3
votes
3answers
68 views

Source of income: from dividends vs sale of principal or security

Source: P172, P214, ETF for Dummies, 2nd Ed (2011) by Russell Wild: P172: First, if you need a steady stream of income, nothing is stopping you from creating artificial dividends by selling off ...
5
votes
1answer
107 views

Ownership in company and rounds of investment

I negotiated a deal with a startup when they wanted me to move overseas to work with them and I effectively received 2% ownership of the company plus a nice salary. The company is getting ready to ...
4
votes
1answer
397 views

How did Bill Gates actually make his money?

This is something that has always made me curious as heck. I don't really understand how corporate system works so please forgive me if the answer is extremely obvious. I realize Microsoft's history, ...
2
votes
1answer
345 views

Tax ID for an international student investing in U.S stocks

I am an international student studying at Villanova University in Philadelphia, PA. I am very interested in trying my luck at the U.S stock market. However, I do not work on campus and so do not have ...
2
votes
2answers
71 views

Which expenses eat up investments the most: sales charge (front / back-end load), foreign exchange spread, or expense ratio?

I am a bit confused as to which expenses eat up most of the investment. Some brokers have low sales commission but the foreign exchange spread is high. Some have higher sales commission but lower ...
0
votes
1answer
92 views

Why are fund managers' average/minimum purchase price from form 13F the same?

Using the fund managers 13F form filings you can calculate the average, minimum, and number of shares of a stock they listed for each quarter. Looking at the data to see who buy/add/reduce/sold out ...
4
votes
1answer
414 views

Non-tax-resident of Canada needs to pay taxes for investment account earnings?

if a person were to be a non-resident of Canada without jobs, a spouse, kids, asset (houses, cars etc.) in Canada, then that person would not be obliged to file a tax report. However, if that person ...
4
votes
1answer
91 views

What is the process through which a cash stock transaction clears?

When selling stocks through a "cash" account through a brokerage, it takes about 3-4 days for the amount to clear and be available for reinvestment. I'm assuming the is a process through which the ...
1
vote
1answer
73 views

Companies with steady and high dividends

In what kind of companies would you invest if you want a steady stream of high dividends? Is there other options than infrastructure companies? How would you compare different types of infrastructure ...
1
vote
4answers
299 views

Whether to prepay mortgage or invest in stocks

If at the end of the year, I have 10k in hand that I want to save/invest and these are my options: 1.Prepay into mortgage. Rate is 2.1% 2.Invest in stocks and I know I can get at least 7 % return. ...
1
vote
3answers
300 views

Does a bid and ask price exist for indices like the S&P500?

When buying a stock (say Google or Apple) at day 1 you pay the ask price of that day. When selling the stock at day 6, you get the bid price of that day. The return you made is given by [ ...
11
votes
3answers
897 views

How can I determine if my rate of return is “good” for the market I am in?

I am considering a small investment to get started with. What percent rate of return is considered to be good return on investments made in a stock market? I read somewhere that 25-30% is considered ...
0
votes
3answers
2k views

Different ways of looking at P/E Ratio vs EPS

Would it be valid to assume that a stock with a low P/E ratio and also very high EPS is, generally speaking, a better purchase than a stock with that same P/E but lower EPS? My reasoning for this is ...
2
votes
3answers
365 views

When does a low PE ratio not indicate a good stock?

I buy stocks mostly based on low PE ratio. Are there situations where a stock is a bad buy in spite of having a low PE? What's the next major stat I should look for before concluding?
5
votes
2answers
321 views

Official site to follow Warren Buffet's Berkshire Hathaway change in investment holdings?

Recently, from a public web site unofficial source, I found out that Warren Buffet's company Berkshire Hathaway is increasing its stake in Wells Fargo. Is there a web site where I can get official ...
3
votes
1answer
432 views

Return vs. Risk Graphing web site alternatives to RiskGrades, which is closing?

Risk Grades' free website (riskgrades.com) is closing 6-30-11. Do you know of a similar site that allows the user to enter several ticker symbols (funds or stocks) and obtain a graph showing relative ...
8
votes
3answers
2k views

How much power does a CEO have over a public company?

I want to invest in a public company and I want to know: Exactly how much power does the CEO has over what the public company does? Can a CEO control a public company even though he doesn't own a ...
7
votes
6answers
502 views

Are stock index fund likely to keep being a reliable long-term investment option?

As I understand it, stocked-based index fund have been a reliable long term investment option in the last X years. Specifically, during "most" 10-year intervals in the examined history, the yield on ...
4
votes
3answers
7k views

Is there an online cost-basis calculator that automatically accounts for dividend re-investments and splits?

I recently sold stocks which I have been holding a long time. I don't have complete records. I do know that on a certain date, I had so many shares in an automatic re-investment program. Is there ...
4
votes
3answers
89 views

What's a good way to find someone locally to help me with my investments?

I inherited a stock portfolio from my grandparents, and it has been sitting at the investment house where it was when I got it. I want to move this portfolio somewhere where the fees are lower and ...