Investment Q&A

Q: I have to laugh about inflation/CPI gaining ground versus same time last year? Really? With lock downs and pent up demand who would expect anything else. I read a great article from the head of the Fisher group in the USA. To summarize: this is transitory for the two reasons I mention and others. Be interested in 5i comments. Oh, the huge debt precludes any significant move up for interest rates. Would be happy to send it to you - very bright guy.

Q: Why does rising interest rates (or the expectation interest rates will rise) have such a negative impact on tech stocks?

Q: This could be not so bright question but I'll ask anyway. I have been involved in self directed investing for a few months now. My plan is to create a 250k balanced portfolio....watch and learn for a while and then begin to invest the balance of my cash assets. I deployed the first tranche based on the sector allocations in my original plan. However as I have been building the portfolio stocks in various sectors have gone up and down....mostly up thankfully. Here's the question. Should I calculate my sector allocation percentages by the book cost...so I can get a baseline as I add more.....or by their current value. Thanks for your reply

Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter

Q: One of your answers re: DND management-led takeover was "management-led takeovers are not as good as arbitrage plays as third-party overtures. Financing is at times an issue, as it is relatively easy for management to 'walk' away from the proposal and just go back to how things were and return to the status quo". In the past few years, would you list the companies whose management-led takeover have been successful or have walked away?

Q: Evolution gaming is based in Sweden and I find it interesting. How can I invest in this company since it is on the sweden stock market ? On the RBC platform I found the EVVTY (evolution AB OTC pink. Is it the way to invest in this company from canada or you have a better and safer way ? Thanks

Q: Can you explain from and investment point of view what the recently annonced 'normal course issuer bid' means for investors. If they do buy back and cancel shares will this have positive impact on share price?

Q: Answer to Gary (June 8) about budget records. We use Quicken Home and Business. It keeps track of investments (records security percentages and updates easily) and day to day banking. It is a lot of work to initially input information if a large number of securities and accounts so we will likely stick with it. No longer use Mint as we had to go to card websites to check balances and activity anyway.

Q: I have Canadian cash to purchase an S&P 500 index etf in a non registered account with no immediate need to withdraw any funds. Please explain the differences and advantages/disadvantages of using an etf that is hedged or non hedged C$ versus converting to US$ to buy the index? What are your favourites of each? Which approach do you recommend using now?

Q: what is the best source to find upcoming dates for companies quarterly meetings/disclosures. thanks

Q: This may be outside your area, but perhaps someone will comment.

I want to prepare a home budget of income and outgo and would like to have it for just myself and also as a couple. I currently use pencil and paper and don't find Excel to be user friendly. Any recommendations?
Thanks!

Q: good afternoon - with all the news on hacking and ransomware attacks I have become concerned with the safety of my investment accounts and I expect many of your members will share this concern. How worrisome is this for individual investors? For those, like myself, who deal with a major bank ( RBC Direct, etc) I assume the banks provide cybersecurity at their end but what about at my point of access to my accounts. I currently use a commercial password protection program but wonder if I should be doing more. This may be out of your field of expertise but you are likley wary about protecting your own accounts and would appreciate any guidance you can offer. many thanks , al

Q: I bought these semis over the past few years in different accounts at different times in both non-registered and registered accounts. All of them did very well for me. I added them up yesterday and noticed they are over 5% of all my invested assets. As much as I hate to sell winners I probably would have to trim soon. Do you have any suggestions as to the trimming methodology? Reduce each and every one by half (or third) of its current value. Selectively sell some and not others? Sell the ones in registered accounts as there is no immediate tax consequence. keep the ones in taxable accounts? Sell some and keep the promising ones (can you tell or predict?) ? Any other suggestions? I have a high degree of risk tolerance. Thanks.

Q: What does this mean?

Gatekeeper Retains Market Stabilization and Liquidity Provider

Thanks

Q: The company website shows them having over 1300 employees, but your profile for the company shows 4. I have noticed this discrepancy for other company profiles visa vie company websites. What am I missing here? thx

Q: I own both IPL and PPL and thank BIP for the boost. Noticeably Brookfield has also made a few dollars just by bidding.
- Are there regulations on a 10% owner of IPL, running up the price to PPL ?

Q: Is there a reliable website where I can get the chart of SMA of any stock?
Between V and MA, which one do you prefer and do what's your outlook on them ?

Thank you

Q: Hello 5i
My wife and I have been going through papers of her long deceased parents and came upon old stock certificates for Anacon Lead Mines Limited (1957). They appear to be registered in the name of a Montreal law firm. (I don't know if that complicates things further) I would like to research the stock to see if the certificates have any value or are just wallpaper. Do you have any information on this company or can you direct me to a source that might help in my research?
Many thanks

Bill K.

Q: Hi 5i Team - I believe that in the i2i Webinar there was mention of an article written by Peter for the National Post on stocks with no analyst coverage. Is it possible to get a link to this article. Thanks

Q: Hi, how to calculate beta of a stock? Or is there a website that one can obtain such information? thanks.