Chapter 5: Equity Securities

In this section

• Factors to Consider When Deciding Between Individual Equity Securities and Managed Products
  Explore key considerations when choosing between individual equity securities and managed products, including costs, diversification, control, and regulatory factors, to align investment strategies with personal goals and risk tolerance.
• The Characteristics and Features of Equity Securities
  Explore the essential traits of common and preferred shares, understand valuation concepts like par, market, book, and intrinsic values, and discover how dividends, shareholder rights, and corporate governance shape equity investments.
• Canadian and U.S. Equity Markets
  Discover the unique features, listing requirements, and regulatory frameworks of Canadian and U.S. stock exchanges, along with practical insights on currency considerations, tax implications, and cross-listing strategies.
• Additional Key Considerations for Equity Investments
  Discover how corporate actions, short selling, margin trading, and market regulations shape equity investments. Learn about insider trading rules, analyst coverage, and the importance of continuous learning in a dynamic market environment.