Investment Q&A

Q: I struggle to identify and summarize reporting dates for my holdings' earnings announcements. I am using the nasdaq site, which is inefficient and sometimes incorrect. Any suggestions on how to organize or what apps might be helpful?

Thanks in advance.

Q: Hello,

Just a quick follow up on a question asked on theScore. I've owned it in the past and sold chunks at various prices but I like the long term prospects and would like to re-enter at some point.

You answered that "We think $33 would be more interesting as a buy, but it is volatile and is not trading on fundamentals yet, only expectations.". J

ust wondering if you can elaborate a little on why you selected $33 as an interesting point for a buy.

Thanks very much,

Steve

Q: I noticed how strangely AT has been trading the last few days,it seems to have only one or two lots in the bid and ask column all the time.Looks like manipulation of some sort,

Q: Can you explain why these companies always appear to lose money ? Is there another way of gauging if these are companies that should be owned ?

Thanks,
Robbie

Q: A lot of time i see comments by your long time holders of stocks?, , asking why a stock they hold, that you have recommend is down 10% today. Your comment is that the stock is up 50 to 100% for the year, so no big deal. My question is that the stock maybe should not have been up that much to start with. A lot of these stocks are a way over priced and should drop a lot. I have been in the market for over 45 years and saw this happen in 2000, when you could buy all the high flyers everyday and watch them go up, when that market was over, you only wished you were down 10%. It's a new time now, but a lot of investment rules have not changed.

Q: Hi 5i Team. Question relates to what symbol that one can use for, as an example US 10yr bond yield, or other bond yields (2, 5 or 20 year). I often use the TMX Money site to call-up various companies and ETF's, but it does not recognize bond yield symbols. My purpose here is to be able to track, compare various bond ETF's to bond yields. Any help in this area would be great. Thx for all your wisdom. Steve.

Q: Good day,

I was wondering if there is a good (free) source that publishes the expected future (i.e., next) date of earnings reports? If not, is it something you could add to your company profiles without much work on your end?

Thanks!

Steve

Q: When you said: "Many current and day orders get cleared out overnight, only leaving long term orders in, which tend to have wider spreads." Do you mean that orders actually get filled when the stock market is closed?

Q: Why before the market opens do I see many bid and ask amounts much higher and lower than the last price? Does this mean I shouldn't put in an order overnight because I could pay an inflated asking price?

Q: Good day! I am slightly off topic but have a comment & question. I think the your chart attack is a nice addition. Thank You.
My question is with the February Chart attack. Looking at the chart for "House price to income", I noticed that Canada, as you mentioned alongside New Zealand, is the most expensive place to live per dollar of income earned. What surprises me is that I was expecting this to be the result of the crazy real estate price increases during the last year but looking at the chart, the amount of income earned to buy a house has been pretty stable in Canada for the last 4-5 years. The year 2020 (which some of us call a bubble) has not changed this important metric. Our new inflated house prices are equally expensive today as they were 4-5 years ago. If yes, there has been no real increase in real estate prices as a % of household income which is definitely not what I expected. Am I reading this correctly? Any comments? As a secondary question on same topic, I thought the US real estate market also shot up but does not appear to be reflective here (or not as much of an issue)?? Is there really a bubble going on?
Thanks.

Q: Got to thank Dan for the reading suggestion...turns out David Dreman has a recent book online "Psychology of Money" at https://pdf.pdfread.net/dl/viewer.html?file=https://pdf.pdfread.net/titleauthor/The%20Psychology%20of%20Money%20Timeless%20Lessons%20on%20Wealth%20Greed%20and%20Happiness%20By%20Morgan%20Housel-pdfread.net.pdf#page=6&zoom=auto,-19,744    It's a good read about Luck and Risk, and more.......Tom

Q: Hi, I was wondering if you could explain inflation and the impact on the economy and companies? Why the US is seeing inflation with the pandemic affecting businesses and jobs. I thought inflation meant growth in the economy. Is this current inflation numbers a blip or expected to last a few years? Do I follow the trend of sector rotation?
Thanks

Q: Hi. I have a question about the target price set out in the company profiles on 5i. Take Karora Resources, for instance: The current target price is between a high of $6.00 and a low of $5.85. I assume this means that analysts think the share price should go to that level. (Actually, am I even correct in that assumption?) What I can't figure out is what is the timeframe for the target price? In other words, when is it thought that KRR shares will hit the $5.85 - $6.00 range?

Q: Do you know of any Canadian discount brokerage firm that let you buy U.S stocks pre market or after market. Im at BMO and only way to do it is to be placed on hold for for 45 minutes.

Q: Think I had asked this before but can't find the answer. To cover a Margin Call do I sell Winners or Losers?
Thanks. Austin

Q: There's a really good new book out on investment psychology, by Morgan Housel, called, "The Psychology of Money." His writing style is very accessible.

Q: What are the advantages or disadvantages in buying an ETF with a CDN hedge tilt ? When would you do it and when would you not do it ?

Q: In answer to Dan's question about "light" reading on the topic of Investment psychology, might I also suggest David Dreman's "Psychology and the Stock Market: Investment Strategy Beyond Random Walk." For the subject, I found it fairly accessible.

Q: Is there any light reading you can suggest on the topic of Investment psychology? Thanks.

Q: Morning 5i,

Some time ago you recommended a podcast called Invest 'Like the Best', which has been great, thanks for that. One of Patrick's recent guests is Jeremy Grantham who outlines a case for the current market being in late stage bubble territory. Do you have the same feeling? Any advice as to some defensive plays prudent investors should take other than taking some profit off the table or going to a slightly higher percentage cash to be prepared to take advantage of a downturn? Are you recommending any examples of securities which have done well in such situations?

Thanks,

Dan