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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could you please explain the following questions in terms easily understood. Price/earnings - what are reasonable numbers/the low and high end and I gather the lower the better - is that correct? Debt to equity ratio - same thing as above but 1.15 - is that $1.15 in debt for every dollar you own? Price to book - what kind of numbers am I looking for there, i.e. if the price is $80.00 and the book is $40.00 - is it 2x book?
Read Answer Asked by Dennis on June 03, 2020
Q: When considering weightings of a particular stock do you look at the weight as a percentage of just a stock portfolio, or would you consider it as a percentage of stock portfolio plus defined pension. For example, CSU has grown to 9% of my stock portfolio, but if I include my defined pension it is 3.5%. So if I consider only the stock portfolio then I would consider trimming (to maybe 7%) whereas if I include my pension in my calculations I have no need to trim.
Read Answer Asked by Dennis on May 27, 2020
Q: Does you portfolio allocation as referred to country investment recognize that some companies despite designated as domestic (Canadian) have and derive significant income from abroad ?
Therefore these are more diversified by the location as it appears in the Portfolio Analytics summaries.Basically the summary understates the total portfolio diversification by the country .I give the two above companies as an example but there are more companies to which this would apply.
Read Answer Asked by Miroslaw on May 27, 2020
Q: Hello Team,

I was hoping to get your opinion and tickers on the next upcoming Canadian "darlings".

I know you are very favourable of LSPD.

Would you be able to provide few more of those companies: the ones that have huge potential despite the current risk,

Thank you very much
Read Answer Asked by Nick on May 22, 2020
Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?
Read Answer Asked by Dennis on May 19, 2020
Q: “Management teams prioritized liquidity and balance sheet strength,” Goldman said in a report to clients published earlier this week. “Heightened uncertainty prompted companies to reduce capital expenditures, buybacks, and dividends.”

Given this statement what do you consider the main focus areas for analyzing a company? PE? Book value? Free cash flow? Payout ratio? Debt/Equity? Revenue changes?

Thanks.
Read Answer Asked by Ronald on May 19, 2020
Q: Hi there,

I have been a member of 5i for a few years now and love the service you provide. I know you don't provide US coverage at the moment, but are there any services similar to 5i with US coverage that you know of that you would recommend? I would like to start purchasing US equities but am looking for a service similar to 5i, but for US equities.

Thank you!
Read Answer Asked by Michael on May 14, 2020
Q: Hi Team!
We all know who the big tech names are and which ones have done well over the last number of years. Many of the big names were smaller not too long ago like Shopify.What small and mid cap names in the tech space have staying power and the prospects for significant growth over the next decade... who are you top 5-7 names in the small to mid cap tech space?
Read Answer Asked by Ian on May 07, 2020
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