Investment Q&A

Q: Where do you find out in advance the date when a company is going to report its earnings?
Where do you find out in advance the date when a company is going x-dividend?
Reading your questions all the time I found out the earnings date for NVDA is Feb. 21.
Thank you once again.

Q: I was wondering if you could clarify some terminology. When balancing a portfolio you talk about the industry you have for example Consumer Cyclical, and Consumer Defensive. Yet when reading up on stocks listed these 2 terms are not used. Terms often used are consumer discretionary, consumer non cyclical and consumer staples.
Does Consumer Cyclical = Consumer Discretionary
Consumer Defensive = Consumer Non Cyclical and Consumer Staples
Thank you

Q: Greetings — Today, (Feb 14/24) Goldmoney amended the terms of it NCIB to allow the company to purchase more of its own shares, from 592,058 shares to 744,536 shares.

My question: Once the company acquires any given number of its own shares, are those XAU shares cancelled (which could increase EPS) or retained as treasury stock?

Thanks for your fine service.

Q: Hello, I am aware of norberts gambit. Would another alternative to getting US dollars be journaling over CDN shares in TD, BNS or others like it to the USD listing. What are the pros and cons of doing this?

Q: Our savings are in Cdn HISA’s should we decide to move to the lower mainland this Fall. What are your thoughts on moving 1/2 of the money to Horizons or Purpose Investments US cash ETF’s as a hedge. Would you use Norberts Gambit to do this. Something I’ve never done before. Thank you

Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!

Q: Hi,
In the Jan31 TVK/SAIA teaser report in the Blog section, what are the 2 blue bar charts (2015-2024) ?

Q: I am using PLTR as an example. When looking at “potential” growth in a company, I assume it is useful to look at “current” PE “future” PE (as one metric). From the G&M watchlist I get 304 and 156 respectively for PLTR. From a growth standpoint this may suggest a potential 2x share increase IF the company meets targets. Is this correct? For my benefit what is the PE definition shown under “PLTR Profile” on the 5i site as it gives a PE of 246?

Thanks for all you do!

Q: Can you tell me the difference between buying Amzn:US and buying Amazon.com inc -CDR and which is preferable. Thank you

Q: I like the fact that the 5i team discloses your team members US holdings when answering a question. Looking at a large majority of the names performance they are very successful in the returns they produced. Have you tracked your performance at a portfolio level of your holdings in the US against the CDN Balanced and Growth portfolio? Seems like there might be some significant returns to be made in the US based on your holdings. I know 5i does not plan to run a US portfolio for its members but was wondering if you can create a section "Current 5i US Holdings" so we can have a consolidated list? Looking for more alpha to supplement the CDN portfolios as we are all here to grow our wealth so the more we win as community the better.

Q: I have invested in a combination of your growth and balanced funds for 7 full years. Besides my profound enjoyment in following my investments, I ask myself if my 8.5% compounded return over these 7 years is satisfactory. A difficult answer I'm sure; I'm simply wondering if some form of longer term mix of ETF's or S&P 500 is more rewarding financially and forsaking my investment enjoyment. Your comment would be appreciated.

Q: Hi 5i,
is there a free web site where one can view how the #shares for both CDN and US stocks have historically changed over time?

Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.

I am trying to understand the metrics to better value a company.

The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?

Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.

Q: Can you explain how National Bank is offering commission-free trades?
Will the bank earn its money from market making?
Or are they lending out the securities in some way?

Q: Hello
Are you aware of a weblink to reference the above ? Historical prices and P/Es for North American indices

Q: Once read "stock prices take the stairs up, elevator on the way down", and have seen more than a few cases of this over many years watching the market closely. I'm about to leave on a trip where I will at times be off grid and am considering some stop losses for some stocks that have seemed to take the elevator up, not sure what mode they will use to come down, perhaps nuclear, ha. Looking for some advice in how to use stop losses for super high flyers that I have doubles, triples and better. How would you protect your "loved ones" if you were going off grid?

Q: Peter and gang,I just checked out my rate of return since inception on the acct. that holds your balanced portfolio and it is an amazing 500%.I do use margin to some extent and I have DOL and FFH in the acct,but don't have TRI and IFC,I also swapped CM for BN and PHY for AEM.I have been a member 5I pretty well since inception because I was a big fan of Peter's on Market Call.Also,in my other accts.,before I buy a stock I always check what 5I has to say about it!!!So thanks again,I couldn't be happier!!!

Q: Over the past number of years, I’ve dramatically altered my investment portfolio from mutual funds through an advisor to buying individual stocks in a diversified manner on my own. I’ve religiously followed the advice of 5i by reading up on your suggestions and learning from reports etc. I’ve gleaned much information from other readers like minded questions and appreciated the astute 5i answers. I can’t say enough about how this has been appreciated. I’m very happy with the performance of my portfolio and could not have been so successful without your input and sound advice. I was wondering if 5i might consider supporting a charity that perhaps some of your readers could contribute to in honour of your tremendous efforts. Thanks for considering it. Dennis

Q: How significant is the number of stars assigned to analysts employed by the banks and other brokers ? For instance, should an investor ignore an analyst with one star and concentrate only on the advice of 4 or 5 star analysts ?

In addition, can you please provide a link where all the analysts are listed with their respective stars ?
Thank you as always for your insight.

Q: Is there a 2023 or later update of Cdn owned firms paying dividends in USD? Thanks a lot.