Investment Q&A

Q: It appears that the sale of People to Goldman Sachs was approved and finalized as of Feb 18, 2021. The shares have disappeared from my account now but no money has been put in. When should we expect to get the money?

Appreciate your insight.

Paul F.

Q: Hello

Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike

Q: Hi Peter,
from your article in the Financial Post, could you elaborate on the effects of inflation or deflation on a portfolio?
Thank you.

Q: What is your preferred strategy, if you believe there will be a 20% + correction in the next 3 months?
1. just ride it out, knowing it will come back over time
2. sell 30 - 50% of the portfolio (riskiest stocks) and raise cash to re-deploy when prices are lower
3. sell 30 - 50% and replace with less market correlated assets
4. sell 20 - 30% and hedge with puts or inverse ETF's.

Q: Dear 5i,

I don't have any margin accounts and definitely do not plan on getting any but, I do have many questions regarding them.
1. what accounts can use margin?
2. how does one generally qualify for margin?
3. can the broker essentially make a margin call at any time?

thanks

Q: Hi 5I,

I see that Wishpond recently announced that they have entered into a market maker contract with PI Financial. Is this typical? Would this been done to ensure to that the exchange's listing requirements are met in regards to volume or transactions?

Thanks

Q: I accidentally bought additional shares of CRWD in my unregistered CDN account instead of the U$ unregistered account. Note C$ is stronger vs U$ than when I bought it. Which would be my best option, leave as is or journal to U$ account.
Trying as much as possible to limit capital gains in 2021.

Q: whats behind the demand for the CAD, causing its constant rise. Is the reason the lack of demand for the USD? but why,can you explain a bit more.
Art

Q: We know of dividend increases when a company reports earning but is there a site that shows recent dividend increases buy all companies? Not sure if anyone / site tracks that.
Please advise.

Q: Hello 5i,

The reality today is that the little guy was ripped off for years with MERS and fees. Now that this correction is unfolding with personal management of investments the next area of concern is Hedge Fund and Large Corporate consortium manipulation of the market in a "war" or to collaborate on stock pricing. It was fun to watch the little guy get some revenge but there seems to be an underlying criminal element to the "establishment" or "old boys" club when it comes to investing in the stock market.

What "IF" any investor (personal, hedge fund, or other large organizations) could "ONLY" buy and and sell a stock. . no shorts, calls, puts, etc. What would happen to the stock market?

Thank you again for helping the little guy navigate the stock market. 5i is the best value of any service out there.

Cheers,
Debbie and Jerry

Q: How do you determine / select which company to write a report on? Currently you have reports on a range of companies from little known micro/small caps to large cap blue chips, with large gaps in between. Some of these small caps may be interesting investments by why exclude the many other companies that re commonly invested in?
I believe it would be valuable to at least have reports on the TSX60 constituents or the top 100 by mkt cap. Better yet, why not report on all the companies listed on the TSX? It would make your service more valuable.

Related to the above, why would you select NR companies for your model portfolios? What's the reasoning for including NR companies in portfolios?

Q: What cycle in the economy are we in?

Q: Hello 5i
I understand the upsize however I don’t understand what the $9.80 subscription receipt represents. Appreciate your help.
“WELL Health upsized its previously announced $295.5M equity offering by C$7M and completed the full upsized C$302.5M equity offering at C$9.80 per subscription receipt, representing a 25% premium to WELL’s 5-day VWAP preceding the announced acquisition of NYSE American and TSX listed CRH Medical Corporation or “CRH”.
Thank you

Q: I'd really like to see 5iReseach provide members with a table listing ALL company reports with three columns, (company name; most recent rating; and date of report issuance. The current presentation of reports is waste of time to search through page by page, only to find a company of potential interest and find the report out-of-date. We should be able to see at all reports at a glance, perhaps by alphabetical order or rating.
Looking forward to your reply,

Q: Good evening!
I just read your update, and was somewhat surprised reading the asterisked comment regarding holdings in ZRE. My understanding was that you did not invest in Canadian positions. I also assumed that any staff, directors, and such were held to the same obligation. Has this philosophy changed? Is this a singular exception, and if so will this holding be sold by the one holding the position?
Feel free to publish your response as it is my belief that other members would be interested in your answer, but may not have been inclined to ask the obvious question.
Thanks! Paul K

Q: Hello 5i. Do you have a position in xbc?

Q: I do not understand, and wonder if you can explain, the difference between the new Purpose Investment ETF way to buy bitcoin versus the Wealthsimple way to buy bitcoin?

Q: This question is about transferring a Canadian stock traded on the TSX that pays dividends in US dollars, like TFII might be doing, to the US dollar side of the trading account and as such, holding the dividends in US dollars rather than the US dollar dividends being translated to Canadian dollars by the broker.

For example, is there a fee or charge to do this transfer? Is there a foreign exchange exchange charge? And when the Canadian stock is to be sold on the TSX, is there a foreign exchange gain or loss?

Any assistance like a link to better understand the ins and outs of this transfer maneuver and the cost implications, if any, would be helpful to me.........Thanks.....Tom 

Q: Hi, I'm a new member and have this basic question. Analyst recommendation in a company profile shows recommendations such as Buy, Hold and a number assigned to them. For example, AAPL has 16 for Strong Buy, 3 for Moderate Buy. Is the any FAQ section in the website which can educate me on how to interpret these numbers? What it means to be 16 for strong buy? Is 16 out of 100 or something else? Can I filter stocks which have strong buy recommendation above a certain number say 10 on your website?

Q: Over the past few weeks I've become increasingly interested in alternative investing, particular with regard to fixed income. I meet the criteria for an accredited investor and could manage an offering memorandum, yet liquid alts look a little more interesting. Three questions: (1) Do you think there's a case to be made to redeploy 5% to 10% of the traditional 60/40 mix into alternatives? (2) Are you guys up for answering some questions about the different liquid alt strategies? (3) If not, any suggestions where a relatively savvy investor would go to get some good independent advise on how to best wade into this asset class?