Investment Q&A

Q: Is there an ETF focused on environmental theme companies in Canada?

Q: Hi,
This is more a big picture question.
For several decades the concept of "Inter-market Analysis" had high "currency" value. Simplistically summarized thus: Stocks go up and bonds go down. Inflation goes up so does Gold. US goes down and Emerging markets go up etc.,
That idea seems to be dead now. It appears that having a long and short position even within sectors seems to be popular. Or the correlation exists still but with different asset classes. For eg., inflation and Bitcoin are now linearly correlated!
Or Bitcoin and Gold are negatively correlated! (Bitcoin hit another record today>50 k and Gold went down below 1800$!!)
Should one really forget about fundamentals and enroll in classes for Options trading strategy?

Q: Hello 5i Team
I have questions about the market run up in general as of late ?
I own all 5i research stock in the portfolio and plus others that 5i has recommended . I am getting mix signals about the market for this year. I have done very well with your recommendations , looking for directions on the market outlook for 2021? Please deduct credits as appropriate.
Regards
Claudio

Q: Hi, how often should we look to high grade our portfolios? For example, in many questions you rank stocks and today in a previous question you ranked these stocks in the tech sector - CRWD, NVDA, TTD, SHOP, LSPD, TEAM, KXS, PLTR, TOI, MITK, DOCU, AVLR.
If I currently already own SHOP, LSPD, KXS and DOCU, should I look to high grade from DOCU/KXS into CRWD/NVDA/TTD since these should show higher growth? Can you shed some more light around your process and how we can best manage quality in our personal portfolios. Thanks!

Q: Bonds are one place that I do not understand well. Can you point me in a direction where I can learn more about bonds, especially related to predictions of interest rate rises over the next few years.

Q: Hi Guys
How do you think Mawer International fund will perform going out 5 or 10 years, or would you choose Emerging Markets instead, Would China be a risk ?
Geographic Allocation
45.9% Europe Ex. U.K.
20.0% United Kingdom
14.2% Asia Pacific Ex. Japan
10.7% Japan
5.3% United States
3.9% Cash & Cash Equivalents
0.0% Middle East/Africa
0.0% Latin America
0.0% Canada

Q: Can retail investors are allowed to lends out our securities to short sellers and received a fee. If yes which account are we allowed to do it? (ie RRSP, TFSA, and Non-register). What are the advantages and disadvantages and how safe it is for us to do it.

Thanks for the great service

Q: Hi 5i Team - I have heard good reports about Peter's presentation at the Moneyshow this week. Unfortunately I missed the event and presentation. Is there a video available of Peter's presentation and even perhaps the whole show. Thank you.

Q: I heard Peter at the virtual money show some great ideas, thanks for those. and thank all of you at 5i. Your advice pays for its self in so many ways.

Q: Hi Gentlemen . I am trying to learn to use and better understand the tools available here on your website. Let's say I type in a stock to view. Example: AC. Then, from the drop down box I click on "view AC profile".
When I scroll down to the Analysts recommendations box I notice currently there are 3 lines of different colours. Dark green - strong buy Light Green - moderate buy Yellow -Hold . So are these 5i Analysts? and which line should I pay most attention too? The highest one? I would appreciate some assistance in clarifying the lines shown and the degree of importance they play when I am doing my homework here. Thanks, John

Q: Janet Yellen - Federal Reserve - talking about taxing unrealized capital gains - year after year even if you have not sold. Your opinion on this. Now that everyone including young people I know are getting information through Reddit and buying all these risky plays, i.e. Koss, and Gamestop are making a lot of money for new people in the market. Will there be enough to go around for people who just want to buy safe stocks and hold on to them for a period of time? Most of my stocks in this area have gone a fair amount over the past while, whereas these highly promoted risky and shorted stocks - seemed to be skyrocketing and more money will gravitate to them. Your opinion on that?

Q: From what I understand this company is going public in February. Apparently it has been in business since 1973, and is a leader in supplying plastics to the car industry.
Do you have any information about this company, its team, and its past performance??

Thank you
Steve

Q: The IPO for ABC Technologies is upcoming and it is still open for expressions of interest. What are your thoughts on this company based on the prospectus?

Q: Is it possible to create a list of USA and CDN stocks that are heavily shorted if not is there a site that you can refer to?

Thanks for the great service

Q: In your opinion how will these short squeeze situations affect the markets going forward? Will we never see such a large percentage of the float being shorted again? Surely any company that experiences a 100% float will be the next target of a reddit campaign.

It could also be looked at from the other side. Any company with a high percentage of shares sold short could experience buyers trying to preemptively predict reddit forums from doing it first. Has this situation permanently changed short selling?

Q: Hi 5i,

You have mentioned that the US retail investors are speculating BB's operating system for autos may become the industry.
What exactly is the social media stock boards Redditt and RobinHood do you mentioned? How can they able to push up or down the stock price? Just like a large group of gamblers doing mass trading without any fundamental analysis? Would you please kindly advise and explain in detail? Thanks a lot.

Q: I have looked at the delinquency rates for credit card rates on the St Louis Fed site and the third quarter of 2020 shows a significant decline which, given unemployment rates, seems surprising. Do you know if the data reflects reality or is it affected by moratoriums / forebearance?
Thanks
Mike

Q: Hi Team ,
Would like to get your opinion on this upcoming etf , ipo .
Thanks

Q: Hi 5i Team - It is my understanding that most of the Canadian start-up technology companies are going with private funding rather than public, resulting in a scarcity of technology companies to invest in on the TSX or Vancouver Exchange. First, could you comment on the accuracy of this assessment. Secondly do you know of any such companies that are available to the general public for investment or may be planning an IPO over the next year. This would not include more established companies such as LSPD, KXS or of course SHOP. Thanks again for all your advice over the years. Your service has been invaluable over these years and continues to be so.
Rob

Q: There has been an increase in SPACs going to the market in the past year. What is 5i's position on these as investments? Thanks for the always great advice, Brenda