Q: Please comment on filing of mixed shelf to a max.can$4B .Initial negative market response .Appears may be making another acquistion. as still has $800m as at last Q end.Txs for u usual great services & views
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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: This is an excellent response to Charles’ question asked on May 27 about what to do when stocks are down 50%:
Diversification and position sizing are two items that can help mitigate this 'pain' so the drawdowns do not hurt as much. Otherwise, the best answer we think is just understanding what one owns both on the stock (what type volaitlity might we expect) and on the company (does the short-term volatility 'matter' vs long-term). The optimal answer can only be known in hindsight unfortunately. While we typically don't like averaging down in names, [once drawdowns like this pass and settle down, it can be an opportunity to add to a position once/if momentum starts to work in a company's favour again]. We not generally like stops either. Good companies, over 15 years, might have 7 or more very large drawdowns that might get stopped out (my emphasis added).
My question: how do we know when momentum is starting to work in favour again? A few days of share price increase with more volume? What I generally do is ask has anything fundamental to co changed. If not, and based on the fact that I was prepared to buy at a higher price, I simply buy more understanding risks and do not try to time the market, which can drive one crazy. I do though want to understand more about what generally signals a turn for the better.
Diversification and position sizing are two items that can help mitigate this 'pain' so the drawdowns do not hurt as much. Otherwise, the best answer we think is just understanding what one owns both on the stock (what type volaitlity might we expect) and on the company (does the short-term volatility 'matter' vs long-term). The optimal answer can only be known in hindsight unfortunately. While we typically don't like averaging down in names, [once drawdowns like this pass and settle down, it can be an opportunity to add to a position once/if momentum starts to work in a company's favour again]. We not generally like stops either. Good companies, over 15 years, might have 7 or more very large drawdowns that might get stopped out (my emphasis added).
My question: how do we know when momentum is starting to work in favour again? A few days of share price increase with more volume? What I generally do is ask has anything fundamental to co changed. If not, and based on the fact that I was prepared to buy at a higher price, I simply buy more understanding risks and do not try to time the market, which can drive one crazy. I do though want to understand more about what generally signals a turn for the better.
Q: Hi, Could I get your opinion/analysis on this company. Would seem like a good re-opening company to invest in. Thanks
Q: Well I love a good mattress and more recently impressed with the Waterloo beer products. thoughts on these two companies going forward and thanks.....
Q: Can I please have your comments on Autodesk's recently announced earnings and your overall assessment of this company going forward. Thank You.
Q: What is your opinion about FIGS ?
Thx
Thx
Q: Would you please provide an overview of CloudMD 1st quarter results compared to expectations and your overall assessment. Thanks
Q: What would you do - if a stock you own is rising rapidly (50% or more) with no explanation in the short term what would you do?
Clayton
Clayton
Q: Do you have a preference between selling naked and covered calls? Also, is selling naked calls permitted in a registered account?
Thanks.
Thanks.
Q: At the end of the day yesterday (Thursday) there was large volume trades - is there any news to go along with the volumes of shares trading hands? I assume is was not retail traders.
Clayton
Clayton
Q: What are your thoughts on STC . Low pe and positive earnings forecast. Would you view it as a buy at this time or are there other companies in the sector that you would prefer such as State Farm? Thanks for the analysis.
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.31)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $9.95)
Q: I'm interested in Hammond and would like your input. They both seem very inexpensive but HPS has a larger dividend (and a higher P/E).
Do you like either right now? Prefer one over the other?
Do you like either right now? Prefer one over the other?
Q: Softchoice went public today. It was priced at the high end $20. Closed at $20.30
I am thinking of taking a half position. Your thoughts please.
Thanks
I am thinking of taking a half position. Your thoughts please.
Thanks
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $29.05)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.00)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $52.98)
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BMO Canadian High Dividend Covered Call ETF (ZWC $18.76)
Q: As an older senior, I own CDZ for dividends. Would ZWC be a better option?
thanks
thanks
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Brookfield Renewable Partners L.P. (BEP.UN $35.79)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.23)
Q: Why are renewable stocks (such as BEPC, AQN, INE, BLX, etc.) so weak of late? Thanks. With all governments promoting renewable energy these stocks should be doing much better.
Q: What are your thoughts on this company? Would you buy, sell hold? If a buy can you suggest a good entry point please? Thanks as always.
Donna
Donna
Q: Peter, can I have your thoughts on FWZ?
Q: Hi,
I converted most of my cad to usd and have been doing investments in us companies and recently sold many of the tech due to the noise regarding interest rates. How can I preserve my usd cash from depreciation against cad without changing back to cad . I have seen a drop from 1.3 conversion to now at 1.2 and it seems the general view is that it may hit 1.
I converted most of my cad to usd and have been doing investments in us companies and recently sold many of the tech due to the noise regarding interest rates. How can I preserve my usd cash from depreciation against cad without changing back to cad . I have seen a drop from 1.3 conversion to now at 1.2 and it seems the general view is that it may hit 1.
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Ninepoint Energy Fund Series F (NPP008 $31.19)
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Ninepoint Energy Fund Series A (NPP016 $25.97)
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Ninepoint Energy Fund (NNRG)
Q: Hello 5i Team
Using Nine Point Energy Fund as an example, when the company has three versions of a mutual fund (Series A, Series F and an ETF) how are the portfolios structured? Are the funds structured as three separate accounts (i.e. the portfolio manager purchases the same security in three separate accounts) or are the funds held in one common account (i.e. the portfolio manager purchases the a security in one account) and the returns/expenses calculated as proportional amounts?
Does either method have an impact on fees or the liquidity (using the example where the EFT version is smaller in value than the Series A or Series F) of the funds?
Thank you
Using Nine Point Energy Fund as an example, when the company has three versions of a mutual fund (Series A, Series F and an ETF) how are the portfolios structured? Are the funds structured as three separate accounts (i.e. the portfolio manager purchases the same security in three separate accounts) or are the funds held in one common account (i.e. the portfolio manager purchases the a security in one account) and the returns/expenses calculated as proportional amounts?
Does either method have an impact on fees or the liquidity (using the example where the EFT version is smaller in value than the Series A or Series F) of the funds?
Thank you
Q: What do you think of their latest quarter.