Q: Regarding articles by Peter in the Financial Post, the answer to David on Nov 26 suggested "Note to Members without a subscription, we do also publish these articles in our blog section." I have looked at the Blog page today (and look at it fairly regularly) but don't see the article then referred to or any others. Can you pls point me to where I should be looking? Thanks
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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: In response to David regarding your articles you said...
"https://financialpost.com/investing/end-of-market-party-or-regular-correction
Note to Members without a subscription, we do also publish these articles in our blog section. "
I have searched your Blog area and cannot find this at all. Pls advise.
"https://financialpost.com/investing/end-of-market-party-or-regular-correction
Note to Members without a subscription, we do also publish these articles in our blog section. "
I have searched your Blog area and cannot find this at all. Pls advise.
Q: My account at the Financial Post got screwed up a couple weeks ago. They tell me all is resolved now.
I've looked for Peter's column and have not seen it recently. Is he still writing a by-weekly piece?
Regards
David
I've looked for Peter's column and have not seen it recently. Is he still writing a by-weekly piece?
Regards
David
Q: Are you aware of any studies done comparing the accuracy of performance of stocks using - Technical Analisys vs Fundamental Analisys? If so what are the results is one method more accurate.
Q: Which website would you suggest to look at RSI?
Q: I missed the update flash report. Where can I find it?
Q: A young gas attendant was admiring my brand new Harley, he said he would never have enough money to buy one. I told him how I did, investing in stocks. He asked where is a good place for a guy that knows nothing about stocks to start learning?
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BCE Inc. (BCE $33.62)
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Pason Systems Inc. (PSI $12.24)
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TMX Group Limited (X $51.42)
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goeasy Ltd. (GSY $132.46)
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Trisura Group Ltd. (TSU $45.64)
Q: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.
I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?
On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?
Thank you very much for your help.
Gary
I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?
On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?
Thank you very much for your help.
Gary
Q: Does 5i have a podcast I can watch occasionally?
Q: Goodmorning
I would like to broaden my overall understanding and knowledge of the financial market similar to a investment advisor but not that comprehensive.
Is their a correspondence course or series of books manuals etc that could be used to help broaden an individual knowledge?
Thks so much
Marcel
I would like to broaden my overall understanding and knowledge of the financial market similar to a investment advisor but not that comprehensive.
Is their a correspondence course or series of books manuals etc that could be used to help broaden an individual knowledge?
Thks so much
Marcel
Q: How major of a roll do algorithms and AI play in the direction of the market today? Will the future be unkind to active managers?
Q: What would be your recommendations if one is looking for ''safety'' both in Canada and US markets.? Am anticipating important correction.
Please deduct as needed
Tks
Sherrill
Please deduct as needed
Tks
Sherrill
Q: Are Canadian investors allowed to buy US Mutual Funds / ETF's?
Q: Hi team,
Any predictions on when the irrational selling in our favourite growth names will stop? The US government SD ends and the market wants to plummet in what it seems almost all growth stocks, quality names or not. The prediction of the bull continuing to play out does not seem correct lately. Seems like we are in free fall mode. What if any catalysts will bring calm to the markets ?
Any predictions on when the irrational selling in our favourite growth names will stop? The US government SD ends and the market wants to plummet in what it seems almost all growth stocks, quality names or not. The prediction of the bull continuing to play out does not seem correct lately. Seems like we are in free fall mode. What if any catalysts will bring calm to the markets ?
Q: Hello,
Is there a good source for earnings call transcripts? I can usually find the larger ones through various YouTube sources but the smaller cap companies usually it's posted on the website but not always and I struggle to find the transcripts.
Any good sites?
Is there a good source for earnings call transcripts? I can usually find the larger ones through various YouTube sources but the smaller cap companies usually it's posted on the website but not always and I struggle to find the transcripts.
Any good sites?
Q: Good morning, 5i Team,
My question is about the state of the markets, expectations, and catalysts.
I am, like other investors here, trying once again to find my footing and assume the stance that would fit the market. I saved and accumulated some cash for the much-expected pullback, and now that it is happening, with some big names being punished harsher than they "deserve" I am looking to you guys for bearings and guidance.
