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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 purchased GOOS at about these levels but it seems, lately, to be heading steadily in the wrong direction. I bought it believing the china market could provide some strength as it appeared to be returning from COVID earlier than other countries. I realilize that there have been some negativre comments regarding the stock which may have lead to some of the decline. Is GOOS still worth holding or is there a better name out there to switch to?

Thanks for the great advice as always

Dave

Read Answer Asked by David on January 04, 2021
Q: Hey, Happy New Year! Long time member since 2013. Looks like we got by another crisis with the lessons learned from you. EIF and FSZ have not recovered yet. Both down about 15%. Your thoughts please going forward. Both in a registered account.
Read Answer Asked by Martin on January 04, 2021
Q: Hi 5i team,
I recently purchased AC, which is in the balanced portfolio, and it has been going down in the past short while. I've a loss of about 20%. I'm thinking of selling it before year end for capital loss though I do not have capital gain this year to offset the loss. I intend to repurchase it after 30 days but wonder if its momentum will switch and moving higher in price in 30 days. Your opinion please. Thanks and a very merry Xmas to the entire team at 5i.
Read Answer Asked by Willie on December 24, 2020
Q: I am light on Industrials and heavy on Tech. Looking to the Balanced Equity P/F for inspiration I see a 29% weight (about my weight in Tech) with 9 names included, twice the recommended weighting. I know AC was recently added but are there one or two names you especially favour, and one that may be on the way out or due for reduction?

On a separate tangent, is there a reason this P/F has no representation in Communications Services or Real Estate?
Read Answer Asked by Jeff on December 23, 2020
Q: I read your answers about Topicus shares from the CSU spinout. I have 50 CSU shares, so at a rate of 1.859817814 I would get 92.99 Topicus shares. You can't get any closer to a whole number than that. From what you said the number of spinoff shares is rounded DOWN. So even with 0.99 of a share they won't give me a whole share of Topicus? So I would end up with 92 Topicus shares plus some cash?

By the way, how/why did they come up with such a fraction? Why couldn't they just make it simple: you get 2 Topicus shares for every 1 CSU share (and then work backwards to make the math work)?

Paul
Read Answer Asked by Paul on December 23, 2020
Q: I forget to ask another question about CSU shares. My CSU shares are on the US side of my non-registered account (so that I collect the dividend in US dollars). With the spinout of the Topicus shares are there any ramifications of having the CSU shares on the US side of my account? Will the "dividend" be calculated in US dollars or CA dollars (given that they pay their regular quarterly dividend in US$)? Should I journal the shares back to the Canadian side of the account? If yes, is it too late to journal them back to the Canadian side of the account given that the ex-dividend date is Dec 23rd, and my broker wouldn't complete the journalling transaction until Dec 24th or after Christmas?

Paul
Read Answer Asked by Paul on December 23, 2020
Q: 1) Is today the 22 of December the last day to buy shares of CSU and get Topicus shares?
2) When do the Topicus shares start trading on the Vancouver exchange? Would it
be on the dividend date Jan 4?
3) The last release said, "the common shares of Constellation will commence trading on an ex-dividend basis at the opening of markets on December 23, 2020. "
Does this mean that CSU will start trading tomorrow at a discount to reflect the Topicus shares without Topicus trading?
Thanks for your great service.
Read Answer Asked by Herm on December 22, 2020
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