Q: Any comment on the recent news release eliminating DSC fees on all IGM funds?
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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: Hello Peter,
I forgot to add the question to my previous one on XLF. ON friday September 16, the ETF was trading in the $23 range. Today, Sept 19th it is trading in the $19 range due to the reasons cite above. Does this mean investors who bought it on Friday will get a special dividend to offset the decline in share price today (I am assuming the decline is approximately the same as the dividend). Please advise. ON another note, do you feel concordia healthcare is very cheap now given the recent decline or is it too risky. Thanks again.
I forgot to add the question to my previous one on XLF. ON friday September 16, the ETF was trading in the $23 range. Today, Sept 19th it is trading in the $19 range due to the reasons cite above. Does this mean investors who bought it on Friday will get a special dividend to offset the decline in share price today (I am assuming the decline is approximately the same as the dividend). Please advise. ON another note, do you feel concordia healthcare is very cheap now given the recent decline or is it too risky. Thanks again.
Q: I am a new subscriber. Why are some of the stocks in the Model Portfolios recommended but no research reports are available on them? i.e. ATD.B
Q: I have a position in CXI. Should I increase it further now or does the 12% uptick today make it fully valued with the news?
Q: Good news from CXI today I think. Comments Thx
Q: Hello Peter,
I was not able to find the symbol XLF (the US financial sector ETF) on your site so am hoping you can assist. The ETF contains Brk.B, BAC, etc Today, the index fell more than 15% and the news appears to be related to the following:
"Effective on the date of index reconstitution, the Financial Select Sector Index will include securities of companies from the following industries: diversified financial services, insurance, banks, capital markets, consumer finance, thrifts and mortgage finance, and mortgage real estate investment trusts (REITs). The Real Estate Select Sector Index includes real estate management, development and REITs, with the exception of mortgage REITs". If this is true, I am assuming the company that creates the ETF wants to make it more diversified. If so, why would the index fall so much? Is it because investors wanted a concentrated ETF as opposed to the diversified one. From my understanding the XLF before today is similar to the XFN for Cdn Banks and insurance. Thanks very much.
I was not able to find the symbol XLF (the US financial sector ETF) on your site so am hoping you can assist. The ETF contains Brk.B, BAC, etc Today, the index fell more than 15% and the news appears to be related to the following:
"Effective on the date of index reconstitution, the Financial Select Sector Index will include securities of companies from the following industries: diversified financial services, insurance, banks, capital markets, consumer finance, thrifts and mortgage finance, and mortgage real estate investment trusts (REITs). The Real Estate Select Sector Index includes real estate management, development and REITs, with the exception of mortgage REITs". If this is true, I am assuming the company that creates the ETF wants to make it more diversified. If so, why would the index fall so much? Is it because investors wanted a concentrated ETF as opposed to the diversified one. From my understanding the XLF before today is similar to the XFN for Cdn Banks and insurance. Thanks very much.
Q: Peter, I also noticed that my XLF has dropped over 17% today, with heavy trading. I verified this with Scotia Itrade. Can you tell me the reason for the drop?
Q: I submitted this question last Thursday. But I think there maybe system glitches that some questions get lost. This is a resubmitt:
Your balance portfolio has an impressive returns. Mine is way behind. So I searched your QA database, without success, to see if previous questions were submitted regarding a general strategy on how to migrate my stock/mutual funds/etfs holdings to duplicate your balanced portfolio for getting less hands on investing. I hold perhaps 80 stocks and I share perhaps 15 securities with your balanced portfolio and these are obviously to keep within the constraints of asset allocation. I have about 25% holdings in US companies. Your answer, I am sure, would be of great benefit to those members who are like me, are tired of chasing ellusive returns and wish a steady hands-off approach to investing.
So my questions are:
- Is it possible to give a guide line on how to migrate a portfolio to duplicate one of your portfolios? Do you think by adding few of your covered stocks with A/B ratings be a positive or a drage on performance?
-In searching your data base for questions like this one, using a key word like strategy, would I be able to find answer to such a question?
- Allocating assets between Canada and US in general terms, to enhance returns, without consideration to personal circumstances, what percentage allocation should one invest outside Canada?
Your program has helped me tremendously in focusing my portfolio after many years of haphazard approach to investing. So your help is much appreciated by the many members of this community,
Thanks a lot.
Your balance portfolio has an impressive returns. Mine is way behind. So I searched your QA database, without success, to see if previous questions were submitted regarding a general strategy on how to migrate my stock/mutual funds/etfs holdings to duplicate your balanced portfolio for getting less hands on investing. I hold perhaps 80 stocks and I share perhaps 15 securities with your balanced portfolio and these are obviously to keep within the constraints of asset allocation. I have about 25% holdings in US companies. Your answer, I am sure, would be of great benefit to those members who are like me, are tired of chasing ellusive returns and wish a steady hands-off approach to investing.
So my questions are:
- Is it possible to give a guide line on how to migrate a portfolio to duplicate one of your portfolios? Do you think by adding few of your covered stocks with A/B ratings be a positive or a drage on performance?
-In searching your data base for questions like this one, using a key word like strategy, would I be able to find answer to such a question?