We cannot time the market, yet the timing of the position plays a huge role in one's returns.
What is your take on the environment we are in? It seems to me the appetite is low on the street, and fear is high, yet VIX offers no guidance. For the aggressive, risk-accepting investor, what would be the checkpoints and catalysts that would form the bias in this marker?
I would like to initiate positions, yet, I don`t want to false start.
Thank you,
My question is about the state of the markets, expectations, and catalysts.
I am, like other investors here, trying once again to find my footing and assume the stance that would fit the market. I saved and accumulated some cash for the much-expected pullback, and now that it is happening, with some big names being punished harsher than they "deserve" I am looking to you guys for bearings and guidance.
We cannot time the market, yet the timing of the position plays a huge role in one's returns.
What is your take on the environment we are in? It seems to me the appetite is low on the street, and fear is high, yet VIX offers no guidance. For the aggressive, risk-accepting investor, what would be the checkpoints and catalysts that would form the bias in this marker?
I would like to initiate positions, yet, I don`t want to false start.
Thank you,
Q: I was looking at my account today and I own both PLTR actual UDS shares and PLTR CDR. The CDR seems to be way lower in a disconect in value to the actual shares. last night I was 50% positive on the CDR and today I am 54% negative and the actual stock is still in the 174 range which shouldn't account for a 104% move total. Did something happen I am not aware of with the CDR or is this a brokerage glitch in pricing? The account is RBC Di. Any insight would be great.
Q: WSJ suggests that the AI boom is increasingly fragile.
Does 5i agree with that position?
If YES what companies would be most a t risk?
Thanks.
Does 5i agree with that position?
If YES what companies would be most a t risk?
Thanks.
Q: Good day to all, SONDER went bankrupt over the weekend so thank you for helping me dodge that bullet!
On another note, when you issue a recommendation to "Buy/Sell/Hold" or when evaluating a company, what is your general timeline for investment?
Or is your report card grade more of a present and general evaluation of a company. The evaluations appear to me to be on point and detailed enough for my limited knowledge.
My investment psyche tries to be "buy and hold and enjoy dividends and growth" but everyone has their own timeline and strategies (or "strat" as my teens say)
As always, thanks for all you do.
On another note, when you issue a recommendation to "Buy/Sell/Hold" or when evaluating a company, what is your general timeline for investment?
Or is your report card grade more of a present and general evaluation of a company. The evaluations appear to me to be on point and detailed enough for my limited knowledge.
My investment psyche tries to be "buy and hold and enjoy dividends and growth" but everyone has their own timeline and strategies (or "strat" as my teens say)
As always, thanks for all you do.
Q: Comment on: Question asked by Adam on November 09, 2025:
... Is there financial planning software available to DIY investors that you have used yourself or heard is good that can be used to to model some of these different scenarios in an attempt to minimize taxes and maximize the value of their after tax portfolio?
Summary: Financial planning software I've tried/used to manage our large DIY recently converted to RRIF portfolio.
- Adviice: My go-to app for DIY planning for simplicity and shared access with my financial planner
- MoneyReadyApp: Generates plans similar to financial planners ($$$), but requires serious effort and good financial knowledge
- Wealthica: Basic
- WealthScope: Wealthica add-ons for deeper analysis - Good
- Zigma: Could not import from TD WebBroker
- ShareSight: Could not import from TD WebBroker
... Is there financial planning software available to DIY investors that you have used yourself or heard is good that can be used to to model some of these different scenarios in an attempt to minimize taxes and maximize the value of their after tax portfolio?
Summary: Financial planning software I've tried/used to manage our large DIY recently converted to RRIF portfolio.
- Adviice: My go-to app for DIY planning for simplicity and shared access with my financial planner
- MoneyReadyApp: Generates plans similar to financial planners ($$$), but requires serious effort and good financial knowledge
- Wealthica: Basic
- WealthScope: Wealthica add-ons for deeper analysis - Good
- Zigma: Could not import from TD WebBroker
- ShareSight: Could not import from TD WebBroker