Q: Hi 5I team, I have learned a lot via your educational investment ideas. For stocks trading at low volume, how many and when to buy and sell? How do institutional funds trade or they just avoid if average volume is less than certain number? This low volume may associate with small market capital. Thanks again.
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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: You often refer to a stock as expensive or as cheap or inexpensive. Can you explain what you mean by that. For example are KXS and SIS cheap or expensive? What about BOS at its current price?
Q: Would you guys ever consider some model ETF portfolios - If not where is the best place to find such a model or tools to develop them
Q: Hi Peter and Associates!
I was reading yesterday a comment by David Rosenberg that the TSX is currently trading at 20X forward earnings which historically is very high. Do you share the view that the Canadian market is overvalued?
Ian
I was reading yesterday a comment by David Rosenberg that the TSX is currently trading at 20X forward earnings which historically is very high. Do you share the view that the Canadian market is overvalued?
Ian
Q: I have a one and a half year time horizon before I need to convert my RRSP to a RRIF. Can you provide and suggestions for some do's and don'ts regarding this process? I have a solid pension and my RRSP is self directed.
Any suggested reading references/articles would also be appreciated.
As always,
Thanks
Paul
Any suggested reading references/articles would also be appreciated.
As always,
Thanks
Paul
Q: Just an aded information regarding the otc market.
Quotes are no longer available neither level 2. Buying is throwing a dart in a tunnel at night.
Your broker may not allow you to trade, and if it does it will only give you (eventually) the bid/ask spread at the time of the quote.
Then there is the problem of selling, some trades are extremly thin.
If you have a portfolio manager, he may be able to acess OTC. Otherwise good luck.
Quotes are no longer available neither level 2. Buying is throwing a dart in a tunnel at night.
Your broker may not allow you to trade, and if it does it will only give you (eventually) the bid/ask spread at the time of the quote.
Then there is the problem of selling, some trades are extremly thin.
If you have a portfolio manager, he may be able to acess OTC. Otherwise good luck.
Q: Could you share what you feel would be the best tool to invest for an increase in Volatility?
Thanks
Thanks
Q: As hard as I try, I can't find a website that shows daily price changed multiplied by shares outstanding. I find this curious as it would seem to be the metric that one should care most about. Then you could see how much market cap was created and destroyed on any given trading day.
Any thoughts?
I found this one which gives daily volume traded times share price, so we can see the daily $ traded.
http://www.barchart.com/stocks/pricevol.php
Any thoughts?
I found this one which gives daily volume traded times share price, so we can see the daily $ traded.
http://www.barchart.com/stocks/pricevol.php
Q: In concurring with Clarence's comments and observations around CXR.
This includes that management must have integrity and be honest I have learned.
To that point many CEO's, and high level management got to the position they are in due to their sales skills to the board of directors, the public and shareholders and thus meeting, talking with them and listening to them can often only make an investor vulnerable to their sales pitch of saying all is well, do not worry. I have learned that many big investors never talk to the management for this very reason. They do not want to get sucked in so they remove that possibility.
Reading the annual and 1/4'trly reports including the address and final notes can usually reveal the truth as the reports are reviewed by the company's lawyers and they do not want a law suit once they are published.
I understand that earnings and other #'s can me manipulated but over time this can be detected by looking at the other #'s. FCF, Free Cashflow cannot be manipulated as a company either has cash or it does not. They can lie about is but that would not serve them very long or well. Growing FCF year over year over year is one good thing to look for for sound well managed companies.
Also how the CEO is compensated which was over-looked by many in the case of VRX. Are they in for themselves or the long-term business and shareholders?
This includes that management must have integrity and be honest I have learned.
To that point many CEO's, and high level management got to the position they are in due to their sales skills to the board of directors, the public and shareholders and thus meeting, talking with them and listening to them can often only make an investor vulnerable to their sales pitch of saying all is well, do not worry. I have learned that many big investors never talk to the management for this very reason. They do not want to get sucked in so they remove that possibility.
Reading the annual and 1/4'trly reports including the address and final notes can usually reveal the truth as the reports are reviewed by the company's lawyers and they do not want a law suit once they are published.
I understand that earnings and other #'s can me manipulated but over time this can be detected by looking at the other #'s. FCF, Free Cashflow cannot be manipulated as a company either has cash or it does not. They can lie about is but that would not serve them very long or well. Growing FCF year over year over year is one good thing to look for for sound well managed companies.
Also how the CEO is compensated which was over-looked by many in the case of VRX. Are they in for themselves or the long-term business and shareholders?
Q: Factoring in real estate and gold as separate sectors, based on your current outlook, what would be a 12 sector composition of a conservative equity portfolio? What percentage for each sector?
Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.
Q: you have refered to share consolidation on the way to explain possible pull back of stock price.Can you explain further but also, how does one get this type of info?
Thanks
Jean
Thanks
Jean
Q: I stumbled across this ETF (PYF) by accident. What are the drawbacks with this one. It has a 52 week low/hi of 19.42/20.52 with a yield of 7.1%. It looks like a nice place to park some cash for a season but what is the downside (there is always a downside and usually a big one)? Thanks for doing a great job.
Q: Trying to think of away to avoid two mistake made recently, or at least increase odds of avoiding in future.
PHM purchased and then up over 100% in few weeks/months, then down to minus 30%-50% range few weeks/months later.
CXR purchased and then up over 70% in few weeks, then down to minus 30%-50% range in a few more months.
Gross losses manageable as portfolio weighting was responsible.
PHM I guess fundamentals did not justify the increase and was popular stock at time is best thought I can think of and maybe a soft sell signal?
CXR seemed to go up on short covering, then down dramatically, then slightly back up on takeover rumours. No idea what to have done differently on this one. Feel like the CEO and CFO just dishonest on it.
Ideas? Lessons?
PHM purchased and then up over 100% in few weeks/months, then down to minus 30%-50% range few weeks/months later.
CXR purchased and then up over 70% in few weeks, then down to minus 30%-50% range in a few more months.
Gross losses manageable as portfolio weighting was responsible.
PHM I guess fundamentals did not justify the increase and was popular stock at time is best thought I can think of and maybe a soft sell signal?
CXR seemed to go up on short covering, then down dramatically, then slightly back up on takeover rumours. No idea what to have done differently on this one. Feel like the CEO and CFO just dishonest on it.
Ideas? Lessons?
Q: At the coming Money Show there will be a seminar on
dark pool trading oil & gold. What exactly is this?
Risky business?
dark pool trading oil & gold. What exactly is this?
Risky business?
Q: What are the pros and cons to selling covered calls? Is there a favorite sector for using this technique?
Q: Hi Gang, I have a good number of shares of some blue chip dividend payers such as BCE and RY and wanted to know about some insurance with buying puts. When these correct I feel some pain but do not want to sell as to avoid capital gains plus they pay a nice dividend, just want to sleep better and want to smooth out the volatility, also was thinking of doing the same thing with some index ETF's , is there an essay or an explanation on your web site.
Thanks and keep up the great work.
Anthony
Thanks and keep up the great work.
Anthony
Q: hi peter : whats the percentage chance of a market correction; say for the rest of 2016 . would you expect a 10% or a 20% . there is so many big time buyers & fund managers saying it's time to sell .would like to know what your thoughts are Thanks Gary
Q: Hi 5i:
What is the best way to buy Canadian treasury funds and would you recommend buying them now? If yes, how long would you keep them?
What is the best way to buy Canadian treasury funds and would you recommend buying them now? If yes, how long would you keep them?
Q: In your allocation answer you spoke of 10 sectors. Where is Real Estate?