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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: Is SIVBP just a way to be SIVB shares in small amounts . i.e. ( 1 Sivbp share = 1/40 of ! SIVB share).

Is this a safe way to buy smaller amounts of SIVB ?
I don't know if this is a common way to do it.

Thank you
Read Answer Asked by Leonard on September 24, 2021
Q: Hi 5i Team - I have shares of ECN in both my non-registered and TFSA accounts. Could you tell me if the special dividend of $7.50 will be treated by Revenue Canada as a regular dividend by a Canadian corporation. If so then there will be a percentage added to the amount of dividend for total income purposes which could affect my marginal tax rate. Is it better then to move the non-registered shares into my TFSA (in spite of the dividend tax credit) which will trigger a capital gains of 50% of the profit. Thanks as always for the great service!
Read Answer Asked by Rob on September 24, 2021
Q: WISE Hi Peter - I realize this stock is outside of your market experience. But I'd greatly appreciate any information you could provide on the outlook for this UK listing? Do the financials appear that good that the stock has risen from 775 to 1120 since the IPO. Greatly appreciate your sound advice.
Read Answer Asked by TOM on September 22, 2021
Q: I got into upstart about 5 weeks ago and it has since increased 78%. Is this a hot potato where I should take at least some (taxable) profits? It's pushing 6% of my equity. I guess my real question is given the tear this has been on, would you be more skittish and pull the take profits button here earlier than normal. Thanks.
Read Answer Asked by William on September 22, 2021
Q: Once the unsettled state of the market suggested by today's gapping down on the DIA, QQQ and IWM (i.e. as of noon, at least) steadies, would you favour a purchase of NYCB as a steady source of $U.S. income or would you think that BNS:NYSE (for example) could be preferable (i.e. at least for a margin, hence, taxable account)?
Thanks,
Read Answer Asked by David on September 21, 2021
Q: I have an interest in Circle (https://www.circle.com/en/) – expected to go public sometime before end of year.

I really like what they are doing. I have not invested in any cryptocurrencies before but believe that a stablecoin/this stablecoin is on the right track as they are working closely with regulators, are trying to be transparent….

1 – Your thoughts re this company are appreciated (if you have any background on this company).
2 – The IPO is being handled via a SPAC – with Concord Acquisition Corp. If I acquire stock in Concord (ticker symbol CND in the US) am I acquiring the equivalent of Circle ahead of its IPO? My understanding is that a SPAC can only acquire one company and if that is the case, is it the same as acquiring Circle (ahead of its IPO)?

Thank You.
Read Answer Asked by Walter on September 21, 2021
Q: Crypto currency seems on the rise. Good short article today in Barron's. This is a real threat to visa and mastercard business models. I would not want to own those stocks. On the other hand, Versa bank (vb) should benefit and they are about to get us broker coverage with their pending Nasdaq listing. It could see a huge increase in share price. Gosh the company even makes good money.
Read Answer Asked by Murray on September 20, 2021
Q: My insurance company of many years, economical insurance, is demutualizing and going to IPO under the name Definity Financial Corporation. They are offering me between $3,300 and $4,400 or shares if I do nothing. Would you perhaps have an opinion as to which option to take?
Read Answer Asked by John on September 20, 2021
Q: While I am partial to PYPL, I would like a second opinion from you on these fintechs. Please rank them as the most suitable one for a buy and hold for a long term in a RESP account. Thanks.
Read Answer Asked by Ford on September 16, 2021