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Investment Research For Regular People

Conflict-Free Research on Investments: Stocks, Funds, IPOs

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Peter Hodson and Ryan Modesto

5i Recent Blog Posts

How to Calculate the Expected Total Return of Any Stock

How to Calculate the Expected Total Return of Any Stock
It is important to understand how to use realistic assumptions to estimate the returns that you’ll receive from investing in stocks.

This article will outline how you can calculate the expected return of any stock by using financial metrics and projections about future performance...

5i Staff Feb 22, 2018

Member Update - February 15, 2018

RRSP Season is Here: Diversify your Portfolio with Canada's top ETFs

We have noticed an increase in the volume of questions on ETFs and Mutual Funds. To help with research and questions in this area...

5i Staff Feb 15, 2018

When to sell a stock for fundamental reasons

When to sell a stock for fundamental reasons

When to sell a stock is one of the toughest questions for an investor to answer. It involves emotions, money and oftentimes ego. All of these aspects can be tough to manage so setting up some rules on when selling a stock is appropriate can make sense. So, let us take a view of when to sell for stock-specific reasons to help make the difficult decision a bit easier...

5i Staff Feb 07, 2018
5i Recent Questions

Q: Further to Lance's fine suggestion of using CanadaHelps for excess gains I can add TD's Private Giving Foundation as an alternative I've used since 2007. A twist is that contributions are endowed over a period, usually 10 years, with annual disbursements to chosen charities. Undistributed amounts are invested in TD's conservative mutual funds so some growth can be expected and a legacy is established. You get to name it whatever you wish eg: The Jones Family Foundation. Minimum $10,000. Details:

https://www.td.com/ca/products-services/investing/privategiving-index.jsp

Read Answer Asked by Jeff on February 23, 2018
5i Recent Reports
Rating
A-

Review of Stella Jones

JAN 17, 2018 - Railway tie and utility pole provider that offers stability with some growth potential. Rating downgraded one notch to 'A-' on a lower growth outlook.

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Rating
B-

Review of BSM Technologies

DEC 21, 2017 - After an acquisition busy 2015/2016, and higher spending in 2017 to consolidate acquired platform, GPS looks well positioned to start cross-selling higher margin products in 2018. The Company has a higher portion of recurring revenue and is now debt free. Rating maintained at "B-".

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Rating
B

Review of Andrew Peller

DEC 20, 2017 - Wine producer and marketer with a strong market share in Canada growing the whisky business and recently acquiring wineries in the Okanagan Valley. Rating maintained at 'B'.

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Rating
B

Review of Raging River Exploration

DEC 18, 2017 - A smaller, growth-oriented E&P oil play. The stock has underperformed with higher oil prices, as more leveraged names attract investor attention. With best-in-class netbacks, a solid balance sheet, and a rare discount valuation, we see good recovery potential. Rating maintained at 'B'.

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