Q: Assuming the deal happens and 1/2 value is paid in shares of T does that mean 1/2 the ACB of my LWRK shares is now attributable to the new shares of T that I now hold?
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: It has been said that one should expect 1/3 of your stock selections to meet your expectations, 1/3 to exceed and 1/3 to fail. It's been quite a while since I have experienced the last one....real believer in asset allocation and position size.
I bought ADW.A in my TFSA at $10, then $9 then $8 building up a position. It is now at $6. Fortunately it is a small position, which was bought thinking it looked ripe for a reasonably quick rebound. Ummm....not! Also in my TFSA is PLC, XIT and NNRG.
In the spirit of "water the flowers and pull the weeds", I am thinking of flushing the wine and redeploying the proceeds....adding to existing positions in NNRG (sooner) and XIT (later). As both NNRG and XIT skyrocketed I took partial profits, so I see this as a win-win, adding back in at lower prices and working towards an improved asset allocation.
Thoughts?
Thanks...Steve
I bought ADW.A in my TFSA at $10, then $9 then $8 building up a position. It is now at $6. Fortunately it is a small position, which was bought thinking it looked ripe for a reasonably quick rebound. Ummm....not! Also in my TFSA is PLC, XIT and NNRG.
In the spirit of "water the flowers and pull the weeds", I am thinking of flushing the wine and redeploying the proceeds....adding to existing positions in NNRG (sooner) and XIT (later). As both NNRG and XIT skyrocketed I took partial profits, so I see this as a win-win, adding back in at lower prices and working towards an improved asset allocation.
Thoughts?
Thanks...Steve
Q: Wonder if you could update your thoughts on Andrew Peller. Am a long-time shareholder (>25y). Company is profitable, good yield (~4.3%), great properties (and all 4 properties I visited in Ontario this past weekend were quite busy). Why do you think it's trading near 52-week low (and near 7-yr low)? Usually, alcohol-related companies tend to weather recessions (and recession worries) well, but this does not appear to be the case with ADWa/ADWb. Thoughts?
Ted
Ted
Q: With the large dip after the news do you think this is interesting at todays price?
Q: I would like an opinion On IFC.PR.K for safety and income Thx
Q: Hello everyone at 5i!! Would you consider ZPR to be a reasonably safe investment in a recession? Cheers, Tamara
Q: Thoughts please on the latest acquisition.?
Thx
Thx
Q: Which stocks in your opinin are VERY Cheap and worth buying,sectors not important?
Q: Hi Peter
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?
In May, 5i sold 1% of ZRE from the income portfolio. Is there a specific reason for this sale ? ZRE dropped significantly in the few months. Is the sale linked to the drop in value ? Do you still recommend purchasing ZRE ?
-
Alphabet Inc. (GOOG)
-
Intuit Inc. (INTU)
-
NVIDIA Corporation (NVDA)
-
AbbVie Inc. (ABBV)
-
Salesforce Inc. (CRM)
-
JPMorgan Chase & Co. (JPM)
Q: Please provide me with 5 US large cap stocks you feel will have the best upside. Is it to early to get back into the market or would you wait until early October.
-
Alphabet Inc. (GOOG)
-
Salesforce Inc. (CRM)
-
Honeywell International Inc. (HON)
-
Williams Companies Inc. (The) (WMB)
-
Roku Inc. (ROKU)
Q: Please list some top quality names caught in this bad market, US or Canada. Thanks.
Q: Is it possible to get back the witholding taxes collected by the US and how?
Q: A question on ATZ from the 5i Balanced Portfolio. Winnipeg-based portfolio manager Jamie Murray had an interview published in the GAM on June 25 and he said ATZ has no debt and is buying back stock. Can you please comment on ATZ's debt and are they actively buying back stock?
Thanks!
Thanks!
Q: I own above ETF’s in a non taxable accounts for the purpose of relative stability and diversification. I am looking now for the next 12 to 18 months and thinking of concentrating on the Canadian market (VDY) for better return in the medium term.
I value as always your opinion.
Raouf
I value as always your opinion.
Raouf
Q: Hi There,
Can you suggest a method where one can estimate the realtime Equity Risk Premium for US market and Canadian Market using ETF's. Can you also give a guide as to what values may cause investors to shift between the risky asset and the safe asset for US and Canadian markets. Thanks
Can you suggest a method where one can estimate the realtime Equity Risk Premium for US market and Canadian Market using ETF's. Can you also give a guide as to what values may cause investors to shift between the risky asset and the safe asset for US and Canadian markets. Thanks
Q: Not the greatest idea to have a Reit IPO these days!. Well below expected and real IPO prices. At least dividend has been announced. Besides DRR being new and still quite small, do you see any problem with it ? Any new info ? Merci.
Q: Any feedback or relevant takeaways from Shopify’s recent product showcase?
Q: Could you give some idea of the size & significance of the new contract announced by XBC on June 22?
Thanks
Dave
Thanks
Dave
Q: With minimal tax payable on small gain , would it make sense in your view to swap HACK for IHAK today?
Q: Can I get your take on canadian insurance companies in this market. Which one would you prefer and why? Would you start buying now or wait a bit till after the next rate hike? Thanks