Q: I’m looking for a system or service that shows a stock’s approximate fair value price. Are you familiar with MorningStar’s Quantitative “fair value” stock price? What is your opinion of their stock value rating system? What other sources or methodologies would you recommend using to ascertain a stock’s approximate fair value?
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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: Options - Do you recommend use of puts and calls? If so, do you have a book or article(s) that could recommend?
Q: Hi 5i Team and Season's Greetings.
Do you have any words of advice for someone who feels like they are the only person holding stocks in this market? Why is everyone selling (although there must be buyers)? This does not seem like volatility anymore and many are saying we are in a bear market, but I cannot see a good reason for that at this point in time. If the stock market is a 6 month to 1 year leading indicator, are we really going to be in this much trouble next year?
Do you have any words of advice for someone who feels like they are the only person holding stocks in this market? Why is everyone selling (although there must be buyers)? This does not seem like volatility anymore and many are saying we are in a bear market, but I cannot see a good reason for that at this point in time. If the stock market is a 6 month to 1 year leading indicator, are we really going to be in this much trouble next year?
Q: With major markets around the world tanking, would 5I Research consider a portfolio of Fixed Income with Exchange traded ETF's and Bond Funds traded on the TSX and US exchanges? Like a lot of investors, 2016 has been a difficult year with many portolio's taking large losses. 5I has been an exceptional source of advice and I wish to THANK YOU for all you do and wish you and the members for Happy Times in 2019. Thanks, Bill
Q: Hi Team! I have 3 children in there 20's looking to gather information on picking stocks, analyzing them and building a portfolio. Other than the 5i service which is very good do you have some suggestions on websites or other information that they should begin sourcing?
Q: Is it due to close to tax loss deadline and very low volume stocks are turning down fast.My assumption is as I put a sell order for some stocks I am getting note that there are no enough purchase order
and will cause volatility,Is my assumption correct?
and will cause volatility,Is my assumption correct?
Q: there was an interesting fast money halftime on cnbc today which i watch daily, mike wilson chief equity strategist was on and he was the only analyst period of all of them out there he predicted this correction back in january and he said now is not the time to be selling, we are bottoming but this process could take 3-4 months not weeks because of the damage done,furthermore he likes energy and banks and then they had a segment with lee cooperman and a guy from the sec talking about quants algorithms and computors causing this extreme volatility, and some feel until the vix hits at least 30 maybe even 40 this is not over, and there is tons of value in the market now but you still have to pick your spots slowly.i think you agree with some of this, just wondering your opinion which i value because lets be honest we all missed the severity of this. i think this is as bad as 2008. and everyone was in complete agreement that jerome powell was and is an idiot who cannot communicate properly. and how much is etf selling which causes the underlying stocks to be sold sonething we never had to contend with in 2008 or not as much. dave
Q: for the person that asked about drips at Computershare. If you have an on-line account, computershare produces a very nice average cost base for tax purposes. It shows every share purchased, when it was purchase, and trades/sells etc, and the purchase price along with a calculated average cost basis. Publish if you feel appropriate.
Q: Hello 5i,
The link below is for discussion amongst investors. If we look for a correlation between unemployment rate and stock market performance the current situation makes sense (low unemployment and stock market declines).
http://chartsetcetera.blogspot.com/2013/11/unemployment-rate-vs-s-500.html
There are other data sets that can provide similar links. There are no crystal balls or data sets that can truly assess how steep a market correction will be before bottoming out or how long a bull market will run, but we can utilize historical data to provide insight into windows of time to be wary and when it may be safer to invest.
If you are in for the long-term (10+ years) then we are in a normal cycle. The cycle from fall to recovery was 24 months in 2000-2003 and 14 months starting late 2007. This cycle started in October 2018. Anything can happen.
Happy Investing
Debbie and Jerry
The link below is for discussion amongst investors. If we look for a correlation between unemployment rate and stock market performance the current situation makes sense (low unemployment and stock market declines).
http://chartsetcetera.blogspot.com/2013/11/unemployment-rate-vs-s-500.html
There are other data sets that can provide similar links. There are no crystal balls or data sets that can truly assess how steep a market correction will be before bottoming out or how long a bull market will run, but we can utilize historical data to provide insight into windows of time to be wary and when it may be safer to invest.
If you are in for the long-term (10+ years) then we are in a normal cycle. The cycle from fall to recovery was 24 months in 2000-2003 and 14 months starting late 2007. This cycle started in October 2018. Anything can happen.
Happy Investing
Debbie and Jerry
Q: Today, Bill made a comment about Alan Greenspan. As a former US Federal Reserve Chairman, he has admitted that his policy was wrong when he said the banks do not need regulations and then reduced regulations which led to the great financial crisis. I liked your answer to the question.
You can share this comment or delete it if you want.
You can share this comment or delete it if you want.
Q: I am thinking of rebalancing my portfolio over the holidays which could mean doing some trading between Christmas and New Years. When is the last day to sell to take advantage of tax losses for 2018?
I was also wondering if you have any concerns about trading next week when many are on holidays or working short days? For example, you have suggested before that one should not do any trading until mid-morning. I am a buy and hold investor and not usually too focused on achieving a real specific purchase price.
Thanks and best wishes for a happy holiday and safe, healthy New Year to all at 5i.
Paul F.
I was also wondering if you have any concerns about trading next week when many are on holidays or working short days? For example, you have suggested before that one should not do any trading until mid-morning. I am a buy and hold investor and not usually too focused on achieving a real specific purchase price.
Thanks and best wishes for a happy holiday and safe, healthy New Year to all at 5i.
Paul F.
Q: Is there somewhere that investors can look to find up-to-date information on who the largest shareholders in a company are?
e.g. - If I want to know who the largest shareholder of Amazon is as of today (assume it's Jeff Bezos?), Is there somewhere to find that information?
e.g. - If I want to know who the largest shareholder of Amazon is as of today (assume it's Jeff Bezos?), Is there somewhere to find that information?
Q: is there a way of finding out who has a large stock portion of a company like enbridge etc. and if yes can you direct me their. Always good to see if you own a stock and it is also liked by some of the big pensions
Q: Allan Greenspan made the comment of CNN today "Prepare for the worst and run for cover". Do you have any comments regarding this statement. I am getting a bit spooked out about the market and wonder if I should get out. Thanks, Bill
Q: Is part of the market correction due to the huge amount of money flowing into pot stocks. The money is coming from somewhere???
Q: Hi 5i
I was going to ask a specific question but this one pretty much was it "What general question has not been asked ..." so I'll alter mine a bit.
What questions are you asking internally between yourselves or put another way, generally, what questions would you ask 5i Research if you were one of the members ?
Thanks
Mike
I was going to ask a specific question but this one pretty much was it "What general question has not been asked ..." so I'll alter mine a bit.
What questions are you asking internally between yourselves or put another way, generally, what questions would you ask 5i Research if you were one of the members ?
Thanks
Mike
Q: Hi Everyone at 5i! I was asked what the best brokerage company for a dyi would be. I use TD Webbroker and am very satisfied with it. From a cost effective and user friendly point of view, which one would be your choice? Thanks, Tamara
Q: Based on your experience , what would be the more effective way to increase the value of the ECN shares, buy back and cancellation as they are trying, or, put the money into dividend increases or special dividends ?
Thank You
Thank You
Q: I own shares in BMO in a DRIP account held by Computershare. If the shares are redeemed, how is the ACB determined. Does Computershare track this or is it the shareholders responsibility?
Q: Is this tax loss selling of stocks new? I don't recollect this being talked so much in the previous years. Please help me understand what has changed.