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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 hold the above in my TFSA. I treat my TFSA as part of a total portfolio so although each is about 20% of my TFSA, my overall weight for each is 3% in my total portfolio. Needless to say my TFSA has not performed well this year. Each of these companies (Except for ZQQ) seems to have lost significant value this past year. 5i seems to still like these names but I am starting to think that they are going the same path as some previous darlings of 5i. So my question is: with a 5 year outlook, should I continue to be patient or sell any of these and move on.
By the way, I did ask a question last week and voiced my opinion on some comments....never got a reply??
Read Answer Asked by Rudy on August 08, 2019
Q: Hi Peter

You recently wrote an article about investing versus gambling which neatly explained why investing was not gambling. I had no issue with your explanation, but must admit that lately I am concerned that investing is starting to feel more and more like gambling. You just do not know what Trump is going to Tweet or do next. China’s reactions are another issue. I am not confident that Trump fully understands what he is doing. Case in point , his remarks that China is adding all kings of money into the US Treasury due to the tariffs he is imposing. Look at the reactions to his plan to impose further tariffs on China and subsequent devaluation of the Chinese currency. You just do not know what he will do next. But it does look like China is digging in for along term battle. Your comments please. Uncertainty is extremely high now. So why not sell most equity investments and move to the sidelines?
Read Answer Asked by John on August 07, 2019
Q: It appears that this is a trading market as I FIND VERY DIFFICULT to hold for long term when market goes down at a very high speed than when it goes up.How do we convince our self to hold some stocks like SIS,mx and it keeps going down? Do you think I need to read some books to educate myself or do you agree with me,May be buy and hold was right thing to do but not in this time when president's tweet makes the market,Lot of things changed with time may be its time to change buy &hold for long term,If I had no 5i advice I would have lost a lot,I do appreciate your opinion a LOT
Read Answer Asked by Nizar on August 06, 2019
Q: What is meant by 'Charity arrangement' and 'Presidents List' in this news release?
Is this NR positive for shareholders?
Thanks,
KELOWNA, BC, Aug. 1, 2019 /CNW/ - Cantex Mine Development Corp. (the "Corporation" or "Cantex") (TSX-V: CD) is pleased to announce that it has entered into an agreement with Canaccord Genuity Corp. and Leede Jones Gable Inc. (the "Underwriters") in connection with a "bought deal" private placement of an aggregate of 1,588,000 common shares of the Corporation that will qualify as "flow-through shares" (within the meaning of subsection 66(15) of the Income Tax Act (Canada)) ("Flow-Through Shares") for aggregate gross proceeds of C$10 million (the "Offering"). In connection with the Offering; (i) 921,000 Flow-Through Shares will be issued as part of a charity arrangement at an issue price of C$6.52 per Flow-Through Share (the "Charity Issue Price") for gross proceeds of C$6,004,920; and (ii) 667,000 Flow-Through Shares will be issued at C$6.00 per Flow-Through Share (the "FT Issue Price") for gross proceeds of C$4,002,000.

In addition, the Underwriters have been granted an option to sell up to that number of an additional Flow-Through Shares at the Charity Issue Price and/or the FT Issue Price for additional gross proceeds of up to C$2,000,000.

The gross proceeds from the Offering will be used by the Corporation to incur eligible "Canadian exploration expenses" that will qualify as "flow-through mining expenditures" as such terms are defined in the Income Tax Act (Canada) (the "Qualifying Expenditures") related to the Corporation's projects in Canada. All Qualifying Expenditures will be renounced in favour of the subscribers of the Flow-Through Shares effective December 31, 2019.

The Offering is expected to close on or about August 22, 2019 and is subject to certain closing conditions including, but not limited to, the receipt of all necessary approvals including the conditional listing approval of the TSX Venture Exchange and the applicable securities regulatory authorities. The Offering is being made by way of private placement in Canada. The securities issued under the Offering will be subject to a hold period in Canada expiring four months and one day from the closing date of the Offering. The Offering is subject to final acceptance of the TSX Venture Exchange.

The Underwriters will receive a cash commission equal to 6.0% of the gross proceeds of the sale of the Flow-Through Shares, payable on Closing to the Underwriters (other than in respect of sales of Flow-Through Shares to those persons on the "Presidents List" on which the fee shall be 3%).
Read Answer Asked by Tim on August 02, 2019
Q: I read comments that go like this..... Trump wants a rate cut so he can play hardball on trade wars......but how do Federal rate interest cuts do this? I'm like walking in the woods on this.......Tom
Read Answer Asked by Tom on August 02, 2019
Q: I am in receipt of a Dutch Auction offer from Encanna with a price range of $4.70-$5.40 USD.
I hold the shares in CDN dollars in my Investorline Account.
1. why would they offer me USD?
2. why do companies do Dutch Auctions?
3. do I incur any risk if I do not respond to the offer?
Read Answer Asked by Paul on August 01, 2019
Q: Gentlemen,
Can please give your thoughts on Columbine Capital Quant Ranking ?
Thanks
Regards
Read Answer Asked by Djamel on July 30, 2019
Q: Hi 5i,
Where do I find the Q&A section? Thank you.
Read Answer Asked by Cole on July 29, 2019
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara
Read Answer Asked by Tamara on July 29, 2019
Q: Good morning 5i,
In the interests of simplifying my financial affairs for those who may have to look after them at some point, I have been moving in the direction of efts in my rif accounts on the US side. Up to this point I haven't considered doing the same for Canadian stocks, for two reasons: One is the capital gains that must be paid, as they are in a taxable account for the most part. Second, because of the fear that Canadian efts, like the Canadian economy, concentrate on only a few sectors. I thought, therefore, that I could simply make up my own etf out of individual companies that I buy. I can see, though, that one could suffer a real loss if one of these blew up, something like SNC Lavelan, which had previously been a staple in Canadian portfolios until recently. Also, there is the difficulty of managing these stocks by someone else, not used to doing so. I could approach it over a number of years to avoid some of the capital gain problem. So, I was wondering what you thought of this move in general? Also,I would appreciate your view on the relative dangers of holding Canadian efts? Which Canadian efts would be the best, general market or more focused? Appreciate greatly your reflections on this question.
Read Answer Asked by joseph on July 26, 2019
Q: So if I have $70,000 in my TFSA and it is recommended as a general rule no more than 3 percent in one company, does that mean I should buy only 6O shares for example of Lightspeed? The stock has to go up $10 just to make $600 bucks.
Read Answer Asked by Helen on July 26, 2019
Q: In one of the articles you suggested (can't remember which one), they were discussing correlations between stocks, sectors and assets. I find it an interesting way of further analyzing a portfolio. Could 5i someday provide correlation matrices for its different portfolios? Would be interesting to have a peak at it. Thank you very much
Read Answer Asked by Julien on July 25, 2019
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