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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 seems like all tech companies use a lot of of stock based compensation to recruit/retain/reward employees? the way I understand it, if a company reports NON-gaap earnings it does not include stock based compensation but gaap earnings do? Is that correct? Can you briefly explain the impact of SBC on an income statement to a non-accountant or if it is too length direct us DYIers to a website that explains this well. I feel it is something us little investors should have more knowledge and understanding.
Read Answer Asked by Paul on November 25, 2024
Q: Has 5i screened for US-listed shares that are likely to be candidates for tax-loss selling now to end of year 2024? Has 5i done a blog or magazine article or other post identifying US-companies that you would consider attractive to buy? I assume that such a screen would exclude US companies that are being sold off for reasons other than tax-loss harvesting. Thank you. :ao:sab
Read Answer Asked by Adam on November 22, 2024
Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!
Read Answer Asked by Robert on November 22, 2024
Q: In this morning's Globe and Mail David Rosenberg made the case to move into cash in an article titled "It's time to move into cash. Even most bonds and commodities have become too risky". What do you think of this strategy?
Read Answer Asked by shirley on November 22, 2024
Q: Good afternoon 5i staff
To a question concerning the possibility of inflation and David Rosenberg’s reaction to that, you said:

For Canada, we like XSB, and for the US we like SHY.

I hope I am not quoting you out of context here. But, I was wondering whether you were saying that ´supposing ‘ an inflationary environment, we would choose these. Or, whether you meant that we would be facing an inflationary environment and these would be the best choice. In other words, in your opinion, which would be the best choice for today for a permanent allotment to bond funds, short term or longer, such as xsb and agg.?
Thanks
Read Answer Asked by joseph on November 22, 2024
Q: I'm trying to get my head around EQB . I've read 5i's analysis of the company but the part I don't understand is why would " Joe Sixpack " go to them for a car loan or to renew their mortgage rather than one of the big six ? ...... Not to mention I suspect " Joe Sixpack " has never heard of them . I also don't understand why or what a Credit Union would use them for ? ..... Could 5i explain just who their market is ? And why using EQB would be more attractive than a mainstream financial institution ? Thanks for your terrific service .......
Read Answer Asked by Garth on November 22, 2024
Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you
Read Answer Asked by Dominic on November 22, 2024
Q: Besides TSLA and GOOG, what would be some companies that will benefit the most from autonomous vehicles?
Read Answer Asked by Wayne on November 22, 2024
Q: Dear Peter et al:

I know you don't like to predict and set price targets. But with VRT/NVDA on a tear, surely one has to have a floor and a ceiling price target? I know they are your high conviction long term favorites.

I ask this question with a specific trade strategy on mind. Take a position with say 200 shares. Write a call, just one contract each. Even if one gets called away, I will have the other 100 shares to capture the price appreciation.

Any words of wisdom on this strategy? Price targets?

Thank you for your answer.
Read Answer Asked by Savalai on November 22, 2024
Q: With brokers now offering partial shares, it seems that I can purchase U.S. stocks as CDRs or as partial shares.

Please compare these options in terms of liquidity, fees or other considerations.
Read Answer Asked by Valerie on November 22, 2024
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