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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’m very confused with the movement in Tricon’s share price despite beating analyst expectations and generally performing well financially for years it seems to only trade sideways. I’ve also noticed that the REIT sector has broken out as a whole (ex. XRE) but Tricon can’t catch a bid. I know the business isn’t quite the same but I’ve heard analysts make analogies to Brookfield and Blackstone and yet the share price just goes sideways. What gives? Also would Tricon be an attractive take out for Brookfield or some other private equity? Thanks
Read Answer Asked by Scott on June 21, 2019
Q: I am bit lost with bond market performance. XLB NAV has gone up by 10% YTD. TLT also up by 10%. As bond yields go up with interest rate peaking the price will come down. Will the total return still be significant if the NAV comes down by 10% or more in next several years. My experience with some of the other bond funds I held previously generated negative total returns after holding them for many years.

Thanks
Ninad
Read Answer Asked by Ninad on June 20, 2019
Q: I hold a position in BEP.UN and was thinking of either adding to it or starting a new position in either BIP.UN or BAM. I'm a conservative long term investor and would reinvest any dividend income. I will hold it in a registered account. Which of these companies do you think offers the best value now.
Thanks
Read Answer Asked by Gary on June 20, 2019
Q: I have about 3/4 positions in the above utility stocks in my non-registered portfolio. I also have some money to add to this sector. Would you suggest I top up one or more of these stocks or open a new position in ACI? Thanks for your advice.
Read Answer Asked by Ken on June 20, 2019
Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Read Answer Asked by Cameron on June 20, 2019
Q: Hi Guys,

If one believes that the Canadian dollar is about to strengthen over the coming year, what are good ways to take advantage of that?

Am I correct in that my non-hedged ETFs such as VGRO and XAW would come under pressure? Are there any companies that would meaningfully benefit from a stronger Canadian dollar?

Read Answer Asked by Michael on June 20, 2019
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