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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: Any comments on DR as it has been going down steadily over the last couple of weeks. I've been trying to sell into the previous strength. My intent is to exit this position and I am prepared to just proceed but if this current weakness is tax loss selling or a fund exiting their position I would be prepared to wait for the new year. I've got about a 25% loss on my position.
Read Answer Asked by Earl on November 22, 2021
Q: Your thoughts and opinions on the proposed merger of these two companies please (voting this Friday).
I have substantial shares in both. Also, if this puts me overweight in AEM, who would you suggest as a replacement for KL if needed?
Thanks so much for your services.
Read Answer Asked by Raymond on November 22, 2021
Q: Good morning 5i,
I need some fixed income. And I am paralyzed by the low rates I see. when I think of fixed income i tend to think of security and not growth. I know there are a number of people who put all kinds of things in fixed income, from high risk bonds to preferred shares. Where would 5i fall on this question? I was wondering what you thought a suitable fixed income component might look like for a retired person? as you can see by the symbol I added in the title, I am thinking short term bonds. But, i am open to suggestion. Could you suggest some bond etf's for the US and for Canada that would be appropriate for our current situation?
thanks
Read Answer Asked by joseph on November 22, 2021
Q: Hello Peter,
I know both companies operate in difference space, one ecommerce, other more in payment space. However, can you compare the valuations of both as i am having hard time understanding how shopify continues to defy odds where as Nvei just dips daily even though it produced great numbers. Is it being dragged down by PayPal being in same space. I have a 5 percent position in Nvei. Do you think that is too much for this type of company. I am mostly thinking of a 3 to 5 year hold. Thanks very much
Read Answer Asked by umedali on November 22, 2021
Q: fyi
Question was asked where to park cash for short periods that is readily available. You suggested PSA ETF. Looked this up and I think the yield is .57%. EQ Bank (virtual) currently pays 1.25% calculated daily and is CDIC backed. Money can be transferred between EQ and your bank at any time (up to 3 days to clear). There are other high interest savings opportunities but for the past while, EQ has paid the highest rate.
Read Answer Asked on November 22, 2021
Q: I am looking to reduce my industrial holdings which are LMT (4.7%), CNR.TO (4.4%), MMM (3%), HON (3%) and TT (2.8%). Please rank in sell order and comments.
Read Answer Asked by Steven on November 22, 2021
Q: So I'm trying to decide what to do with all my positions that are less than 2% of my portfolio. Both LSPD and BLDP are (1.4% and 1.06%, respectively) and I need to decide if I top up to 2%+ or dump them. Remarkably, I'm up 50 and 60% on both.

I've got my own opinions on what to do, but value 5i's input to these sorts of things. Are these stocks worthy of doubling down on, or should I move on?

Note that I still like the spaces these two operate in, so if you suggest I move on, please recommend a replacement for each.

C.
Read Answer Asked by Cameron on November 22, 2021
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