Investment Q&A

Q: hello 5i Research team,
Could you clarify the meaning of a phrase you use sometimes: « We would consider it fine to own right now, for a 3 year+ period. »? Do you mean: it is a good company/investment, but : it might be fully valued currently? Or it might be volatile for an ownership over a short period of time? Or something else? Thank you for your collaboration, Eric

Q: I was wondering if you guys know any good apps to watch stocks. I use the apple one and am looking for something better.

Q: Would you please explain how Markets work outside normal trading hours. Understand that is an "After Hours" Market, as well as a "Pre-Market"?

Can the individual investor trade in these Markets & how are they accessed?

Thanks.

Q: Hi,
Can you tell me if there is a Norberts Gambit alternative using Cryptocurrency? If one wanted to buy $10K US with CAD$ might it be cheaper to buy cryptocurrency (Bitcoin or Ethereum maybe) in Cdn$ first and then sell the Crypto for US$?

Q: I noticed a few people commenting on the vastly improved Portfolio Analytics segment of this website.

Where can I find the details of what has been changed?

TY

Sheldon

Q: In his email, Mike is referring to a portfolio detail review. Where can we find it? Is he referring to your monthly report?

Q: Love the update for the Portfolio Details.
Well done.
Sincerely
Mike

Q: Peter and staff;
Just adding my compliments to Mikes comment. It is so nice to be able to see each separate account and holdings. Is 5i big enough to monetize yet- I’m sure you could sell enough IPO
shares just from the happy members.
Rod

Q: My ques. is about Co. Equity Financings and in particular related to small cap stocks raising additional capital for expansion or operating costs. Often these financings include both a share and a warrant. Typically there is a 4 month hold period before trading is allowed. There may also be Broker shares and warrants issued as well. My question is whether all of these shares and warrants issued under the financing (including the Broker's) are subject to the same 4 month hold period? Can some parts of the same financing be exempt from the 4 month hold, while other parts are not and why? Lastly, what may be the exceptions to the 4 month hold requirement for any Co. doing additional financing? Thank you.

Q: hi there, just wondering about your thoughts on this hedge fund's piece published today and what are your thoughts about equity market in general about a historic bull market?

"Investors could be looking at a ‘lost decade’ in the stock market, the world’s biggest hedge fund warns"

https://www.marketwatch.com/story/investors-face-a-lost-decade-in-the-stock-market-according-to-this-warning-from-the-worlds-biggest-hedge-fund-2020-06-18

Q: If someone stopped you on the street and randomly offered you $1720 US cash or one ounce of gold, which form of wealth would you take? Assume both the cash and gold are real, of equal value, there's nothing suspicious, and that the decision doesn't depend on any special circumstances or conditions or taxes.

Q: Good morning:
What are the chances of 5i focusing on us stocks as well and not just Canadian names. If you guys own names in the states , wouldn’t it be beneficial for subscribers to own some of the same names south of the border, so we all have skin in the game. A portfolio of us stocks would be be a great addition .
Thx
Mark

Q: Hello,

Where can one find out about new IPO's? I seem to always here about them after a good 2-3 day pop. Marketwatch.com seems like one option. In addition to a simple list, how can an individual investor best familiarize themselves with the upcoming IPO's? How would your team do it and do we have access to the same materials? Zoominfo and Royalty Pharma are two examples of companies I wish I had known about and evaluated in advance.

Q: Should the Share impact of joint the Russell 3000 June 29 come Into effect before or after that date and what should the price impact. They project massive sale growth of ventalators this quarter what Metrics eg new price Earnings should I be looking for to Judge a fair trading price?

Q: Yesterday, I did the Norbert's Gambit for the first time. It went smoothly. Thanks for the Q & A on it.......One learning, ask for the journalizing to be done inter-day as that then allows for DLR.U:CA to be sold shortly after the transaction is done.... I used Scotia iTrade and the result was a 1.6% saving compared to doing it at a bank like RBC........Again thanks for the "tip"....Tom

Q: Can you shed some light on the high volume of trading today especially for blue chip stocks. Many traded at 10x usual volumes, some with sharp declines at market close.
Thanks

Q: As a part of our duties as Powers of Attorney for a relative it looks like we're going to need the services of a stockbroker.
We're sitting with a miscellany of share certificates he accumulated from the nineteen fifties through the seventies. Some of the issuers are clearly long gone (e.g. Nortel Networks) but others are or appear to be still trading. He wants to liquidate these holdings to tidy up his estate.
Some of these shares have changed name through the years.
Any suggestions on how best to deal with this situation?
Many thanks in advance.
Mike

Q: The government insures up to I believe 100,000. of cash in a bank, correct. If I put my money in a T-bill account at my brokerage the brokerage guarantees up to 1 million. Is that correct and if so would it not be better to keep your money in a brokerage?

thanks, Jean

Q: What's with so many stocks trading at above average volumes today? Is this related the TSX index changes for Monday or are there other factors.
Is it a quarterly balancing?
I think ETFs sort out their positions about this time of the year for equal weight ETFs for example.
I often see above average volumes at month end which I thought was funds trying to make their month end holdings look better.
Thanks for your professional opinion.

Q: You have said in previous answers that you view most analyst price targets with significant skepticism. Earlier this year TD started to include analyst price targets along with the analyst's TipRanks ranking out of 6,700 analysts. Per TipRanks, the ranking is based on the win-loss ratio of the analyst; the average return of each rating; and consistency of the analyst's performance over time.
For example, on Monday, Brent Bracelin of Piper Sandler, who happens to be ranked #1, gave SHOP a target price of $1144. Today, Mark Mahaney of RBC, rank 121, gave SHOP a target price of $1357.
What is your opinion of TipRanks? Would you consider analysts in the top 1, 5 or 10% worth paying attention to as part of a decision-making process?