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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
Thanks for the service.

Checking in on a 5i current viewpoint for Timbercreek Financial.
I hold it after the merger of their two entities and really like the current 7.8% yield as income flow to Portfolio.
There has been lots going on related to interest rates and new entrants to potentially compete against TF.
Would you please offer you comments about continuing to hold this security and whether you consider any risk growing; price level and ongoing distribution?


Thanks
Dave
Read Answer Asked by David on January 12, 2017
Q: With respect to investing in big banks like BNS, what is the risk of future scandals? (There seems to be one in the news every week.) Is there a point at which investors will stop being so forgiving? If one wanted to still invest in financials, but was uncomfortable in the actions of the big banks, are there any options to invest in smaller, community-oriented banks or credit unions? Thanks in advance.

Read Answer Asked by Jonathan on January 09, 2017
Q: I have held this since about 13 dollars. It is now at 20 and am wondering what you think the risks are with continuing to hold (about 2 % of my portfolio)this stock. The dividend is very good and the company states that is still looking to take it private. Some believe the stock is worth around 24 dollars. Please give me your thoughts. Thanks
Read Answer Asked by Rudy on January 05, 2017
Q: At my employer (BMO) I am involved in their share ownership program now for about 10yrs. Currently the value of these shares would make up about 30% of my overall stock portfolio if i was to compare it to my non-registered and TFSA stocks. Would you suggest trimming this number down and treat it like any other stock i hold in my portfolio?
Read Answer Asked by Patricia on January 04, 2017
Q: When I hear money managers,people calling into business shows........ and they use the phrase " time to take profit" would that mean to sell part or all of the position?

For example I have a diversified portfolio to produce income. About 7% in BMO with its recent run up and appears to be peaking, so if BMO continues to drift down would one sell it all and wait for the down trend to stop then buy back the same amount of shares at this lower price? Or sell enough to reduce weighting to 4-5 %?

Thanks in advance and for the great service.
Read Answer Asked by James on January 03, 2017
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