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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: Hi 5i,
Just looking for clarification on your earlier response to marc regarding Globe and mail article are banks overbought,,,, In your answer you said "The banks right now are over-capitalized, and once the government allows dividends to be raised again we think this will happen quickly. "..... it is not clear to me what you mean.....
Thx
jim
Read Answer Asked by jim on June 03, 2021
Q: I have shares in MKP and received some rights as dividends as MKP.RP that are worth about $0.11. I can trade them in for more shares at $15.65 about $1.85 below current value (20 rights to 1 share).
Is this a good deal, or should I just sell the rights? I feel there is no difference unless I wanted to buy 5% more shares. If I do buy the shares, how do I do it?
Also, any thoughts on the company in general. It diversifies my holding and pays over 7% dividends. I have a 4% holding in the company which is a full position for me.
Read Answer Asked by Gordon on June 03, 2021
Q: According to an article in thr Globe and Mail, every Canafian bank is overbought. If I decide to buy one, which one would you recommend and should I wait for a pullback? Your advice is greatly appreciated.
Thanks.
Read Answer Asked by Marc on June 03, 2021
Q: If one wanted hold a little crypto directly would a Coinbase account be the best choice for this. Do you have any other preference or suggestions? Any considerations that come to mind?

thx, Mark
Read Answer Asked by Mark on June 02, 2021
Q: If you had to sell all or some shares of one of the 5 big Canadian banks to generate some cash, which would you choose and why?

Thanks very much!
Read Answer Asked by Chris on June 01, 2021
Q: In my income portfolio, I have held a full position in BNS for some time, benefitting from nice dividends and now an 8% capital gain. I am aim to sell BNS and take a new full position in NA now that its price is weaker. What do you think of this approach? Should I buy a different bank instead?
Read Answer Asked by Jean on May 31, 2021
Q: What are your thoughts of the spinoff of BAM.A's reinsurance subsidiary. When is this expected to occur, and would you take a position in this when it does?
Read Answer Asked by Craig on May 31, 2021
Q: I understand you don't normally follow this company(trades on London Stock Exch.). I have been a long time share holder and am starting to wonder whether I want to continue with it or seek better alternatives. It has been quite flat for some time now and has done some questionable stock 'schemes' and share capital consolidations in the past. I would greatly appreciate any input and thoughts you may have on this company, if any. Many thanks to the 5I team for all their great work!
Read Answer Asked by Raymond on May 31, 2021
Q: What are your thoughts on STC . Low pe and positive earnings forecast. Would you view it as a buy at this time or are there other companies in the sector that you would prefer such as State Farm? Thanks for the analysis.
Read Answer Asked by Ian on May 28, 2021
Q: Can't stop, won't stop. Like 5i, I like momentum.

Thanks for the recommendation a while back. I'm approaching a double and position size is still reasonable at 3.5%. Is a top up to ~4-5% reasonable given the momentum and outlook or do you think it remains a bit too risky to increase position size? Note that I stop buying a position at 5% and let them run to 7-10% before trimming, so topping up to 5% would put ECN as my third largest holding after CSU and GSY.

C.
Read Answer Asked by Cameron on May 28, 2021
Q: Would appreciate your updated thoughts on Voyager Digital and their recent quarterly report. Would you be a buyer here?
Read Answer Asked by Jeff on May 28, 2021
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