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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: This is a question about transferring GSY from my growth portfolio to my balanced portfolio. Both portfolio's are balanced and diversified. (I also have an income portfolio.) GSY is now more than 10% weight in my growth portfolio. And the balanced portfolio is 3 times plus the size of my growth portfolio. Transferring GSY from growth to balanced would mean not having to trim GSY....and my inclination to do this transfer stems from the recent move of SHOP from growth to balance, as I think GSY is now "mature". What say you about this transfer idea?.........Tom
Read Answer Asked by Tom on February 19, 2021
Q: I sold my shares on SHOP the day before its earnings release which turned out to be a good move, and I lost my LSPD after its earnings to a stop loss at $90. I'm thinking that if I want to get back into one of them that LSPD would be preferred at this time because it will benefit from the re-opening trade, particularly restaurants, whereas re-opening will be of little benefit to SHOP. Do you agree?
Read Answer Asked by Ken on February 19, 2021
Q: QST VS XBC: Could you explain the differences between these companies? Which one has higher growth? As both are in the Growth Portfolio, I'm assuming you prefer both? Would you buy either today or would you wait for things to settle down?
Read Answer Asked by Ozzie on February 19, 2021
Q: Thankyou for your continued confidence in CSU and Bam.A. I have held them both for many years through ups and downs, and have made a lot of money. What would be your next two favorite Canadian stocks with similar growth and risk, for a minimum 10 year hold.
Read Answer Asked by Allan on February 18, 2021
Q: I have a held 4.7% position in Enbridge for 5yrs+, the average dividend yield over the period is 5.52% it will generate 5k in income for us this year. I would like to continue to hold all things being equal and the dividend not under serious risk. It would seem to me to keep the company strong they have to make a bigger push into renewable energy if this low carbon world is the future. Can you comment if you see Enbridge taking part this transition on the scale that's necessary and still keep the dividend reasonably secure.
Read Answer Asked by Thomas on February 18, 2021
Q: Wow, the stock price of Primo declined, about 5.25% on Wednesday and on very high volume....Me, didn't see any news. What say you....hold, or sell and move on?
......Any other suggestion(s) would be helpful, as Primo held for income as recovery from much earlier mountain size decline in stock price......Tom
Read Answer Asked by Tom on February 18, 2021
Q: Now that the financing of the proposed buyout of CRH is confirmed I was expecting that WELL's stock would stabilize. Could it be that the threat of class actions on behalf of current CRH holders may have to do with the continuous fall of WELL ? Is there anything else but just profit taking on WELL after their spectacular run in 2020?
Thank you for your insight.
Yves
Read Answer Asked by Yves on February 17, 2021
Q: Hello 5i
I understand the upsize however I don’t understand what the $9.80 subscription receipt represents. Appreciate your help.
“WELL Health upsized its previously announced $295.5M equity offering by C$7M and completed the full upsized C$302.5M equity offering at C$9.80 per subscription receipt, representing a 25% premium to WELL’s 5-day VWAP preceding the announced acquisition of NYSE American and TSX listed CRH Medical Corporation or “CRH”.
Thank you
Read Answer Asked by Les on February 17, 2021
Q: Like 5i, I have held Enbridge for quite sometime. Looking back to 2014, Enbridge has gone nowhere and depending on the purchased price, e.g. 5i's case, in the negative. As explained to Paul a week ago Dividend is great, still very safe, etc. Now with the latest weak quarter, all the political, environmental hoopla; could you explain the benefits, even in an income portfolio of why Enbridge should be retained.
Thank You, Stephen S
Read Answer Asked by Stephen on February 17, 2021