Investment Q&A

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.

Q: This is an excellent response to Charles’ question asked on May 27 about what to do when stocks are down 50%:

Diversification and position sizing are two items that can help mitigate this 'pain' so the drawdowns do not hurt as much. Otherwise, the best answer we think is just understanding what one owns both on the stock (what type volaitlity might we expect) and on the company (does the short-term volatility 'matter' vs long-term). The optimal answer can only be known in hindsight unfortunately. While we typically don't like averaging down in names, [once drawdowns like this pass and settle down, it can be an opportunity to add to a position once/if momentum starts to work in a company's favour again]. We not generally like stops either. Good companies, over 15 years, might have 7 or more very large drawdowns that might get stopped out (my emphasis added).

My question: how do we know when momentum is starting to work in favour again? A few days of share price increase with more volume? What I generally do is ask has anything fundamental to co changed. If not, and based on the fact that I was prepared to buy at a higher price, I simply buy more understanding risks and do not try to time the market, which can drive one crazy. I do though want to understand more about what generally signals a turn for the better.

Q: What would you do - if a stock you own is rising rapidly (50% or more) with no explanation in the short term what would you do?
Clayton

Q: Do you have a preference between selling naked and covered calls? Also, is selling naked calls permitted in a registered account?

Thanks.

Q: If you haven't seen this interview with Druckenmiller yet I thought you would like it, make public if you want


https://thehustle.co/stanley-druckenmiller-q-and-a-trung-phanin

Q: I hear some on TV saying they have a price target of ??? on some stock. How do they arrive at a number in the future?
Do you do this?
Thank you.

Q: With the market rotation, I have seen a number of questions from people who are down 30-50% on some stocks asking if they should switch out. What guidance can you provide regarding the best tactic when highly volatile small-mid cap growth stocks turn downwards. Putting in a stop loss of -15% may get you stopped out of promising but volatile stocks. Holding until you are down 30-50% leaves you looking at a 50-100% recovery to break even. Hard to feel positive about this scenario even with a 3-5 year outlook.....

Q: Hello 5i,
What is the difference between the total debt/equity ratio and the leverage ratio? i.e. Manulife has a d/e ratio of .3 and a leverage ratio of 18.4.
Stanley

Q: I have been recently trying to learn about stock options especially calls and not puts for starters. And I've been looking at theoretical call options values to see if expected growth of the underlying stock is an input. It seems that the input is "volatility" which surprises me because volatility is both up and down. I get that volatility has a link to growth but why wouldn't a call option theoretical value focus on just the upside volatility which seems much more linked to growth. After all, a theoretical stock value includes an assumption about growth not volatility, so why not so for a call option value? Thanks.

Q: Could you provide a quick explanation of what happened to CXR?

When I was young and foolish (still currently foolish, just a little older), I loaded up about 1/3 of my portfolio about half way down from it's peak, only to watch it pretty much lose 100% from there (always the optimist....thought it might rebound). I know (think) debt did them in, but what else happened. What were the red flags that surely the stock would've shown? What are the differences between them and other companies that take on debt?