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5i Research Blog

Oct 20, 2017 5 from 5i - My Brain Hurts: Investor Thought Experiments

By Michael

5 from 5i

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Oct 13, 2017 5 from 5i: If Buffett has periods of underperformance, why would you expect anything different?

By Michael

5 from 5i

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Oct 11, 2017 The Importance of Having a Plan: Photon Control, Ballard Power Systems, The Stars Group

By 5i

 

The importance of having a plan: Technical Analysis

No matter how much experience you have as an investor, a trend following system is a straight forward approach to systematic trading that can be easily deployed and managed by anyone. This is a great way to profit from large moves without having to manage positions on an intraday basis. If you have spent time learning lessons the hard way, like myself, then you will relate to what I am about to say.

The two problems I struggled with the most were taking a position too large for my account and selling too soon. In my experience these problems often go hand in hand, I was always putting myself in the perfect position for emotional ruin. Every time I would get onto a winning trade I became greedy or scared and locked in profits prematurely, cutting my potential returns short.

This is exactly what happened last week to one of my subscribers with Photon Control (TSXV:PHO)...

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Sep 22, 2017 All About Bitcoin: Understanding the New ICO Market

By Michael

5 from 5i

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Sep 15, 2017 5 from 5i - Performance of risk-on and risk-off assets in times of crisis

By Michael

5 from 5i

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Aug 28, 2017 Technical Analysis Stock Picks on Savaria (TSX: SIS), Stella-Jones (TSX: SJ), and AGF Management (TSX: AGF.B)

By 5i

Technical Analysis - Savaria (TSX: SIS), Stella-Jones (TSX: SJ), AGF Management (TSX: AGF.B)

We are excited to introduce our first in a continuing series of pieces surrounding stock ideas generated through technical analysis. In partnership with Dwight over at Set Your Stop, we will be posting some his top TA ideas every two weeks. Subscribe to the blog to get notifications on when his next piece is up and sign up for a free trial if you are not a member to get access immediately.

 
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Aug 25, 2017 5 from 5i - Risky ETF Misconceptions

By Michael

 

 

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Jul 21, 2017 5 from 5i: How Economists See Market Drivers

By Michael

It was a big week for US bank earnings, and markets showed concerns over President Donald Trump’s ability to push through his pro-growth policies, following a setback to the healthcare bill. Bank of America (BAC), the second-largest U.S. bank by assets, beat quarterly earnings expectations but experienced a slowdown in trading revenue and trimmed its expectations for growth in net interest income. Goldman Sachs (GS) dipped after also beating earnings expectations but posted a 40% drop in bond trading revenue. Telecom company Rogers Communications (RCI.B) reported a greater-than-expected 35% jump in second-quarter profit, as a gain in wireless subscribers offset declines in its cable TV business. Canadian Pacific Railway (CP) reported a better-than-expected quarterly profit, as it earned more from higher shipments of commodities, but executives were cautious on grains for the second half of the year. Here are stories we found interesting this week:

  1. An overview of factors driving market 'bubbles'
  2. ETF Managers made active decisions for passive investors, years ago
  3. Three 'simple' lessons learned over the last 10 years
  4. If portfolio management is no longer the source of a financial advisor’s value, what is?
  5. The 'Top 10' S&P 500 company contributions over the last 35 years
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Jul 17, 2017 Why It’s Almost Impossible to be a Passive Investor in Canada

By Ryan

Why it's almost impossible to be a passive investor in Canada

What if I told you that as of June 28, 2017, essentially half way through the calendar year, only one sector out of ten (including REITs with Financials) was negative?

What if I told you that out of those ten sectors, six of them had returned over 5% in the year-to-date period and three of those had returned in excess of 10% over the year-to-date period?

With the TSX flat to slightly negative over the same period, you would likely call shenanigans, but it’s true.

Only one sector is negative for the TSX in 2017 and due to its heavy weighting, it has been the main contributor to the lack of any returns on the TSX so far this year.

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Jul 14, 2017 5 from 5i: 30 Pearls of Wisdom

By Michael

The big news this week was of course that the Bank of Canada raised interest rates for the first time in seven years. The bank raised its overnight lending rate to 0.75% from 0.5% Wednesday. Couche-Tard (ATD.B) capped its fiscal year with a strong fourth quarter as its Canadian operations got a boost from the full impact of its acquisition of Esso convenience stores. Home Capital Group (HCG) has chosen Yousry Bissada, a 57-year-old executive who is well known in the mortgage industry, as its CEO. Manulife Financial (MFC) shares spiked in afternoon trading yesterday after The Wall Street Journal reported the lifeco is exploring an initial public offering or spinoff of its John Hancock unit. Aphria (APH) reported Q4 and full year 2017 financial results that beat analyst expectations. Here's five stories we found interesting this week:

  1. Guiding principles every investor should, at best, understand
  2. What's wrong with active management and how it could stay alive
  3. Winning investments require enduring more discomfort/uncertainty than others
  4. Answer these questions to see if you can 'wait out the storm'
  5. Emerging markets continue to see tailwinds
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