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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: Greetings,

I would like to transition an account that was being handled by an investment firm to one that would be income based, and self administered. I will start with approx 100K and add to it as funds come available. I am considering the income portfolio as a guideline. If I were to start with 12 names from the portfolio, which would you be most comfortable purchasing today? Or would you recommend all 22 names and adding to each as funds come available? I have a minimum 10 year timeline, if not longer. I currently follow the balanced portfolio and could not be happier. This account is for my bride and she prefers less risk. Thanks in advance, as a PSA, I have been a member since 2017 and haven't slept better since joining. Thanks!
Read Answer Asked by Kelly on October 19, 2020
Q: I currently own 2000 sh. of this co. and would like to go to 5000 but since the price is continually dropping I am hesitant.
I looked up the insider trading and found out the CEO and a director have been doing an inordinate amount of selling.
I see they have large holdings but continue to sell at these low prices.
Do you think they know something that the average shareholder isn't aware of?
Read Answer Asked by Harry on October 14, 2020
Q: BAM is one of the best run companies and has a successful track record delivering shareholder returns. Why do you think the market doesn’t appreciate this stock and what / how long do you think it will take for this stock to start performing. Would you consider this a core long term holding in a portfolio?
Read Answer Asked by Aleem on October 14, 2020
Q: I do not own these 8 companies from the balanced portfolio and I do have some money to invest. I already have a reasonably well balanced portfolio (except overweight in tech). Dividends are nice but not that important. Is there one you would consider a particularly interesting buy with a timeline of 5 years? Could you rank the top3?
Read Answer Asked by jacques on October 13, 2020
Q: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
Q: There is one thing I don't understand. GUD bought Biotoscana one year ago I believe for almost $200M. The stock ran up 20% on that announcement to nearly $9 and now it is $5.50's. The thing I do not understand is didn't that acquisition do anything for the top or bottom line and hence give a positive light on the stock? You have said the last few months that investors are bored and waiting for an acquisition.
Isn't Biotoscana the acquisition? Thanks
Read Answer Asked by Herm on October 08, 2020
Q: Could you explain just what the difference is between BEPC and BEP.UN? I understands that one is a trust and the other isn't, and I understand the tax advantages of BEPC in an unregistered account. But aren't they essentially the same company? And if so how is it it BEPC can be up over 7% this week while BEP.UN is up less than 1%? I would expect this to even out, but even on the month BEPC is up much more than BEP.UN. How is that possible if they're the same company?
Read Answer Asked by John on October 07, 2020
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