Investment Q&A

Q: what criteria do you use when looking at momentum investing?And speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs

Q: Hi, 5i team
just a quick question, I'm trying to follow your Balanced Portfolio, for each stock, how many percentage you guys consider is full position? Is it the general rule we'd better to follow in any portfolios?

Thanks!
Jane

Q: Docebo:Appreciate an opinion on this IPO.Thanks.

Q: Hello 5i
It is great that these changes have been made to the Portfolio Analytics. The next important change would be to be able to download my portfolio with the combined positions instead of the separate ones. Adjusting the downloaded spreadsheet to having to add all the similar elements is a chore to get a hard copy of everything. Since I buy and sell with TD and monitor using Morningstar and Yahoo it makes things difficult. (I use Morningstar and Yahoo in addition to your great Portfolio Analytics as each offers a different perspective) and, yes, I do spend hours a day reviewing my portfolio but only taking action at your suggestion, when required but its is good to be hands on as nobody else would care as much as I do because its mine and not a generic assimilation from a broker!
Question: Is combining the positions available to the download in the works?
Thanx
Stanley

Q: would you be able to suggest a couple of books to read for the beginning investor. Thanks.

Q: This is a follow up to Greg's question in regards to negative interest rates on Sept 5.

Are negative rates generally good or bad for bank stocks? Since they will still charge a premium for mortgages and lending, as well as getting tighter with lending would theoretically mean less delinquencies. Also, I imagine they would still charge fees on any accounts that they already do, wouldn't charging to hold money (as a negative interest rate) be another source of income?

What other stocks typically do well in a decreasing or negative rate environment?

Sorry if this is rambling a bit.

Thanks

Q: Given the market today - and what (if anything) we can intuit about the future - which sectors would you be inclined to overweight...and which to underweight? Thank you.

Q: I am curious as to what would happen if we get to negative interest rates here in Canada,could you give me an example how this would work with mortgages and saving accounts in banks if we get to that ... thanks

Q: There has been some privatization chatter from Nuttal around o&g companies that have the cash and the value of the company is depressed enough to be able make this happen. I would think it many cases this wouldn't be that great of an event for many shareholders. For example, you own say Crescent Point and are down like 40% and they take it private at a 20% premium. You are now forced to sell and accept your 20% loss where in some cases you may have had confidence in the long term future of the company. Is it ever possible to keep your shares and be a private equity owner of the company?

Q: Just a comment regarding reading Peter's article in Financial Post, if you are not a subscriber, you can read 10 articles for free each month, after that, pay wall goes up.

Q: When a stock goes ex dividend, the price always appears to be reduced by the dividend amount on the ex dividend day. So, for example, a share is quoted at $10.00 and pays a $0.10 dividend. The stock may show on ex dividend day at $9.95 - up $0.05 when it is in fact down $0.05 from the previous close. Why is this and is it the TSX that does this?

Q: Although the data shows that staying invested in low cost index funds over the long term is the way to go, why is it that pretty well ALL of the financial media just guess and predict all day long about which way the markets are going, or when the next recession is going to hit? Same for interest rates, if they're going up or down, by how much and when.

On any given day you'll hear completely opposite opinions. Some will say you should buy because stocks are poised for a rally, while others tell you to get out because a massive 2008 like correction is coming before the ned of the year!

Since timing the markets has been proven to be impossible why is it that's all you hear from the financial media? They're SO irresponsible and dangerous and create a massive amount of anxiety. Your thoughts?

Q: How many stocks would you suggest within TFSA of $25,000? Currently own 14 stocks in TFSA (AEM AQN ATD.B BEP.UN BNS ENB KXS MG NFI PBH SIS T TOY WSP).
Rest of portfolio (my RRSP, my husband RIF, lira & TFSA) reasonably well diversified for income conservative investors.
I appreciate your advice.

Q: https://www.cnbc.com/2019/08/26/lehman-like-drop-nomuras-masanari-takada-warns-it-could-happen-in-a-week.html Please comment on attached article.Thanks for u usual services & views

Q: Sorting stocks by trading volume, as asked by Rob:
https://www.barchart.com/ca/stocks/most-active/daily-volume-leaders?viewName=main

Q: Do you know of an app or program that could be used to screen on the basis of volume for stocks, especially Canadian ones. I am not a day trader but am looking to start tracking a few stocks that show unusually high volume without necessarily an accompanying increase in price. Thanks.

Q: The Analytics tool suggests I am significantly overweight geographically (Canada). The tool also suggests I downsize my financial holdings and increase Consumer Defensive, Tech, Healthcare, and Industrials. Which sectors would you tackle first to increase? Please provide 2 or 3 stocks/ETFs that you would recommend to begin re-balancing my portfolio geographically and by sector?

I am a long term investor and I have evolved over the years towards buying more of the larger cap companies.

Thank you!

Sean

Q: In regards to joint accounts, we joined our accounts 10 years ago. All tax information has both our names and the recipient type box is marked as 2 recipients.The sin number is the number of the account that the transferred account was transferred too, and is the first name on the account. Just split all statements for tax purposes. There was no disposition of stocks in the transfer account, just transferred in kind when we combined our accounts.

Mj

Q: Any advice on where to put savings to acquire a low risk return? Currently the funds are in a high interest savings account earning 2.75%. GICs don’t look much better. Looking for some alternatives with low risk but a little better return.

Thanks,

Chris

Q: Hi there,

What are your thoughts regarding the recent yield curve inversion and this signalling an upcoming recession? Markets seem sensitive to headline news and I'm wondering if now would be a good time to devote a decent amount of my portfolio to a low volatility ETF until things subside. If so, which ones would you recommend at this time? I believe BMO has a pretty good product line. In addition to this ETF holding I will also hold the Canadian growth equities listed from your Balanced Equity Portfolio.

Thanks!