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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: Your thoughts on the pro's and con's between individual stocks and etf's
Read Answer Asked by David on February 26, 2021
Q: Is the US dollar still considered as strong a safe-haven currency as in previous years? If yes, is there typically a correlation between it rising along with the VIX? I have been surprised at the level the US dollar has dropped over the past year.
Thanks, Cathy
Read Answer Asked by Catherine on February 26, 2021
Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave
Read Answer Asked by Dave on February 26, 2021
Q: Hello

Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike
Read Answer Asked by Mike on February 22, 2021
Q: Hi Peter,
from your article in the Financial Post, could you elaborate on the effects of inflation or deflation on a portfolio?
Thank you.
Read Answer Asked by Serge on February 22, 2021
Q: What is your preferred strategy, if you believe there will be a 20% + correction in the next 3 months?
1. just ride it out, knowing it will come back over time
2. sell 30 - 50% of the portfolio (riskiest stocks) and raise cash to re-deploy when prices are lower
3. sell 30 - 50% and replace with less market correlated assets
4. sell 20 - 30% and hedge with puts or inverse ETF's.
Read Answer Asked by ROB on February 22, 2021
Q: We know of dividend increases when a company reports earning but is there a site that shows recent dividend increases buy all companies? Not sure if anyone / site tracks that.
Please advise.
Read Answer Asked by Michael on February 19, 2021
Q: Hello 5i,

The reality today is that the little guy was ripped off for years with MERS and fees. Now that this correction is unfolding with personal management of investments the next area of concern is Hedge Fund and Large Corporate consortium manipulation of the market in a "war" or to collaborate on stock pricing. It was fun to watch the little guy get some revenge but there seems to be an underlying criminal element to the "establishment" or "old boys" club when it comes to investing in the stock market.

What "IF" any investor (personal, hedge fund, or other large organizations) could "ONLY" buy and and sell a stock. . no shorts, calls, puts, etc. What would happen to the stock market?

Thank you again for helping the little guy navigate the stock market. 5i is the best value of any service out there.

Cheers,
Debbie and Jerry





Read Answer Asked by Jerry on February 19, 2021
Q: How do you determine / select which company to write a report on? Currently you have reports on a range of companies from little known micro/small caps to large cap blue chips, with large gaps in between. Some of these small caps may be interesting investments by why exclude the many other companies that re commonly invested in?
I believe it would be valuable to at least have reports on the TSX60 constituents or the top 100 by mkt cap. Better yet, why not report on all the companies listed on the TSX? It would make your service more valuable.

Related to the above, why would you select NR companies for your model portfolios? What's the reasoning for including NR companies in portfolios?
Read Answer Asked by EDWARD on February 19, 2021
Q: Hello 5i
I understand the upsize however I don’t understand what the $9.80 subscription receipt represents. Appreciate your help.
“WELL Health upsized its previously announced $295.5M equity offering by C$7M and completed the full upsized C$302.5M equity offering at C$9.80 per subscription receipt, representing a 25% premium to WELL’s 5-day VWAP preceding the announced acquisition of NYSE American and TSX listed CRH Medical Corporation or “CRH”.
Thank you
Read Answer Asked by Les on February 17, 2021
Q: I'd really like to see 5iReseach provide members with a table listing ALL company reports with three columns, (company name; most recent rating; and date of report issuance. The current presentation of reports is waste of time to search through page by page, only to find a company of potential interest and find the report out-of-date. We should be able to see at all reports at a glance, perhaps by alphabetical order or rating.
Looking forward to your reply,
Read Answer Asked by EDWARD on February 17, 2021
Q: Good evening!
I just read your update, and was somewhat surprised reading the asterisked comment regarding holdings in ZRE. My understanding was that you did not invest in Canadian positions. I also assumed that any staff, directors, and such were held to the same obligation. Has this philosophy changed? Is this a singular exception, and if so will this holding be sold by the one holding the position?
Feel free to publish your response as it is my belief that other members would be interested in your answer, but may not have been inclined to ask the obvious question.
Thanks! Paul K
Read Answer Asked by Paul on February 17, 2021