Q: In an earlier response you made a reference to “the typical small cap January bounce after a disastrous year”. I’m holding a few big loosers which I was looking to dump for a year end portfolio clean-up. I didn’t want to do any selling in the middle of the tax-loss selling season and was holding on in hopes of this “January bounce”. Given the way the market has started off the year so far, I’m beginning to think the chances of a bounce have all but faded away. Looking into your crystal ball, would you suggest still holding out a little while longer in the hope of a minor short term rebound in some of the names that have been decimated over the last year?
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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: It is my understanding that as of January 2016 the "private equity market" will now be available to all investors not just "high" wealth investors.
Could you comment of this change and whether or not ordinary investor's should pursue this opportunity?
Could you comment of this change and whether or not ordinary investor's should pursue this opportunity?
Q: Where would the ordinary guy find estimated next year growth for a company. I have brokerage accounts with TD & ITrade but can't seem to find this information. Also, is comparing next years estimated growth to PE a good way of deciding valuation.
Thank You
Thank You
Q: Hello,
Where can I find:
1) Historical information on shares a company has issued or bought back since inception
2) Insider ownership and who the insiders are
Thank you and wish you all a very happy new year.
Where can I find:
1) Historical information on shares a company has issued or bought back since inception
2) Insider ownership and who the insiders are
Thank you and wish you all a very happy new year.
Q: Last question to 5iR for 2015…and it is about 2016. I would like your comments on the target weights for portfolio asset allocation. (Details include a portfolio made up of a 20% income segment, 10 % growth and the balance of 70% balanced……and the dollar denomination, 80% CD$ an 20% US$)
CS 10%
Retail 5%
CD 10%
F 10%
Real Estate 5%
E 5%
Pipelines and services 5%
Health Care 10% (CD$ and US$ 50/50 split)
IT 20% (CD$ and US$ 50/50 split)
Industrial 15%
Material/Mining 1%…the plug figure
Transport 2%
Utilities 2% other than pipelines.
……thanks for keeping on the investment rails in 2015
May all at 5iR party well to ring in 2016!…..Tom
CS 10%
Retail 5%
CD 10%
F 10%
Real Estate 5%
E 5%
Pipelines and services 5%
Health Care 10% (CD$ and US$ 50/50 split)
IT 20% (CD$ and US$ 50/50 split)
Industrial 15%
Material/Mining 1%…the plug figure
Transport 2%
Utilities 2% other than pipelines.
……thanks for keeping on the investment rails in 2015
May all at 5iR party well to ring in 2016!…..Tom
Q: We have a substantial investment in our RRIFs in SPY, IWO and XLK together with US banks.
We now want to purchase CDN ETFs with complementary US stocks for our TFSAs. Could you please recommend a few such ETFs that would fit.
Separately could you advise on how stock future prices affect the opening each morning.
Thanks for your great service.
Alex
We now want to purchase CDN ETFs with complementary US stocks for our TFSAs. Could you please recommend a few such ETFs that would fit.
Separately could you advise on how stock future prices affect the opening each morning.
Thanks for your great service.
Alex
Q: Hello Peter & Co,
I'd like to invest in the US through ETFs; assuming that the exchange rate is not likely to change significantly, which should I buy? hedged or not hedged?
Thanks,
Happy New Year
Antoine
I'd like to invest in the US through ETFs; assuming that the exchange rate is not likely to change significantly, which should I buy? hedged or not hedged?
Thanks,
Happy New Year
Antoine
Q: Hi Guys!
Please could you let me know which companies would benefit from a depreciating CAD (companies that have most of their costs in CAD but derive most of their revenues from other countries and earn other currencies)?? Also, do you think this rational should be good to get reasonable returns over the next 2 - 3 years. Thanks.
Please could you let me know which companies would benefit from a depreciating CAD (companies that have most of their costs in CAD but derive most of their revenues from other countries and earn other currencies)?? Also, do you think this rational should be good to get reasonable returns over the next 2 - 3 years. Thanks.
