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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 am missing the above in my balanced portfolio. Which two would you add first in the new year.
Thanks, Rod
Read Answer Asked by Rod on December 09, 2022
Q: A question about the debentures.
It’s a bit early, but what would you best guess as to the new interest rate reset this march which is determined buy the change in inflation year over year ..end December.

From csu last year
unsecured subordinated floating rate debentures, Series 1 of the Company (the “Debentures”) will be reset to 9.9% per annum on March 31, 2022. This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31, 2021 plus 6.5% and will be reflected in the June 30, 2022 interest payment on the Debentures.

The current interest rate of 7.2% will remain in place until March 30, 2022. The interest rate applicable to the Debentures will continue to be reset on an annual basis on March 31 of each year.
Read Answer Asked by Leon on December 09, 2022
Q: I have shares of bam.a. I'd like to buy a few more of one after the split. Which would you choose to invest in?
Thanks.
Read Answer Asked by John on December 09, 2022
Q: Hello,

Thanks for the response to my earlier question regarding which of the income stocks you would hold in a TFSA. Can you comment on my first statement regarding the illiquidity of the stock and how that would cause someone with a significant investment to be challenged in acquiring as much as what the daily volume has been? I have never thought of myself as a MM and I prefer not to be. Thanks.
Read Answer Asked by Kelly on December 07, 2022
Q: Hi 5i,

In your answer to a question on December 1st, where it was about your interview with Kornel Szejber of Build Wealth Canada, you included in the list of stocks to buy and forget, Suncor stock. Was this a typo? Despite all its intrinsic qualities, SU is in such a cyclical and volatile sector, where companies have so little control over their destiny. If it wasn't a mistake, could you elaborate a bit on this choice?

And simply, does the recent decline of the stock make it a good entry point?


Thank you very much.
Read Answer Asked by Charles on December 07, 2022
Q: Hi,

Recently you added ADN to the Income portfolio. In order to incorporate the 2% position that you use, it will mean a substantial purchase. After review, it seems that ADN does not trade in significant volumes to allow a reasonable market price. That said, how does ADN maintain the dividend when its free cash flow is exceeded by the dividend payout on a consistent basis? Am I missing something?
Read Answer Asked by Kelly on December 07, 2022
Q: I am still somewhat confused about the ‘due bill’ trading status of BAM.A as described by the 5i team today. When exactly will BAM.A trade at a price reflecting the spinoff of BN? Geoff
Read Answer Asked by Geoffrey on December 05, 2022
Q: if you had to remove 2 stocks from the balanced portfolio today, which ones would they be and why would you select them? And what would you replace them with?
Read Answer Asked on December 05, 2022
Q: 5i Team, could you comment on following related to ECN, I have a full position on ECN averaging around 10% above current levels. I plan to double down on ECN in another registered account at this level, please comment

On a scale 1 to 10 what are the chances this stock going to zero, like what happen to XBC recently
Current ECN price levels are due to market sentiment to the stock or tax loss selling
On a scale 1 (riskier) to 10 (rewarding) what do you recommend members do at this price level
Comments on interest rate and ECN margins and profit


Read Answer Asked by Francis on December 05, 2022
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