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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 site that gives accurate PEG ratios on a forward earnings basis? Thanks for your help
Read Answer Asked by hal on May 29, 2015
Q: Is there any site where I can access accurate PEG ratios based on forward earnings?Thanks
Read Answer Asked by hal on May 29, 2015
Q: Hi Peter, I'm just starting out with a view to manage the bulk of my portfolio myself. I would like to take advantage of the stronger returns in the US market, and thought I would allocate about a third to this market. What are your thoughts?With a 3-5 year view, I am wondering whether the loonie will be stronger by then and as a result, I could realize a currency loss - the loonie couldn't get much weaker it seems, and will surely rebound by then, or is this the new "normal"? I'm guessing most people believe the potential of the US economy vs the Cdn, more than outweighs the possibility for future currency losses, correct? I also would like to know whether most people put in stops, or not - what is the general strategy bebind doing this, putting them in near purchase price or well beneath it. Do stop positions have priority in the queue ahead of on the day sellers? Thanks, Kristine.
Read Answer Asked by Kristine on May 29, 2015
Q: Would you recommend a few stocks or ETF's for Long term hold. My daughter has just started investing and only has $5000 in an RRSP to work without this time.

Thanks for your great advice.
Read Answer Asked by Dale on May 29, 2015
Q: How does your team evaluate the Big Banks Private portfolio wealth management? Is this a valid method of investing for an older investor who wants little future input? Do you know how these various management teams are rated?

Thanks for your insight.
Read Answer Asked by Warren on May 27, 2015
Q: Hi Peter,
I was wondering if you had a simple explanation for market activity on days like this. If we believe Bloomberg, it seems that some slightly better economic news has prompted this sudden plunge in the market on fears of rate hikes. I'm trying to understand why this would cause anyone to sell, and what exactly they expect to happen? Do people sell all their stocks and then decide to just wait however many months it will take for a quarter percent rate hike to get back into the market? Is there some kind of expected gain here? Its not like the likelihood of rate hikes ought to be any kind of surprise anyway, so why are people pressing sell on everything?
Read Answer Asked by John on May 27, 2015
Q: I'm helping my retiring parents clean-up/rebalance their portfolio. This is a two-part question that's related.

i) How important is it to compare their portfolio's performance to a benchmark?
ii) If i) is important, which funds/etfs can serve as a good benchmark considering their desire to generate a 3.5% dividend in a balanced portfolio?
Read Answer Asked by Eugene on May 27, 2015
Q: following article discusses recent portfolio changes made by the Direxion iBillionaire Index ETF.

Please post this if you feel it is worthy...

http://www.benzinga.com/general/biotech/15/05/5532607/billionaire-tracking-etf-just-bulked-up-on-health-care
Read Answer Asked by Gord on May 25, 2015
Q: Hi to all at 5iResearch

I am a new member since April 2015
I have made a few buy base on your informations
but sometime I am not completly sure that i use your information the right way
for exemple the stock that you cover and rate a stock to qualify has a buy would have to be rated at minimum B
Read Answer Asked by André on May 22, 2015
Q: Hi Peter & Ryan.. How about a limit of 5 lines per question.. I am not interested in some person who might be promoting his own agends on my time, You are the reason we joined and value your opinions.Thanks in advance for all of your efforts..Regards Cliff
Read Answer Asked by cliff on May 20, 2015
Q: Hey folks,

Can we talk about holdings in "CASH"? Many investors talk about the percentage in their portfolio that they hold in cash. I sort of see this as stupid, or perhaps I'm the stupid one who needs a lesson. My point is, the majority of stocks are very liquid and if one is nimble in managing his portfolio, a portfolio can quickly be turned to cash or at least parts of it, increasing the cash percentage quickly. So given this, why are financial people so stuck on the notion of their cash percentage when it is is so easily modified depending on market conditions and whym? Thanks for taking the time to help.
Read Answer Asked by mark on May 19, 2015
Q: I'm trying to evaluate the assertion I heard that when interest rates rise, dividend-paying stocks will get hammered because they have been overbought due to the "TINA" effect ("there is no alternative" for income).

