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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 hold shares of FSZ in My RRIF account. It has not been a good performer but pays a nice dividend which is what I want in my RRIF account. I am thinking of selling FSZ and buying Enbridge. The dividend is not as high but is the growth potential going to make up the difference. I do own PPL. What are the chances of a takeover of FSZ. Would you approve of the swap and is there any other companies you might recommend.

Wayne
Read Answer Asked by Wayne on January 30, 2023
Q: hello 5i:
a question about weightings and diversification.
Presently, have the above: BAM 2.5%, BN 2.5% and BIP.UN 5.0%.
First, is there too much of an overlap between the companies?
Second, IF we were to sell half of the BIP.UN, bringing it to a 2.5% weighting, with 7.5% overall invested in Brookfield companies, would that raise any alarm bells?
Third, if one were to sell BIP.UN, what would make a sensible replacement, either in utilities or industrials. Low to moderate risk profile, with dividend income being an important factor in portfolio management.
thanks
Paul L
Read Answer Asked by Paul on January 30, 2023
Q:
Any thoughts on BYD time to add more or sell/hold.

What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?

Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)

What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?

Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG
Read Answer Asked by Terence on January 30, 2023
Q: Is the cost of currency exchange something that can be written off on taxes? And if it is, is it captured in the tax statements most brokers provide? And where?
Read Answer Asked by Mark on January 30, 2023
Q: Good Day 5i,

A question regarding Leons. I have purchased this from as low as $17 to as high as $23. I hold it for income, and growth, with a two year timeline before changing over to a higher yield for income, as my wife and I retire. Would you consider this a hold for income only or would you consider something with a higher yield?
Read Answer Asked by Kelly on January 30, 2023
Q: I was just wondering if you could clarify what the 'blackout' rules are for company insiders prior to an earnings report. I have seen this pattern before when a company reports decent earnings, the stock gaps up but sells off on heavy volume. To me, that suggests that some holders were waiting to 'sell the news' on a day that would have heavy volume/liquidity. In your experience, could that be company insiders finally able to sell their stock because they are not allowed to do it prior to earnings? CLS this week is a good example, because usually it is a very low volume trader. Thanks!
Read Answer Asked by Philip on January 30, 2023
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