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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: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom
Read Answer Asked by Tom on May 28, 2021
Q: Recently you had a very good article on the tax implications of what type of accounts one has investments in. Unfortunately unable to locate article. Wondering in particular of holding US funds in the US portion of a TFSA - good or bad idea.? Also please explain your answer of March 10/2021 - that BAM.A works better in a TFSA - rather than a RRSP.
Read Answer Asked by Lorraine on May 28, 2021
Q: Would appreciate your updated thoughts on Voyager Digital and their recent quarterly report. Would you be a buyer here?
Read Answer Asked by Jeff on May 28, 2021
Q: The offer for BPY shares is US$18.17 from BAM. In the past 2 weeks BPY has been trading at a higher value. Today it closed at US$18.73, 3% above the offer. Why is it trading above the offer price?

The offer also said you could opt for 0.3979 of a BAM share. Today BAM closed at US$50.17. So if you opt for that option then you would get the equivalent of US$19.96. Are people bidding up BPY over the offer price and then they will exchange those BPY shares for 0.3979 of a BAM share? At today's prices they would make a 6.5% profit. BAM could fall between now and the closing so they are taking a risk. Is that the reason that BPY is trading above the offer price of US$18.17?

Paul
Read Answer Asked by Paul on May 28, 2021
Q: I hear some on TV saying they have a price target of ??? on some stock. How do they arrive at a number in the future?
Do you do this?
Thank you.
Read Answer Asked by Ross on May 28, 2021
Q: MCAN (MKP) is a mortgage company that I hold. It seems to be a good income stock. It is raising more capital that I interpret as positive. Is this to hedge against the "expected" rising interest rates? If rates go up how will this affect their business? My holding is 3%, I am thinking of bring this up a bit based on their positive moves to increase capital. Am I reading this wrong?

Thanks,
Doug
Read Answer Asked by Douglas on May 28, 2021
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