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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: An article in the Fin Post calls Marketaxess the undisputed champion in the S&P financial index for the last decade. Your only comment on this company was in March,2018. The company appeared to have done very well up till then. The CEO was even interviewed that year by Crammer on his show. As I understood that interview, MKTX is sensitive to interest rates, yet it continues to rise in value in this low interest environment. Do you think MKTX is a safe way to have "bond" exposure? Belated season's greetings. Lionel
Read Answer Asked by Lionel on January 03, 2020
Q: In your previous incarnation as a chief investment officer for a large investment house. What was your plan for December and January each year.

Clayton
Read Answer Asked by Clayton on January 03, 2020
Q: I want to rebalance my portfolio and increase my US holdings to ~60% of my portfolio using ETF's.
I currently hold VFV (15%), VB(10%) & VIG (10%).
- What other ETF's should I consider adding
- Recommended percent in each.
My timeframe is 3-5 years
You provide a great service for investors, thanks to you and your staff...
Read Answer Asked by William on January 02, 2020
Q: Do you see any reason why BCE cannot keep paying there dividend and keep raising it at say five percent per year for the foreseeable future? I am looking at selling long term puts at about sixty two dollars and would appreciate your thoughts. Do you consider the governments comments about high cellphone rates as a serious concern? THANKS
Read Answer Asked by John on January 02, 2020
Q: Hello 5i team. Purchased 20,000 shares of this stock in July 2018. Compelling technology and story. And really, how can you not cheer for a nascent Canadian success story headquartered on the rock? Semi-patient investor with long time horizon. Do you have any information that would allow you to provide insights for 2020? Fully expect a roller a bit of a roller coast on this one.
Read Answer Asked by Asher on January 02, 2020
Q: I have two small positions in CSH.UN (1.3%) and SIS (1.0%), and I wanted to consolidate the invested capital into one holding. I consider them both to be investments within the healthcare space, which is part of the reason for consolidating these two holdings. I am strongly leaning towards selling CSH.UN and buying more SIS. Does this sound reasonable, or is there another option worth considering?
Read Answer Asked by Domenic on January 02, 2020