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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: I am reformatting my spreadsheets to line up with the 5i format and have a couple of questions using the Balanced Portfolio for July as a reference:
1. Where it says "1 Year -6.6%" does that mean total calendar year for 2018?
2. Under the "Calendar " column where it says " 2018 -13.2%" - does that mean trailing 12 month period (i.e. July 1, 2017 - July 30, 2018)?

Thanks for your help here.
Read Answer Asked by Donald on September 02, 2019
Q: I am looking at the circular regarding the Dutch auction share buyback proposal. Is this !) just a necessary regulatory informing all shareholders move to solidify controlling shareholders positions and 2) what should the average investor ponder doing if anything?
Read Answer Asked by William Ross on September 02, 2019
Q: Hi,

I am thinking of swapping my VET position for a position in WCP, mainly from a dividend sustainability perspective and also a future growth potential perspective.

Does this sound like a constructive move or am I misguided or missing something? Are there any other energy opportunities that you would point out instead of WCP for income and growth potential?

Thanks,
Derek
Read Answer Asked by Derek on September 02, 2019
Q: Good morning 5i

These two stocks are over the percentage limit in my portfolio. I am thinking about lightening up on one of these. Thought I would ask for your input. I notice in the most recent comments on google you say that you see no reason to sell and that you have a very positive view of it. Broker recommendations seem to have higher expectations for google and hold recommendations for csu at the moment. I am learning towards selling csu. There are no other considerations other which might be the best to hold and the best to sell, at this moment.
Thanks as always for the great service
Read Answer Asked by joseph on September 02, 2019
Q: Would you please give me your current opinion of this stock. The price seems to have stayed in a trading range of $ 8.30 - 8.90 this year, much lower than previous years. However, it still continues to pay the high dividend & has done now for some 15 years or so.

Even with the decline in price it still has a good overall yield.

EIT is another high yield stock. What do you think of it.

Thanks
Read Answer Asked by Ross on September 02, 2019
Q: Good morning. I tried 3 times to read Peter's column in todays post and my screen was blocked after reading a couple paragraphs. I'm not a subscriber,but have read the investor and editorial content over the years. Have they changed their permission requirements for members of the public?
Read Answer Asked by David on August 30, 2019
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