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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: Dear 5i
Do all the US stock futures trade out of Tokyo ?
How does the trading of stock futures overseas affect the US and CDN markets (Indices ) ? If US stock futures are down then do the US stocks in the US markets start the next day down lower as a result of the Asian markets being down or do US stock values start off the next day where they left off the day before in the US markets ?
Hope this question makes sense . I'm trying to get a feel for applying a stop/loss on a stock so knowing how the futures markets affect opening North American prices is important to have an understanding of this .
Thanks
Bill C.
Read Answer Asked by Bill on March 09, 2020
Q: Regarding dividends payment in US. You are right as every broker has its rules. For webbroker at TD you have to open a US account and transfer securities to the US to be able to keep dividends from being converted. For BMO and Questrade the account holds both US and Cdn securities and the dividends are paid in the currency it is declared and not converted unless you request the conversion.
Read Answer Asked by Saad on March 06, 2020
Q: On the question Mar. 5 by James about Canadian companies and US dividends, I called my broker and discussed my dividends remaining in US currency, he said that I would have to transfer the Canadian stocks to my US side of the account and then the dividends would be paid in US money and then if I wanted to sell the stock I could sell it in US money or they would move it back to the Canadian side. With the Norbert Gambit situation, I thought you could only transfer Canadian stocks that were also listed on the US side. The stock I transferred AQN (Algonquin Power) I didn't think was listed on the US side too. I have other stocks in the same situation but I don't think a lot of them are dual listed. Should I go ahead and transfer the other ones over or I am not getting the right information from the broker? Thanks Dennis
Read Answer Asked by Dennis on March 06, 2020
Q: Hello,
I was watching an interview on BNN with Mr. Wonderful where he disclosed this little company which is using psychedelics for treatment of depression, PTSD, ADHD in adults, drug addiction therapies and a host of other potential avenues. After doing some light digging it also turns out Linton is on the board of this company. They trade on the NEO exchange which I have never heard of, can you give me your opinion of this exchange and this very small company. I realize this is early days. This would be a flier long hold 5 years.
Read Answer Asked by Kolbi on March 05, 2020
Q: Hi Team,

Central banks coordinated rate cut intervention will be negative for bank and insurance sector profitability considering growth expectations are minimal and recession fears also growing. Both BNS and TD are at a 3 year low and dropping further. US banks like JPM have performed much better compared to Canadian banks.
For new money should I wait for further price stability in bank stocks

Thanks
Read Answer Asked by Ninad on March 03, 2020
Q: You have probably answered similar questions but are there any companies you would buy here given the market turmoil? In particular, are there names that stand out in the sense that there are babies thrown out with the bathwater that are relatively immune to what's going on and because of strong balance sheets may actually “benefit” relative to their competition. Could you suggest some med. to large cap Canadian and US stocks that stand out to you? Thanks!
Read Answer Asked by Steven on March 02, 2020
Q: Has the expansion of the US Fed balance sheet since 2008 contributed to the performance of the markets by keeping interest rates low?
Given the last week of market activity, do you think the US Fed will lean towards cutting the discount rate shortly?
Do you think that this is the appropriate policy response?
Why?
Should interest rates be as low as they are?
Does the US stock market need a low interest rate environment in order to do well?
Thank you.
Read Answer Asked by Wayne on March 02, 2020
Q: What would you consider appropriate overall portfolio percentage holding ranges for stocks vs ETFs? From reading questions I get the impression that a minimum of 2% for individual stocks, 5% for individual ETFs. Maximum (although personal decision) might be 5% for stocks and 10% to 15% for ETFs. Would this be reasonable goal to provide diversification and potentially minimize large fluctuations in income?
Read Answer Asked by Betty on February 20, 2020
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