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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: I'm holding a under weight position here and debating on closing it out and adding to my a&w position which would put me to an equal weight there. The fund has been totally silent on the Cara deal and all though the first quarter result showed positive signs of growth it was far from reflective in the share price. I am wondering if the Cara deal is not being viewed in a positive light for the fund.
Read Answer Asked by James on August 07, 2018
Q: This is a follow up question to Dorothy‘s question yesterday where she asked:
BNS is down 4.70%, ENB is down 9.22% and KWH.UN is down 38.20% ... Buy a new stock and if so can you give me some suggestions.

My feeling is that if a company is strong (eg ENB in the latest report) and the price is low, it is a good buy. If the company is questionable (KWH.UN for some reason recently) and possibly faltering, it is a risky buy. But your answer was “We don't like adding to stocks on a decline.”

Could you please clarify what you mean? I find the answer quite confusing, whereas your answers are usually very helpful.

Thanks.
Read Answer Asked by Federico on August 07, 2018
Q: Our portfolio consists of Equities CAD 42%, Equities USD 22%, Funds 22% and cash 14%. Our top 5 holdings are Brookfield "family" as above 8%, Edgepoint Global Port "F' class/ CYB 8%, VISA 5%, Mawer/ MAN Gbl [same manager] Sm/Cap 5%, and GIB 4% of the total portfolio [=30%]. Please advise re deploying part of cash to BAM "family".
What would you recommend as total % to be allocated to BAM "Family" and what % allocation would you advise within the "family"?
Appreciate all your advice. Thx
Sam
Read Answer Asked by sam on August 07, 2018
Q: Hi Peter. Seems like a good idea to let my shares of ECI roll over into BIP.UN. It's in a TFSA. Keep collecting the ECI dividend, pay no fees, and have roughly the same dividend when converted to BIP.UN. What could go wrong? Deal not going through, not all my shares being converted, anything else? As to sector allocation, does it really matter that I go underweight Consumer and overweight utilities?
Thanks so much for this and PUR!
Read Answer Asked by Robert on August 07, 2018
Q: Hello. My 21 year old daughter is looking for options for her TFSA. She is still a student, so she is risk averse at this stage in life. She has a couple of bonds, which are providing a yield of about 2-3 %, but we were are looking at bond fund options for her remaining $12,000. She probably will not need the money for her education, so she has about a 5 year time horizon. What would you recommend for a bond fund that would be fairly conservative, but would give her a bit more of a return than 2-3 %? She tells me should could live with a bit of volatility, but not a big drawdown, so the bonds would need to be reasonably high quality.
Thanks for the great service you provide.
Read Answer Asked by Donald on August 07, 2018
Q: Hi,
For an income investor, BCE is looking pretty good right now. I have about a 3% position now and I was thinking of bumping that to 4.5% once the dust settles a bit. Was there something in the recent quarterly report that you'd be concerned about over the long term?

Thanks,
Gord
Read Answer Asked by Gordon on August 03, 2018
Q: Hello 5i,
We too have ECI stock. Thank you. Tendering is new to me. After a Google search we have enough information to be dangerous. Our portfolio is with RB. We only see an option to sell. Can you help by explaining how we tender our stocks? Is it easier just to sell? With FTS and AQN at 5% weighting we are not sure converting to 100% BIP shares is the best plan for our portfolios. Any help is appreciated.
Thank you
Debbie and Jerry
Read Answer Asked by Jerry on August 02, 2018
Q: Hello, like many other investors I have an happy problem today, thank you. I have read all the questions on ECI today. Let's say I have 1000 ECI shares and I choose to tender my shares, does this mean that 750 ECI shares (75%) will be sold for a cash deposit in my account and that 250 ECI shares (25%) will be rollover in BIP shares at takeover date? The ECI price on TMX Money is $28.88 right now, do you think this price can fluctuate significantly in the meantime of deal completion? Thanks, Gervais
Read Answer Asked by Gervais on August 02, 2018
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