Investment Q&A

Q: Can you explain to me the concept of virtual stop orders? Does RBC have this tool? Do you recommend it?

Q: Gentlemen, the next shale revolution article (Bloomberg) vs Steve St. Angelo's recent financial carnage update of U.S. shale oil production.

Can you provide some clarification?
Thank you. Gaston

Q: I have some US$ in a savings account (haha) and would be interested in your suggestions re; money market, T bill, or other reasonably safe yield bearing investment, tia. Pat

Q: hello
Wondering where I can find out how much a company is institutionally owned or sponsored, ie not really followed by analysts. Would you favour a small ownership
if you were looking for an inconspicuous company and what would you say a small number would be?
thanks
Jeff
Thanks
jeff

Q: Hi great service and much improved web site. My question is related to growth companies. It is not that there is no growth but seems to be beating the expectation in earning reports determine the outcome of share price up or down. Do you have any suggestion of stocks that are high percentage of beating expectation. Thanks always.

Q: why do trailing stop loss orders sometimes not work and you find the stock has dropped below the price that you had set your trailing stop loss at. I appreciate your expertise. thanks

Q: For investments out side N America, particularly for Japan,Switzerland,Germany,France,Small % for U.K. What ETF would you recommend, hedged or non hedged? Thanks. Fooklin

Q: Please advise how long I have to wait to buy back a stock I have sold for tax loss purposes. Thanks

Q: I wish to realize a capital gain on a number of positions. I also plan to immediately re-purchase these same positions. From a tax standpoint, can I simply sell and then re-buy straight away (e.g. a few seconds/minutes later), or do I need to wait some period of time? Thank-you.

Q: On the updated website, the responses are in very light “ink” --- almost washed out. (I have tested and tweaked my PC settings). If other members have expressed similar findings, you might consider darkening the ink a bit (or change color) ?

Q: I am hoping you can address this question ( I know it might be difficult to answer) in your comments you mention "you are comfortable good long term" is there anyway to define this .i.e. next 1, 2 or 3 year - I know no one has a crystal ball. Second point I have always used the philosophy if you get a bad quarter usually a concern "cockroach theory" time to move on and find something else especially if you are in the stock. So if you have companies that report a poor quarter - would you use this approach especially if you want to outperform the market (more of a earnings and price momentum style). Thanks.

Q: Hi, the improvements to the site are simply phenomenal, especially the drill down link to individual company metrics. I have not been able to locate payout ratio however. It would be of great value to have this (or am I just missing it). Thanks..

Q: Your thoughts on CLR and HLF as they settle down after not so good results. Also, when is the period of greatest tax loss selling and how much would you let it influence buying and selling opportunities particularly in TFSA and RRSP accounts?

Q: Hello 5i, In your old website I had marked some questions and answers as a favorite's and there was a gold star by the question and I cannot find the selection link to find these. Where do I find this link in the new website. Thanks

Q: Is your service for Canadian exchanges only?

Q: One of my favorite features of your website is the ability to maintain a 'favorites' list. Since the upgrade I haven't been able to figure out how to add questions/answers to 'my favorites'. Please advise.

Q: Does your Interactive Chart Tool plot the security price including or excluding distributions? It would be nice to have option to choose either one. I find that most web charting tools include distributions which can be misleading when one wants to determine a price to buy or sell a security at. Thanks!

Q: What is you opinion of the performance of DFA Global 60EQ-40FI Portfolio - Class F

Q: We are a retired couple relying on investment income after a number years of dismal results from "wealth managers". Our portfolio is likely overly aggressive with about 80% in equities and would like to move toward safer ground in 2018 focusing on companies that will be less impacted when the inevitable correction occurs. Your company review metrics include a rating based on recessionary earning and I would be very interested seeing a report of 5i coverage that includes not only the overall company ratings but all the subsequent parts.
I would also very much appreciate a few names that you feel appropriate given our circumstance and general comments. I have started a list of (flight to safety) equities that thus far includes RSI, SIS, T, GUD, FNV, ENB, TD, L. V, BA,
New site looks great and we really appreciate having real pro's to gather market insite from. Keep up the great work!

Q: Is there a correlation between Book Value growth or decline and a company's total return? For example, are companies that consistently grow their Book Value more likely to have price appreciation than those companies whose book value stays flat or even declines?