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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: Is there a website that shows the percentage of institutional investors/funds holding the outstanding stocks of a company ?
Thanks
Read Answer Asked by Terry on October 21, 2023
Q: I’m responding to a question about Quantum AI. Please stay away, as I think it is a fraud. I got sucked in by an ad between Stephen Harper and CTV news where Harper allegedly recommended Quantum AI’s bot investment platform. I filled out the request for information from Quantum AI. But before I could do my due diligence, they called me and convinced me to give my credit card information for the minimum deposit (250USD).. Once I hung up the phone and had some time to do my due diligence and tried to see the original Harper/ CTV news interview. The interview was nowhere to be found and the ad had disappeared. I looked on their website and saw positive comments from Elon Musk, Jeff Bezos and Bill Gates. They were all fake endorsements. That’s when I realized that I had been had. They gave me an email the next day asking for more financial information from me to set up the trading platform. I refused and said I wanted my deposit put back on my Credit Card. Of course they refused. I had a long email chain with them, but they just had a hard sell and got angrier when I wanted out. Since they refused to allow me to back out, I reported them to the police and Canada’s fraud website. There were other red flags such as making exorbitant claims about the money one would make. There was very limited contact info, such as a physical address, phone numbers and email addresses. Also there were their hard sells. So my strong recommendation is to stay far away and not be sucked in. Hope that helps 5i readers not to make the mistake that I made.
Read Answer Asked by Steven on October 19, 2023
Q: Peter,

Excellent presentation on Oct 17th re the things to look for in financial statements!


Paul
Read Answer Asked by paul on October 18, 2023
Q: Hi, I just missed Peter's webinar. I wish you guys would consider doing these after work like 4 pm so our time is more flexible.

Mid day creates a lot of uncertainty.

Can you please give me a link to here the replay of it.

Thanks


Sheldon
Read Answer Asked by Sheldon on October 18, 2023
Q: Upcoming Webinar with Peter - Tuesday, October 17th. I see that it appears TD is a sponsor of this webinar, due to their logo appearing on the announcement. As well, the TD colour of green is quite prominent. I find this a bit concerning. 5i sells itself as being totally neutral and independent and not swayed by others in their opinion. How are we customers to view this? How can 5i be fully neutral in their assessment on a company like TD when they are probably receiving something in exchange for the right of TD to have their logo and colour front and central? 5i has always rated TD as a top bank stock along with RY. This sponsorship kind of clouds the authenticity of this opinion. Can you please state what your position is?
Read Answer Asked on October 16, 2023
Q: i was wondering if your team would be willing to address an issue for people moving assets out of their RIF. Just a generalized response would be of help as most advisors are in the selling business, which is understandable.
Thank you and happy Thanksgiving to everyone at 5i.
Read Answer Asked by Mary Jean on October 12, 2023
Q: Hi, Will there be a recording of Peter's event on Oct 17? I can't make the webinar. thanks
Read Answer Asked by John on October 11, 2023
Q: Hello, can you tell me how close the NEO listed CDRs are tracking the US listed companies? Also, is there a no fee site where I can compare the performance of the CDRs against their US equivalents? I don’t see tHis functionality on 5i and it would be nice to have. Thanks.
Read Answer Asked by Anthony on October 06, 2023
Q: Thank you for the answer provided today to Guy R. re Structured Notes.
My question is similar but about Principal Protected Notes pushed by advisors as well.
Thank You!
Read Answer Asked by ALBERT on October 05, 2023
Q: Thanks very much for your quick response .... just a comment - while the dividends are back dated when posted, the funds are not available to the Investor until actually posted. Thus the Investor does lose either through loss of interest, or not making further investments when they might have. Most brokerages pay nothing on cash balances.
Read Answer Asked by Ross on October 05, 2023
Q: Dividend Pay Dates

We all know that dividend pay dates are a matter of record. My question concerns delays in receiving these dividends. For example, some companies make their payable dates on a Saturday, Sunday, Monday or Holiday. TD Bank is a prime example of this & often has a payable date on a Saturday. As a result, you are lucky if the dividend shows up in your account on the Monday, many times later. Also, some companies declare an extra or Special dividend, normally payable on the same date as the regular dividend. INSW is a perfect example of this, with the regular dividend showing up a day after the payable date & the extra won't be in my account for a week??! It is pretty obvious that someone is making money on the FLOAT - don't know if it is the Company issuing the dividend, some sort of middleman or transfer agent, or the Banks? It certainly is not the individual investor!? If you consider the same practice affects dividend income on Mutual Funds & Canada Pension Plan, perhaps millions of Canadians are affected. Would you comment on this practice - anyway this might be avoided? Thank you - Ross Siemms
Read Answer Asked by Ross on October 05, 2023
Q: After the planned split of LAC I see at my TFSA account (with RBC Direct Investment) only the LAC shares but no signs of LAAC (second part of split). At the same time they say that LAAC shares commenced trading on NYSE this morning. Please advise should I undertake something for clarification fo this issue or it is just a transition problems and thigs will be automatically set up soon? Thank you!
Read Answer Asked by Galina on October 04, 2023
Q: What can you tell us about structured notes and any recommendations?
Read Answer Asked by Guy R. on October 03, 2023
Q: Hi Peter and Team, your readers may be interested to know that Tim Cesnick's tax and finance articles published by the Globe & Mail are organized and freely available in one location on his website, ourfamilyoffice.ca/our-thinking/articles/ Similar to 5i, he is generous in sharing his knowledge and seems driven by the motto, 'wealth is good provided everyone is wealthy'. I thank you for your significant contribution my and my wife's progress in financial knowledge and literacy.
Read Answer Asked by TOM on October 02, 2023
Q: I thought the short portion I saw of Chris's webinar was fabulous, very useful.

Can you please provide me with a link so I can watch the entire presentation?

Sheldon
Read Answer Asked by Sheldon on October 02, 2023
Q: Will there be a replay or recording of yesterday's presentation? Thanks, Scott Stewart
Read Answer Asked by Scott on September 28, 2023
Q: Hi

This is a video 5i members may find interesting and helpful concerning the market.



https://www.youtube.com/watch?v=PH21P_4NUcA





Read Answer Asked by Mike on September 28, 2023
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