skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Quarterly reports for public companies are presented on a quarterly basis to the public as per financial regulations. The report is posted on a specific date that the public is notified weeks in advance. Before the report is presented to the public who sees the report and when? Board of Directors, senior management team... etc.
Clayton
Read Answer Asked by Clayton on January 26, 2021
Q: Hi, guys!
I am managing an income portfolio for a relative, who also has some "paper" shares of Blackberry (BB). She would like to know how to either sell them or how to move them into her trading account at RBC Direct Investing. Since I never having been involved in such, can you tell me what would be the procedure?
Thanks!
Paul King
Read Answer Asked by Paul on January 26, 2021
Q: Income oriented portfolios:
What is the role of covered call dividend ETFs in a income oriented portfolio and what is the risk ?
If such ETF is supposed to increases income and reduces volatility, shouldn't covered call dividend ETFs become a significant part of income portfolios? even considering that you do not benefit from the entire stock price appreciation ,but that the income is more secure ?


Read Answer Asked by Jean-Yves on January 26, 2021
Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?

Are there alternative companies in this space that you would recommend?
Read Answer Asked by Kyle on January 25, 2021
Q: Nice price move in the last 2 days. What do you think of the growth opportunity for Acuity and as a potential portfolio addition?
Read Answer Asked by Stephen on January 25, 2021
Q: My portfolio doesn't have any coverage in the transportation sector. What stocks/etf's would you recommend in this area.

Rick
Read Answer Asked by Rick on January 25, 2021
Q: I have allocated 20%-25% of my portfolio to Fixed Income. Would XBB and CBO be sufficient to cover the fixed income component? (say 50-50).

Thanks again for the great advice as always!
Read Answer Asked by Alka on January 25, 2021
Q: Hi 5i Team - At their annual meeting on Feb.10 Score is considering a resolution to consolidate their shares in a range of one for every 2 to 20 pre-consolidation shares. With a total of 433 million existing shares do have any guess as to what that consolidation ratio might be. Do you think this could result in a declining price after consolidation as sometimes happens. Also could you check out insider holdings - it looks like they are quite high. Has there been much recent activity. Thanks.
Rob
Read Answer Asked by Rob on January 25, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!