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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: BEP and BIP have each grown to just over 9% of my portfolio. That’s great, but I’m in a quandary. With other stocks I might be tempted to trim and reinvest, but there seems to be momentum here and the spin out sounds interesting. What say you? Trim and reinvest? If trim, then back down to 5% each?

Then.... where to reinvest? I’m well diversified and would look for income stocks with some growth potential. Mainly, I’d want something that is a good replacement for the potential and stability of Brookfield. Perhaps a different Brookfield? Perhaps park it for the potential to pick something sold for a tax loss?
Read Answer Asked by Dano on November 14, 2019
Q: Please give insight on the business model that CPSI follows. It just reported reasonable results. Hares gapped up for only a day before falling back down. This could be due profit taking in this thinly traded security. What insight please on :
1. MOAT
2.PEG
3. Debt (manageable?)
4. Sufficient insider ownership ? (Considering its tiny size and negative price history)
5. Price to free cash flow;
PLEASE any information (of *substance* ) you can provide from your expert sources would be very helpful.


I don't expect you to know whether or not this is a candidate for a buy out by a larger company. Nevertheless , do you think CPSI is a better than average candidate for a consolidator in its industry?
Read Answer Asked by Adam on November 14, 2019
Q: Good afternoon!
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K
Read Answer Asked by Paul on November 14, 2019
Q: I'd be grateful to know of 5-10 stocks which can be purchased on the LSE. Blue chip, good dividend, long term hold (10-30 years), consistent past growth and future potential. For my neice in the UK. Many thanks in advance.
Read Answer Asked by TOM on November 13, 2019
Q: Hello,

The following REITs make up 25% of my TFSA: NVU, NWU, CSH, DIR, HR
The following make up 10% of my TFSA: AD, SIA, AW

Other Holdings: AQN, BCE, BNS, BIP, BEP, ENB, FTS,SLF & T.

Am I too concentrated in REIT's? I am in my mid 60's.

Thank You.

Read Answer Asked by Larry on November 13, 2019
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