I guess the keep your costs low message isn't registering:
Packaged portfolios of mutual funds accounted for about $6.3-billion in net sales in January and February, about 53 per cent of total net sales of $11.9-billion during the two month period.
Some fund companies are using wraps as a means to sweeten the compensation of financial advisers and, ultimately, build business, said fund analyst Peter Loach at BMO Nesbitt...
I've been lurking around for a while, soaking the vast knowledge of these forums :) and I stumbled upon the topic of underperformance of Russell 2000 index ( ):
It is not an indexing inefficiency - it is an index problem. This is not semantics- the problem lies in the mechanics of the R2K index, not in indexing as an investment philosophy. The remedy is simple- as implied in the good Doctor's article you linked, simply choose another index...
Ok, trying to raise some euros for an eventual trip to Europe, and am looking at good dividend paying stocks in Europe.
This one, ticker GLE, on the Paris exchange, jumps out at me. Consistently growing earnings, 4% trailing dividend, 42% payout ratio, trailing P/E of under 10, and looks like its somewhat cheaper than JPMorganChase, the 'other' heavyweight in derivatives.
Any comments? Anyone other european high-dividend-payers I should be...
I agree that ETFs are the way to go to minimize management fees ... but during a recession or tanking market, wouldn't it pay off to be in active funds as I'm assuming that Fund managers are able to reduce losses by switching to cash or bonds for actively managed funds compared to ETFs. So therefore, wouldn't the management fees be worth it due to this reason. I know I must be missing somthing.
:(
I was doing well until I got way too confident and crossed the border
to trade with fellow Americans, No offense meant,
but I lost all what I have made in a year of extensive work and reasearch +
10000 !in a couple of days only. this last week.
Should I start Over. Or should I just drop it.? :cry: :cry:
Yes it's the 50th birthday today - of the S&P 500 (and what a birthday week). Here's a couple of interesting stories - that sometimes makes one wonder about investing.
Of the 500 stocks that were in the S&P 500 on March 4, 1957, only 86 remain part of the index today.
If one invested in the original 500 stocks and kept them for the 50 years:
Believe it or not, according to Siegel, this pure buy-and-hold portfolio would have performed even...
If you do a sell/buy on the same day you can avoid the F/X spread. Before you do the trades call BMOIL and tell them what you are going to do. You will then be able to choose what one F/X rate you want to apply to both of the sell and buy. It's your choice whether to apply the buy or sell rate to both the transactions.
Of course this approach could also be used in other BMOIL accounts that are not in $US.
I'm doing some preliminary tax planning this evening, and have come to a startling conclusion already: the tax load on XIU will be very heavy this year:
1) Inco/Falconbridge/Phelps Dodge/Xstrata deal. If it all goes through, Inco/Falconbridge will both be deleted from the TSX60 index.
Since combined, N/FAL represent 4.28% of the index, and the average capital gain (over XIU book value) is 266%, 2.67% of XIU will be distributed as a capital...
MarketWatch
Stocks are headed for a fall
Wednesday February 21, 10:54 am ET
By Irwin Yamamoto
Commentary: Stocks are headed for a fall
KAHULUI, Hawaii (YF) -- Market wise, equities are in the midst of the second-longest rally since 1929. Yet there are some serious warning signs -- especially sentiment
The odds are high that the current advance won't be able to continue. Stocks remain stretched and trade above past market multiples. What...
Just back from a month in Nz. Strong economy and dollar high. I notice big changes at ROB. What has happened to Jim O'Connell? I hope he is just on vacation!
Good Morning Everyone!
Me being the 'stock' guy, I need some (make that lots!) of help in finding & choosing ETF/ISHares for my rrsp. I am looking to add 4 ETF's (Ishares? what is the diff???) to my rrsp this year.
I need the following:
1) Cdn ETF
2) US ETF
3) BRIC ETF
4) ETF that tracks MSCI (whole world!) - ex North America, of course
Now I know there are I Shares & I Units & Claymore ETF's.
Can an FA arbitrarily adjust a Clients' Account or does each detail of the trade and the reasons it is done have to be explained and approved first??
My Neighbour was telling me that her FA sold a whole pile of her stocks, bought other things, told her he was rebalancing her portfolio, but she is concerned about Capital Gains taxes as most of her holdings are more than 15 years old., including Oil Sands??
I'm curious about the habits of others out there regarding, knowing the right time to take profits. Very difficult thing to do IMO. When a stock that you own gets ahead of itself and becomes overvalued, or you have made a certain fixed percentage on the holding, do you trim it down as a natural way to take some profits? Or is it totally on a case by case basis?
Does anyone use hard and fast rules, or percentages?
OK, I keep staring at the info in the chart below and don't get it. If there are people asking $64.05 for the stock then why is it selling at the higher bid price of $64.21? Why is the Ask listed as $64.26 when there are lower Asks in the list? Could it be that these lower priced Asks have conditions attached that knock them out for consideration as the Ask price?
Are there any other direct access brokers besides Interactive Brokers, Questtrade, Tradefreedom?
Is Etrade Canada a direct access broker?
I don’t understand why anyone would not use a direct access broker since they execute your trades faster and cheaper.
