Q: Are there any ETFs that you would recommend that provide for a hedge against a general market downturn for both Canada & the US that can be used as part of a portfolio?
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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: Jan 30/17 ? asked by pascal re US research:
Many of the Valueline services are available
online from the Toronto Public library and other libraries. A library card is required.
Many of the Valueline services are available
online from the Toronto Public library and other libraries. A library card is required.
Q: For covered calls, can you see a reasonable risk adjusted return profile if you can only write 1 or 2 contracts? Or do you think the friction will be a setup for failure (based on typical CDN bank commission structure of 9.99 + 1.25/contract). I've been wanting to dip my toes (maybe with something like Loblaws) but the healthy chunk coming from my payout has me wary. Also, do you happen to know of a good beginner resource for understanding if the contract price is at least reasonable for the option writer (I know it is fairly speculative but don't want to get completely fleeced). Thanks for everything.http://www.5iresearch.ca/questions/category/miscellaneous-misc
Q: I Saw a podcast from Peter on the website about how to pick a stock a few weeks ago. I did not have a chance to listen to it at the time. Is it still available ? I did not find it on the website. Thank you.
Q: Dividend policy
Is there a compilation of various companies' stated dividend policies, if any? If not, where is the best place to look within a particular company's published documents?
Is there a compilation of various companies' stated dividend policies, if any? If not, where is the best place to look within a particular company's published documents?
Q: Not to question your decision on ADW but my situation is as follows. If I sell ADW the capital gains would be such that an old boy like me would get totally clawed back on CPP not to mention the tax burden. I understand you had a good run with ADW and if the share price dropped in the next few months it would not be good for the Income Portfolio. You mentioned that for an Income Portfolio the dividend didn't justify the holding yet you bought ADW into the portfolio several months ago for the same dividend. Perhaps it should have gone into another portfolio. At any rate the question is this: Is there a different approach based on age and capital value when it comes to planning. Should I sell and take the CPP hit regardless or should I look at this in a different light? Thanks again for your valuable service. Perhaps you should include an "old boy section" for guys like me (LOL) Cheers
Q: Could you recommand a conflict - free investment research
company on line (with the same "approach" as 5i Research) for US stocks ?
Thank you .
P.
company on line (with the same "approach" as 5i Research) for US stocks ?
Thank you .
P.
Q: Why are Peter's top picks on BNN not covered by Research Reports on the web site?
Q: When doing my research, I have a defined method that includes 5I views but also Morningstar (for Quantitative view) Thomson Reuters for fundamental views and forward looking views and if buying USA stocks Bloomberg. Recently my brokerage made S&P research available and I am finding contradictions in how seemingly same facts are both viewed and presented. There are several quantitative S&P views on stocks that give "sell" ratings while the others give positive ratings. I was wondering if you use any of these sites for information an if you have a bias towards one being more accurate then another. Thanks Jim
Q: I was wondering if you could name 2 balanced and 2 index ETFs outside of N. America that are somewhat "safe" for 1-3 year hold just in case the hole Trump thing goes off the rails thanks
Q: Hi, I would like to know if you could direct me to a site (s) that tell us where the money flows are please ?
thanks Rick
thanks Rick
Q: Good morning. Just a quick funny (not so funny?) thought in reply to Dave's question regarding the freshi IPO and your answer. It strikes me that it is a lot like trying to get concert tickets prior to the resellers getting them all and reselling them at an inflated price! I guess it's the world we mere mortals live in.
Q: Hi Peter and Team:
I am interested in some comments about both FFN (North American Financial 15 Split) and PIC.a Both trade on the TSX but act like a mutual fund with a small 'mer'.
FFN pays a monthly dividend of 0.10 and its yield is about 13.07% at a trading price of $9.18
PIC.a pays a quarterly dividend of 0.20319 and its yield is about 11.30% at a trading price of $7.20.
I really like high paying dividends, as we all should but,,,,
I have been invested in PIC.a since April 2004. This has consistently paid quarterly since that time. It was a DRIP until a few years ago. Now it strictly pays Cash. This cash is 'Return of Capital' and as such has no tax implications in my regular investment account???, I think. Is this a good or bad thing???
