Search found 4598 matches

by Peculiar_Investor
21 Feb 2018 07:37
Forum: Retirement, Pensions and Peace of Mind
Topic: Copycat Annuity
Replies: 21
Views: 690

Re: Copycat Annuity

With respect to copycats, I am quoted by Alexander Macqueen extensively in the article in The Globe. Welcome to FWF and thank you for joining the discussion. Lea is the expert here and is much more qualified to answer your questions than I. There is *almost nothing* published on copycat annuities s...
by Peculiar_Investor
19 Feb 2018 18:57
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Discount/Online Broker Research Comparison
Replies: 62
Views: 10729

Re: Discount/Online Broker Research Comparison

IOW, the rankings are depending on what you are looking for! Absolutely agree. Different strokes for different folks. Carrick's article does cover lots of ground and provides a very decent summary of what he believes to be the strengths and weaknesses of each discount brokerage. It is left as an ex...
by Peculiar_Investor
19 Feb 2018 18:23
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Discount/Online Broker Research Comparison
Replies: 62
Views: 10729

Re: Discount/Online Broker Research Comparison

For those with a Globe and Mail online subscription (or the means to work around it :wink:) Rob Carrick's 19th annual ranking of online brokerages Ranking Breakdown A : Qtrade Investor B+ : Interactive Brokers; Questrade; Scotia iTrade B : BMO InvestorLine; RBC Direct Investing; TD Direct Investing;...
by Peculiar_Investor
19 Feb 2018 15:01
Forum: Financial Planning and Building Portfolios
Topic: The Implications of Behavioral Finance
Replies: 143
Views: 42589

Re: The Implications of Behavioral Finance

I did end up reading Nudge: Improving Decisions About Health, Wealth, and Happiness , by Richard Thaler and did enjoy it and learned a bit more about myself and my investing habits and biases. That continues to be a work in progress. Fast forward to today and one of my favorite blogs has a worthwhil...
by Peculiar_Investor
19 Feb 2018 11:20
Forum: Now Hear This!
Topic: Happy New Year 2018 and some annual housekeeping
Replies: 2
Views: 161

Re: Happy New Year 2018 and some annual housekeeping

It appears that our hosting provider was having some issues this morning, but as far as I know they seemed to have resolved themselves. If anyone is still seeing the error, could they please try the following: A small tip that might ease the pain of these continually SQL ERROR messages. I've noticed...
by Peculiar_Investor
18 Feb 2018 11:06
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: How to invest in gold?
Replies: 4
Views: 148

Re: How to invest in gold?

While I personally wouldn't invest in gold you might want to review our wiki article Gold - finiki, the Canadian financial wiki for some ideas and then come back to this topic if you have further questions on the topic.
by Peculiar_Investor
18 Feb 2018 11:01
Forum: Now Hear This!
Topic: Guess who turned 13 today?
Replies: 7
Views: 226

Guess who turned 13 today?

Another year of educating Canadians investors has passed as FWF reaches its 13th birthday today. Newer members who might not be aware of the background might want to read Happy 10th birthday FWF and perhaps the History of FWF . Some statistics associated with today's milestone, Total posts 495313 • ...
by Peculiar_Investor
17 Feb 2018 10:28
Forum: Retirement, Pensions and Peace of Mind
Topic: Annuities
Replies: 36
Views: 916

Re: Annuities

Thanks Bruce, lots to read. It is in the plan text we can take the commuted value or annuity. Many longtimers on FWF know Bruce's background, but just in case the OP or others don't know about it. Bruce is one of the co-authors of The Pension Puzzle: Your Complete Guide to Government Benefits, RRSP...
by Peculiar_Investor
16 Feb 2018 11:11
Forum: Now Hear This!
Topic: Useful tips for using the forum software
Replies: 108
Views: 14905

Re: Useful tips for using the forum software

How does one selectively quote from previous posts, based on a "Testing" discussion with PhilD. Unfortunately this isn't covered in the forum software Frequently Asked Questions . Here is how I do it, at least on a non-smartphone device. Click the "Post Reply" button. Underneath the posting text box...
by Peculiar_Investor
15 Feb 2018 18:28
Forum: Taxing Situations
Topic: Budget 2018
Replies: 58
Views: 1563

Re: Budget 2018

kcowan wrote:
15 Feb 2018 15:46
I think the government should focus on reducing spending rather than increasing taxes in their budget. Yes they should close obvious tax loopholes quickly. But otherwise let them keep their hands out of our pockets.
You've got my vote. Well stated.
by Peculiar_Investor
15 Feb 2018 14:11
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Dividend and distribution hikes (2018)
Replies: 45
Views: 4824

Re: Dividend and distribution hikes (2018)

The US tax code changes seem to be rewarding shareholders, this time to the tune of a 35% increase, AbbVie Increases Dividend and Announces New Stock Repurchase Program NORTH CHICAGO, Ill., Feb. 15, 2018 /PRNewswire/ -- The board of directors of AbbVie (NYSE: ABBV) increased the company's quarterly ...
by Peculiar_Investor
14 Feb 2018 20:01
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Dividend and distribution hikes (2018)
Replies: 45
Views: 4824

Re: Dividend and distribution hikes (2018)

Another double digit increase as Cisco Systems, Inc. - Cisco Reports Second Quarter Earnings Cisco Increases Quarterly Cash Dividend; Stock Repurchase Program Authorization Increased Cisco has declared a quarterly dividend of $0.33 per common share, a 4-cent increase or up 14% over the previous quar...
by Peculiar_Investor
14 Feb 2018 17:44
Forum: Financial Planning and Building Portfolios
Topic: Help Me Work Through This (Early) Retirement Plan
Replies: 37
Views: 1649

