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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: Good morning all,
In an earlier answer to Dave it was suggested that "we might sell ..... and one of KXS/CSU. For clarification does this mean that you somehow consider KXS and CSU somewhat equivalent? I was surprised to see these two companies considered as one or other type positions and would appreciate a bit of an explanation.
Many thanks,
Brian
Read Answer Asked by Brian on November 21, 2019
Q: CSU.CA hit a new high yesterday. About 2 weeks ago they reported 3Q results where they missed projections. After the results the stock was slightly weak and now hits a new high. I am not complaining since we own the stock (thanks to you) but I am puzzled that the stock hit a new high so soon after missing a quarter. Do you find the trading unusual or pretty normal?
Tax loss selling seems to be shaping up to be much more muted this year compared to last year. Maybe investors are just more optimistic and that is the reason for CSU recent stock action?
Thanks,
Jim
Read Answer Asked by James on November 19, 2019
Q: If you check a couple of well read investment blogs you will find several posts suggesting 5i research is working with shorts - see TSGI, RHT, COV. You just removed COV and Largo from your portfolios. The performance of many 5i holdings in abysmal. Your recent interview suggests one of many investor errors is holding a poor performing stock for too long. It is no wonder so many mutual funds underperform the broad market when they hold all sectors and keep dogs way too long. Please explain 5i position and why you continue to add companies that are either dump and pump or poor managers.
Read Answer Asked by Glen on November 19, 2019
Q: hi, 5I
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Read Answer Asked by claude on November 19, 2019
Q: I own only these two companies in an unregistered account and need to raise some cash, so I need to sell either a 1/2 position of one or 1/4 position of each. Both holdings are up substantially (100% and 80% respectively). Based on continued future growth, do you have a suggestion of how I should proceed? Thanks so much.
Read Answer Asked by Kim on November 19, 2019
Q: Hello interesting article concerning Value stock investing , i'm 75 and basically follow 5i income portfolio with the addition of some U.S. stocks in area not properly covered by the TSX due to the size.There is any stocks in your 3 portfolios (growth?)that can be define as Value wich i could consider adding to my TSFA .
As always Thank You
Daniel
Read Answer Asked by DANIEL on November 18, 2019
Q: Once the vote on conversion occurs, would you be able to provide members with an update,and explanation around tax implications? It appears there is some confusion around if taxes have to be paid upon conversion or at a later date when shares are sold. Also, what will the dividend be as under the current structure we receive interest
Thanks for the great service,and recommendation on Boyd.
Phil
Read Answer Asked by Phil on November 18, 2019
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