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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: Dear 5i,

I am pleased that you answered my last question, thank you. I would like to clarify something related to this question. According to the logic that a full position is 5%, an investment of this type, with 20 stocks at 5% weighting for each, cannot exceed 100 thousand dollars. 250 thousand dollars for example would make a weighting of 12.5% for each stock, which would be very high. Am I wrong? Is a basket of solid international companies like this one an exception.

Thanks
Read Answer Asked by Charles on January 16, 2023
Q: Hi 5i. Are there any companies that you think are at risk of falling off the U.S. Dividend Aristocrats list this year, because they do not increase their dividend?
Read Answer Asked by William on January 16, 2023
Q: Hello All,

A strategy occasionally mentioned is to consider buying at 52 week highs because it suggests continuing upward momentum .

I am following a few names which keep rising however am loathed to buy at this time because of the possible threat of a market correction.

Would you be willing to suggest any companies that you would almost certainly be buying, into recent highs, despite the looming threat?

Thank you
Read Answer Asked by Arzoo on January 16, 2023
Q: My question is on US stock market in general. Due to this interest hike and other market conditions, you think those companies which have more sales in US will have better chance to show growth in sales and profit compared to large caps with has more sales outside of USA. Your opinion. If yes than if you can name some industrial names which has bright growth prospects.
Thanks
Piyush
Read Answer Asked by Piyush on January 16, 2023
Q: Unfortunately, I invested a small amount of money into Voyager Digital in 2021. It declared bankruptcy in 2022 and announced in December that another company is acquiring its assets and that company expects to return crypto to Voyager’s customers in kind. I’m not sure where that leaves me as a shareholder. I hold the Voyager shares in my TFSA and since it now trades OTC, I think I am not supposed to have them there. But the dollars are so small, I am wondering if I should wait and see if I can possibly recover a bit of my investment. Or should I move on. Would you have any recommendations? Thanks.
Read Answer Asked by Kim on January 16, 2023
Q: I’m trying to understand the parameters of the special dividend being paid by Tourmaline.
The announcement reads: The special dividend is part of Tourmaline’s comprehensive shareholder return plan and will be paid on February 1, 2023 to shareholders of record on January 24, 2023.
Does this mean that you could buy shares on Monday January 16th, sell them on January 25th, and capture the special dividend with the only risk being a drop in the share price over that period?
Somehow this doesn’t seem reasonable to me.
Read Answer Asked by Donald on January 16, 2023
Q: Questrade made a mess with the BAM split in our accounts.
Just to confirm:
(1) 100 shares of BAM.A.US bought at $32USD, after the split, I should end up with 25 shares of BAM:US at $29.50 and 100 shares of BN:US at $32
(2) 100 shares of BAM.A.CA bought $51CAD, after the split, I should end up with 25 BAM:CA at $39.65 and 100 BN shares at $51CAD.
Is the BAM:US initial valuation of $29.50USD and BAM:CA at $39.65CAD correct?
Thanks!
Read Answer Asked by Grant on January 16, 2023
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