Investment Q&A

Q: I purchased some of these warrants a few weeks ago. They are convertible at $11.50/share.
I can't find if there is an expiration date for conversion anywhere. Do you know if there is and/or when the expiry date is?
While on this subject can you direct me to any public databases that list warrants and convertible debentures?

Q: BMO Notice about ZRE ETF reinvested distributions. Amount they quote is 1.05 on their web site.

TORONTO, Dec. 18, 2020 /CNW/ - BMO Asset Management Inc. and BMO Investments Inc. today announced the 2020 annual reinvested distributions for BMO Exchange Traded Funds (BMO ETFs) and ETF Series of the BMO Mutual Funds (ETF Series)1. These annual reinvested distributions generally represent realized capital gains and special income within the BMO ETFs and ETF Series, and are paid to unitholders, as required, to ensure that the BMO ETFs and ETF Series are not liable for ordinary income tax.

Unitholders of record at close of business on December 30, 2020 will receive the 2020 annual reinvested distributions. The actual taxable amounts, including the tax characteristics, will be reported in 2021.

Please note that the cash distributions will be reported separately and may be applicable to some ETFs and/or ETF series making annual reinvested distributions.

Q: Happy holidays to Peter and Ryan and the team!

In addition to the BE portfolio, I'm trying to ensure we have good international exposure. To cover that need, we so far have positions in OUSA, ZWE, and ZZZD (was really just parking cash here to get some yield without too much risk so happy to move out of this). I am thinking that exposure to the big internet names might be a good idea and was looking at OGIG. Of course, I worry adding this now will be buying the top. Any thoughts on the sector and the ETF? Any other thoughts for better international exposure?

Q: We purchased ARCT at $105 US and it has dropped 50% due to underwhelming results.
It jumped 10% yesterday. Should we consider dollar cost averaging?
How would you rank the vaccine stocks in terms of growth?
Thanks for a great year.

Q: What is your outlook for BUD over next 1-2 years? Buy hold or sell?

Q: Can you give me your thought son this stock? Thank you and Happy New Year.

Q: I have a notice from my broker saying, 'A 1.048 : 1 stock split for ZRE has occurred, effective December 29, 2020
I have done some digging but cannot find any information as to why it is occuring. Can you help?

Q: AstraZeneca has approval for its vaccine which apparently has easier storage and transportability than its competitors vaccines. Also will be cheaper and therefore more available to the third world.
Your thoughts please on this company as an investment; they are of course involved in many other pharmaceuticals than just vaccines.
Many thanks
Happy New Year
Peter

Q: Good morning
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team

Q: You mentioned several month's ago that Magna was a cheap stock to buy these days, would you say the same now after it's recent good run? Also, di u think Thompson Rueters is still trading at a good price and still buyable also, thanks?

Q: Given the Bitcoin surge, is it worth dipping into these? Thanks! MARA/RIOT

Q: I have to trim a couple percent from healthcare. Can you please rank your order of preference for the above mentioned stocks? Would you sell one or balance the 5? Thanks

Q: i purchased cameco recently around the middle of dec, and remains fairly flat which is ok denison has suddenly started to gain substantial momentum with improved high volumes im thinking of selling cameco in favour of denison your thoughts? thanks

Q: I own these stocks in my RRSP and would like to sell two,using the proceeds to buy them back in a US$ TFSA.Which two would you advise to make this switch? I could utilize DLR.U and DLR to do this and pay the required tax using cash in my C$ TFSA .Can this switch be done directly with the tax being paid separately?

Q: these stocks where my biggest winners in 2020 all gaining well over 100 per cent thanks for these recommendations, still holding but would like to increase my positions your thoughts? which one would you be most inclined to add to if any?

Q: I have these 4 stocks, purchased higher than they are trading now, is there any hope they will go back up or should I just sell at a loss and take the hit? I was wondering if they may go back up with good earnings?

Q: I would feel remiss to let the year go by without expressing a heartfelt thank you for the service that you provide! Your steady hand and the knowledge that you share has helped us to achieve unbelievable financial returns in this crazy year. All the best in the New Year.

Janet

Q: DIS: bought (300shs)in April @ $106.13 in my USD non-registered account: up to all time high $179.89 US - should I hold or sell as the PE is not supported by fundamentals - or, is this because of growth in streaming business and a hold? Theme parks are probably still closed. Crazy!! Very small part of total portfolios.

Q: Hello Peter,
I have an appropriate portfolio weight in Gold and Silver all of it leveraged through equity in producer companies big and small.
I want to do a seasonal trade in gold and cannot decide if it should be in physical metal, streaming company -WPM or producers leveraged to the price of the metal. What would you suggest? And if it is in gold producers, could you give me your top two suggestions.
Regards

Q: NOC has not been performing well lately and I am thinking of selling it for the tax loss. Your previous comments on the company were some time ago so I am wondering what your current thoughts are.
Thanks for your input.
Ian