Investment Q&A

Q: Good Morning,
Thoughts on the proposed name change for Royal Nickel to Karora Resources and the proposed share consolidation of up to 11-1?
thanks

Q: Hello,

I note that REAL is sitting on approx $90M in cash at the current time. Based on its MC, is this considered a lot?

Secondly, is there a point where having excess cash can become a drag on the SP? I picked this up a few months ago based on 5i's recommendation.

Lastly, I bought in at 2% and am now approaching 4%. Let it ride or trim?

Q: Hello 5i,
I don't know if you have any expertise in old stock certificates but I thought I would run this by you just to see. I just opened an old box in an inheritence that we recently received and it looks a bit like someone was dreaming of making it rich: a series of old mining stocks. I have done a quick internet search but have found nothing. I don't know if you know if there is any simple way of dealing with this. They have names like: Atlas Chibougamau Mines Limited, Galloway Chibougamau Mines Limeted, beresford Lake Mines Limited, Conro Devopment Corporation Limited ( another Quebec mine), Laval Quebec Mines Limited,Peninsular Petroleum Limited, Alliance Mining and Securities Limited. As I say, this is not your area but maybe you have some ideas. thanks

Q: Does it matter price-wise if you buy a stock before/after the dividend is paid? Is it the same answer if you buy before/after it goes ex-dividend? I am a long term investor so wondering if there is any significant savings to trying to time the purchase a bit?

Appreciate your insight.

Paul F.

Q: Did people at 5i take a position in Flutter as per your disclosure on the last question? Thx

Q: Looking at some of the data under the company tab, I see good profitably ratios but the book value is negative and the return on equity is -111. %. What does a negative ROE mean - is at an artifact of the negative book value?

Q: Is there any way to separate out questions asked about American companies and Canadian. I invest in only Canadian an get frustrated when find out question is on an American company.

Q: With regard to Mike selling all his shares in SHOP too early; what I have learned from 5i is you do not have to sell your winners just because they are up; you trim if the stock position gets too big. What I have also done is sell enough shares equal to my original cost and let my profits ride until the position gets too big.

Q: Just a follow up to my earlier question.
What do you mean that the combined company will be dividended out to CSU for free?
And again will there be an IPO Offering and how will one know ?
Thanks
Jeff

Q: Hello Peter,
One of your fellow FP columnists suggests that the valuation gap between expensive (e.g., tech/growth) and cheaper stocks has never been greater. So while growth managers have been doing well, their upside may be limited. And value managers, while their patience continues to be tested, may have their day (soon). For those of us putting new money into the markets, your views on the above are appreciated. (I’m reminded of the dot.com boom when a start-up called 724 Solutions was, within days of its IPO, worth more than Bank of Montreal. I chose instead Edperbrascan, which was so out of fashion as an ‘old’ company that it yielded 6%. This of course became the best investment of my life, as it is now BAM!)
Thanks!

Q: Hi, is there any sign we small investor can detect ahead of companies doing finance instead of waking up next day price dropping ? thanks for your great works.

Q: After the Sino Forest debacle we were told that the books were not easily checked because it was a foreign company. Is that a fact?
Also Mad Money Cramer at one point said never buy a Chinese company, are the requirements for a foreign company as far as reporting and being audited different then for a US company or a Canadian company?

thanks for the great service, Jean

Q: Hello Team
What's your thoughts or best guesswork, IF "money" flow out from China Corp sector listed in U.S markets, which market or sectors would be benefit from it? The H.K market dropped 5% yesterday, moving day is coming ?
THANKS for the amazing services and valuable lessons we learned from 5i our family portfolio value recovered from March lows, it turned all time high a few days ago. takeaways we learned from 5i : Tech is the lead, Non Hedged, BIG picture
HXQ: 80% the rest of 20% equally mixed with FAASGM (FB, APPLE, AMAZON, SOXX, GOOGLE, MSFT. )

Q: Hi Guys
I also have a subscription to Simply Wall Street. I find their APP excellent, and like their analysis of companies.
Can you give me your opinion of what you think generally of their information, and specifically about their calculation of Fair Value.
Thanks !

Q: My outlook on the market is that there is a lot more downside risk than upside potential. I am thinking to use bull and bear ETF's to reduce market risk in a pair trade of sorts. For example, go long NASDAQ (QQQ) and short S&P (SH). The other one I'm thinking about is long investment grade (LQD) and short high yield (SJB). What do you think of the strategy generally? Secondly, what is your opinion on my choices?

Q: Good Afternoon,
I recall that you released a list of Canadian domiciled companies that pay dividends in USD. CSU comes to mind, where can I find this list? Not sure whether you did a blog & discussion on this subject matter or was it simply a list, not sure.
thanks

Q: Hi 5i Team,
If stock Ex-Div date is tomorrow and I buy stock today will 2 days Settlement date prevent me from getting dividend pay for this month?
Thanks in advance for your clarification

Q: When calculating a company's dividend payout ratio, I have seen some analysts use earnings while others use free cash flow. What is the difference between the two metrics, and which one gives a better picture of a company's ability to fund its dividend.

Q: I am going to buy some bitcoin. Could you guide me please
Many thanks. Btw 1%

Q: Shandong Gold, a Chinese Gold company, recently bought TMAC Resources which has an interest in Hope Bay project. This may be a small deal but does the 5I Team know if the Canadian Government has any measures currently in place to protect our vulnerable Canadian corporations in weak sectors like energy from foreign predators.
Thank You
Clarence