
Market call asks what the analysts rate the stock which drives me crazy.
Could you email the list of great canadian ceos I missed it?
Market call asks what the analysts rate the stock which drives me crazy.
Could you email the list of great canadian ceos I missed it?
Q: BLUE RIBBON INCOME RBN.UN has been touted as a well run income fund however its performance has indicated otherwise due to its heavy weighting in energy...I own 25% of the same stocks that this fund has in it..What would good a good replacement for this one? thank you..
Q: I currently have 8% of my portfolio in VFV and VUN to achieve direct US exposure. Would you agree that I should aim at 30% US equities? Is VFV and VUN a good way to achieve this goal?
Q: Just a clarifying question on the ex-dividend date. I understand as the seller I am entitled to the dividend if I sell on the ex-dividend date. Can you clarify what the sell date is - the day I enter the trade or the day the trade settles. So if stocks settle in 2 days do I need to sell 2 days prior to the ex-dividend date to ensure I still get the dividend.
Q: You mentioned a few weeks ago the names of great Canadian Corporate leaders. I would include in your list Gerry Swartz of Onex and Prem Watsa of Fairfax. Bob
Q: Greetings 5i,
I was reading an article on MorningStar regarding TDs recently launched ETF based "Portfolio" Mutual funds all with "low MERs" of 0.08%. I was interested in your thoughts on these funds, positives and negatives, confirmation of MERs, as well as where I would be able to find a list of each funds holding as information seems a little sparse.
(http://cawidgets.morningstar.ca/ArticleTemplate/ArticleGL.aspx?culture=en-CA&id=799062)
TDB3175
TDB3176
TDB3177
TDB3178
Cheers!
I was reading an article on MorningStar regarding TDs recently launched ETF based "Portfolio" Mutual funds all with "low MERs" of 0.08%. I was interested in your thoughts on these funds, positives and negatives, confirmation of MERs, as well as where I would be able to find a list of each funds holding as information seems a little sparse.
(http://cawidgets.morningstar.ca/ArticleTemplate/ArticleGL.aspx?culture=en-CA&id=799062)
TDB3175
TDB3176
TDB3177
TDB3178
Cheers!
Q: Hi,
When holding various ETF's in your portfolio, should you account for the sector weighting within the ETF towards your sector allocation of your total portfolio? For example, VDY, sector weighting is tilted mostly 62% financials and 21% energy. So lets say VDY is 10% of your portfolio, would you add 6.2% of this towards financials, 2.1% energy, etc..?? I see that RY, TD, and BNS make up the top three holdings, so would you still even consider buying individual financial stocks if this allocation made up your full financial sector weight in your portfolio?
I understand that for specific sector ETF's, like ZUH that focus on healthcare or ZBK that focus on financials, you can count 100% towards that sector allocation in your portfolio. I'm just wondering if I should be doing this with those ETF's that hold more unequal sector weights within the ETF and how to account for those so I'm not too overweight in a specific sector in my portfolio. And how about those ETF's like VCN, where you have four sectors that make up 80% of the weight. Am I overthinking this?
Thanks!
When holding various ETF's in your portfolio, should you account for the sector weighting within the ETF towards your sector allocation of your total portfolio? For example, VDY, sector weighting is tilted mostly 62% financials and 21% energy. So lets say VDY is 10% of your portfolio, would you add 6.2% of this towards financials, 2.1% energy, etc..?? I see that RY, TD, and BNS make up the top three holdings, so would you still even consider buying individual financial stocks if this allocation made up your full financial sector weight in your portfolio?
I understand that for specific sector ETF's, like ZUH that focus on healthcare or ZBK that focus on financials, you can count 100% towards that sector allocation in your portfolio. I'm just wondering if I should be doing this with those ETF's that hold more unequal sector weights within the ETF and how to account for those so I'm not too overweight in a specific sector in my portfolio. And how about those ETF's like VCN, where you have four sectors that make up 80% of the weight. Am I overthinking this?
Thanks!
Q: hello 5i:
2 questions.
I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?
Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul
2 questions.
I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?
Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul
Q: Over the years I have tried to compare myself to indices to determine if my portfolio performance compares favourably. Basically if it does not I always consider 'firing' myself. Your service has allowed me to increase my overall performance I believe and stay 'employed'. Came across a service (from article in National Post) regarding a free service called ARC Private Client Indices. It would appear to provide a real nice comparison indices based on my portfolio makeup. Are you aware of this and do you have any comments on it?
Q: Dividend Reinvestment Calculator ..can you tell me where I might find one... I could not see one on the internet.. Thanks.
Q: Hello 5I
Could you please rank the following aspects of an equity in order of importance to yourselves. I know that these lists are a personal biased ranking but it gives me insight into how you perceive a stock when you need to buy or sell. Can you assume for the list that you are adding to a balanced portfolio and if you need to use an example, could it be from the Balanced Equity Portfolio. Would the list change between buying and selling?
Growth
Valuation
Cash flow as part of the valuation
Debt as part of the valuation
Management
Momentum
Sector Momentum
Recent Events
Past Performance/Execution
Dividends
Dividend Increases(History of)
Currency
Politics
Anything else
When I look at a marijuana stock I think this is impossible for me to purchase due to valuation. Am I wrong? I thought the same thing about Teck Resources when it was $6/share. I know that these stocks are not in your portfolios but I am hoping to apply your thoughts to stocks within your portfolios.
Thank You
Jeremy
Could you please rank the following aspects of an equity in order of importance to yourselves. I know that these lists are a personal biased ranking but it gives me insight into how you perceive a stock when you need to buy or sell. Can you assume for the list that you are adding to a balanced portfolio and if you need to use an example, could it be from the Balanced Equity Portfolio. Would the list change between buying and selling?
Growth
Valuation
Cash flow as part of the valuation
Debt as part of the valuation
Management
Momentum
Sector Momentum
Recent Events
Past Performance/Execution
Dividends
Dividend Increases(History of)
Currency
Politics
Anything else
When I look at a marijuana stock I think this is impossible for me to purchase due to valuation. Am I wrong? I thought the same thing about Teck Resources when it was $6/share. I know that these stocks are not in your portfolios but I am hoping to apply your thoughts to stocks within your portfolios.
Thank You
Jeremy
Q: Hello 5I Team. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian
Thanks,
Brian