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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: Hello 5i: I have a 5% position in IPL and my cost avg is $ 25.95. If we assume that Pembina offer is accepted @ 0.5 shares current offer .. is it best to take a capital loss and sell now, or stay with Pembina as it seems to be a better managed company and possibly gain in both share price and dividend distribution.
Thanks
Carlo
Read Answer Asked by Carlo on June 17, 2021
Q: Have you done any research on algoma steel warrants look interesting on this spac
Read Answer Asked by andrew on June 17, 2021
Q: These 2 companies paid a dividend prior to the Covid Collapse. In the case of American Hotel there is some indication of a possible return to dividend payments by Dec 2021 but it's not clear if Surge Energy will return to paying a dividend. Do you think these companies will return to paying dividends again, and if so, what should I be watching for to give me an idea of how long it will take to return to paying dividends.

Looking forward to your need website.
Read Answer Asked by Phil on June 17, 2021
Q: hello 5i:
I'm looking for a consumer stock, the portfolio being weak in that area. I've gone over past questions on the 2 noted stocks. I find BABA very intriguing from a risk/reward perspective. Morningstar has both undervalued, BABA moreso and a 5 year chart favours BABA as its hitting the bottom of its trendline. I'd appreciate your take on it, knowing that Chinese stocks are not your focus. There are a huge number of analysts following both stocks, so I'm indirectly asking you to decipher their opinions for me. For the sake of this excercise, lets assume a "medium" risk investor (whatever that is).
Read Answer Asked by Paul on June 17, 2021
Q: Good day team,
I would appreciate your insights on Summit Industrial REIT. I don’t have any industrial REIT exposure at the moment but used to own Summit a while back. I’m wondering if I should buy again for long term hold and if there is still upside, or if there is another Canadian industrial REIT you would recommend and reasons why.
Read Answer Asked by Carlos on June 17, 2021
Q: Hi, Can you please explain this Secondary offering in simple English. Thanks

Algonquin Power & Utilities Corp. ("AQN" or the "Company") (TSX: AQN) (NYSE: AQN) today announced that it plans to conduct an underwritten marketed public offering of equity units (the "Equity Units") in an expected aggregate stated amount of $900 million (the "Offering"), subject to market conditions and other factors.

Each Equity Unit will be issued in a stated amount of $50 and will initially consist of a contract to purchase common shares in the capital of the Company ("Common Shares") and a 1/20, or 5%, undivided beneficial ownership interest in $1,000 principal amount of the Company's remarketable senior notes expected to be due June 15, 2026. Pursuant to the purchase contracts, holders will be required to purchase Common Shares on June 15, 2024. The Company intends to list the Equity Units (that are in the form of "corporate units") on the New York Stock Exchange and expects trading to commence within 30 days of the date of initial issuance (subject to listing approval).
Read Answer Asked by rajeev on June 17, 2021
Q: I own a large amount of shares in IPL and also own shares in BIP
I ‘m debating if I should sell at the current market price that is higher of either bid or wait it out to see if BIP makes a higher offer. If I wait it out and Pembina offer is accepted I would loose a nice amount of cash.
I gather this will play out soon maybe as early as next week.
What do you recommend.
Thanks
Read Answer Asked by Al on June 17, 2021
Q: Do you have any concerns about the antitrust chatter and the new FTC appointment? Specifically for google Facebook Amazon and Apple. Breaking up Big Tech seems unlikely and would potentially unlock more value by selling off pieces of the companies (how much would Instagram be worth or AWS or YouTube)… but can any laws get passed that will really change the trajectory of these businesses the runway ahead of them still seems to be massive.

They all have so much cash and so much information about their customers and surely have the ability to pivot and skirt the new “rules”. I still view them as safe as any ETF out there with much better growth potential.
Read Answer Asked by Michael on June 17, 2021
Q: Love the new website. Glad I am an old subscriber to 5i. The best investment I have ever made.

Thanks,
Read Answer Asked by ilie on June 17, 2021
Q: Hi, what are the additional costs of having US positions in CAD accounts? Greetings, Peter.



Read Answer Asked by peter on June 16, 2021
Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake
Read Answer Asked by Jake on June 16, 2021
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