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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: My questions pertain to SYZ. I am a long time investor in this company and generally really appreciate the shareholder friendly actions the company takes (dividend increases and buybacks).

I also am thrilled at their new approach to the market (investor presentation on their website now, willing to leverage and add growth...). All of these things add up to an accelerated compounder for the future.

The one lingering question I have is what if this new approach is not adopted by the eventual new CEO and yet a new strategy gets employed? What would be your odds on this scenario?
Also, have you spoken recently with management? Is the company open to an outright sale as part of the CEO search?

If this strategy does indeed have legs and they buy their way to rapid growth, do you foresee, given their cash generation a mini Enghouse or Constellation in the making?


Thanks in advance,
Read Answer Asked by JAIME on August 25, 2020
Q: Keysight is down big time today after it's earnings announcement. It has been fairly flat in 2020. I am still up on this stock but am thinking of moving on. Can I please have your thoughts on Keysight and any comments you may have. If I sell I would put 50% of the proceeds into REAL and the other 50% into Well. Thank You.
Read Answer Asked by Brian on August 25, 2020
Q: With gold prices near record highs, could I please have your recommendations for three higher risk junior gold miners and three low to moderate risk junior gold miners. Please include reasons for your selections. Deduct whatever question credits required. Thanks!
Read Answer Asked by Chuck on August 25, 2020
Q: TD Asset Mgmt. recently introduced two new ETFs. Symbols TGED and TUED.
Both described as "Enhanced Dividend". "G" is Global, "U" is USA. Described as
actively managed blend of growth and dividend equities with various derivatives
overlaid to enhance yield. Comments/opinions about these please and cost/risk/benefits associated with the non-domestic components.

Thank you
IslandJohn
Read Answer Asked by John on August 25, 2020
Q: What with the obvious appeal of Enb:CA and Ppl:CA, you may not get too many questions regarding U.S. pipelines. Regardless, can you give me your opinion of BPMP vs Enbridge/Pembina from a tax-resistance, dividend reliability and valuation perspective? Do you perceive other pipeline companies as greater value/dividend opportunities?
Read Answer Asked by David on August 25, 2020
Q: You commented recently that "U.S. dividends held in a TFSA are subject to a 15% withholding tax". I was wondering if you could describe how this unfolds. This was in a U.S. TFSA.
I am thinking of setting up a U.S. TFSA and would like to know how it works prior.
I realize that a person could ask their accountant but anyone who has this type of account could also tell how it works.
Thank you
Margaret
Read Answer Asked by Margaret on August 25, 2020
Q: Midas just got their DEIS for their project in Idaho. They will probably get the final EIS in Q2 of next year, and start building the mine late 2021, assuming all goes as planned.
I'm up about 140% on the stock, and wondering if it is worth holding on to during all the permitting that will go on for the next year or more. I don't really see the share price doing much during that time.
Any thoughts, advice? Thanks
Read Answer Asked by Ed on August 25, 2020
Q: This tiny company makes electric buses/trucks, etc., and is profitable with a decent backlog, and just last week announced that it is seeking a listing on Nasdaq. That is the only news I can find on it, but last Thursday the stock took off, again on Friday and today!! It is now up over 400% in 3 days. I am not complaining but if possible would like to know what is happening???
Read Answer Asked by KENNETH on August 25, 2020
Q: Hello 5i members,
In one of the recent questions i noticed that you had quite a positive view on Microsoft for growing , in the future. I hold some Microsoft in my TFSA and although I don't like the idea of having to pay US tax on the dividends, I have felt that because I am positive about the growth of mfst and because the dividend yield is only .95 per cent, I am better to keep it in my TFSA despite the dividend tax. I was wondering how you would see a situation like this
thanks
Read Answer Asked by joseph on August 25, 2020
Q: General question on asset allocation. I'm an income investor that is planning to live off distributions in the future. Portfolio analysis shows that I'm underweight in technology by about 8%. I'm overweight in the traditional dividend areas (financials, utilities ect).
With so few technology companies that pay decent dividends, does it make sense to stretch and pick a few for diversity when much more stable dividend payers exist in the sectors I'm overweight in? It would appear to me that there is some risk here in diversifying?

Thanks,

Joe
Read Answer Asked by Joe on August 25, 2020
Q: Hello, can I please get your general opinion, as well as comments on recent earnings for the following small caps: HTL, CLIQ, AND, MVP
Read Answer Asked by Philip on August 25, 2020
Q: It seems like there are a few interesting upcoming IPOs in the tech sector, Palantir, Snowflake, unity, Asana, stripe (possibly) airbnb etc.

What would your top 3 be of any upcoming ipos you know about with the above included? investing for growth for 10 plus years risk is not an issue.
Read Answer Asked by Michael on August 25, 2020
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