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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: Hi,

I often read in your commentary that a "...the market cap of XYZ Corp. is simply too small....". With that thought in mind, can you provide some insight as to what is "too small" and at what point (in terms of market cap) that a company escapes the purgatory of being "too small". I ask because I find this somewhat counterintuitive. It would seem to me that a company that is poorly run (but has a larger market cap) can often get more attention than a company that is well run but is much smaller.
Read Answer Asked by Mike on April 12, 2018
Q: Good morning5i team,
I am thinking about buying Amazon, especially following the positive way in which you view it. I am wondering about the timing, though. I noticed on a number of questions recently asking about the best US stocks to buy at the moment, that Amazon is not on that list. With it's recent fall I am a bit surprised by that. Is there something in particular about Amazon at the moment that would prevent you from adding it to such a list?
thanks
Read Answer Asked by joseph on April 12, 2018
Q: This fund will be terminated on April 30, 2018 and delisted from trading on April 26, 2018. Assets will then be sold to and distributed to unitholders. Can you guess whether you think it will more advantageous to wait for distribution or sell into the market assuming your cost is above trading price and above NAV.
Best Regards,
Harold
Read Answer Asked by Harold on April 12, 2018
Q: I am heavy financials at about 20%, I should probably trim the herd....All but CHW will generate a large capital gain as I have held most for a long time. I hate to sell CHW as it pays a crazy div right now at almost 8%.

I am leaning towards holding all but taking the dividends and putting into other sectors (stock from the your balance portfolio following your balanced equity portfolio) and not adding any new financials to my holding.

Can you provide a compelling argument for selling 1 or 2 of the above for the sole purpose pf rebalancing out of financial. Or is my slow but steady approach with lower tax implications a reasonable compromise knowing I will be heavy financial for several years.
Read Answer Asked by Tom on April 12, 2018
Q: Hi there, I am looking to own a broad market index canadian ETF and I am wondering what the best one to hold is between the companies I listen above (or if there is one that you would recommend that are different than these companies). I am holding this ETF inside a TFSA and I was hoping you could firstly, suggest a good index ETF to hold and for what reasons is is a good one. Thanks in Advanced! XIU,XIC,VCN ZCN
Read Answer Asked by Jadon on April 12, 2018
Q: Just an admin question on your answer to Brad today, re the Manulife Strategic Income Fund. You mentioned that the MER is .97, but I'm seeing that that is for the 'F' series, which as I understand it, if you have an advisor where you're paying a fee, you get to buy the 'F' version (which is the trailer removed version). But if you're doing your own, I understood that the MER would be about 1 point higher than the 'F' series. So in this case, 1.97% Mer. Is this correct?
Thanks very much...
Read Answer Asked by Warren on April 12, 2018
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