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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: well, well, that was certainly one interesting article in the 5iR update of yesterday.....net margins are increasing and driving the stock prices higher

thanks for all the "deep dive work" and for me, the first time I saw such a topic covered, including with charts that make it very understandable......very insightful.......Tom
Read Answer Asked by Tom on April 01, 2022
Q: When Canadian housing prices were much lower than today several years ago there was much talk about American investors being short our banks due to being overextended on mortgages, something I have not heard recently. How much is the short position on them now vs. then and which banks have the most exposure to defaults on mortgages presently?
Read Answer Asked by Jeff on April 01, 2022
Q: Own shares in the company and am close to letting the shares go as they are reaching my lower limit. I realize that this may be an obscure company for you, but if you are able, I would appreciate your analysis and recommendation, ie should I continue to hold the shares or take my loss and move on. Any help that you can provide would be appreciated.
Read Answer Asked by John on April 01, 2022
Q: Peter, loved the webinar! Great insights. What are your 5 best small cap ideas I can start researching? Risk and industry are not a consideration. Those you feel 10 years from now could be a winner.

Thanks again

Don
Read Answer Asked by Don on April 01, 2022
Q: Hi 5i,
I read your market update with interest. You guys tend to be adders and trimmers as I am. You made a lot of incremental adds to various positions. I was surprised by the complete exit from OTEX at 4%. I believe you said on a number of times that one should not sell a good company unless there has been a fundamental change in the company, management or outlook. I do not see any fundamental change with OTEX. You said the stock has been a laggard. One always has some laggards in a portfolio. A steady eddy name can actually help you in these markets. Removing a 4% position seems out of sync with your style.
Thanks again.

P.S. Peter, great session with TD yesterday, even though I am not really a small cap guy.
Read Answer Asked by Dave on April 01, 2022
Q: J's comment on March 30, about the small ADR fee charged, is interesting and I wonder if he would elaborate, e.g. how does he determine the fee, does it apply to all ADRs, etc. (This topic may be suited to the forums, if J could be redirected.)
Read Answer Asked by chris on April 01, 2022
Q: Bonjour, my broker suggested an ETF with very low trading volume. But she said that the volume was actually much bigger. Is it because of in-house market or transactions between brokers that do not show on regular exchanges? Not knowing bid/ask, I’m somewhat wary of not getting a fair price for what I buy or sell. I would much prefer an ETF with some steady volume. Comments please.
Read Answer Asked by Denise on April 01, 2022
Q: Hi 5i Team,

I have held a balanced Canadian Couch Potato Portfolio with the above etfs in my son's RESP which i started when he was born in 2009. The portfolio has done pretty well (in my books at least) at 8% annual return. I am now looking at a 6 year time horizon for when he will need to begin to draw from the RESP. I am thinking of starting to rotate toward more conservative holdings as the timeline for needing the funds draws closer. Under "normal" circumstances from what i have learned this would mean moving more into bonds at this point but I am having trouble believing this is appropriate in the current market. With interest rates and inflation both rising i am wondering if low debt dividend stocks might be a better bet to hold onto purchasing power in this time frame? Maybe something something like CDZ vs XBB? I know you can not suggest specific portfolio recommendations but looking for suggestions/best bets for maintaining value and keeping up with inflation over this time frame.

Thanks,
Read Answer Asked by Peter on April 01, 2022
Q: I don't know anything about technical analysis. However, looking at the chart of XBC over the past week there appear to be clear levels of support and resistance at 1.80, 1.95 and then at 2.25, Presumably this relates to investors either taking profits or exiting at a reduced loss following the recent uptick. My question: does this chart tell us anything about future levels of support or what we might expect moving forward? Thank-you for your insight.
Read Answer Asked by Stephen on April 01, 2022
Q: AKT.A has been showing better momentum lately, but I'm still way way down on this stock. Would you continue to hold or sell and use the funds to average down on Xebec?
My other 2 options are to either sell Knight Therapeutics, or use up some of my cash to top up Xebec.
I sold both TBRD and UNS near their lows only to watch them Rocket later, so this makes me hesitant on selling my losers, i often get it wrong.
Thanks
Read Answer Asked by Gordon on April 01, 2022
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