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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: Shopify has crept up close to 10% of my portfolio. I have already taken back more than my original investment. I know that from a portfolio management position it should be trimmed, but is there any case to hold it long term, or is it best to trim and re-allocate.

My book value is low on it and it is in Non-taxable account.

My logic is letting a some concentrated positions run to outperform the market, but I also see the risk of a major correction in a momentum stock.

Thanks again.
Read Answer Asked by Colin on June 22, 2021
Q: I have owned CNR for a number of years and it has been a solid performer. I appreciate its regular dividend increases and blue-chip status. Having said that, under what circumstances, if any, would you consider switching to TFII? I know there is an increase in risk but do you expect the long term growth prospects with TFII to be that much better? In particular, I am thinking that the UPS segment of TFII's business offers a real potential growth opportunity.

Taxes are not an issue.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 21, 2021
Q: I took an amateur stab at a discounted cash flow analysis of PHO
to help me decide if I should vote Yes or No to approve the upcoming friendly takeover vote. In the end, I had to make a lot of assumptions about growth rates, cash flow projections and valuation of comparables. I came up with an intrinsic value share price ranging from 3.64 - 5.93 depending. But because of all the variables, plus my non-expertise, I do not trust my own analysis. Also there may be better ways to value the company than DCF analysis. What's your best guess as to this company's value or range of values? What method and assumptions would you use?
Read Answer Asked by Alfred on June 21, 2021
Q: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim
Read Answer Asked by jim on June 17, 2021
Q: I seems to me that LNF is (or has been in the 6 months I've owned) more volatile than any of my other holdings, going up or down frequently as much as 2 - 3% on a daily basis, and often in the absence of news.
What might cause this? I have no particular concerns (unless you tell me I should have <g>) and am not considering selling, but am curious.
Is it because of their small size/market cap, relative to my other holdings (banks, BCE, Telus, Enbridge . . . ), because their shares are relatively thinly traded, or something else? It's almost enough to make one sell on the up days and rebuy on the down days, since they're so close together time-wise and so far apart price-wise . . . just kidding!
Read Answer Asked by Lotar on June 16, 2021
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.
Read Answer Asked by Maureen on June 15, 2021
Q: If I were to buy a stock today for income and growth , would it be Fiera ?…( NO ! ).
The Schmo of the 5i Income Fund @ 26% down, and stuck in a sideways purgatory. I realize it pays 8% , but we bought high ( you usually warn us against high dividends ) . Are we just parking money here, or do you think we should take a loss and move on ? Thanks .
Read Answer Asked by Thomas on June 15, 2021
Q: Prior to the spinoff of TOI Constellation had a market cap of $37B, roughly where it sits today. With all its distributed and undistributed shares TOI seems to be a $10B market cap leading me to think this maneuver was a huge win for everyone involved - shareholders of CSU before the spinoff, like me who got a free dividend, CSU itself which created a valuable separate asset and the other group of present TOI shareholders other than the public group. Or are there factors to this I'm not considering and who exactly are the group of minority shareholders holding TOI shares who are not in the public float and what do we know about them?
Read Answer Asked by Jeff on June 14, 2021
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