So all the discount brokers for the big banks are not direct access brokers? How much slower are these big bank discount brokers? How are the orders routed for the big banks discount brokers...
I can seem to get the hang of getting the right numbers of this trust.
Trilogy Energy trust (TET.UN-T ).
I am down 30%, on NAV. getting 10.5% Dist. and as a trading volume most time over 60000 shares.
My question.
Can someone tell me if its paying out more than 95%?
Does there payments exceed cash flow.
Finally should I dump this or continue to receive the 10.5% dist. Hope for someone to buy it.
Your comments would be appreciated
Thanks.
I wish to get exposure to oil and gas stocks, such as Nexen and Talisman, Petro Canada, Husky, EnCana, Suncor, and Imperial Oil. It would fit my portfolio nicely. Would there be a mutual fund that concentrates on senior, integrated and super-major Canadian oil and gas?
The ones I have examined include a lot of junior oil and gas, and mining, along with energy income trusts. I would like to own a fund that has lots of what I want, not drilling...
I watch some penny stocks and sometimes the bid and ask are only a penny apart, and it will sit there for hours sometimes and then it turns out that it is only for one thousand shares!!!! Come on...if it is worth buying for .71 isn't it likely it is still a good deal at .72 or .73? If I buy a stock I sure as hell don't worry about a few pennies or it is not worth buying anyway
What is this a staring or a pissing contest? :?
From the simplified prospectus dated August 31, 2006 with my bold:
The difference in the amount of management fees will be distributed by the Fund to the applicable clients as a distribution of additional units, unless otherwise requested (the Management Fee Distribution Discount ).
Does this mean it's an option to receive such distributions in cash? If so, it could be a means to increase cash flow.
I am at the stage where I am ready to implement my new low cost investment program vetted by my advisor at MD management.
The building blocks that made the cut were XBB and VV, VOE, VB, VBR and VGK, VPL and VOE. Canada equity is represented by a low cost index fund (TDe) since I want to be able to buy blue-chip dividend earners gradually over time.
On-going contributions were to go to MD short-term bond and mortgage and the Canadian, US and...
Thought I'd post up an email reply from Claymore Investments in regards to their International Fundamental Index Fund. I had inquired as to when this fund will be available. They said next week (week of February 11, 2007).
Looking forward to checking this one out.
Regards,
AJW
***
Good afternoon AJW,
Thank you for your interest in Claymore Investments.
In regards to your question below, we will be launching Claymore
International...
Im an investor in the New Zealand market. Our market is doing well and has done for the last 4 years or so, more than doubling the gross NZX index from under 2000 to over 4000.
Compared to other markets ours is undervalued and delivers the worlds best dividends.
Why are you foreign types out there reluctant to invest down here?
There's a number of internet quote sources for the TSX listed stocks, but I can't seem to find a source for a list of companies. The Venture exchange publishes a list which includes status (Halted, etc.), but the TSX does not. Anyone aware of where a concise list of companies can be found?
I hold a small amount of Boralex Power in a couple of our accounts and they have hired Genuity Capital, to look into their options, which is probably to find a buyer, also Countryside Power announced info along the same lines today. What do you think, if you owned it would you hold, or get out now. I don't own Countryside. Also NPI has gone down a lot....from a high of$14.00 Jan 17th to $13.00 yesterday.
My current Fixed income consists of a third (sheltered) in mainly XSB with some XBB and GIC's. Another third (taxable) is in Preferreds. About a quarter of that in DPS.U with the other three quarters in various individual preferreds. The final third is in short term (1 yr and less) stuff.
I don't mind leaving the sheltered money in short term MM and GIC's as I'm not earning much less then longer term investments. However, most of this short...
my wife and i are 40
have maximized our rrsps for 15 yrs
are paying our mortgage off over the next 3 years
have taken a HELOC out on the home
am investing monthly with shareowners assoc. in xdv from the line of credit
plan to be fully invested in 36 months ( full line of credit)
am making interest only payments
would like to stick with high yield / dividend etfs
two questions:
is the 36 month time frame ok,too short, too long?
am i...
TRP is issuing subsription receipts in the amount of $39,470,000 .
As a holder of a substantial amount of TRP. and not being familiar
with subscription receipts, would some one be kind enough to inform me as to the pro and cons of this transaction.
THanx.
I slice-and-dice my US holdings (nominally 10%) into four approximately equal positions: large cap (Russell 1000, IWB); small cap (S&P 600, IJR); small cap value (Russell 2000 Value, IWN); and mid cap value (S&P 400 midCap Value, IJJ). The mid-cap value is used instead of large-cap value because of a recommendation on Diehards by Larry Swedroe . Here's my performance for the last two years:
Anybody have any thoughts on PFR.un - Advantaged Preferred Share Trust???... it trades @ $25.50, yields 4.8%, is rated P2(low), converts the dividends into return of capital (which is at best a tax deferral strategy given the new rates on dividends...)...
The interesting thing, according to the literature associated with the secondary issue that is in the market this month, is that There are no management fees or forward fees payable by the...
Why is XIN under performing the index? It isn't even doing as well as most managed funds. By comparison I also hold TD-e international index and it is doing far better. I thought they were both suppose to track the EAFE index, so shouldn't they perform the same. Is there any reason to own XIN over other international index funds?
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