Q: Hi peter is the downward pressure on this stock related to tax loss selling ?
Kind regards
Stan
Kind regards
Stan
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just a note of thanks for your service. The take-over of PUR today is another reminder as to why I subscribe. This is a company that I doubt I would have come across on my own and it's turned in to a big win in my portfolio.
Q: I like KXS but am concerned over its valuation. Its price is very high in comparison to other software companies. Given your past recommendations for KXS, what justifies the premium over say something like CSU?
Thanks for all you do.
Thanks for all you do.
Q: Hello in a recent answer to question about the growth portfolio you mentioned some planned changes. Do you have approximate time when we will see those updates? I hold the majority of the stocks with the exception of about 8 stocks but thinking of holding off until I see the updates/changes.
Great work and wishing you all the best over the holidays. Looking forward to 2018 being a successful investing year
Thanks 5i
Great work and wishing you all the best over the holidays. Looking forward to 2018 being a successful investing year
Thanks 5i
Q: PLI made a,nice move today. My cost is 1.98. Should i sell?
Q: Why would Sylogist not graduate to the TSE in order to get better exposure? And would you consider syz in the saas area as CSU, DSG and Kinaxis. And would they rank last and would they be an attractive takeover target by a bigger company.
Q: Earlier today you suggested a hold for now. In that another offer is a slim hope and therefore there is little room for any more appreciation why not sell now and put the money some where with more potential? Thanks
Q: Great news with Pure Technologies. What is the expected date for this deal to close?
Q: I have PUR in a non registered account. With the acquisition by an American company, for tax purposes would it be best to just sell at the higher price (to avoid US paper work)?
thanks,
Paul
thanks,
Paul
Q: I'm trying to diversify a bit more and sell a quantity of banks and utilities Would you consider WSP as a long term buy and hold. Would I buy a full position now or stagger the buys. Thanks
Q: What do you think of the acquisition by Xylem?
Q: GUD How is Jonathan Goodman's health. What is his age ? Does he have good people around him or does he make all the decisions ? Any insider buying ? RAK
Q: I am retired living on dividend income. Been considering starting a position in FSZ for a few months for the good yield and growth potential. Do you think this dip is a good time to start a position?
Or would you wait to see how they use the net proceeds of the recent offerings?
Or would you wait to see how they use the net proceeds of the recent offerings?
Q: I currently have a 2% position in Crius and am slightly underwater. Like the dividend but I am somewhat concerned about sustainability. Would this be a good time to increase the position? What are your thoughts? I think the new website is fantastic.
Thank you.
Harvey
Thank you.
Harvey
Q: Good Afternoon,
Can I assume you will roll over your shares of AGU held in the Income portfolio into the new parent company Nutrien?
Thanks
Can I assume you will roll over your shares of AGU held in the Income portfolio into the new parent company Nutrien?
Thanks
Q: Morning 5i,
What is the approximate portfolio Beta for both the Balanced and Growth Portfolio's at the moment, relative to their appropriate benchmarks?
Many thanks!
What is the approximate portfolio Beta for both the Balanced and Growth Portfolio's at the moment, relative to their appropriate benchmarks?
Many thanks!
Q: Hi there
Is this a good entry point for TV? I am assuming given it is a resource stock it is not a buy and forget stock. With that in mind how long would you see a holding period, and given appreciation what would trigger or indicate an eventual sell decision.
Thanks
Is this a good entry point for TV? I am assuming given it is a resource stock it is not a buy and forget stock. With that in mind how long would you see a holding period, and given appreciation what would trigger or indicate an eventual sell decision.
Thanks
Q: Can you please tell me what the dividend growth rate is for the income portfolio?
Q: On Dec 4 an interesting question was asked by Neil regarding your favourite two choices for each sector. It is interesting to me because I am always, if not trying, at least thinking about reducing the number of our holdings. I was a little surprised by some of the names you mentionned in there, however. it seemed some were quite risky. Would I be right in understanding that this recommendation would be appropriate for, say a person of 40, and not so appropriate for someone of 70? If this is right, could you give a recommendation for the older person? What would a 25 stock portfolio look like, if you were putting it together for an older person, for example?
many thanks for your excellent service as always
many thanks for your excellent service as always
Q: How secure is their dividend? If I'm reading financials correctly they are paying out 158%?!
Nor can I find any history of their dividends on their website or annual report.
Nor can I find any history of their dividends on their website or annual report.