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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: I just asked a question about having a U.S. account vs just buying U.S. securities in your Canadian account. I still don't quite understand.
I have some U.S. securities in my canadian cash account. Are you saying that that I will be paying some kind of "fee" on this even though they are just sitting there?
thank you for clarifying
Margaret
Read Answer Asked by Margaret on December 01, 2020
Q: I would appreciate your outlook for CHKP. I thought that the last qtr was decent with revenue, EPS, and earnings up somewhat. Nevertheless the share price seems stagnant since July. The P/E is quite low for this industry which suggests that the market is not expecting much growth. I was expecting that the "working from home" and "virtual learning" phenomena would be tailwinds. Since the company doesn't pay a dividend, if the price isn't going to grow, I should move on.
I look forward to your thoughts.
Thanks
Ian
Read Answer Asked by Ian on December 01, 2020
Q: If you plan to buy U.S. securities, I was told you should set up a U.S. trading account. Is there an advantage to this? If you transfer Canadian dollars into this account and then eventually sell the stock, i am aware that you have to figure out the "cost" in canadian dollars on the day you purchased and also "cost" in canadian dollars the day you sell it for tax purposes.
thank you
Margaret
Read Answer Asked by Margaret on December 01, 2020
Q: In a previous question your replied "The 17% discount makes sense considering the stock has only traded above $1.40 for two days."
I would have expected the price would have been set/negotiated at some point prior to the announcement and so would have been at a premium while this was in "the works" which I thought would have been prior to the increase. But I suspect I'm not correct on this. Can you explain how this bought deal pricing is set? Thanks John
Read Answer Asked by John on December 01, 2020
Q: Hi 5i team : what level of cash do you recommend in a portfolio ?, this outside the requirements of cash required for our own expenses (so not to sell stocks when the market had crashed/bottomed due to cash needs) . In the market environment as today , is 5%, 10 % ?, or in between ?, does it change according to the market condition ?, thanks
Read Answer Asked by Alejandro (Alex) on December 01, 2020
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