Investment Q&A

Q: which website would you go to to find out the average 10 year P/E ratio for a stock?

Q: When you call them an expensive sector that is not so safe for investing until investors re-consider the valuations. When you compare their PE'S with what is being held in the growth portfolio i have to call this the expensive sector and maybe not so safe sector. I feel this market is not that safe until, inflation is under control, interest rates finish rising, covid is under control in China, supply chain issues are fixed, high oil prices, and the war in Russia. The market cannot fight all of the above.

Q: With the probability of a June interest rate hike and GIC rates following,

would a lot of people be moving into GICs and out of stocks.
Thank You.

Q: Hi group p

Please explain in simple terms what Harvesting tax loses and proxy mean when selling stocks at a loss

Second question please give me your top 3 picks (in preferential order) c/w short explanation for following sectors ....Consumer staples, Energy ,
Materials, Real estate, Health care, Commodities, Financials

Thank you for your help





staples,

Q: PPR recently sent out a proxy vote. Upon signing into the website, I changed the “Appointee” to me. It stated: You or your designate must attend the meeting for your vote to be counted.” This is the first time I’ve seen such a requirement. I disagree with the statement. Last year with Covid a lot of companies wanted their shareholders to stay away from meetings, yet their votes counted. Now PPR is withholding a shareholders vote, due to mandatory attendance. Would they have a company bylaw to allow this and Is it setting a precedence?

Q: If I was to buy a stock on the OTKPKS , instead of on the London stock exchange in the sterling pound, will I still enjoy the gains made by the corporation in terms of profit from sales made outside the U.K, from the falling value of the pound.
Thanks Gord

Q: I would like to get your general thoughts on dipping into margin at times such as these to chip away on the buy side wall markets are off all-time highs. Assuming margin ratios are kept reasonable, the investor understands the risks, and an effort is made to reduce them once markets froth again, would this be a reasonable (albeit inherently risky) way to potentially profit from a drawdown?

Q: private question that i ill keep private is xbc their outlook beside their last quarter ok and were can i get a quality back up to find info on companies for reserch purposes

Q: Peter; For those members interested in how, where and why the ultra rich, including Ukrainian and Russian oligarchs, hide their ill gotten gains, the book Moneyland by Oliver Bullough is really fascinating. Publish if you wish. Rod

Q: Hi Peter, Ryan, and Team,

I just posted this on the forum. I noticed that the Fixed Income thread in the forum is rarely used, and hope it's OK to post this as a "question" so that more members can benefit from what I recently discovered.

This is a heads up to anyone who uses Scotia iTrade. Up until recently, iTrade included CMR as a commission-free ETF, but it has recently been "de-listed" as free, and now is subject to a $9.99 commission. :(

I used to use CMR to park money received from dividends in our RRIFs, to accumulate "safe" cash for the mandatory RRIF payout. No way can a commission be justified going forward!

Q: If permitted to ask something personnel... When responding to questions for US securities, we see that you or your partners or 5i own a number of US stocks. What kind of strategy (i.e. buy/hold, sell, increasing positions, ...) are you mainly employing for your own investments during this turmoil? (I have to believe that you are feeling the pain alongside many of us.) Thanks again.

Q: Hello 5i,
This is not a question, but rather a plea to all of those members reading this to consider checking out and using the forums for questions, help, conversation, resources, etc.
I recently posted a question and received some great info from other members which helped me a great deal.
The forums can be an even much more valuable resource if people choose to engage - and this benefits us all.
For those worried about the "risks" - there are few that basic due diligence can't address. In my experience over the past many years, the overwhelming majority of people who use them genuinely want to help others.
Anyway, personally, I will continue to "pop in" and check them out and I thank all the members who do engage there.
Cheers,
Mike

Q: At the annual meeting, the board was re-elected with a exceptional "no" votes. What do you suspect is happening here? Might there be conflict coming soon?

John

Q: Can you explain Depository Receipts?

Q: When I look at upcoming earnings announcements on Yahoo Finance, most companies have pre-market or after-market as a timeline but some show TAS instead. Could you explain the meaning of TAS , and sometimes TNS. Also do these terms carry any particular significance. Thanks.

Q: Thoughts on these quarterly results? Do you still like the long term prospects of these three growth companies?

In general, what are your thoughts on holding growthier names in this current market? It just seems that the risk of holding these positions through earnings outweighs the benefits. For example, if a company meets expectations and maintains guidance, the stock barely moves. However, any miss or lower guidance and the stock easily gets crushed 30-50%, such as NFLX, FB, UPST, RBLX, COIN, etc... Seems a lot of companies are issuing lower guidance because of all the uncertainties. Wouldn't it be better or more prudent to just sell or maybe trim the positions to reflect these risks and re-enter later?

Other growth names I have on deck soon are GSY, WELL, AT, EGLX, LSPD, NVDA, APPS, and CRWD and I'm worried about how investors will react to earnings. Thanks!

Q: Hello 5i
While interested in making a little extra money , I have also wanted to keep my life simple, so I have concentrated on selling covered call options and puts. Because of the crazy recent markets, though, i have been looking at other strategies. For instance the bull put strategy looks interesting. Wondering whether you think it is worth while for an average investor to put much into these other strategies

Thanks as always for your help

Q: Do you have a good reference site which I can use to compare historical interest rates vs each sector?

Q: Everyone, I was never good at knowing when the market tops out or when it hits a bottom - the bell never rings. What I know is holding the best of the best and waiting ten years, it always works. My techs are down - yawn - but in the last decade my investments are up 10 times my original investment. I will take that everyday! Many thanks for your work and I all your responses EVERYDAY! Clayton

Q: I have noted in many questions you seem to distinguish between a starting position price and a price to add to a position. What is the difference in the thought process on starting position price and adding to a position price?
Thank you, Mike