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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: Teal Linde was on Market Call yesterday and he said that the canadian utilities like Algonquin have used their clean balance sheets to leverage and buy up US utilities over the past decade (since the 2008 crisis). He said that is mostly played out now and growth will be much more challenging. I suspect this may have played a part in aqn's weakness the past two days. More important: is there much growth left in AQN's future?? I have bought a variety of income stocks that have good growth prospects (for both cash flow and dividends), and benefitted greatly. One of them has been
AQN...but is that run over?
Read Answer Asked by arnold on June 24, 2020
Q: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?
Read Answer Asked by David on June 24, 2020
Q: Hello 5i, I’ve invested a portion of my grandmother’s TFSA in CDZ looking for a decent diversified relatively low risk dividend (to be reinvested) payer, which I’ve seen recommended on here a few times. I was on morning star and I came across those two funds which seems to have outperformed despite their similarities and higher MER. Could you please explain the fundamental differences between the three and rank them from best to worst for a 5 year horizon according to your opinion? I wasn’t able to access the complete funds’ holding details. Thank you!!
Read Answer Asked by Michael on June 24, 2020
Q: Peter and staff;
Just adding my compliments to Mikes comment. It is so nice to be able to see each separate account and holdings. Is 5i big enough to monetize yet- I’m sure you could sell enough IPO
shares just from the happy members.
Rod
Read Answer Asked by Rodney on June 24, 2020
Q: What would be your 5 top economic recovery plays at this time, US and canada.
Can you rank Them in order of preference.
Thanks
Read Answer Asked by Karim on June 23, 2020
Q: I am underweight in US in my portfolio - for example in my communication sector AT+T represents only 2% -of a 17% weighting. What are some US communication funds that have performed well and appear to continue to do so - please list in order on rating. What are your thoughts on AT+T? Thank you for your excellent service.
Read Answer Asked by Lorraine on June 23, 2020
Q: My ques. is about Co. Equity Financings and in particular related to small cap stocks raising additional capital for expansion or operating costs. Often these financings include both a share and a warrant. Typically there is a 4 month hold period before trading is allowed. There may also be Broker shares and warrants issued as well. My question is whether all of these shares and warrants issued under the financing (including the Broker's) are subject to the same 4 month hold period? Can some parts of the same financing be exempt from the 4 month hold, while other parts are not and why? Lastly, what may be the exceptions to the 4 month hold requirement for any Co. doing additional financing? Thank you.
Read Answer Asked by Will on June 23, 2020
Q: Teal Linde had 3 top picks today all seem to have good rationale
tdw with controlling interest by Berkshire
wef coming out of prices depressd from Covid with insider ownership
and CIT US with great outlook . All had div
Which if any would be a great buy today
Read Answer Asked by thambirajah on June 23, 2020