Q: Would like to ask a question about your tax loss selling list on the home page. Great document, but could you confirm where you got the expected Revenue Growth from. How can you predict Revenue from oil and gas stock when the commodity price is so uncertain. That would hold for the majority of the stocks in the list.
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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: do you know of any resource to see broad market 13f fillings, trying to get a sense of overall what the "smart money" is doing
Q: 5i does a great job of alerting us to stocks good for buying. But I am wondering if you view it as also within your sphere to alert us when to sell (selling suggestions seem to come only after a problem and a large drop in stock price). For example, when a high-beta stock is at an all-time high maybe it's time to sell (or is the idea that you sell only enough to re-balance). But I have ringing in my ears from lots of sources "let your winners run". But it's hard to see a winner go up +70% over a year only to see it drop 80% in a few days (estimating here). I guess the game plan is if nothing fundamentally changed the stock will eventually recover the drop and then some.
Thank you for any insight you can provide on this.
Thank you for any insight you can provide on this.
Q: When one reads the balance sheet are the pref shares included in the long term debt.
Q: Hi guys:
In this correction, companies are so called on sale. Unfortunately retail investors only have so much money to deploy to buy shares. For example I own cargo jet and have done great on the name. Would it be wise to sell the winner and take the cash and add more shares to a savaria , New flyer , ccl , or pbh for example and dollar cost average. Or should I just stay put for my entire portfolio.
Thank you
Mark
In this correction, companies are so called on sale. Unfortunately retail investors only have so much money to deploy to buy shares. For example I own cargo jet and have done great on the name. Would it be wise to sell the winner and take the cash and add more shares to a savaria , New flyer , ccl , or pbh for example and dollar cost average. Or should I just stay put for my entire portfolio.
Thank you
Mark
Q: Hi Peter,
Time for a different type of question in these markets. I enjoyed your recent appearance again on Market Call. Aside from you and Ryan, I don’t watch many others. I am curious though about how you go about formulating your new top picks and the ground rules set out by BNN. You have been on BNN several times this year but they tracked your past picks from October 2017. I assume that is to give your picks one year to perform. Do you use the same process for picking your top picks for BNN as you do in your daily 5i stock assessments or are there differences? I read your new 5i BLOG on tax loss candidates, where you identify many stocks that have been crushed. Many are tax loss candidates but you say you would be reluctant to sell TSGI, PBH and SIS due to the rebound potential in the new year. Would those three, among others with strong rebound potential (KXS), have been considered by you for your BNN Top Picks?
Thanks for the insight.
dave
Time for a different type of question in these markets. I enjoyed your recent appearance again on Market Call. Aside from you and Ryan, I don’t watch many others. I am curious though about how you go about formulating your new top picks and the ground rules set out by BNN. You have been on BNN several times this year but they tracked your past picks from October 2017. I assume that is to give your picks one year to perform. Do you use the same process for picking your top picks for BNN as you do in your daily 5i stock assessments or are there differences? I read your new 5i BLOG on tax loss candidates, where you identify many stocks that have been crushed. Many are tax loss candidates but you say you would be reluctant to sell TSGI, PBH and SIS due to the rebound potential in the new year. Would those three, among others with strong rebound potential (KXS), have been considered by you for your BNN Top Picks?
Thanks for the insight.
dave
Q: Hi - are you aware of any fixed income oriented newsletters that you would feel confident enough to recommend? Thanks.
Q: I note that you have said (in Saturday's FP) that the market is currently not so worrisome because for one thing the VIX has not spiked above 30. Yet I have heard another commentator cite the same fact about the VIX to say we have to have a spike in the VIX before we hit the bottom and so the market will fall more. Same metric but to you it's good and to the other guy it's bad. Can you reconcile these two viewpoints?
On that, while the VIX may indicate not much fear or panic, there sure does seem to be a lot of panic based on the 11-20% drops I've seen on several stocks. Is that because these sellers are just not the ones into options and therefore they are not influencing the VIX?
Thank you.
On that, while the VIX may indicate not much fear or panic, there sure does seem to be a lot of panic based on the 11-20% drops I've seen on several stocks. Is that because these sellers are just not the ones into options and therefore they are not influencing the VIX?
Thank you.
Q: My question is on tax treatment of GIC interest.
Is the interest on a GIC reported only in the year the interest is received; or is the interest pro-rated to that portion allocated to the calendar year, even if not received in that year.
