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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: In a question asked by Keith yesterday about position size of small caps, you answered that you would consider 3% to be a reasonable full position within a well-diversified portfolio.

Could you clarify if you meant a full position at the time of purchase or that you would tend to start trimming a small-cap position once it started to exceed that level?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 20, 2021
Q: What is your opinion on the bid by Couche-Tard to take over Carrefour? Did management not do their "due diligence" as they seem to have been very surprised - that their was push back by the French government on the grounds of "food security".
Is the governments excuse a reasonable one or was it just to keep a major head office in country?
In the past Couche-Tard usually did very good job of looking for potential problems before attempting a takeover - usually only walking away because of a higher bid they were not willing to beat.
Read Answer Asked by Reg on January 20, 2021
Q: I have held LSPD and GSY for quite a while now in an RRSP and RESP respectively with still 10 plus year timelines on those portfolios. I purchased LSPD at about $33 (it's now around $90) and GSY at about $50 (it's over $100 now) and I have taken some profits out along the way. Do you see these two continuing to do really well? I'm wondering if you would recommend just holding onto my remaining shares for the foreseeable future (say another 1-3 years) or would it make sense to sell while ahead and put that money in something with a bit more growth potential? THX, Jeff
Read Answer Asked by Jeff on January 19, 2021
Q: I recently saw a news feature that highlighted the increases in children developing myopia due to the amount of time they are now spending in front of screens.
I am looking for your best ideas to play this theme in Canada, US or internationally.
Would this company be your best recommendation or do you have another?
I have been a subscribing for many years and the 5i team has been outstanding.
Thanks for all you do!!!
Read Answer Asked by Thomas on January 19, 2021
Q: I am considering selling my PBH position and using the proceeds to add to ATD. I'm not concerned about the sector differences, particularly, and it looks like this could be a good time to add ATD, notwithstanding the uncertainties around the Carrefour offer. Is ATD in some ways like BAM, rather unique Canadian companies that can play skillfully on the biggest stages? What are your thoughts on such a switch, from one good company to another? Thanks, as always.
Read Answer Asked by alex on January 18, 2021
Q: These two companies appear regularly when you mention companies that are "cheap" with good growth prospects. Of the two, which is "cheaper" and which would you expect to have more stock price appreciation in the next 12-24 months?

Also, GSY is up 10% today - is that due to their sale of Paybright to Affirm? Seems overdone if so...
Read Answer Asked by Cameron on January 18, 2021
Q: It appears that while U like DOO,it is not one of U top 5 favourities.On Jan 15 it reached a new H of $89.18 & closed @ $87.91 up $5.61(6%).Are there any news to cause this beautiful rise besides Doo & its can-Am vehicles won the Dakar Rally 4 years in a row taking the top 11? Would u buy or add here? places.Txs for u usual great services & views
Read Answer Asked by Peter on January 18, 2021
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