I own about 17% of my overall portfolio in PIC.a Some of this PIC.a Div cash is paying out into a RIF withdrawal, with minimal effects on the Capital in the RIF.
Now I am looking for your thoughts on FFN as I diversify a bit more and of course feedback on PIC.a
Thanks. Ken .....
I am interested in some comments about both FFN (North American Financial 15 Split) and PIC.a Both trade on the TSX but act like a mutual fund with a small 'mer'.
FFN pays a monthly dividend of 0.10 and its yield is about 13.07% at a trading price of $9.18
PIC.a pays a quarterly dividend of 0.20319 and its yield is about 11.30% at a trading price of $7.20.
I really like high paying dividends, as we all should but,,,,
I have been invested in PIC.a since April 2004. This has consistently paid quarterly since that time. It was a DRIP until a few years ago. Now it strictly pays Cash. This cash is 'Return of Capital' and as such has no tax implications in my regular investment account???, I think. Is this a good or bad thing???
I own about 17% of my overall portfolio in PIC.a Some of this PIC.a Div cash is paying out into a RIF withdrawal, with minimal effects on the Capital in the RIF.
Now I am looking for your thoughts on FFN as I diversify a bit more and of course feedback on PIC.a
Thanks. Ken .....
Q: In discount brokerage account, where do you suggest investing cash balances that will be deployed over the short medium term. I generally use HISA offered by equitable bank and b2b laurentian bank (0.8 to 1 % return with no transaction fee). Do you or 5i suscribers have any alternative with better return. Thank you.
Q: Hi,
I've got equity in my cash account that I'd like to sell and buy again in my TFSA. Is there a a period of time I have to wait between when I sell and then buy again?
Thx,
Cam.
I've got equity in my cash account that I'd like to sell and buy again in my TFSA. Is there a a period of time I have to wait between when I sell and then buy again?
Thx,
Cam.
Q: what are your favourite ETS's for Gold. and What is your favourite ETF to short the USA and Canadian markets...
Q: Hi
Question : what is the market cap a company must have to join the TSX ?
Thanks
Rick
Question : what is the market cap a company must have to join the TSX ?
Thanks
Rick
Q: Re form 1135 is zqq in my non registered account to be counted when reporting ? James
Q: I am not quite clear on tax implications for the following scenario. Could you please confirm (or not !) if I am correct or if there are other implications ?
If, in a Non-Registered Account, I hold a Canadian-domiciled ETF or Mutual Fund that owns a mix of Canadian, U.S. and possibly other international companies, then:
1) 15% of the U.S. company dividends will be withheld by the U.S. (Or whatever equivalent withholding tax if non-U.S.but international) This amount is reported at year end through the Fund/ETF, and reflected on the tax slip I receive from my brokerage. When I fill out my return, I can then apply for a foreign tax credit which means I should get back all the tax that was withheld.
2) The portion of dividends from the Canadian companies held by the Fund/ETF will be eligible for the Dividend Tax Credit but NOT the portion from the U.S. or international companies.
Thank you for your help !
If, in a Non-Registered Account, I hold a Canadian-domiciled ETF or Mutual Fund that owns a mix of Canadian, U.S. and possibly other international companies, then:
1) 15% of the U.S. company dividends will be withheld by the U.S. (Or whatever equivalent withholding tax if non-U.S.but international) This amount is reported at year end through the Fund/ETF, and reflected on the tax slip I receive from my brokerage. When I fill out my return, I can then apply for a foreign tax credit which means I should get back all the tax that was withheld.
2) The portion of dividends from the Canadian companies held by the Fund/ETF will be eligible for the Dividend Tax Credit but NOT the portion from the U.S. or international companies.
Thank you for your help !
Q: Ignoring sector and risk considerations, can you please provide your top 3-5 recommendations from a pure valuation/outlook perspective as of today's levels. In other words, which stocks in your coverage universe would you buy today if your objective was total return over the next 1-2 years.