Q: Hello 5i research team, I will soon be liquidating a brokerage account containing shares in 18 companies, probably within 2 or 3 months. How would you suggest I proceed with the timing and pace of the sale? As soon as possible, gradually, according to the wishes of the heirs, or at the deadline, to take advantage of market exposure for longer? Should I rely on technical analysis to determine the timing of the sale? If so, which indicator (ma, rsi, macd, or others) and how often (daily, weekly or monthly)? Thank you for your collaboration, Eric
Q: Good morning I have been a holder of ATZ for a while pretty much back to even in terms of cost. I was wondering what has been driving this lately I can't seem to find any news that could be driving this? I hold this in a TFSA in your opinion is that the best account to hold this company in.? Thanks
Q: With steel prices having moved up a fair bit over the last few months, I have been surprised at the continued weakness in shares of STLC. Now down to $40. The company paid a $3.00 special dividend in each of the past 2 years, and also pays a regular 42 cent quarterly dividend, so a trailing 12 month yield of 11.5%. Solid balance sheet. What do you think of it at this price, and is there an earnings forecast for 2024?
Q: Can you kindly recommend any sites tracking RSI for individual stocks and whether you feel this is a good input into the decision making process of when deciding to buy an oversold stock?
Also, I notice there are timeframes for RSI (weekly, monthly etc) so how does the timeframe inform the result and help a decision to purchase an oversold stock?
Q: Hi, was wondering about swapping Nvei for Eif .
Looking for a more stable company with the dividend. Would also get a tax loss by selling Nvei . Could you talk about the two for management, debt, and long term investment..
Which would you like in a downturn or recession if or when we get one?
Thanks
Q: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Q: Hi: I am looking back at your recent answers and also this week’s earnings. Are you now recommending that GOOS is a sell, please advise with some suggested guidance going forward. With their seasonal business it would also be helpful if you can comment on likely updates to their progress, ie we need another winter to pass before we see any changes.
Q: Hello, I was intrigued by Fernando's question (Jan 26 about that 11 stock/ETF retirement portfolio). The only stock from that list I do not own is QSR. However, thanks to you I do have BYD and PBH. Wondering if (a) these would be good alternatives for QSR? If yes, which one would you prefer? Thank you.
Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.
Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.