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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 owned Dow stock before it split into 3 separate companies and now I own shares in all 3. I've kept the shareholders and haven't touched them since the split. Do you prefer one of these companies over any others? I plan to add to this position (which is now 3 stocks instead of one). I am unsure if I should add to all 3, or pick the 'best' one. Can you offer some insight?
Read Answer Asked by Michael on August 25, 2020
Q: I have been following a gradual dollar-cost averaging type approach to adding cash into the markets over the past several months.
With the US presidential election coming in the fall and a possibility of substantial political volatility there, would you advise deviating from this general approach? ie, is there a substantial chance of this event causing a market drop, that would merit changing a market approach?
Are there specific events that you are watching for that may act as triggers for coming market movements? The one that is holding my attention is Trump's overtures that he may not cede power if he loses, or if the election decision is unclear.

Thanks for your valued input,

Peter
Read Answer Asked by Peter on August 25, 2020
Q: I am intrigued by this company's business model of owning ground leases and working cooperatively with the owners of the business on top of that land. They say they collected 100% of payments during COVID and are essentially COVID and recession-proof.

In Geoff's previous question, he noted that it was "...likened it to a hundred year bond, yet if they can achieve their goal of increasing the distribution at twice the rate of inflation that is obviously better than a bond, safety comparisons aside."

Safety comparisons not aside, I'm interested in your views. It seems like raising capital and debt would be the main concerns. They seem to raise capital by offering more shares. How sustainable is that model?

All in all, can you assess the company in terms of safety and their claim to be more in the fixed income category than in the equity category. I actually like that they conserve dividend payments as it seems to justify this claim.
Read Answer Asked by Kevin on August 25, 2020
Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?
Read Answer Asked by David on August 25, 2020
Q: Hello 5i members,
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks
Read Answer Asked by joseph on August 25, 2020
Q: Can I get your thoughts on this company please?

Thanks
Read Answer Asked by Scott on August 24, 2020
Q: Hello,
I read somewhere that AAPL took 42 years to reach a 1 trillion market cap and only took 2 years to reach 2 trillion! Sounds like compounding at work. How common is it for mature companies like AAPL to grow at this rate? Which of the other FAANGM companies would you expect some thing like this? Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on August 24, 2020