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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am wondering about protecting myself from downward moves of NVDA price based on earnings results and news next week. My strategy so far is limited selling as the stock has ramped up beyond any "normal" I have seen.
Of course the dichotomy is:
- Fear that the bubble / AI hype will fizzle and my paper gains never materialize, and;
- Trepidation that I will regret selling another single share if NVDA's future stays bright.

So would options be a way to play this or is this quite expensive? It appears that ATM puts are $7.00 for AUG30. A full 5% premium to protect downside. Crazy? Other Thoughts? Thanks as always - you guys are amazing.
Read Answer Asked by Marilou on August 20, 2024
Q: Previous question included 'Has 5i thought of providing a regular update of stocks that were once favoured but no longer make the grade'. Your response mentioned MG and OTEX and a comment about not reacting to a single quarterly report. This is fair. But will 5i consider reporting on companies that, over time, were once highly recommended but no longer are on the list? Your customers rely and use these recommended lists - they are rated high. Why wouldn't 5i alert customers when a company no longer warrants the recommendation? If no, then maybe you should stop providing the recommended lists and refer customers to your portfolios that you do keep current.
Read Answer Asked on August 15, 2024
Q: At least one of the Canadian Banks offers Canadian Depositary Receipts (CDRs) for selected large cap US $ stocks (e.g. Nvidia). They enable you to buy "fractional shares" plus the CDRs have an embedded option to hedge/insure against US$/Cdn$ currency fluctuations. Do you feel it is better to buy/own US $ stocks directly or to own/buy them through CDRs? Thanks in advance for your answer and keep up the really good work, guys!
Read Answer Asked by Paul on August 15, 2024
Q: Hi,
Enjoyed Chris and Zach's podcast. How come they chose PNG/TSU as their small caps and not some of your usual favourites like PRL or PAY . Also I am somewhat surprised that whilst PNG/TSU do get "airtime" in your Q&As, they don't make it in your small caps short list. You must have some rationale. Somewhat puzzled, that's all.
Read Answer Asked by Savalai on August 12, 2024
Q: Can you list the pros and cons of buying US stocks as a Canadian CDR?
Read Answer Asked by Kim on August 08, 2024
Q: Thank you for the Monday morning alert. I took a chance that you would have devoted a bit of holiday time to explain the situation in easier language than CNBC was describing.
When stocks report good quarters they spike up and then 90% of the time they drift back down to the trend line. This happens whether the market has been in an uptick or a downtick. I guess I should be like everyone else and when this happens, get out of all or a big part of my positions. What would be your advice on this? Thanks so much.
Read Answer Asked by Dennis on August 08, 2024
Q: Sincere thanks for posting the market update yesterday. You didn't have to do that but it was very much appreciated. One comment you made I did not understand. "Now is not the time to be a here". Many thanks.
Read Answer Asked by TOM on August 06, 2024
Q: Hello,

I looked at the presenters for the money show for Sept. 2024.

I saw pretty women and men flogging their stuff.

As a value investor, is it worth my time (I'm 65 and will be dead in 10 years) to attend this event so I can make better decisions now, so my wife can be more financially secure when I am no longer around?
Assuming we have the same ruling party beyond 2025.
I don't mean to be blunt - but facts are facts.
BTW - my portfolio has made more ($55k) in the past month than in the past 4 yrs. This is directly attributable to my knowledge gained from this 5i Q&A blog.

Thank you and keep up the good work.
Read Answer Asked by Delbert on August 01, 2024
Q: Is it a good idea to have a 7% trailing stop loss, on portfolio stocks now? Reasons? Thanks
Read Answer Asked by Grant on August 01, 2024
Q: Hello, Two months ago, I wrote to inquire about why the online stock return calculator on Stock Channel Canada was no longer working and hoped you could refer me to a new one that I might not know about. Now, after a few months, I have found that the site is back up and running. I just wanted to let you know. Thank you for your years of wonderful work.

Thank you.
Read Answer Asked by Esther on July 30, 2024
Q: I find the "Dividend Updates" link at the bottom of the home page to be very useful. On many occasions it was the only place I learned one or more of my holdings had increased its dividend.

In a similar vein, it would be useful to learn that a company had initiated a share buy-back program - positive news for shareholders. Is it possible to include another link on your home page that points to some summary or repository of share buy-back information, NCIBs, etc.? Also useful would be information indicating if the company is actually buying back shares, how many and some measure of progress on the announced buy-back target.

Thank you. IslandJohn
Read Answer Asked by John on July 30, 2024
Q: Hello 5i Team

Is it possible to provide a collation / compendium posted on 5i Research of all the articles Peter has written in the Financial Post? Or is 5i prohibited by Post Media because of copyright laws?

It is not user friendly to search the internet to read all of the articles.

This would be a good job for a summer / co-op student if such a person exists at 5i Research.

Thanks in advance.
Read Answer Asked by Stephen on July 29, 2024
Q: I enjoy reading Howard Marks of Oaktree ; so much common sense dealing with investing.
Do you have favourite authors that you would suggest having themes on investing ?
Thanks . Derek
Read Answer Asked by Derek on July 23, 2024
Q: Is it prudent to hold several accounts with X7figures at the same broker, which is not a large bank, but a leading broker in Canada? I know there is an insured amount of 1M.
Having accounts with several of the banks I would like to consolidate, but not take an undue risk. Your thoughts on the matter?
Thank you.
Read Answer Asked by francois on July 23, 2024
Q: Hi 5i Research team,

I have a brokerage account where I get Analyst Rating change Notice about the stocks I hold. One of my holding is GOOGL:Q and today there was an analyst rating change from Mizuho Securities for the current price target to US$205 from previous price target of US$295. Normally this kind of downgrading gives weakness in stock price.

My question is "do this kind of large price decrease targets are normal and do these people have inside information what normal investor have no clue"?

Your thoughts about the company will be appreciated.

Piyush
Read Answer Asked by Piyush on July 22, 2024
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