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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: Hello,

I note that REAL is sitting on approx $90M in cash at the current time. Based on its MC, is this considered a lot?

Secondly, is there a point where having excess cash can become a drag on the SP? I picked this up a few months ago based on 5i's recommendation.

Lastly, I bought in at 2% and am now approaching 4%. Let it ride or trim?
Read Answer Asked by Kelly on May 27, 2020
Q: Hello 5i,
I don't know if you have any expertise in old stock certificates but I thought I would run this by you just to see. I just opened an old box in an inheritence that we recently received and it looks a bit like someone was dreaming of making it rich: a series of old mining stocks. I have done a quick internet search but have found nothing. I don't know if you know if there is any simple way of dealing with this. They have names like: Atlas Chibougamau Mines Limited, Galloway Chibougamau Mines Limeted, beresford Lake Mines Limited, Conro Devopment Corporation Limited ( another Quebec mine), Laval Quebec Mines Limited,Peninsular Petroleum Limited, Alliance Mining and Securities Limited. As I say, this is not your area but maybe you have some ideas. thanks
Read Answer Asked by joseph on May 27, 2020
Q: Does it matter price-wise if you buy a stock before/after the dividend is paid? Is it the same answer if you buy before/after it goes ex-dividend? I am a long term investor so wondering if there is any significant savings to trying to time the purchase a bit?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 26, 2020
Q: Is there any way to separate out questions asked about American companies and Canadian. I invest in only Canadian an get frustrated when find out question is on an American company.
Read Answer Asked by Ross on May 26, 2020
Q: With regard to Mike selling all his shares in SHOP too early; what I have learned from 5i is you do not have to sell your winners just because they are up; you trim if the stock position gets too big. What I have also done is sell enough shares equal to my original cost and let my profits ride until the position gets too big.
Read Answer Asked by stephen on May 26, 2020
Q: Hello Peter,
One of your fellow FP columnists suggests that the valuation gap between expensive (e.g., tech/growth) and cheaper stocks has never been greater. So while growth managers have been doing well, their upside may be limited. And value managers, while their patience continues to be tested, may have their day (soon). For those of us putting new money into the markets, your views on the above are appreciated. (I’m reminded of the dot.com boom when a start-up called 724 Solutions was, within days of its IPO, worth more than Bank of Montreal. I chose instead Edperbrascan, which was so out of fashion as an ‘old’ company that it yielded 6%. This of course became the best investment of my life, as it is now BAM!)
Thanks!
Read Answer Asked by James on May 25, 2020
Q: Hi, is there any sign we small investor can detect ahead of companies doing finance instead of waking up next day price dropping ? thanks for your great works.
Read Answer Asked by victor on May 25, 2020
Q: After the Sino Forest debacle we were told that the books were not easily checked because it was a foreign company. Is that a fact?
Also Mad Money Cramer at one point said never buy a Chinese company, are the requirements for a foreign company as far as reporting and being audited different then for a US company or a Canadian company?

thanks for the great service, Jean
Read Answer Asked by Jean on May 25, 2020
Q: Hello Team
What's your thoughts or best guesswork, IF "money" flow out from China Corp sector listed in U.S markets, which market or sectors would be benefit from it? The H.K market dropped 5% yesterday, moving day is coming ?
THANKS for the amazing services and valuable lessons we learned from 5i our family portfolio value recovered from March lows, it turned all time high a few days ago. takeaways we learned from 5i : Tech is the lead, Non Hedged, BIG picture
HXQ: 80% the rest of 20% equally mixed with FAASGM (FB, APPLE, AMAZON, SOXX, GOOGLE, MSFT. )

Read Answer Asked by LEI on May 25, 2020
Q: Hi Guys
I also have a subscription to Simply Wall Street. I find their APP excellent, and like their analysis of companies.
Can you give me your opinion of what you think generally of their information, and specifically about their calculation of Fair Value.
Thanks !
Read Answer Asked by Gordon on May 25, 2020
Q: My outlook on the market is that there is a lot more downside risk than upside potential. I am thinking to use bull and bear ETF's to reduce market risk in a pair trade of sorts. For example, go long NASDAQ (QQQ) and short S&P (SH). The other one I'm thinking about is long investment grade (LQD) and short high yield (SJB). What do you think of the strategy generally? Secondly, what is your opinion on my choices?
Read Answer Asked by ROB on May 22, 2020
Q: Good Afternoon,
I recall that you released a list of Canadian domiciled companies that pay dividends in USD. CSU comes to mind, where can I find this list? Not sure whether you did a blog & discussion on this subject matter or was it simply a list, not sure.
thanks
Read Answer Asked by Chris on May 22, 2020
Q: When calculating a company's dividend payout ratio, I have seen some analysts use earnings while others use free cash flow. What is the difference between the two metrics, and which one gives a better picture of a company's ability to fund its dividend.
Read Answer Asked by Jay on May 21, 2020
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