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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: Does you portfolio allocation as referred to country investment recognize that some companies despite designated as domestic (Canadian) have and derive significant income from abroad ?
Therefore these are more diversified by the location as it appears in the Portfolio Analytics summaries.Basically the summary understates the total portfolio diversification by the country .I give the two above companies as an example but there are more companies to which this would apply.
Read Answer Asked by Miroslaw on May 27, 2020
Q: Hello Team,

I was hoping to get your opinion and tickers on the next upcoming Canadian "darlings".

I know you are very favourable of LSPD.

Would you be able to provide few more of those companies: the ones that have huge potential despite the current risk,

Thank you very much
Read Answer Asked by Nick on May 22, 2020
Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?
Read Answer Asked by Dennis on May 19, 2020
Q: “Management teams prioritized liquidity and balance sheet strength,” Goldman said in a report to clients published earlier this week. “Heightened uncertainty prompted companies to reduce capital expenditures, buybacks, and dividends.”

Given this statement what do you consider the main focus areas for analyzing a company? PE? Book value? Free cash flow? Payout ratio? Debt/Equity? Revenue changes?

Thanks.
Read Answer Asked by Ronald on May 19, 2020
Q: Hi there,

I have been a member of 5i for a few years now and love the service you provide. I know you don't provide US coverage at the moment, but are there any services similar to 5i with US coverage that you know of that you would recommend? I would like to start purchasing US equities but am looking for a service similar to 5i, but for US equities.

Thank you!
Read Answer Asked by Michael on May 14, 2020
Q: Hi Team!
We all know who the big tech names are and which ones have done well over the last number of years. Many of the big names were smaller not too long ago like Shopify.What small and mid cap names in the tech space have staying power and the prospects for significant growth over the next decade... who are you top 5-7 names in the small to mid cap tech space?
Read Answer Asked by Ian on May 07, 2020
Q: I thought I could rely on the earnings calendar of the TMX Money web site (tmxmoney.com), but numerous times I have found it is not complete. Example: As I write this at 8pm EST on May 5th, it does not list KXS earnings on May 6th, yet my RBC Direct Investing calendar shows KXS reporting earnings on May 6th.

In the TMX Money web site they do list whether the earnings will be released before markets open, or after markets close (good); whereas the RBC Direct Investing calendar does not tell me that information (bad).

Isn't TMX Money owned by TMX Group (that runs the TSX)? If that is the case why would their earnings calendar be so incomplete (and therefore unreliable)?

Do you know of a (free) RELIABLE web site that has an accurate earnings calendar?
Read Answer Asked by Paul on May 06, 2020
Q: I've been in the market for about ten years. During that time a certain predictability has emerged in what sorts of stocks get most heavily hit during market routs such as today's., and what sorts of stocks are least damaged. That predictability has disappeared since February. In fact, when the market drops down heavily the stocks most likely to be hit hardest are the ones which used to be hit least, like utilities, REITs, banks, and other dividend stocks. Do you have an explanation for this? Shouldn't the low interest rates which make bonds unattractive protect these stocks to some extent?
Read Answer Asked by John on May 01, 2020
Q: Hello Peter,
The quarter beginning January is generally good for the market and this year was no exception until the time global economy was paralyzed by covid19. Now we are in May the time for sell and go away. Besides, history would suggest that the recovery does not happen in a straight line. I would like to know what probability you would give for a correction next couple of weeks, before /after the earnings season ends.
The recovery is usually led by large cap which has largely been the case and recently the small caps are showing signs of life as evidenced by the ETF IWO. I am fully invested participating in the recovery and here is the dilemma. Do I stay the course or should I trade the swing if there is a say a 70 percent or more probability of a correction happening soon. And I am not trying to be exact but reasonably close; and could do with your experience and expert opinion on this. And should I raise cash from large caps or the smaller growth stocks, almost all in the tech sector and in the USA. Both will recover eventually but which group would be primed for a trade if that is the route to go.
Thanking you in advance.
Rajiv
Read Answer Asked by Rajiv on May 01, 2020
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