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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: Portfolio Analytics suggests we increase our US and International allocation to 35% and 25% (Currently much lower in both) and also decrease our equities and increase our fixed income to achieve a 60/40% split . (Currently we are at 85/15%). Looking at XBAL as a simple way to help achieve this, using some cash and proceeds of TSGI which I plan on selling soon. Any concerns or other suggestions ?
Thanks as always.
Read Answer Asked by Alexandra on November 14, 2019
Q: Hi, could you please comment on BAM.a earnings. Thanks
Read Answer Asked by rajeev on November 14, 2019
Q: Have $20,000.00 sitting in a LIRA account. Please recommend 3-4 ETFs that I can hold for the next twenty years. and drip (no bonds) would like to double every 10 years. Would Dividend Growth ETFs a good choice over that time frame or just growth stock ETFs?
Thanks Cec
Read Answer Asked by Cecil on November 14, 2019
Q: Brookfield Renewable Partners (BEP.UN) now forms just over 9% of our joint registered investments and although that is much higher percentage than any other holding (and may be inadvisable), I am somewhat reluctant to sell any, because it is one that has been a winner from the day I bought it. That is in stark contrast to quite a few other stocks that I apparently bought at their height which have since plummeted.

I need a trimming strategy and would like you to give a detailed description of how best to maintain the number of shares held as long as possible, but sell some if the price starts to drop. Perhaps there is a link that you would prefer to send to me.

I have read your opinions on Limit and Stop Limit sales at one stage or other and have also tried this, but it hasn't always worked as I thought it would.

What would you suggest is the best way to address this?

Read Answer Asked by John on November 14, 2019
Q: Hi 5i
I believe NMX will be reporting Fri nov 15...,what are your expectations for results? Given recent uncertainty over financing and continual decline in NMX share price to 0.18, in your opinion does this project have any chance of completion. Is it worth any consideration at this point or is it destined for bankruptcy?
Thx for any insights.

Thx
Read Answer Asked by jim on November 14, 2019
Q: Hello 5i Team
I currently own ALA with a purchase price of $20.80.
I desire to sell the stock at $20.80 or greater before the end of 2019 with a preference after November 25 so I receive the December 15 dividend.
Which is the better option:
1 - Do I enter a limit order ($20.80) with an expiry date of December 27 and wait for the order to fill?
2 - Do I sell a call option (December 20, 2019) with a strike price of $21 which provides about $0.15 per share (before commission) and if the shares are not called away, then sell the shares after December 20? The option premium will further reduce my cost basis.
If I sell a call option with a strike price of $21.00, if the share price rises to $21.00 on November 25 (as an example) are the shares called away immediately or are the shares called away only if the share price on December 20 is equal to or greater than $21.00?
Thanks
Read Answer Asked by Stephen on November 14, 2019
Q: Could you provide your opinion on PFPT Would you be comfortable buying at today's price? Thanks Claude
Read Answer Asked by Claude on November 14, 2019
Q: hi,5I
The question regarding the .05 cents. It intigued me also, I have seen 1 cent differences in trades also.
I think it is coming from the ''obligation '' of brokers to cover the the trades in the the ''best interest'' of their clients. So the first lot is sold or bought at .o5 less that what is supposed the ask or bid and the rest at existing bid.
I have lost also bids that were not covered for the same reason or only 500 units for a 10000 units bid... The ''creativity'' of the brokers never stops.
Everybody need to have their share of the ''retail''cake.
I have seen 1000 trades sold or bought per lots of 100 shares more and more. Also there is the practice of brokers to actually show on level 2 just 50% of the orders which is so wrong...
I have learned to live with it after so many years and moved on
I do not know if i am right in my suggestions, so any corrections will be welcomed.
Print at will
Read Answer Asked by claude on November 14, 2019
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