Q: How does LMP look now to take a position ? Thanks, Paul
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i,
A question related to my flow-through partnership units: I purchased in 2016. Some weeks after purchase, the partnership units were listed in my self-directed account, showing an associated value with a footnote indicating that these are not securities that trade on a daily basis. Initially the listed value was around 23 percent below my actual cost of purchase, which I took as mainly an indication of all the fees and management expenses taken out up front. Since then, the account listed unit price has been adjusted every so often (maybe every couple of weeks or monthly). Gradually the unit price has climbed to where the holding is now a couple of percent in the black (relative to my actual cost). My understanding is that I can’t sell the holding until the partnership units roll over into mutual fund units next year sometime. So my question is: in the meantime, what is that partnership unit price showing in my brokerage account based on? Is it actually something like a present market value estimate (just as though it were possible to market the units currently)? If so, are such estimates normally pretty reliable (so that the account listed value from immediately before the roll-over translates reasonably accurately into the value of the resulting mutual fund units – barring some perfectly timed market collapse of course)? Or is it more of an exercise in fiction? Thanks for any help with my understanding on this!
A question related to my flow-through partnership units: I purchased in 2016. Some weeks after purchase, the partnership units were listed in my self-directed account, showing an associated value with a footnote indicating that these are not securities that trade on a daily basis. Initially the listed value was around 23 percent below my actual cost of purchase, which I took as mainly an indication of all the fees and management expenses taken out up front. Since then, the account listed unit price has been adjusted every so often (maybe every couple of weeks or monthly). Gradually the unit price has climbed to where the holding is now a couple of percent in the black (relative to my actual cost). My understanding is that I can’t sell the holding until the partnership units roll over into mutual fund units next year sometime. So my question is: in the meantime, what is that partnership unit price showing in my brokerage account based on? Is it actually something like a present market value estimate (just as though it were possible to market the units currently)? If so, are such estimates normally pretty reliable (so that the account listed value from immediately before the roll-over translates reasonably accurately into the value of the resulting mutual fund units – barring some perfectly timed market collapse of course)? Or is it more of an exercise in fiction? Thanks for any help with my understanding on this!
Q: Good day gentlemen,
Do you have an opinion on this company?
I noticed there is a new debenture that will be issued. It has an 8% yield would you consider this a moderate risk investment?
Do you have an opinion on this company?
I noticed there is a new debenture that will be issued. It has an 8% yield would you consider this a moderate risk investment?
Q: Hi,
I remain somewhat confused about which account it's best to hold Dividend paying stocks in. I've noticed some responses where you indicate it's best to hold the dividend payers in non registered accounts and higher growth stocks (capital gainers) in a registered TFSA or RRSP account.
For whatever reason, I assumed the opposite as I thought receiving dividends was more along the lines of receiving income (i.e.- cash) so it would be best to put these into your registered accounts to lower the tax bill.
So, in my situation, as I receive approx 60k in annual pension income- am I better to put the dividend payers into the registered or non registered accounts to keep the tax bill as low as possible.
Thank you.
I remain somewhat confused about which account it's best to hold Dividend paying stocks in. I've noticed some responses where you indicate it's best to hold the dividend payers in non registered accounts and higher growth stocks (capital gainers) in a registered TFSA or RRSP account.
For whatever reason, I assumed the opposite as I thought receiving dividends was more along the lines of receiving income (i.e.- cash) so it would be best to put these into your registered accounts to lower the tax bill.
So, in my situation, as I receive approx 60k in annual pension income- am I better to put the dividend payers into the registered or non registered accounts to keep the tax bill as low as possible.
Thank you.
Q: I am overweight Financials and am considering reducing my weight and re-investing the funds in either ALA or ENF. What are your thoughts between ENF or ALA ?
Q: Can you explain Prem/Discount to NAV 0.48%, Actual Management Fee 0.65%, Actual Management Expense Ratio (MER) 0.70%.
Thank you
Thank you
Q: Could I get your opinion on Real Matters up coming IPO.
Q: Hello
Do you have an opinion on Senvest capital or Sec.
Is it a good buy for valueinvesting and there is a good marge of safety or is it too risky
By the way, dou think you will find a company who will deserve A+ one time or it couldnt happen because the perfectionis not in this world
Thanks and I appreciate your opinions
Thanks
Do you have an opinion on Senvest capital or Sec.
Is it a good buy for valueinvesting and there is a good marge of safety or is it too risky
By the way, dou think you will find a company who will deserve A+ one time or it couldnt happen because the perfectionis not in this world
Thanks and I appreciate your opinions
Thanks
Q: Hi5i,
Which of these companies would you prefer at this time or would there be a better choice in this space.
Thanks Dave,
Which of these companies would you prefer at this time or would there be a better choice in this space.
Thanks Dave,
Q: CAN YOU COMMENT ON THE CURRENT VALUATION/PROSPECTS OF METRO BANK PLC RUN BY VERNON HILL
Q: Could I have your opinion on Leagold Mining - V:LMC
Thanks, Ralph.
Thanks, Ralph.
- iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
- Mawer Canadian Equity Fund Series A (MAW106)
Q: Greetings 5i,
Between MAW106 and FID231 which do you prefer? Do you prefer them over CDZ? I hold CDZ.
Cheers!
Between MAW106 and FID231 which do you prefer? Do you prefer them over CDZ? I hold CDZ.
Cheers!
Q: Hello 5 i team.
Between these two companies. LGI Homes and Ubiquity Networks. Which do you think is the better investment? Thank you and good day.
Between these two companies. LGI Homes and Ubiquity Networks. Which do you think is the better investment? Thank you and good day.
Q: Hi, folks
I'm very new to 5i Research, and trying to get myself orientated around.
