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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: Following up on my last question on buying SHOP in US or CDN funds, I am not sure I was clear with my question based on your answer. I have both a CDN and a. US TFSA investment account. As a Canadian living in Canada, I can buy the stock from either account. Does it make more sense to buy this company from my US account as they do most of their business in the US. In the long run will I benefit from doing it that way ?
Read Answer Asked by Robbie on January 30, 2022
Q: Two days ago I saw an article on 5i about new ipos and focusing on 10 to watch. I can't find it now. Is there a way to find it again? It was interesting. Ron
Read Answer Asked by Ronald on January 28, 2022
Q: Hello 5I,
If i own a stock on the us investment side of my portfolio in US dollars and transfer it to the Canadian side (because the stock trades on both exchanges IE: TD) does that transfer it to CDN dollars and show as a canadian stock or will it show as a US stock still becasue i initially bought in US dollars on us side? Thanks
Read Answer Asked by Tyler on January 28, 2022
Q: Is there a website where you can tell what margin % has been assigned to a particular stock?
Read Answer Asked by Brad on January 27, 2022
Q: Hello Peter & Team,

MG is showing a P/E of 16.85 yet the PEG is a -2.64 meaning that the company is losing money or that the estimated growth rate for future earnings is negative, indicating that the earnings of the company are expected to decrease in the future. Have I read this/interpreted this correctly? And if so, is MG a company we should be staying a clear of right now? Or do I have this all wrong?

Thanks for all you do

gm

info sourced via MSN Money
Read Answer Asked by Gord on January 25, 2022
Q: Hi Peter & Team,

It may be my imagination, but I seem to remember reading somewhere - in the Questions section, I think -that 5i has a tool to help us calculate the ACB of our holdings. Please tell me it's not wishful thinking....

Thanks for all your help.

Molly
Read Answer Asked by Molly on January 25, 2022
Q: What is your impression of the analyst estimates for EPS and revenues in reports such as Refinitiv? Is there any other source that you find better?
Read Answer Asked by Leo on January 25, 2022
Q: Hi 5iresearch team
At finance.yahoo.com website, I was able to download the historical data of indexes (S&P500, Dow, and Nasdaq as well as the Candian TSX or any other ticker) in an excel file format (CSV). Now, it seems I can do that with Canadian tickers only. Is there a way to download the American companies historical data from the Yahoo site? If not is there another source that provides similar format data?
Thanks
Read Answer Asked by Ahmed on January 25, 2022
Q: Hi 5i - a two parter:
Firstly, are you aware of any website or other resource out there that offers easily accessible side by each display of the common evaluation metrics of companies in the same sector, subsector or industry?
(I ask because most sectors differ from other sectors in terms of what is a desirable P/E or P/CF or ROE or ROA etc. etc. so when I see what I might think are either healthy or unhealthy metrics for a particular company I don't have a readily available way to compare those metrics to companies operating in the same sphere to allow me to quickly determine if they truly are unhealthy or unhealthy, comparatively speaking.)
And secondly, is there any resource you are aware of that sets out what the average various evaluation metrics are for the different sectors / subsectors / industries or, alternatively, what could reliably be considered healthy metrics for each.
I'm not adverse to doing the work to come up with this information myself (although I expect I would have difficulty arriving at reliable information to fulfill part two of the above) but it would save me a lot of time and paper if that information had already been gathered. I suspect others might find the sort of sector specific database I'm looking for helpful too.
Thanks!
Peter
Read Answer Asked by Peter on January 25, 2022
Q: I agree with and often quote you, " often nothing is the right thing to do". That, and learning the importance of managing position size are very possibly the two main reasons my portfolio has grown to the size it is. It wasnt all luck that I trimmed a few stocks that had grown to oversize positions early last Nov. My biggest winners are mostly my biggest decliners in this down draft, the recent trimming eased the pain somewhat. It's not just your stock picks making people $ , thanks for that!
Read Answer Asked by Charles on January 25, 2022
Q: On a Day like Today a lot of "Stops" were activated, then it seemed like a scramble to get back in. Even experienced Host's on Cable, you could sense their chagrin.
Personally I don't like stops, thinking that short of a mushroom cloud, my picks (and I) will ride out the storm.
Could you please tell your thought's ?
Read Answer Asked by Cacey on January 25, 2022
Q: Hi, Where is the 2021 IPO Report mentioned in the Jan18 Updates?
Read Answer Asked by Denise on January 24, 2022
Q: In answer to a question I had earlier this year, you mentioned the following when looking for capitulation:

“Looking at volume 'at the bid' is helpful as well, indicating sellers are hitting bids in a panic rather that waiting for a buyer. Gap downs are also a sign, indicating investors just don't care and want out.”

What is the best way to find this information?

Thanks.
Read Answer Asked by Alan on January 24, 2022
Q: Good Morning 5i,
I would like your opinion on investing in CDR listings in Canada to gain exposure to the US market with much less of my investment dollars allocated to each individual stock. With the pull back currently going on in the markets the timing to go into the US when things settle down could be very good. If you like the CDR route, which stocks would you suggest to pick up? Please deduct whatever credits are necessary in order for you to give full consideration to my question. Thanks for your assistance!
Read Answer Asked by Gordon on January 24, 2022
Q: How often are the prices reconciled between a USD listing and a CDN$ listing of the same stock? If a bunch of Americans buy CNI and push up the price, is that immediately reflected in the CNR price? and vice versa? And how often is the exchange rate adjusted? Is there ever a time when they are out of alignment?
Read Answer Asked by Maria on January 24, 2022