Q: Hi Peter can you tell me if it is legal for a public company to withhold information on a arrangement with another public company .iam referring to the Wi-lan net flicks deal
Kind regards
Stan
Kind regards
Stan
Q: Good morning Peter and Team. Hope you all had great holidays.
Where would one find a history of a companies outstanding share count over time? Is there a convenient place to see the history of a company's share buy backs or new issues? Thanks,
Wes
Where would one find a history of a companies outstanding share count over time? Is there a convenient place to see the history of a company's share buy backs or new issues? Thanks,
Wes
Q: Happy Holidays,
Agree with others who compliment your service. I feel it fills a nice niche for DIY investors who are looking for more information on investment decisions.
My question, having gone through the short report on IT, I am amazed at how "amateurish" it is in many ways (use of language, graphics, etc…) I still do not fully understand how it is legal for companies to release reports like this with no accountability. With the rash of these types of reports lately, do you feel we are getting near an inflection point where regulators will attempt to do something about this behaviour?
Regards,
Robert
Agree with others who compliment your service. I feel it fills a nice niche for DIY investors who are looking for more information on investment decisions.
My question, having gone through the short report on IT, I am amazed at how "amateurish" it is in many ways (use of language, graphics, etc…) I still do not fully understand how it is legal for companies to release reports like this with no accountability. With the rash of these types of reports lately, do you feel we are getting near an inflection point where regulators will attempt to do something about this behaviour?
Regards,
Robert
Q: Hello,
This is general question based on the response you gave R Warren on Dec 25 regarding the accuracy of analysts opinions and estimates.
Your response (that I totally agree) was that analysts pretty much cherry pick based on how much it heps their (brokerage) case and that's the reason why you don't endorse them.
So my question is: Do you think a proper (not biased) analysis can give an accurate future price target?
Because if it can, I think 5iResearch should be in the perfect position to offer it, because you non affiliation with companies, brokerages and your independent status.
Thank you
Happy New Year!
Marious
This is general question based on the response you gave R Warren on Dec 25 regarding the accuracy of analysts opinions and estimates.
Your response (that I totally agree) was that analysts pretty much cherry pick based on how much it heps their (brokerage) case and that's the reason why you don't endorse them.
So my question is: Do you think a proper (not biased) analysis can give an accurate future price target?
Because if it can, I think 5iResearch should be in the perfect position to offer it, because you non affiliation with companies, brokerages and your independent status.
Thank you
Happy New Year!
Marious
Q: Earlier today Michel asked how much weight he should give to analysts' opinions. You replied that studies have shown that predictions are not very accurate. Today's Market watch (WSJ) wrote:
According to data provided by Thomson Reuters and FactSet, the 10 stocks that Wall Street analysts rated most highly last January collectively have lost 7% so far this year, even including dividends.
Meanwhile the 10 stocks those analysts rated worst have actually gained 3%, beating the S&P 500
According to data provided by Thomson Reuters and FactSet, the 10 stocks that Wall Street analysts rated most highly last January collectively have lost 7% so far this year, even including dividends.
Meanwhile the 10 stocks those analysts rated worst have actually gained 3%, beating the S&P 500
Q: Hello,
Did you ever think to have an MOMENTUM PORTFOLIO for the large/mid cap in the TSX. Wealth Managment firm are doing that for their clients. Have name for that if you want.
Eventually with extra fee, because of extra work for you.
Thanks.
Francois
Did you ever think to have an MOMENTUM PORTFOLIO for the large/mid cap in the TSX. Wealth Managment firm are doing that for their clients. Have name for that if you want.
Eventually with extra fee, because of extra work for you.
Thanks.
Francois
Q: Hi 5i Team,
My discount broker (TD Waterhouse) provides me with the “Analyst Consensus” for most stocks listed in North America. How much weight should I give to this information in making a decision as to whether or not I will buy/sell a particular stock?