Re: Help Me Work Through This (Early) Retirement Plan

For a while, he made two spreadsheets available that allowed anyone (it was in the public domain) to download them and change the input variables. Could this post and spreadsheet by our own Shakespeare be helpful? The link in Shakespeare's post is dead (404), so I couldn't compare if the same Milev...
by Peculiar_Investor
14 Feb 2018 09:40
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Dividend and distribution hikes (2018)
Replies: 45
Views: 4824

Re: Dividend and distribution hikes (2018)

Another significant increase, Clorox Increases Quarterly Dividend 14 Percent to 96 Cents Per Share From Tax Reform Benefits OAKLAND, Calif., Feb. 13, 2018 /PRNewswire/ -- The Clorox Company (NYSE: CLX) today announced that its board of directors has declared a quarterly dividend of 96 cents per shar...
by Peculiar_Investor
14 Feb 2018 09:26
Forum: Now Hear This!
Topic: finiki, the Canadian financial wiki
Replies: 101
Views: 8398

finiki, the Canadian financial wiki turns 9 years old today

Our wiki turns 9 today.

Here are some statistics about finiki: there are currently 212 content pages and there have been 15,599 page edits completed by our 45 registered users. In 2017, there were about a quarter million visits to finiki, with about 1.1 million pages viewed.
by Peculiar_Investor
14 Feb 2018 09:05
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Assessing Utilities
Replies: 44
Views: 3162

Re: Assessing Utilities

Thanks. Always educational to see how others determine a valuation on a stock or a sector. The utilities sector has historically been the hardest for me because I don't find dividend yield, i.e. current dividend yield vs historical pattern, as a very useful metric. Because they are regulated busines...
by Peculiar_Investor
14 Feb 2018 07:07
Forum: Taxing Situations
Topic: Budget 2018
Replies: 58
Views: 1563

Re: Budget 2018

ghariton wrote:
14 Feb 2018 01:35
It's worth pointing out that Jaime Golombek's piece is a year old.
Oops. I had used Google to search for Budget 2018 and didn't carefully check the article date. Thanks George for spotting the error.
by Peculiar_Investor
14 Feb 2018 00:06
Forum: Taxing Situations
Topic: Budget 2018
Replies: 58
Views: 1563

Budget 2018

The date for the federal 2018-19 budget has been announced, Morneau to deliver next federal budget on Feb. 27 - Article - BNN . A bit of a primer from Jamie Golombek, Here are the tax changes to watch out for in the upcoming federal budget | Financial Post . :oops: Personally I think it is a mugs ga...
by Peculiar_Investor
13 Feb 2018 22:47
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 153
Views: 9775

Re: What did you Buy? What might you buy? (2018)

Some good discussion here, but perhaps we should move further detailed discussions to one of the following topics: FTS vs EMA vs CU or Assessing Utilities or Emera (Symbol-EMA) or Fortis (Symbol-FTS) There is also a much older topic on Emera, see Emera (Symbol-EMA) Tanks that contains some useful th...
by Peculiar_Investor
13 Feb 2018 13:45
Forum: Retirement, Pensions and Peace of Mind
Topic: DB to DB Transfer (HOOPP/OMERS)
Replies: 42
Views: 1745

Re: DB to DB Transfer (HOOPP/OMERS)

Welcome to FWF and thank you very much for the detailed posting.
by Peculiar_Investor
13 Feb 2018 09:10
Forum: Taxing Situations
Topic: Withdrew fund (principle) from non-RSP -question on T5008
Replies: 7
Views: 261

Re: Withdrew fund (principle) from non-RSP -question on T5008

Thanks to the OP for coming back and providing an update. As other issues/questions arise, hopefully you'll post them.
by Peculiar_Investor
12 Feb 2018 17:29
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: What did you Buy? What might you buy? (2018)
Replies: 153
Views: 9775

Re: What did you Buy? What might you buy? (2018)

JaydoubleU wrote:
12 Feb 2018 13:32
Good entry points in either FTS or EMA right now.
Can you expand on how and why you've determined the 'good entry points' right now? Is it based on specific fundamentals or some aspect of technical analysis?
by Peculiar_Investor
12 Feb 2018 14:49
Forum: Taxing Situations
Topic: T1135 Form
Replies: 149
Views: 9057

Re: T1135 Form

An FYI, Scotia iTrade, for the first time, is providing information for the T1135. ‘Cost during the year’, ‘Max cost during the year’, ‘Max fair Market Value during the year’ have been calculated using the applicable monthly average exchange rate for the reporting period listed in the report. ‘Gros...
by Peculiar_Investor
12 Feb 2018 08:29
Forum: Stocks, Bonds, ETFs, Funds, REITS and More
Topic: Bank of Nova Scotia (Symbol-BNS)
Replies: 94
Views: 15408

Re: Bank of Nova Scotia (Symbol-BNS)

Wow, we apparently don't talk specifically about this company very often. Bring it back to life with news that Scotiabank to Acquire Jarislowsky Fraser . ORONTO, Feb. 12, 2018 /CNW/ - Scotiabank and Jarislowsky Fraser today announced that Scotiabank will acquire Jarislowsky Fraser, one of Canada's l...
by Peculiar_Investor
12 Feb 2018 08:27
Forum: Financial Planning and Building Portfolios
Topic: Jarislowsky Fraser
Replies: 47
Views: 11170

Re: Jarislowsky Fraser

Announced this morning, Scotiabank to Acquire Jarislowsky Fraser ORONTO, Feb. 12, 2018 /CNW/ - Scotiabank and Jarislowsky Fraser today announced that Scotiabank will acquire Jarislowsky Fraser, one of Canada's leading independent investment firms with more than $40 billion in assets under management...