Example - a 1 year annual GIC bought in say July 1, 2018, but not maturing until July 1, 2019. Is the interest to be reported on the 2018 tax filing zero, or is it a half year's worth of interest, even though not yet received in 2018?
Is the interest on a GIC reported only in the year the interest is received; or is the interest pro-rated to that portion allocated to the calendar year, even if not received in that year.
Example - a 1 year annual GIC bought in say July 1, 2018, but not maturing until July 1, 2019. Is the interest to be reported on the 2018 tax filing zero, or is it a half year's worth of interest, even though not yet received in 2018?
Q: Hello 5i team, Just wanted to thank you for the timely reports and updates on the various coverage companies. Thanks for the excellent work.
Shyam
Shyam
Q: On the weekend you sent an update that you were dropping KWH from the income portfolio. Can you point where that is noted on your web site please.
Thanks
Thanks
Q: is the decline in largo price related to the warrant conversion to shares announced today and when the warrants are converted this causes an increase in share count, am i correct and then with more shares issued the stock goes down to reflect that. dave
Q: I’d like to invest in companies with excellent balance sheets, a clear catalyst for growth, and which are trading at a discount to their historic valuation. I’m hoping you can provide a list of stocks, both domestic & foreign, that meet these criteria. Are there any sectors or countries with an abundance of such companies right now? If so, please suggest some appropriate ETFs. Thanks very much.
Q: Morning boys:
What can I say , another great show from hodsen on market call . Looking forward to his sidekick soon. For a long term retail investor like myself, 5i is the go to service .
Thanks guys,
Mark
What can I say , another great show from hodsen on market call . Looking forward to his sidekick soon. For a long term retail investor like myself, 5i is the go to service .
Thanks guys,
Mark
Q: This is not a question, just comment.
So nice to see Peter on BNN's show today. I subscribed to 5i for some time. I made some money but also lost on certain stocks. But that is expected in equity market. It is different from bonds or treasury bills that ensure you won't lose the principal. I listened to Peter's webinar on how to pick stocks and made notes. I read it again and again to remind myself not to make stupid mistakes again. For Peter and 5i staff's advice I want to express my gratitude. Other 5i members' valuable input and ideas are also highly appreciated.
In bad time, it is hard to be an optimistic investor, but it is a very important attitude to get through corrections or depression. We have seen the 'safe' bank stocks go down to an incredible level before and go up again. Understand one's own risk tolerance and 'do your homework' is a must. I also look at other resources though they have different views and sometimes confusing. There is also an element of luck when I sell a stock at a high price and then it drops a lot on the next day. Cheer up, things will change although we do not know when.
Cindy
So nice to see Peter on BNN's show today. I subscribed to 5i for some time. I made some money but also lost on certain stocks. But that is expected in equity market. It is different from bonds or treasury bills that ensure you won't lose the principal. I listened to Peter's webinar on how to pick stocks and made notes. I read it again and again to remind myself not to make stupid mistakes again. For Peter and 5i staff's advice I want to express my gratitude. Other 5i members' valuable input and ideas are also highly appreciated.
In bad time, it is hard to be an optimistic investor, but it is a very important attitude to get through corrections or depression. We have seen the 'safe' bank stocks go down to an incredible level before and go up again. Understand one's own risk tolerance and 'do your homework' is a must. I also look at other resources though they have different views and sometimes confusing. There is also an element of luck when I sell a stock at a high price and then it drops a lot on the next day. Cheer up, things will change although we do not know when.
Cindy
Q: Hello,
Do I have the right to tell my (discount) broker not to lend my shares to short sellers? Alternatively can I ask the broker to share whatever he receives from such a loan?
Thanks in advance
Do I have the right to tell my (discount) broker not to lend my shares to short sellers? Alternatively can I ask the broker to share whatever he receives from such a loan?
Thanks in advance
Q: As you have suggested for GC one should not buy more than $100000.00 in view of insurance coverage. I have 2 question
1-Is there a 5 year ladder type GC available-as package ?
2 -if one buys 5 of 100000.00 ladder type GC from 1 financial institution ( bank or trust- 1 year ,2 year and etc. ) how the insurance coverage would work ?.Is it each one is covered separately or only 1 insurance is covered for all, max. coverage is 100000.00 for all ?.Thank you
1-Is there a 5 year ladder type GC available-as package ?
