Investment Q&A

Q: Your thoughts on this bank? It looks incredibly cheap.

Thank you.

Q: I have extended family who want to learn about dividend stocks and all the terms and issues relevant to them. Is there a beginning level book on the topic that you can recommend? One that defines terms (dividend, ROC, yield, capital gains, POR, etc) as well as investment issues?

Q: Hi, about the recent question from Brad, who, like many of us is left clueless when recent changes to Globe Investor Watchlist app resulted in loss of a very useful feature which updated news as and when released from various news wire sources for the stocks on the watchlist. I am now using Yahoo Finance ( I think it's free), where I have uploaded my Watch List and most news releases are updated as and when out. The only issue is that, Yahoo Finance also posts Motley Fool/Accesswire articles, frequently, linked to these stocks, but are of no use for me. I am reasonably OK with this.

Q: Hello 5i Team,

Wondering if you can give me some direction in finding a watchlist/portfolio tracking tool that shows (near) real-time headlines of press releases and other related news (as it's published) in a column beside the list of stocks.
Globeinvestor used to be configured this way, but they have made many recent "improvements" to their tools. I can find new press releases, but I have to go into a menu for each individual stock. This is very onerous, as there are about 80 different stocks from several countries in my watch list. I have asked the Globe's Help Desk if changes will be made. They replied that other Gloveinvestor subscribers are also asking for this, but they can't say if/when changes will be made to add to or change the current configuration.

I asked for advice through the 5i Forum, and as such, set up a watchlist on Morningstar. However, I find many of the news items/press releases missing, or not published in a timely manner.

I know I am missing out on some important information that is affecting my potential trading decisions. Sometimes this works to my advantage (so that I don't make knee-jerk decisions), but for the most part, I would rather know what's happening with my stocks sooner than later.

Thanks very much,

Brad

Q: Does the data in the company section come from Bloomberg ? Any chance we could export the detailed quote and ratios in excel to compare companies ? How is the leverage ratio calculated ? Thank you

Q: Hello 5i team,
Do you give any credence to Z scores? My take is that the values may depend on the sector. For instance in the utilities; AGN, BIP, BEP, EMA all have scores below 1 ranging from .45 to .82 and thus doomed to failure! KWH, SPB ,and VNR ave from 2.02 to 3.53. Thus the sector is all over the place. In what context would these scores be used, if at all?
Thank you
Stanley

Q: I have a question on portfolio allocations. If I have a 50% fixed income and 50% equity mix and I look a no stock being more than 5% does that mean 10 stocks at full positions (5 % of full portfolio) or 20 stocks (5% of equity portion). 10 stock positions seems quite concentrated.

Q: Please do not deduct a credit if possible as a one sentence response.What is "at the market equity program that allows a company to issue up to a certain amount of shares"?Txs for u usual great services & views

Q: During a recession do Large Cap blue chip companies(aristocrats) reduce their Dividends or has history shown that they tend to weather the storm and maintain.

Q: In your answer to Claudio's question about Nvidia you state that there is a major tech reversal going on right now. What does that mean?

Q: Dow up 700... Tsx flat..the world has stopped investing in Canada leaving it up to us to finance our companies..
Do we not have any profitable companies or assets worth investing in from a global prospective?. Even our own investors seem to be shunning any new investment in the stock market...When was the last time the countries stock exchanges were diverging as they are currently and what do you see are the fundamental problems?

Q: Would 5i create a Forum section entitled Short Term Trading, which would cover day, swing, and position trading for stocks and etfs globally?

Q: Hi Team. Do you see this recent stock market turmoil as a correction and buy the dip or the start of a bear market and run for the hills?

Q: Hello, this is in regard of the Globe & Mail article by Ryan dated March 12, 2018. Does this new index change will impact the sector classification we get from TMX Money? For exemple does this mean that using TMX Money, companies such as OTEX, CSU, MSFT will no longer belong to the technology sector as of Sept. 28, 2018? Thanks, Gervais

https://www.theglobeandmail.com/globe-investor/investment-ideas/getting-a-read-on-index-changes/article38279262/

Q: Financial stocks of every type are getting hammered again today, as they were yesterday. Everything from banks to insurance companies to credit cards and payment processors in both the US and Canada are down between 5-10% in the last two days. Can you draw a line for me on how the possibility of trade disruption between the US and China could account for this? Is Bank of America really worth 9% less today than Wednesday because of Trump's trade tariffs or this just mindless "sell everything!" panic?

Q: Good morning. Is there any software you might recommend that would allow a person to track their investments, and generate tax related documents (ie. capital gains, options, etc)? It would need to be able to deal with different currencies as well. I've researched a few, but would be interested in your ideas.

Q: With U.S. interest rates on the rise, would now be a good time to buy U.S. bank stocks and U.S. currency? If so, what would be your recommended stocks?

Q: The US is threatening to impose Tariffs on China tomorrow. From what I understand this is mainly aimed at intellectual property. Do you anticipate a positive effect on patent holders if China reacts by paying royalties to them rather than paying the tariffs? If so what companies would likely benefit. In Canada I'm thinking Quarterhill might be an example but I suspect it may be too early to ask you for an opinion.

Q: Is there a web site one can access to view the outstanding offers to buy and sell stock for a company?

Q: what if I use the cash component of my model balanced portfolio to buy,say,tdb3098 mutual fund units;would this move undermine some aspect or purpose of the portfolio?