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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: Can you please give me your opinion on 3 stocks that is loosing money should I keep or sell or buy more. They are about 2% each.

Thanks for your great service

Read Answer Asked by Hector on November 28, 2019
Q: In a state of confusion regarding these holdings...the spinouts? and the future outcome. Would like to hold forever (like the dividend)........What should I do? Positions. BIP.UN, 3.6% of portfolio, value now $280k..with gain of +74k. BEP.UN, 2.8% of portfolio, valued at $215k with gain of +86K
Read Answer Asked by David on November 27, 2019
Q: I am struggling with the fact that my entire portfolio is in stocks - although 50% bluechip. Can you recommend stocks that will ride out a recession nicely or other investment avenues?

Also, in terms of value or growth who do you like right now.
Read Answer Asked by kevin on November 27, 2019
Q: I have a substantial amount of CN shares. Would it be prudent to exchange my cn shares for cp rail shares. In my opinion, the Ceo of CNR (Ruest) has done a terrible job of managing CN Rail. The 6 month performance of CN is -3.5% while the market has been on a tear. While CP is up over 4.5% in the same time period. Not sure how much business CN has given up with the strike either.
Read Answer Asked by Thomas on November 26, 2019
Q: When do you recommend starting to purchasing stocks that have been oversold due to tax-loss selling? Could you give a few candidates to consider this year?
Read Answer Asked by David on November 26, 2019
Q: Greetings,

Can you please provide your top 3 value investments - where you think the market is currently 'mispricing' the company who, in addition, have future growth ahead of them. (skip the oil and gas companies).

Thanks
Read Answer Asked by kelly on November 25, 2019
Q: Hello 5i,
Should I move my BEP:US, BIP:US back to my unregistered Canadian account to avoid withholding tax and get the dividend tax credit?
Thank you
Stan
Read Answer Asked by STANLEY on November 25, 2019
Q: Hi guys,

I own both ccl.b and rpi.un at 1.5% each, trying to get my portfolio down to 30 names (right now 37). Do I need to own both and treat them as one or should I sell one and buy the other name.

Thanks,
Jim
Read Answer Asked by jim on November 25, 2019
Q: For non-Canada exposure I use ETFs (VFV, HXS, XQQ) along with Canadian companies that have significant international exposure. In 2016 you wrote an article on this topic and recommended ATD.B, CCL.B, WSP AND XTC. I particularly liked that you provided a table outlining the countries where the 4 companies were invested. Do you have further information on this topic?
Read Answer Asked by Dennis on November 22, 2019
Q: Why is HBC trading approximately 8% below the $10.30 takeover offer? I know Catalyst has indicated that they have enough votes to reject the offer. Even if the offer is rejected and Baker walks away, approximately 85% (Baker's group and the Catalyst block) of the shares are now held by individuals/institutions that believe there is significant long term real estate value. Furthermore, the TD Securities valuation and fairness opinion indicates the company is valued between $10 - $12.25. Shouldn't this set a floor for the stock price?
Read Answer Asked by Nawaz on November 20, 2019
Q: For several years I have owned Saputo stock. Since 2016 the share price has essentially been flat. Throughout the developed world I believe that on a per capita basis, milk consumption is declining, while cheese consumption is increasing. As a rule I prefer investments where there are built-in growth drivers and am questioning if this is in fact, no longer the case for Saputo. I have reviewed their annual report but cannot find revenue split between milk and cheese. Do you know what % of their revenue is split between the 2? Am interested in your thoughts as to whether or not there are positive or negative growth drivers for the products that Saputo sells.
Read Answer Asked by Glenn on November 18, 2019
Q: Hi,
My current portfolio is invested in 8% communication services, 2% energy, 27% financials, 4% industrials, 3% technology, 1% materials 3% international funds, and 22% utilities. I rely on the portfolio for income so I am looking for some dividend/growth stocks. I have another 120K to invest and was wondering if you could provide me a couple CAN and US stocks to invest in.
Thanks,
Read Answer Asked by Leigh on November 15, 2019
Q: Good afternoon!
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K
Read Answer Asked by Paul on November 14, 2019
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