skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thoughts on earnings? How would you exit this stock if you owned a 2% position? How would you exit any stock knowing after hours the stock is down 20% and is no longer something you want to be invested in? Does one wait a few days? A market sell order and hope for the best? Sell at 10:30am when there is a rebound?
I think Box has too much competition and losing ground especially compared to Microsoft and Google's products. Best case is this company is sold but I'm not one to hold onto a stock with the hopes for a buyout.
Read Answer Asked by John on February 28, 2019
Q: Would you please further explain how advisors are incented to sell products (funds)?
On April or, 2017, in a reply to Bruce, you stated: "HWF is a new closed end fund, which did its IPO in October last year and the indicated yield is 5.1%. In our opinion, this fund was designed to sell, with high commissions to advisors." Generally, what kind of fees/commissions do advisors receive that many retail investors may not be aware of? And does this also apply to pushing/selling certain stocks, like new (share) issues?
Read Answer Asked by Helen on February 28, 2019
Q: Hi 5i team,
With reference to your response on Feb 26 to my question on VGRO for TFSA, you stated “The tax efficiency referred to is usually regarding taxes on dividends received. Some Canadian ETFs are not considered as tax-efficient because they may gain international exposure through a US-listed ETF which can cause an extra layer of taxes on dividend. However, we do not see that to be an issue with VGRO, as it holds most securities directly.” I am confused. VGRO does not hold any stocks directly but indirectly through other Vanguard ETFs. Please clarify and its suitability for TFSA. Thanks.
Read Answer Asked by Willie on February 27, 2019
Q: Hi, your response to Stephen about TSGI "Blackstone, which owns 24M shares, has offered to sell 8.3M shares at a small discount." . Should one worry? This is 1/3 of their holdings. And does "at a discount" mean that they really wanted to get rid of the 1/3 as quickly as possible? I know you can't confirm this but can it be that they know something we don't?
Read Answer Asked by Marco on February 27, 2019
Q: Hi Team, My question is why Chartwell- CSH.UN is considered to be in the Real Estate/ Reit sector (in your company profiles) while Sienna Living - SIA is considered to be in the Health Care sector? I have always considered both to be in the Health Care/ Long Term Care business and hold sector % accordingly. Should I reallocate CSH.UN to my Real Estate sector? Appreciate your thoughts. Thanks.
Read Answer Asked by William on February 27, 2019
Q: Hi Peter
the above stock hit bottom sometime in late or mid Dec
It has been on the rise since then

I had some money invested in it, happy to get the dividend but disappointed at the lack of capital appreciation
I am now at break even point
is SLF or the banks a better choice (I could use ZEB eft), goal is dividend plus some growth, thanks

Michael
Read Answer Asked by Michael on February 27, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!