If it is a sound company that's in a good business and will have no problem paying its dividend, my understanding is that the way the yield would be brought more in line with bonds is the share price would go up, not down. Am I wrong? What reasons would there be for the price to go down?

For more info: http://www.msn.com/en-ca/money/personalfinance/a-huge-stock-decision-for-boomers-that-cant-wait/ar-BBjX43U

Read Answer Asked by John on May 19, 2015
Q: hi, Q ratio extreme high. Market correction? your thoughts please.

thx chris
Read Answer Asked by chris on May 19, 2015
Q: Calculating Market Cap.
Could you please help me clarify how a company with multiple classes of shares is valued.
Is a corporation’s market cap derived by adding the capitalization of each of their share classes?
i.e.
[No. Shares Class A] x [Share Price of Class A]
+ [No. Shares Class B] x [Share Price of Class B]
+ [No. Shares Class C] x [Share Price of Class C]
If this is correct it messes up other derived valuations that use market cap within the formula unless you start with a sum of each class.
Read Answer Asked by Mark on May 19, 2015
Q: 5i Research Answer:

We are making some improvements later this year with a server upgrade. We will be adding the ability to 'favourite' questions, and (most likely) allow for Members to sign up for emails on ANY question that is asked on a certain group of companies they would like to follow. This we expect to save us lots of time.

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Question:

Have you ever considered creating a 5I membership forum for members to discuss/debate stock holdings? There are some savvy subscribers here no doubt where it would be beneficial to hear some continued feedback on stocks bouncing ideas/thoughts etc; back n’ forth per your question/answer section, call it an added 5I advantage within your growing readership. Less experienced investors could sit back and observe taking notes/pointers – a learning forum if you may. Of course, having it closely monitored by Mr. Hodson and the 5I team to answer/clarify pertinent queries on stocks would be the main root of creating such a forum. There seems to be a short term outlook by some members on here as is evident by the barrage of questions on stocks on a weekly sometimes daily basis, there seems to be many repetitive questions on the favorite core of stocks with a short term focus which isn’t what 5i sets forth. I’m sure a forum like this might break away some of 5I’s time to give us more updated reports and perhaps blast out by mass email when a company reports on a quarterly basis/earnings etc; that you know will bombard with questions (why not hit many members with one mass email?). I’m sure there wouldn’t be a whole lot of policing to enforce on a forum with certain privileges revoked if the forum got out of hand as this seems like head and shoulders above the type of audience that plague other investing sites. I can’t be the only one to pose this question, your thoughts along this avenue would be appreciated. Thank you.

Answer:

Thank you. We have considered this extensively, and have not ruled it out. However it is not planned at this time. We are still of the view that fewer email blasts are better than many. We are striving for a long term focus, and a quarterly earnings blast may distract from the long term view.

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Above is what I wrote into 5i on March 25, 2014 and got an answer back (of course). My thoughts still have not changed today a year+ later. Having a subscriber based forum would be a great addition at 5i to allow savvy subscribers (and the novice) to interact with each other etc; I seriously hope 5i will consider going down this avenue in the future. I think it would create great value to subscribers. Evaluating the software out there in creating such a forum environment would be most beneficial in looking into striving to create “the” top notch investment site per the long term big picture. Food for thought. Regards, Evan

Read Answer Asked by Evan on May 19, 2015
Q: Hello,

Is there any way Canadian investors can see dark pool trades? Especially large block trades and what price they traded at? I heard more and more large block trades are happening in the US & Canada. What are your thoughts about dark pool trades? Thanks
Read Answer Asked by Roy on May 19, 2015
Q: Can I get your thoughts on PM please.
A second thought/question: If US interest rates are expected to raise this year or early next, will that not pull down the CDN $ even more, and if that is the case, would it not be a good time to move more $ into US Stocks - even with the CDN $ were it is now.

Thank you as always.
Craig
Read Answer Asked by Craig on May 19, 2015
Q: Greetings, I hope you enjoyed your long weekend. I am in the enviable (LOL!) position of facing a proposed reverse split or consolidation in one of my holdings. Is it safe to assume that outstanding employee options and warrants will be similarly reduced in number? i.e. 4 to 1 The Management circular does not clearly cover this topic.
Thank you!
Read Answer Asked by Tim on May 19, 2015