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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: Good morning 5I researchers,

I received the following offer:
Option 1: Exercise – 3.03 Rights will be required to subscribe for $100 CAD principal amount of unsecured
subordinated floating rate debentures, Series 1, due March 31, 2040 of Constellation Software Incorporated
(CSU.DB (TSX)) (21037XAA8) at a Subscription price of $133.217 CAD per $100 CAD principal amount
of Series 1 Debentures. Please specify the number of Rights you wish to exercise.
The Series 1 Debentures will be issuable only in denominations of $100 CAD and integral multiples thereof.

By reading this, it seems it’s not a valuable buy, spend $133.217 to buy $100 denominated debenture due March 31, 2040. I am not sure if I understand it right. Could you please help me to understand it? Thanks.
Read Answer Asked by Lin on September 18, 2023
Q: If I sell 100 shares of company x at a loss, can I sell another 100 shares at a loss within 30 days, and claim both losses?

Thanks
Read Answer Asked by Greg on September 18, 2023
Q: Good morning 5i. I hold GOLD in a non registered account and am down 36% since purchase. I am considering selling to harvest the capital loss. My two part question; What is your outlook on GOLD over the next year? What would you recommend as a surrogate gold investment if I were to sell GOLD? Thanks very much for your great service.
Read Answer Asked by Dave on September 15, 2023
Q: What do you make of the trading pattern in SYZ? It is well off its lows and seems to be holding up well in a $7.7-7.9 trading range for the past month. It consistently traded above $10 for many years prior to 2021 and, as far as I can tell, its business prospects in the enterprise software space are the same or better. Can you comment on its future growth and likelihood of getting back to its old highs? I know the dividend cut disappointed the market, but should not the former dividend payment now be reflected in better future growth in the stock price? If the stock price doesn't get back to old highs, what are the prospects of a software consolidator like CSU, OTEX or ENGH taking them out?
Read Answer Asked by David on September 15, 2023
Q: I haven't seen any questions on this company for a while. Please provide your assessment of its prospects. Is it a buy at current rates? Please provide two or three other prospects in this space.

Thanks,
Fred
Read Answer Asked by Fred on September 15, 2023
Q: Hi Folks,
I am finally breaking even with MFC. I am thinking of selling MFC and going to SLF or AW.UN - may I ask your opinion as to the best stock to buy as a replacement today, regardless of sector.
Thanks,
Read Answer Asked by JOHN on September 15, 2023
Q: I have purchased stocks and ETFs in the past and am considering the purchase of a coupon bond. I am not familiar with this type of investment and would appreciate some comments on this type of investment. The following information is provided for the bond;
Inventory - $150,000
Coupon - 6%
Maturity - 2/27/2030
Price - $70.375 CAD
Yield - 12.90%
DBRS rating - BB
Please explain the information provided for the bond. What are the risks associated with this type of investment.
Read Answer Asked by Don on September 15, 2023
Q: I have used a direct investing account with a major bank to purchase and hold my investments for several years. I am looking at other options such as WealthSimple and Questrade for investments. Please comment on the advantages and disadvantages of WealthSimple and Questrade as compared to the major bank direct investing accounts. Thank you
Read Answer Asked by Don on September 15, 2023
Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.
Read Answer Asked by TOM on September 15, 2023
Q: I have held SIS for a number of years and although I have enjoyed the dividend, the share price never seems to hold its momentum and drifts back to the low/mid teens where I bought it. I like the dividends but value total return more. I have never owned WELL but have followed it based on your recommendation. Can you rank the two and provide a short explanation as to your preference on the following metrics: 1) Management 2) Balance Sheet 3) Profitability 4) Long Term (5-10 yr) Return Potential and 5) Risk

I would prefer to hold just one of them.

Secondly, what is your analysis of CXI's quarter.

Many Thanks

Scott
Read Answer Asked by Scott on September 15, 2023
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