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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: I know you don't specifically cover US stocks. But I've been watching Netflix and waiting for a good entry point as I think it's a good brand that will innovate and stay on top of the industry they are in. The stock is currently rallying and the information I got from Investopedia is that Netflix will have exclusive rights to Disney Marvel, Pixar and Lucasfilm films starting this fall. As an uneducated investor I'm wondering is this a good time to buy or is this simply a frenzy based on a news release that will cool down and the stock will return to trading around $90.00? I know you can't predict the future, but the educated opinions I have received from 5i have me up in 8 out of 10 stocks I have purchased this year.
Thanks
Read Answer Asked by Grant on May 26, 2016
Q: Bought some shares of ASC this am and watched the stock climb 20%. What can you tell me about Athabasca Nuclear Corp? The company has a leading position in the Nemaska lithium deposit (Whabouchi Lithium District) and is currently arranging private placement to raise capital.

Would this seem a good way to play the Lithium/Uranium sector as a long term play on increasing need for electric car batteries and nuclear energy down the road. 180,00 Tesla fans have already put down desposits to reserve the Model 3 (expected to be delivered late 2017). reservations
Read Answer Asked by David on May 26, 2016
Q: On May 20th, I emailed you a question about the share offerings, each unit being at .375 cent, at the time I didn't realize that the company was doing a 10 to 1 stock swap. I didn't know about it until yesterday, when I saw the change of pricing through BMO Investor Line. I assume the people that bought the units at .375 cents was already based on the 10 to 1 share swap, and that is why there was such a demand for these units, but this was back on May 5. Can you explain this to me & really what took place.
Read Answer Asked by Earl on May 26, 2016
Q: For a conservative income account, which of these two equities do you favor? Is there an alternative in the residential category you would prefer? Thank you, Barrie
Read Answer Asked by Barrie on May 26, 2016
Q: Cathedral Energy Services (CET) and Enterprise Group (E)

The above two companies are two very small contrarian bets on a recovery in the energy market within my portfolio that are becoming smaller everyday. I am looking at consolidating the two holdings into a single one. Cathedral seems to have smart management, communicates well with its shareholders and is working on managing their balance sheet during the downturn. On the other hand, Enterprise has had some recent "C" suite insider buying. Should I maintain both positions, or consolidate into one? If I consolidate into one, which one do you like better and why?

Thanks!
Read Answer Asked by WAYNE on May 26, 2016
Q: Morning,

Just a question regarding how you determine returns for the model portfolios. Is it based on time weight return (Modified Dietz method), or is it a money weighted return (XIRR).

I'm trying to figure out how to determine my returns on my own portfolios, and have been using XIRR since the beginning, which do you use or suggest for a DIY investor?

Thanks.
Read Answer Asked by Sarj on May 25, 2016
Q: On Ron's question about short interest on CXRX, it is important to note the settlement date on the website is May 13. This is the same day Concordia released first quarter earnings and then the stock price has increased significantly. I suspect there was some short covering and the next update to the website for short interest will be key.
Read Answer Asked by James on May 25, 2016
Q: This question is about portfolio construction and geographical equity allocation. I am attempting to diversify my equity holdings across Canadian, U.S., International, and Emerging Markets.

How do I treat a company that has global operations, such as BEP.un?

BEP.un receives 25% of its revenue from Canada, 50% from the U.S., 5% from developed International markets, and 25% from Emerging Markets.

Should BEP.un "count" as a 100% Canadian holding because it trades on the TSX, or should I proportion my holding in BEP.un across the 4 geographical regions according to their respective revenue percentages? (Or is there an even better way to approach this?)

Thanks again for this great website and service!
Read Answer Asked by Jonathan on May 25, 2016
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