I have some questions on the balanced portfolio
1) with less capital like $50k, what your recommendations on how to follow this portfolio?
2) when there is a add/remove in the portfolio, how quickly I will be notified?
3) in the report, when you add or trim a position, do you provide at what price to buy or sell?
4) for how long I need to hold the stocks in your portfolio? Do I need to have a stop loss/trailing stop to max my gain and minimize my loss?
5) what is the average holding period for a stock in this portfolio roughly? You can give me a range the longest to the shortest...
6) to initiate to build this portfolio for my own, is it better to wait for the market to pull back? or Do you have a recommendation about when to buy?
By the way, is it ok for me to ask questions about stocks/ETF's outside Canada or large cap's inside/outside Canada (I know you guys are focus on mid to small caps)
Thanks a lot!
Jane
I'm very new to 5i Research, and trying to get myself orientated around.
I have some questions on the balanced portfolio
1) with less capital like $50k, what your recommendations on how to follow this portfolio?
2) when there is a add/remove in the portfolio, how quickly I will be notified?
3) in the report, when you add or trim a position, do you provide at what price to buy or sell?
4) for how long I need to hold the stocks in your portfolio? Do I need to have a stop loss/trailing stop to max my gain and minimize my loss?
5) what is the average holding period for a stock in this portfolio roughly? You can give me a range the longest to the shortest...
6) to initiate to build this portfolio for my own, is it better to wait for the market to pull back? or Do you have a recommendation about when to buy?
By the way, is it ok for me to ask questions about stocks/ETF's outside Canada or large cap's inside/outside Canada (I know you guys are focus on mid to small caps)
Thanks a lot!
Jane
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK)
Q: WHAT IS YOUR OPINION ABOUT THIS BOND FUND AND COMPARING IT WITH XHY ?THANK YOU.EBRAHIM
Q: Hello all -
Regarding Hector's T1135 question a couple of days ago, he mentions that he has American stocks with a value of 120K with Canadian Broker.
First I will say I am not an expert on this subject.
It's my understanding though that he would only need to fill out the form if the total actual "cost" (converted to CAD, each at date of purchase) exceeded 100K. Is this not correct?
Secondly, this 100K (again, total cost in CAD) applies to accounts outside RRSP's and TFSA's. So in other words, if his total cost was under 100K outside his registered accounts, yet amounts inside either or both his registered accounts exceeded 100K, he would still not be required to fill out this form. Those amounts are not affected.
Is my understanding (hopefully) correct on this?
Thanks.
Jim
Regarding Hector's T1135 question a couple of days ago, he mentions that he has American stocks with a value of 120K with Canadian Broker.
First I will say I am not an expert on this subject.
It's my understanding though that he would only need to fill out the form if the total actual "cost" (converted to CAD, each at date of purchase) exceeded 100K. Is this not correct?
Secondly, this 100K (again, total cost in CAD) applies to accounts outside RRSP's and TFSA's. So in other words, if his total cost was under 100K outside his registered accounts, yet amounts inside either or both his registered accounts exceeded 100K, he would still not be required to fill out this form. Those amounts are not affected.
Is my understanding (hopefully) correct on this?
Thanks.
Jim
Q: Hi Peter
Can you let me know your opinion of these companies . I am thinking of buying one . Which would you think has more upside potential ?
Can you let me know your opinion of these companies . I am thinking of buying one . Which would you think has more upside potential ?
Q: Team,
My full service brokerage account currently has a cash position of 16% and my broker's position on this is that the account will be positioned for an anticipated market pullback and her thought is then to enter with the cash.
I am retired and live off the income provided by the account. The account is entirely Canadian dividend payers ( total of 23 equity positions) which range from 3% to 7% yields. The portfolio is largely banks/insurance ,pipelines/processors and some telecoms. My thought is to reduce the cash to around 5% and add to existing positions or else add a few defensive positions.
Appreciate your comments on the current position and thoughts as to best way to proceed.
Thx
My full service brokerage account currently has a cash position of 16% and my broker's position on this is that the account will be positioned for an anticipated market pullback and her thought is then to enter with the cash.
I am retired and live off the income provided by the account. The account is entirely Canadian dividend payers ( total of 23 equity positions) which range from 3% to 7% yields. The portfolio is largely banks/insurance ,pipelines/processors and some telecoms. My thought is to reduce the cash to around 5% and add to existing positions or else add a few defensive positions.
Appreciate your comments on the current position and thoughts as to best way to proceed.
Thx
Q: Hi,
How will Ontario's new housing plan affect our apartment REITS short and long term?
Daniel
How will Ontario's new housing plan affect our apartment REITS short and long term?
Daniel
Q: I am trying to understand how you do things and can only re-visit this topic when my time permits.
I understand there are 11 sectors:
1. Technology
2. Basic Materials
3. Industrials
4. Financials
5. Consumer Cyclicals
6. Consumer Non-cyclicals
7. Utilities
8. Telecommunications
9. Healthcare
10. Energy
11. Real Estate
Would you agree with above?
Keeping this in mind, you have a representative of each sector in the Balanced Portfolio?
Do you feel that a person should have all sectors represented in their portfolio at all times?
Thank you in advance for your help with this.
I understand there are 11 sectors:
1. Technology
2. Basic Materials
3. Industrials
4. Financials
5. Consumer Cyclicals
6. Consumer Non-cyclicals
7. Utilities
8. Telecommunications
9. Healthcare
10. Energy
11. Real Estate
Would you agree with above?
Keeping this in mind, you have a representative of each sector in the Balanced Portfolio?
Do you feel that a person should have all sectors represented in their portfolio at all times?
Thank you in advance for your help with this.