- Allocating assets between Canada and US in general terms, to enhance returns, without consideration to personal circumstances, what percentage allocation should one invest outside Canada?
Your program has helped me tremendously in focusing my portfolio after many years of haphazard approach to investing. So your help is much appreciated by the many members of this community,
Thanks a lot.
Q: I'm very sorry. Apparently, I failed to mention the company (Macdonald Dettwiler) when I submitted my question, which was:
Do you regard this as a "blue chip" company for Canadians, or are there others in this sector that are better for a conservative investor? Thank you
Again, my apologies for the original blunder.
Do you regard this as a "blue chip" company for Canadians, or are there others in this sector that are better for a conservative investor? Thank you
Again, my apologies for the original blunder.
Q: On Friday, Privet Fund Management sent a letter to the Board of Directors of Norsat saying it's interested in buying 100% of the common shares of Norsat not already owned at a price of US$8.00 per share in cash. What should shareholders do? Sell on news, wait for developments such as more bids or acceptance of offer? What do you think of the offer?
Thank You.
Thank You.
Q: What do you think of this company? Their technology is very futuristic. The next Intel, Qualcomm, Nvdia? Not for the faint of heart but what if investing in this company is a 10 year ticket to tremendous wealth building? Based on what I have read and seen I am tempted to park five grand.
Q: Hi,
Within an already balanced portfolio, technology holdings include OTC, ESL, and SYZ. How would you view selling ESL and adding ABT?
Regards,
Robert
Within an already balanced portfolio, technology holdings include OTC, ESL, and SYZ. How would you view selling ESL and adding ABT?
Regards,
Robert
Q: Am I correct in assuming the "Exchangeable Shares" I would receive under the Plan of Arrangement would still be traded on a Canadian exchange.
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Stars Group Inc. (The) (TSGI)
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The Intertain Group Limited Exchangeable Shares (ITX)
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NYX Gaming Group Limited (NYX)
Q: Hello 5I
I currently hold these three but they have been a bit of a drag for a year or so. I was thinking of redeploying the capital elsewhere but I looked at TD Waterhouse charts on them and they appear to be gaining a bit in the last month or so. There are good bullish signals on them recently. I know you guys prefer point and figure charts but TD Waterhouse do not have them and I don't understand them. In a nutshell what do point and figure charts say about these stocks?
Thanks Again
Clarence
I currently hold these three but they have been a bit of a drag for a year or so. I was thinking of redeploying the capital elsewhere but I looked at TD Waterhouse charts on them and they appear to be gaining a bit in the last month or so. There are good bullish signals on them recently. I know you guys prefer point and figure charts but TD Waterhouse do not have them and I don't understand them. In a nutshell what do point and figure charts say about these stocks?
Thanks Again
Clarence
Q: I am hoping you can further educate me on the workings of the market. Specifically, what exactly is a roll-up company and how does is it different from a company that regularly does acquisitions?
The term "roll-up" seems to be used nowadays by analysts and other media experts as a negative term, perhaps due to the failures of Valiant, Constellation among others. But ATD.B is lauded due to its growth via acquisition. So, is a roll-up strategy inherently negative and if so, how do you spot a roll-up vs a smart acquisitor?
Appreciate your insight.
Paul F.
The term "roll-up" seems to be used nowadays by analysts and other media experts as a negative term, perhaps due to the failures of Valiant, Constellation among others. But ATD.B is lauded due to its growth via acquisition. So, is a roll-up strategy inherently negative and if so, how do you spot a roll-up vs a smart acquisitor?
Appreciate your insight.
Paul F.
Q: Hi 5i team, is it small cap, liquidity, over price or recent earning that drop the price over 40% ? How do small investor like us invest in this type of so called high growth stock ?
Q: Hi 5i team, if one has to choose to buy just one of the above, which one will you pick for stability and higher long term growth potential? Thanks for past advise.
Q: Do you see lithium and solar as "theme" stories that still have legs and a high probability of becoming very profitable investments?
Would you provide 2-3 names that for each sector that appear to be the "best of breed".
Thanks.
Would you provide 2-3 names that for each sector that appear to be the "best of breed".
Thanks.
Q: What makes Artis REIT a good buy here?
Q: What do you think of investing in the S&P 500 Dividend Aristocrat index, instead of (or in addition to) the S&P 500 index?
According to this web site (http://www.simplysafedividends.com/dividend-aristocrats/) that index has outperformed the S&P 500 index quite nicely over the last 5 year and 10 year period.
So far I have found only one ETF that tracks the S&P 500 Dividend Aristocrat Index. It is NOBL (Prdhares S&P 500 Dividend Aristocrats Index) and has a MER of 0.58%. Do you know of any other ETFs that track this dividend aristocrat index, and if so, which ETF would you recommend?
Paul
According to this web site (http://www.simplysafedividends.com/dividend-aristocrats/) that index has outperformed the S&P 500 index quite nicely over the last 5 year and 10 year period.
So far I have found only one ETF that tracks the S&P 500 Dividend Aristocrat Index. It is NOBL (Prdhares S&P 500 Dividend Aristocrats Index) and has a MER of 0.58%. Do you know of any other ETFs that track this dividend aristocrat index, and if so, which ETF would you recommend?
Paul