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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: What is the reason why BEPC has had a recent decline of 25% and BEP 7%
I
Has this got something to do with the sale of shares by BAM.A
Read Answer Asked by Charles on February 11, 2021
Q: There is a lot of talk about a shift to value stocks. What is and how do I identify a value stock and can you give some examples of current opportunities in your portfolios and generally please?
Read Answer Asked by Gregory on February 11, 2021
Q: I am having a hard time valuing some of these growth companies and when to buy.... I bought REAL ahead of earnings and took a bath.... REAL missed earnings by one penny yet doubled previous earnings and painted a rosy outlook in it's conference call ..... I still like REAL but Mr Market doesn't ......Now I am considering XBC which according to 5I's company report was expensive at $7 a share.... So the question is to buy now { if I can get it under $10 } or wait a week until after earnings ? I am well aware these companies are priced according to the future but would like to minimize at least some of the volatility .... So this is simply a before or after question . If 5I wanted to purchase XBC would you do it now or wait until the earnings report ?
Read Answer Asked by Garth on February 11, 2021
Q: What are your thoughts on BIP's bid for IPL? I hold some IPL - wondering if I should sell it and cut my losses since it's trading at a $1 premium over the $16.50/share offer, or what the benefits/downsides are to waiting it out.
Read Answer Asked by A on February 11, 2021
Q: ENB pays a good dividend and seems poised to do well; however, why would an otherwise dividend-oriented investor not sell somewhat out-of-the-money naked puts? If the market corrects to the point you are assigned on your puts, you are merely forced to buy at a price featuring a superior dividend yield while having collected a put premium. Thoughts? (I.e. about ENB and/or other stocks for which this might be a good strategy)
Read Answer Asked by David on February 11, 2021
Q: I need some help determining if/when I should sell some of my winners. I've more than doubled the money I invested in the above names and so I feel inclined to sell enough shares to recoup all/some of my initial investment. I'm worried that may be overly cautious though and I should hang onto the winners to see larger gains.

Can you outline some of the things I should be considering to help me make this call?
Is the better option to stay 'dispassionate' and just sell if any of these holdings rise well above a full position?
Given the price increases, I currently have a half-position in each of LSPD, WELL, PBX and a full position in each in SKYY and IGV.
Thanks for all the help, you have been really great guidance
Michael
Read Answer Asked by Michael on February 11, 2021
Q: Hello 5i Team
I have questions about the market run up in general as of late ?
I own all 5i research stock in the portfolio and plus others that 5i has recommended . I am getting mix signals about the market for this year. I have done very well with your recommendations , looking for directions on the market outlook for 2021? Please deduct credits as appropriate.
Regards
Claudio
Read Answer Asked by claudio on February 11, 2021
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