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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: Hi Guys

In regards to Andrew Peller do you regard the latest quarter, and margin issue, as more a short term issue related to the pandemic or more suggestive of a longer trend issue? It seems that the stock is not expensive, relative to other spirit companies, at the $9.45 area it is trading?

Much thanks Stuart
Read Answer Asked by Stuart on June 22, 2021
Q: I own both PPL and BIP.UN. It seems that IPL wants a deal with PPL having rejected BIP.UN's latest offer.
My question is the "potential deals" that PPL is chasing down. They are looking to partner with indigenous groups for TMX and of course the IPL deal.

Will their balance sheet be able to handle this if they are successful with both?
What are your thoughts on the management team's ability to combine these businesses into 1 large company?
Does that change your opinion about PPL as an "income" stock to an income stock with growth potential?

Thanks for your comments

Read Answer Asked by Rudy on June 22, 2021
Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.

Thank you
Read Answer Asked by Marty on June 22, 2021
Q: Not my worst, but far from my best TFSA performer. Small weighting that I often think about cleaning up. I can't seem to get past the thought that their assets must be worth something to others given drilling results. I see a decided shift toward Chinese board participants. Is such a sale possible in regulatory environment? What are your thoughts on continuing to hold? Might the Chinese possibility turn my frown upside down here?
Read Answer Asked by Joel on June 22, 2021
Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Read Answer Asked by ilie on June 22, 2021
Q: Where can I find out the amount of Canadian and US margin debt?
Read Answer Asked by Elizabeth on June 21, 2021
Q: Within my fixed income allotment I've recently favored short term bonds over long term bonds on the advice that they will react less to changes in interest rates. However, since the Fed's meeting last week the opposite has occurred, as there has been a flight from short term bonds into long term bonds. Can you please explain why this is the case and then, given the current environment could you also rank the above ETF's in order of preference. If there are better fixed income suggestions please indicate. Thanks.
Read Answer Asked by Curtis on June 21, 2021
Q: Good morning 5i,

Love the updates.

Could you please give me your top US market ETF'S geared to growth as a S&P500, mid-cap, small-cap.

Taking into consideration low fee, low distribution and preferable lower allocation to tech as a whole.

I realize that's a driver but a lower top 10 holdings. Deduct accordingly.



Thank you very much!!!!
Read Answer Asked by Adam on June 21, 2021
Q: I see price has been lowered and share count increased- surprising given the
ESG and renewables play. Are we seeing a top in the space or just a few too many issues flooding the market. Would you be a buyer here
Read Answer Asked by Scott on June 21, 2021
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