Q: What large bank or investment coverage group (ie:Jeffries) would you say has the best track record for predicting future share price increases in the near and longer term.
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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: Today we are seeing another short seller, Citron Research, issue a report condemning Cronos whose reporting is being compared to disclosures by Canapy and Tilray.
Often, research assessments have been based on subjective judgment. What recourse do shareowners have to ensure there is accuracy? Are these firms subjective to recourse or penalties should their reports be issued for personal gain? Are there cases of class action lawsuits?
https://citronresearch.com/wp-content/uploads/2018/08/Cronos-The-Dark-Side-of-The-Cannabis-Space.pdf
Often, research assessments have been based on subjective judgment. What recourse do shareowners have to ensure there is accuracy? Are these firms subjective to recourse or penalties should their reports be issued for personal gain? Are there cases of class action lawsuits?
https://citronresearch.com/wp-content/uploads/2018/08/Cronos-The-Dark-Side-of-The-Cannabis-Space.pdf
Q: Do you think it is worthwhile to attend the Canadian Financial Summit? Which speakers would you consider the most compelling to see? I'm considering paying $89 so I can watch it on demand instead of live. Is this a good investment?
Q: Hi 5i team,
What do you think about the CANSLIM method/criteria elaborated by William O'Neil for identifying potential growth stock? Thanks!
What do you think about the CANSLIM method/criteria elaborated by William O'Neil for identifying potential growth stock? Thanks!
Q: Short Attacks. What purpose do they have ? Should Short Selling be abolished ? Look what Musk tried to do to Shorts on his going private announcement for Tesla. Short Attacks cause massive selling in good quality Companies for no reason. What is your opinion ? RAK
Q: Hello 5i
I stumbled across a recent article by Ryan in the Globe and a member made reference to another article by Peter in either the Globe or Fin. Post. My question is: Is there a link or can you provide a link to all articles written for non 5i publications? I feel this would be a benefit to all 5i members.
Thank you
Dave
I stumbled across a recent article by Ryan in the Globe and a member made reference to another article by Peter in either the Globe or Fin. Post. My question is: Is there a link or can you provide a link to all articles written for non 5i publications? I feel this would be a benefit to all 5i members.
Thank you
Dave
Q: Why would you buy a short term bond etf over laddering 1-5 year GIC. or for that matter just keep buying 1 year GIC.
I looked at BMO ultra short 5 year return 1.32.
I get it that it is liquid, but GIC has no risk.
Am I missing something?
I looked at BMO ultra short 5 year return 1.32.
I get it that it is liquid, but GIC has no risk.
Am I missing something?
Q: Hi,
Since your comments are often extremely intuitive and helpful, I am keen to hear your thoughts on the new Communication Services sector in the US. As it will reclassify a few stocks I currently own, I am wondering about the potential effects, if any, of ETF managers rebalancing sector specific funds on some of the stocks involved. It has crossed my mind there might be a significant number of changes required on multiple ETFs, but am not sure whether this may affect stock prices, or would it just see increases in volume for a period of time? Is there an opportunity here for picking a few stocks, possibly growth ones, that may gain from the reclassification?
As always, we appreciate your insight.
Dawn
Since your comments are often extremely intuitive and helpful, I am keen to hear your thoughts on the new Communication Services sector in the US. As it will reclassify a few stocks I currently own, I am wondering about the potential effects, if any, of ETF managers rebalancing sector specific funds on some of the stocks involved. It has crossed my mind there might be a significant number of changes required on multiple ETFs, but am not sure whether this may affect stock prices, or would it just see increases in volume for a period of time? Is there an opportunity here for picking a few stocks, possibly growth ones, that may gain from the reclassification?
As always, we appreciate your insight.
Dawn
Q: I’m 40 years old and I have a portion of my investments in fixed income ETFs. In a rising rate environment, should I reduce my fixed income exposure? Each fund is down about 4%, while my preferred ETF fund is up 10%.
Jason
Jason
Q: Not sure if this is in your area of expertise. If I expect to have capital gains taxes on death, should I consider permanent insurance? If so, should the cash value portion of the policy replace my fixed income exposure?
Jason
Jason
Q: I have MACD on my Vector Vest charts but really dont understand it and how to read it and use it----Can you explain this to me?
Thanks
Peter
Thanks
Peter
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Constellation Software Inc. (CSU)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Tencent Holdings Ltd. ADR (TCEHY)
Q: Dear 5i Research,
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
Q: Preferred Shares: How to evaluate risk? How have blue chip preferred shares behaved during previous massive downturns such as 1987 and 2008? Have they gone down as much as regular shares? Thank you for your fine service.
Q: In the past, when asked what the optimal geographic allocation is for the 'typical' Canadian investor with a long time horizon, 5i has variably replied 50/30/20 Cdn/US/Intl and 50/40/10 Cdn/US/Intl. Does this answer change if one considers the Canadian 'dividend-focused' investor, where the dividend tax credit would be a significant consideration? For this type of investor, would a higher allocation to Canadian equities be acceptable/preferable? If so, what would you consider to be a prudent 'upper limit' (percentage-wise) for the Canadian portion of one's total equity exposure? How would you allocate the balance between US and Intl. equities? Thank you.
Q: The cash positions of each 5i portfolio are currently:
6.67% - Income Portfolio
8.17% - Balanced Portfolio
10.59% - Growth Portfolio
As an individual investor, one of the factors affecting cash allocation might be cash requirements for living expenses. Could you outline other market factors that an investor should consider when deciding on the cash allocation in a portfolio? Thanks!
6.67% - Income Portfolio
8.17% - Balanced Portfolio
10.59% - Growth Portfolio
As an individual investor, one of the factors affecting cash allocation might be cash requirements for living expenses. Could you outline other market factors that an investor should consider when deciding on the cash allocation in a portfolio? Thanks!
Q: I have an RESP for my two year old granddaughter that is diversified into 6 TSX stocks and one US ETF. Each TSX stock is currently a small holding because of the limited RESP donations to date. My question is - when the RESP is liquidated many years from now, is there a minimum number of shares I should have in each stock to facilitate selling the position?
Q: Quantitative, Fundamental and Technical Analysis are the three basic disciplines used to analyze stocks. What is 5i's preferred method and why?
Q: You have repeatedly recommended PBH, TSGI and PHO in your portfolios, so I am interested at starting positions in PBH and TSGI, and adding to my existing position in PHO.
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?
Q: I much appreciate the US market maps that finviz.com provides, with its various options and details. Finviz does provide a small market map of the Canadian market, but it lacks relevant detail. Is there a site that provides more fine-grained maps of the Canadian markets? There is a Canadian one at https://stockcharts.com/freecharts/carpet.html?[TSX], but it lacks much detail. Thank you.
Q: Are there Canadian companies whose dividends are paid in USD and qualify for the dividend tax credit? If so please provide a list of a dozen or so or alternatively how can I locate them?
Thank you.
Thank you.