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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 friends,

I'm interested in MLPA:US but since the ETF is a holder of mostly US LPs, I'm not sure if the new taxation and selling rules for US LPs will apply to it as well. What would be the implications of holding it in a registered or margin account aside from the normal Canadian taxation rules? Hoping you can shed some light on this.

Many thanks!
Read Answer Asked by Iulian on May 06, 2024
Q: WELL was $3.50 in August 2020 and its $3.55 today.

Reminds me a lot of GUD. IMHO 5i tends to be overly patient on some failed investments whereby selling them and moving on could make for a much better return.

So I have been as patient as I want to be with WELL. When I sell my shares of WELL, which I intend to do, what would be a good replacement that is well managed and has good potential growth in its future outlook?

And of course, has a proven management team.

Thanks


Sheldon

Read Answer Asked by Sheldon on May 06, 2024
Q: I have a longstanding position in Alphabet (GOOG) in a corporate account, and I am planning to crystalize this position prior to the June 24, 2024 deadline (to qualify for the lower capital gains tax rate). Here is my question: I plan to rebuy my position in Alphabet, but I am wondering if I should take the opportunity to repurchase the GOOGL--rather than the GOOG--shares. Right now, these two classes of shares trade at similar prices, but there is a possibility that the voting shares (GOOGL) could trade at a premium in the future. What would you do if you were faced with this decision?

Ted
Read Answer Asked by Ted on May 06, 2024
Q: Hi 5i Team,

I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
Read Answer Asked by David on May 03, 2024
Q: Hi, can i get an update/analysis on this stock please. Last inquiry was June 2023.
Does the recent quarter and forecast shed any positive developments?
You last indicated this is not a 'need to own' stock. Are you still of this opinion?
Is there something else in same HCM field that is better suited for an otherwise diversified portfolio?

Cheers,
Steve
Read Answer Asked by Stephen on May 03, 2024
Q: I would like your thoughts on CL. I have had it for three years and it has done nothing until recently, with a 2% div. I feel I should take my small gain and move on. If you agree, do you have better consumer stocks I should consider. Or should I just add to my COST and ATD holdings.
Read Answer Asked by Gordon on May 03, 2024
Q: What are your thoughts on this BDC?
And can you recommend another high dividend US BDC? Thanks
Read Answer Asked by Michael on May 02, 2024
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