Thanks for your insights on this issue.
My discount broker (TD Waterhouse) provides me with the “Analyst Consensus” for most stocks listed in North America. How much weight should I give to this information in making a decision as to whether or not I will buy/sell a particular stock?
Thanks for your insights on this issue.
Q: Greetings all and best of the holiday season!
I'm a market watcher (but not a high frequency trader) and I've noticed a recurring pattern recently where the prices of many of our stocks spike early in the day and then trend lower and finish negative or near the open price. What do you make of that? Seems to be more than random activity.
I'm a market watcher (but not a high frequency trader) and I've noticed a recurring pattern recently where the prices of many of our stocks spike early in the day and then trend lower and finish negative or near the open price. What do you make of that? Seems to be more than random activity.
Q: Is there a website/source where I can find/calculate how much dividends have been paid out since owning a particular stock? Thanks.
Q: Hi Peter,
I have noticed in a number of occasions when the stock.20,50 and 200 day moving average intersect at the same time it is a bullish signal and the stock has just taken off. What is your take on this one.
Paul
I have noticed in a number of occasions when the stock.20,50 and 200 day moving average intersect at the same time it is a bullish signal and the stock has just taken off. What is your take on this one.
Paul
Q: Hi Peter,
Is writing puts a good strategy to acquire stocks as you not only earn premium from day one which can be invested immediately and if you get called you will be buying the stock at a discount. I have adopted this strategy and I got called only once i.e potash which is offering me 8%dividend enough to cover my borrowing at 3% and don't forget the interest is deductible.
Thanks
paul
Is writing puts a good strategy to acquire stocks as you not only earn premium from day one which can be invested immediately and if you get called you will be buying the stock at a discount. I have adopted this strategy and I got called only once i.e potash which is offering me 8%dividend enough to cover my borrowing at 3% and don't forget the interest is deductible.
Thanks
paul
Q: I am wondering if I can learn anything about retail investor psychology, the mind set of many and their "investing" approach so as to permit me to better understand and possibly forecast movements and/or trends, and timing, for example.
Specifically, having been a member here now for over a year I constantly see, but have not done a exact study, many, many members posting questions about the same handful of stocks over and over and over... Often only a day is all that exists between the last same/similar stock question in some shape or form with basically the same answer as the only answer available.
What might a lowly investor always striving to improve learn from this?
- Is it that some never read earlier posts?
- Is it that some only look here, say, once a week and do not have the time to do a search or read the heading for the day's posts?
- Is it because some think, "I paid so I can ask whatever, whenever I want"?
- Is it because they are nervous and not really as risk tolerant with stocks as they could be?
- Do they not simply go to Google Finance or some similar site and click on the NEWS once they entered a stock symbol? As this would answer many questions.
Am I missing something?
Inquiring mind(s) wonder!
Thanx for all you produce, provide, as well as, your tolerance and patience.
I can say I learn a lot about other, new to me, investing possibilities from fellow posters also.
Specifically, having been a member here now for over a year I constantly see, but have not done a exact study, many, many members posting questions about the same handful of stocks over and over and over... Often only a day is all that exists between the last same/similar stock question in some shape or form with basically the same answer as the only answer available.
What might a lowly investor always striving to improve learn from this?
- Is it that some never read earlier posts?
- Is it that some only look here, say, once a week and do not have the time to do a search or read the heading for the day's posts?
- Is it because some think, "I paid so I can ask whatever, whenever I want"?
- Is it because they are nervous and not really as risk tolerant with stocks as they could be?
- Do they not simply go to Google Finance or some similar site and click on the NEWS once they entered a stock symbol? As this would answer many questions.
Am I missing something?
Inquiring mind(s) wonder!
Thanx for all you produce, provide, as well as, your tolerance and patience.
I can say I learn a lot about other, new to me, investing possibilities from fellow posters also.