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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: Follow up to my question about CAE having 121% institutional ownership. You answered.
: "Generally this refers to the percentage of the float, and the results can be skewed with a large short interest. But, the short interest on CAE is minimal, and Bloomberg shows 86%. This is likely a data error from our third party provider and we will contact them."
Firstly am I assuming correctly that Bloomberg is showing 86% institutional ownership, not short interest.
Secondly where would you suggest I look to double check the info in the profile page? Is there a web site you would recommend that would confirm the data? I have checked several and no two give me the same information.
Read Answer Asked by Rob on July 09, 2021
Q: I have USA stocks in joint margin account with Canadian Broker .
When calculating if cost amount of total value Foreign Property exceeds $100,000 CAD I will use highest total value of Book Cost of all US securities.
My question is: do you have to include in calculation of Total Amount any cash siting in my US account?

Andrew
Read Answer Asked by Andrzej on July 09, 2021
Q: Hi Guys,

Really like your recent blog post "These are the stocks you should hold on to....". I wonder where we would be able to find these metrics mentioned in the article for a stock, especially growth rate, profit margin, and sales growth rate.

Also, what is happening for "APPS", the share price is just dropping day by day event on days that general markets are up. I have a small position about 1% of my portfolio, currently underwater, should I add more, hold on or sell?

Thanks
Read Answer Asked by Lin on July 09, 2021
Q: Does the Brookfield offer for IPL include an option to only receive .225 of a BIPC share, instead of a mixture of shares and cash. I got lost in the fine print when they started talking about pro-ration and market value of the incremental 8 million BIPC shares.
Read Answer Asked by Peter on July 09, 2021
Q: When researching investing strategies there is a lot of talk about investment discipline. Would you mind sharing yours? Specifically on your expensive and successful pics (ex: lsp,shop,etc) And if, as a group you each have different ones, maybe you could give a couple. For instance, do you use or like the idea of trailing stops or is it simply adhering to 20 stock 5% weightings and letting some run hot occasionally before paring them back.
Thx
Read Answer Asked by Todd on July 09, 2021
Q: I HAVE A QUESTION ABOUT WITH DRAWING FROM AN RRSP ACCOUNT. MY WIFE WANTS TO WITHDRAW $20,000 FROM HER RRSP ACCOUNT FROM AUGUST TO END OF YEAR. BY WITH DRAWING $5,000 AT A TIME SHE WILL PAY 10% OVER THE COUNTER FEES. BUT OUR BROKER TOLD US THAT HER SECOND WITHDRAW THEY WOULD TAKE 20% INSTEAD OF 10% I FIND IT LITTLE STRANGE BECAUSE IN THE PAST I WITH DREW $5,000 AT A TIME TO ONLY PAY 10%. OR HAS SOMETHING CHANGED IN THE LAST COUPLE OF YEARS.
Read Answer Asked by wilson on July 09, 2021
Q: Your opinion please on recent IPO cell therapy company, Century Therapeutics and most especially any comments on their most interesting takeover of small private Canadian company Empirica which was purchased last June. I understand that the former Empirica (U of T & McMaster talent) takeover involved in innovative brain cell molecular identification was a big lever to go public .

Thanks for all your wisdom,
Dean
Read Answer Asked by Dean on July 09, 2021
Q: Good Morning 5i Team,

I'm trying to pair down the number of growth stocks I own. From this list, which two would you have the most confidence in for growth potential over the next three years and which two the least. Thanks very much.

Brad
Read Answer Asked by Bradley on July 09, 2021
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