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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 investigating buying AC playing the “ back to normal “ theme. While it’s generally agreed that the number of customers will bounce back, and possibly even exceeding previous numbers , I am trying to determine the profile of these travellers ; will business bounce as much as vacationers , what will be the favourite travel destinations, how long will it take to play out etc. ? Do you know of any links that have done an in-depth investigation into the airline industry or AC in particular? Thanks. Derek
Read Answer Asked by Derek on March 05, 2021
Q: Is the CSU dividend of TOI taxable in 2020 income of 2021 income?
i.e. Is it based on record date or the date it was paid?
Read Answer Asked by Lynda on March 04, 2021
Q: I realize all tech is getting clobbered, the past few days in particular. SHOP is down quite a bit. As a bigger growth company do you feel SHOP is buyable now or has the market soured on it with its elevated valuation? At times it seems you feel hesitant about the company and other times a big booster of its longer term picture. How do you feel now and provide reasoning.
Read Answer Asked on March 04, 2021
Q: When will Great canadian gaming be sold. Will money go into my account. Did Badger report? Do you still like it. Do you still see solid growth from Atz over the next year?
T as always
Read Answer Asked by Stephen on March 04, 2021
Q: I follow the Balanced portfolio for my RRSP; it's time to make my 2021 contribution. My goal for this account is steady, long-term growth while accepting moderate volatility as it is all-equity.

I have a small amount of TOI from the CSU spin-off, and am contemplating adding to it to bring it to a half-position, would you endorse this move? If not, then I would close my position since it is quite small at this point.

I would then have enough money to add to maybe 3-5 additional positions, which of these would be good to add to right now?

AEM, AC, ATD.B, CCL.B, ENB, GUD, MG, PKI, SHOP

I am fully weight/overweight the other Balanced Portfolio holdings so would rather not add to those.

Please deduct as many credits as required. Thank you.
Read Answer Asked by Walter on March 03, 2021
Q: Dear 5i,

Contemplating bringing down 10.54% AEM Weight in my TFSA to match 5i Balanced portfolio.

Option 1 - by 6.91% to match 3.63% AEM Position Weight.
Option 2 – by 2.24% to match 8.3% Material Sector Weight as I don’t own in Materials 4.67% of CCL.B.
My AEM Unrealized % Loss is 8.6%.

What would you suggest:

Question #1 – Bringing down AEM Weight now or wait for the bounce.
Question #2 – Bringing AEM down to match Position or Sector Weight.
Question # 3 – Buying CCL.B in the Materials sector now or wait for better times.

Much Thanks
Read Answer Asked by Hali on March 03, 2021
Q: Hey guys,
You answered a question regarding LNF about hidden real estate of about 100M. Bill Harris' estimate is closer to 800M to 900M in today's market. They have 369M in cash , as of 2020. Market cap of 1.6B - real estate 800M-cash leaves 369 M = ~500M for the business. 160M earnings last year gives me a P/E ratio of 4-5. Which seems like a dream.
Is this a flawed way of thinking about valuation? Leon's has a boring name with little analyst coverage, A Peter Lynch special. What will it take for the market to figure it out?
Read Answer Asked by David on March 03, 2021
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