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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: Are you aware of any Canadian investment firm that offers extended hours trading?

thanks
Don
Read Answer Asked by Don on June 16, 2021
Q: Peter,

Yesterday you answered my question on the Loblaws preferred stock. You gave different redemption dates. Where do you get this info? Where is the best place for a DIY person to find it?

Thank you,

Paul
Read Answer Asked by paul on June 16, 2021
Q: Hi Everyone at 5i! Me again! Somewhere is the archives of my mind I seem to recall the the TD bank offers some decent ETFs or mutual funds to their customers. If this is the case, could you tell me what they are?? Cheers, Tamara
Read Answer Asked by Tamara on June 15, 2021
Q: Whatever you charge for your service is made back on my 1st trade then the gravy train just flows….
Read Answer Asked by James on June 15, 2021
Q: This morning Sam asked a question about "compound machine" companies. I would appreciate a definition of "compound machine". Thank you.
Read Answer Asked by Dennis on June 15, 2021
Q: Dear 5i,
Your ENGH report dated August 27, 2020 stated insider ownership of 22%.
I looked at the insider information on the company provided by your web site and could not find a statistic for current %insider ownership but, I did see %institutional ownership. Where can I find this information? It looks like insiders have been selling lately. Can you please tell me the current %insider ownership.

thanks
Read Answer Asked by Ian on June 15, 2021
Q: Why was AT delected from the TSX? Does it matter, now that they are on the Nasdaq?
Read Answer Asked by David on June 14, 2021
Q: please explain the difference between a bought deal financing and a private placement
Read Answer Asked by JACK on June 14, 2021
Q: In answer to a buy/hold/sell inquiry you answered "We would give it a higher risk HOLD rating right now. "
What exactly does this mean?
Is there a point at which a higher risk hold becomes a lower risk hold and then a buy?
What should I read anything into the fact that the hold was capitalized?
How many categories of hold are there?
Read Answer Asked by Rob on June 11, 2021
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.
Read Answer Asked by James on June 11, 2021
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
Read Answer Asked by Robert on June 11, 2021
Q: Can you recommend a book or site that explains how to read and interpret annual reports.
Thank You for a great service
Peter
Read Answer Asked by Peter on June 09, 2021
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?
Read Answer Asked by Karen on June 09, 2021
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
Read Answer Asked by jean on June 09, 2021
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.
Read Answer Asked by J on June 08, 2021
Q: what is the best source to find upcoming dates for companies quarterly meetings/disclosures. thanks
Read Answer Asked by george on June 08, 2021
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!
Read Answer Asked by Gary on June 08, 2021
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