2 -if one buys 5 of 100000.00 ladder type GC from 1 financial institution ( bank or trust- 1 year ,2 year and etc. ) how the insurance coverage would work ?.Is it each one is covered separately or only 1 insurance is covered for all, max. coverage is 100000.00 for all ?.Thank you
Q: I was looking at a lot of the negative comments about your stock picks - I think your service is the best value for money of any of the services I subscribe to - I have always subscribed to the idea - if something doubles I take some money off the table - usually half and then I let the other half do what it will do - I never get greedy and sometimes I have to take a bit of a loss. You have given me more good ideas over the years that I have done very well on - when markets turn - investors always want to "blame" someone - markets go up and down and it isn't always pleasant - but if an investment you own is down and the fundamentals are still overall positive - why wouldn't you buy more. This current investment environment seems to punish any company that misses analysts' expectations even by a small amount. All the investors that looked at the US markets especially and didn't take some money off the table - only have themselves to blame - nothing goes up forever and no one - even you guys - have a crystal ball - but you are pretty exceptional in the service you provide - especially for the subscription price.
Q: This is both a comment and a question:
I know that 5i doesnt need another "bodyguard" ... or even someone to "beat the drums" for 5i's expertise ...but as you frequently suggest ( and clearly many of your happy customers do the same) namely: we need to do our own homework too.
As part of that process, one of my sources is RBC Direct Investing where I can pull up pretty much everything I could ever want to see on a stock. This includes Morningstar ratings and a rating such as undervalued, overvalued and fair value.
The question: can you tell me how you view the value of this information as part of the investment process? Given that nothing is perfect, is this information highly regarded as useful. I would expect RBC is convinced "yes" since they likely pay hefty fees for the service.
(I could call Direct Investing on this matter, but I believe a 5i answer will be far superior to anything I would get there.)
Finally another comment and specific examples consistent with the 5i point of view:
After reading your comments regarding "throwing in the towel" on TV and RHT .... and having read so many critical comments from your customers, I decided to check Morningstar.
Both RHT and TV have 5 star ratings which is as good as it gets. Similarly the cuurent price and Fair Value for TV are 0.43 and 0.93 cents; RHT 0.32 and 0.68 cents. If I read these numbers correctly, Morningstar still sees an upside of over 100% on each of these stocks..... not unlike 5i's original perspective. Of course I have no idea of the timeframe. Nonetheless I am glad to be out of both and be able to use the money for better opportunities.
Signed: Another grateful customer who REALLY enjoys looking at the over the top performance of (to only name a few) KXS, CSU, SIS, PBH, PKI .... even Amaya/TSGI and more recently PSI (nicely up in a bad market).
Onward and upward....
I know that 5i doesnt need another "bodyguard" ... or even someone to "beat the drums" for 5i's expertise ...but as you frequently suggest ( and clearly many of your happy customers do the same) namely: we need to do our own homework too.
As part of that process, one of my sources is RBC Direct Investing where I can pull up pretty much everything I could ever want to see on a stock. This includes Morningstar ratings and a rating such as undervalued, overvalued and fair value.
The question: can you tell me how you view the value of this information as part of the investment process? Given that nothing is perfect, is this information highly regarded as useful. I would expect RBC is convinced "yes" since they likely pay hefty fees for the service.
(I could call Direct Investing on this matter, but I believe a 5i answer will be far superior to anything I would get there.)
Finally another comment and specific examples consistent with the 5i point of view:
After reading your comments regarding "throwing in the towel" on TV and RHT .... and having read so many critical comments from your customers, I decided to check Morningstar.
Both RHT and TV have 5 star ratings which is as good as it gets. Similarly the cuurent price and Fair Value for TV are 0.43 and 0.93 cents; RHT 0.32 and 0.68 cents. If I read these numbers correctly, Morningstar still sees an upside of over 100% on each of these stocks..... not unlike 5i's original perspective. Of course I have no idea of the timeframe. Nonetheless I am glad to be out of both and be able to use the money for better opportunities.
Signed: Another grateful customer who REALLY enjoys looking at the over the top performance of (to only name a few) KXS, CSU, SIS, PBH, PKI .... even Amaya/TSGI and more recently PSI (nicely up in a bad market).
Onward and upward....
Q: Years ago I used to use liquid options on the TSE35 Index, but have been frustrated in finding a modern day equivalent for today's main Toronto Index.
I'm thinking there must be something available to at least partially match
the huge liquidity provided by the SPY options for the S&P 500, but have
so far never been able to find a Toronto Index alternative.
Thanks so much!
I'm thinking there must be something available to at least partially match
the huge liquidity provided by the SPY options for the S&P 500, but have
so far never been able to find a Toronto Index alternative.
Thanks so much!