Investment Q&A

Q: I find your Watch List very useful and especially the weekly email of all the questions on the list. However, I can't find a way to delete companies I am no longer interested in. Adding companies is easy but I don't want an ever-growing weekly email. Please advise.

Q: I would like to compare these two companies for real return. That is capital gains plus dividend over five and ten years shown as a chart. Do you know of a web site that I can used which would provide this.

Q: Peter; Eric N. keeps saying he would like to buy WCP but the “ overhang” is stopping him. What is the “overhang “? Thanks. Rod

Q: Is the MoneyShow virtual or in-person only?

Q: Hi, I apologize if this question gets asked a lot but I'm wondering if you could provide me with your thoughts on where you see the market heading. It seems inflation is persisting, although Kevin O'Leary I think made a good point the other day when he commented on how the USA inflation numbers stats don't reflect recent price declines in housing (there is apparently a 6 month or so delay on these stats). I keep hoping to see a recovery getting started but there seems to be little reason for optimism. Thank you.

Q: A few weeks ago, you answered a question about your new approach to INVESTMENT MODEL SUMMARY that will be a part of REPORT analysis. I somehow lost that answer, and would appreciate a rerun.......thanks, Lionel

Q: TV recently announced:

Trading of the Company's shares has been suspended since August 22, 2022 as a result of the Company filing for protection under the Companies' Creditors Arrangement Act ("CCAA") and this suspension will continue until the delisting takes effect. In addition to the TSX delisting, the Company expects its common shares will also be delisted in due course from the other exchanges on which the common shares currently trade.

Shareholders retain their legal rights and equity interest and are advised to contact their brokerage where shares are held regarding retention policies for unlisted shareholdings and potential for shares to trade in over-the-counter markets.

Can you please guide me as to what my options are.
1) are the shares I hold virtually worthless or is there a decent possibility that if I hold onto them I will receive something? what would you put the odds of getting something at and what do you think it would be relative to their last closing price of $.205
2) If I wanted to sell the share in the "over-the-counter" market they refer to, how do I do that
3) if it were you, what would you do?

Thank you for your advice

Scott

Q: Hi there. In light of last week's BoC's decision to raise interest rates by 75 basis point I was hoping you can help me understand why the banks have yet to raise the rates they offer on their 1-5 year GICs. When I look at the rates that were offered last month vs. now they are basically the same. I was hoping, maybe naively, that I'd see at least a 50 point increase across the board but nothing yet.



I know when the BoC raises rates the banks will increase their variable mortgage rates the next day so what gives? Did the banks already raise their GIC rates in anticipation of the announcement, is there a lag and they’ll raise rates in a few weeks or will they gauge market demand and offer the lowest rates they can get away?


I'm looking to create a 1-5 year ladder and I'd hate to do it now only to see the rates offered on GICs go up 50-75 basis points in a few weeks. Thanks for your insight.

Q: Interactive Brokers has a program called "Stock Yield Enhancement Program". I do not see this being offered by all brokers. Assuming the criteria is met to participate in the program, why wouldn't everyone be doing this - what would be the major risk participating in the program?

Q: Hi Peter
A followup to Stanley’s question on % of covered call ETFs in a portfolio.
Do you have a recommendation on max percentage of covered call ETFs in a diversified portfolio?

Thanks

Q: Is there a site which lists the preferred share reset dates for the TSX. If not is it possible for you to list a few that reset after October 1 and rank them from best to worst?
Thanks as always, Bryan

Q: I am looking at the previous earnings reports and calculating p/e ratios etc. I notice that they put out news releases with “adjusted eps” only. Is this considered their eps? And is this the figure that is generally accepted to calculate p/e or is there another eps number I should be looking for?

Q: Golly this is something that I wrestle with - as there are 4 members in the family, I spread a holding position across more than one of the four accounts. But now I'm questioning the appropriateness of this approach. I'm lending to holding such a stock position in one account while at the same time, doing my best to have a diverse mix in each account. What is your take on this??? Much appreciate your input....like get another point of view.........Tom

Q: Often investors have different time frames and so called short medium and long term come a bit confusing depending on who you talk to. For speculators short term could be as short as a fraction of a day (day traders) for others long term investors are for 10 years and beyond. How about clarifying what for 5I is short, medium and long term (ballpark).

Thank you

Yves

Q: Hi 5i,

I understand that there are some well known Fear and Greed and Trend Indicators/Indexes available from CNN and Bloomberg. I was able to find the CNN Fear and Greed web site but, could not find the Bloomberg Fear and Greed and Trend Indicator. Is this available free to the public? If so, could kindly tell me where I can find it on the internet.

thanks

Q: If a person owns a house, should they have any real estate stocks in their investment portfolio?

Q: Hello, Any thoughts/insights on the jump in XBC today? I have a huge loss in this stock, bought way too many shares at $4.35. I'm wondering if this might be the time to get out or whether there may be some upside from here? Thank you.

Q: I'm playing around with a screener and trying to find potential multibaggers. I've been screening for ROE and ROIC greater than 20%. What other metrics would you suggest for this screen that would include quality potential multibaggers but exclude the crappy companies that just show up due to 1 year of high ROIC & ROE. Thx

Q: When a company like Eif does a share offering does the brokerage house pay up front for the shares and then sell them to their clients when they want to? How is this procedure executed? Thank you

Q: Hi 5i, I’m going to be selling out of the money covered calls in my US/Canadian RRSP accounts. Now my understanding is the Canadian option market in not very liquid so should I journal over my Canadian banks, pipelines, Telecom, Utilities (big companies) to the US RRSP account? Also I imagine I’m looking to write covered calls on on big stable companies do REITs make sense. Can you rank the best sector’s and maybe some companies that make sense. Your help is appreciated.