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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: These stocks make up the Financial portion of my portfolio. I would like to concentrate my holdings (just because you have suggested it in the past). V and FSZ are each approximately 1.5% of my portfolio and the others are each around 2.5%.

I am considering selling FSZ and V in order to buy more of the remaining stocks. Would you endorse this move or given the different types of companies represented should I just stay the course? Capital gains would be owing on V and I tend to hold for the long term.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 13, 2023
Q: Brookfield Asset Management (BAM) said Monday it plans to commence a normal course issuer bid to purchase up to 31.8 million of its class A limited voting shares, representing about 10% of the public float.

Can you tell me how many shares are outstanding. Can you also tell me how such a reduction in the public float might impact the dividends paid out to shareholders over time (e.g. direct correlation)? Could this be the type of company that might annually try to reduce its float 10% to drive its own stock price re-rating? Lastly, is it common for a new company/spin off such as this one to start buying back its own shares?
Read Answer Asked by Justin on January 13, 2023
Q: Hi,
In general most of the Cdn banks have turned up lately, some more so than others, but it is the TD that I am most curious about. On Jan 3rd and 4th, there appeared to be very large buying volume, yet by the 5th it started to trend downwards, out of sync to the others. Was there a news item on TD that I've missed? As the Big Six tend to move in the same direction, this caught my attention. So I'm wondering if there is a reason and is it something to be concerned about?
Many thanks!
Dawn
Read Answer Asked by Dawn on January 12, 2023
Q: I hold some Canaccord Genuity Group preferred shares. Canaccord announced a few days ago that they are looking at taking the company private. But the offer is only for the common shares and not for the preferred shares. It sounds like the company will delist their common shares from the TSX, but its preferred shares will continue to be listed. Should I be worried about this? Thanks.
Read Answer Asked by Kim on January 11, 2023
Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?
Read Answer Asked by Max on January 10, 2023
Q: Wondering if you can help me figure this out Peter,

Bought 360shares of BAM.A at $54.62. Spin off took place and I ended up with 90 shares of Bam and 360 shares of BN. In making my calculations after everything is settled, it looks like Today I am sitting at roughly $19,678 - original investment was 19,680.

Is this a sell, hold or buy right now??? Its a little confusing for a simpleton such as me.

Thank you for all you do

gm
Read Answer Asked by Gord on January 10, 2023
Q: My broker has suggested I look into National Banks auto callable note securities (mature monitered Barrier) linked to the Solactive Canada Bank 40 AR index. Issuance date is Monday January 13. Its a 5 year note callable semi annually. Returns seem to be very good. I have absolutely no experience with callable notes and would like your opinion on this note. I am told that if the shares of banks go up in the next 5 years it is a good investment.

Wayne
Read Answer Asked by Wayne on January 09, 2023
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