Investment Q&A

Q: Hi 5i, I own SSSS, Would you sell SSSS and buy instead PLTR.
Is there a compelling reason to own SSSS ? or both.
thank you

Q: Hi, do you have any comment on this small cap company? thanks.

Q: I am going to sell TD Bank in a cash account for capital gains to be used against capital losses earlier this year. I could buy it back immediately or purchase something else. I am thinking of PPL. Which would you pick for reasonably safe total return over the next 2 years?
What Cdn non-tech stock would you pick for best reasonably safe total return over two years?

Q: I am interested in buying this for an income holding but don't find any info on this particular issue.
Is it trading at a fair price here and what happens when interest goes below 1%?
Where can I find out when the rate is reset and at what rate.
Is there a recall date?
Thank you for your tremendous service.

Q: Just a question about the conversion, and the cost basis of my units. At the end of August, the value shown on my statements agreed to my records. Say it was $100. When I checked today, the cost value is shown at $50. Can you easily answer why the cost would be impacted? Perhaps a problem with my broker? I don't know much (read nothing) about Income Trusts. Thanks.

Q: LRN stock price just keep falling, is there a concern ? Thanks a lot.

Q: Looking to buy one of these, which would you select. Than-you.

Q: Peter,

Do you have an opinion / information on Tortoise (NYSE- SHLL) and the upcoming merger with Hyllion.

Thanks

Paul

Q: Hi, Do you think owning both of these securities would be beneficial, or would it be too much overlap, thanks for all of your valuable help?

Q: Hello 5i, my 23 year old son has a small position in LSPS and Otex. And he has about $5k in the TFSA to invest in a high growth stock(s).
Any suggestions?
Thanks
Carlo

Q: if the mer is.71 and it is calculated daily does it contain an interest component?

Q: Any thoughts on this company?

Seems cheap and also dividend seems nice and plump.

Q: I would like to hold this, to the other side of Covid but there is very little information available.
Any insight that you could provide would be appreciated.

Q: Approximately how many years do you think ENB and TC energy are safe investments due to more electric autos and environmental issues?

Q: Currently considering these for a long term hold. What are your recommendations?

Q: I recently purchased BIPC in my non registered account anticipating a dividend. I checked my transactions on this account last night and to my surprise I found that it paid interest. Can you help me clarify on what is correct.

Q: Thanks for the recent update, I look forward to your monthly emails.

With respect to point two about locking in some profits, I've often wondered how this works for institutions. Would they actually sell their portfolio and go to cash for the remainder of the year? Do most mutual funds not have to be mostly in the market thus having only a small cash position? I suppose you're referencing other major institutions like pension funds, hedge funds, etc.? Are they more flexible in how much cash they can hold?

Personally I'm tempted to sell to lock in my 2020 gains which have been my best ever (lots of great 5i picks, thanks) but then the question of when to get back in always confounds me. I'm all registered accounts to so no loss to write off and no gains to worry about at tax season.

Say one did want to lock in some gains what would you suggest? Selling high fliers, only to potentially miss some more gains? Sell the lagards? Sell the high risk? Balanced?

Cam

Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views

Q: Could you provide your views on the following U.S. small caps and any other you consider having more promising growth ?

entg-q, exp-n, logi-q

Gratefully,

Jacques IDS