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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 Team
I currently own ALA with a purchase price of $20.80.
I desire to sell the stock at $20.80 or greater before the end of 2019 with a preference after November 25 so I receive the December 15 dividend.
Which is the better option:
1 - Do I enter a limit order ($20.80) with an expiry date of December 27 and wait for the order to fill?
2 - Do I sell a call option (December 20, 2019) with a strike price of $21 which provides about $0.15 per share (before commission) and if the shares are not called away, then sell the shares after December 20? The option premium will further reduce my cost basis.
If I sell a call option with a strike price of $21.00, if the share price rises to $21.00 on November 25 (as an example) are the shares called away immediately or are the shares called away only if the share price on December 20 is equal to or greater than $21.00?
Thanks
Read Answer Asked by Stephen on November 14, 2019
Q: 7:02 AM 11/14/2019

There seems to be a lot of confusion. Which of BEP, BIP, BPY are going to be relocated to Toronto and have the 5 for 4 "Stock Split"? Any idea yet of the Ex-Dividend Dates?
Thank you......... Paul K
Read Answer Asked by Paul on November 14, 2019
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 Danny on November 14, 2019
Q: In the hopes of confirmed China trade deals on the horizon and easing geopolitical tensions i'm curious about your feelings on INPUT and how they can stand to benefit? With China's ban on Canadian meat products being lifted, could we reasonably expect the Canola ban to follow suit? Any other names you may suggest that would see immediate upside from stronger US/Canada/China relations? Also do you know the payout ratio for INP? Thanks
Read Answer Asked by Gordon on November 13, 2019
Q: I found your response to Leonard’s question regarding which accounts international ETFs are best placed quite interesting. I hold large positions in both VE and VEE in a registered account. If I understand your response it means that I am paying a withholding tax twice (on US and International side) with no recourse to claim it back. If staying within a registered account, what two ETF would you recommend to replace VE and VEE for better tax efficiency? Would you endorse immediately switching and would there be any drawbacks to making such a switch?
Read Answer Asked by Steven on November 12, 2019
Q: Hello 5i Team
1 - Please update CSW.A after last week's quarterly results.
2 - From the MD&A, Pernot Ricard owns 51.6 % of the class A (CSW.A).
Are there any other significant (>10%) shareholders of the Class A (CSW.A)?
Are there any significant holders of the Class B (CSW.B)?
3 - Could you speculate on whether Pernot Ricard would eventually take over CSW or is there an obscure provision in the Class B shares prohibiting this?
Thanks for the great service.
Read Answer Asked by Stephen on November 12, 2019
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