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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: SHSP Your thoughts please on SharpSpring.Thanks.
Read Answer Asked by maurice on December 21, 2020
Q: I’m looking for the 5i Team’s stamp of approval to sell Microsoft and buy into CRWD and U.
Obviously MSFT is a solid play but perhaps these two have more growth potential?
Read Answer Asked by Dennis on December 21, 2020
Q: I like picking stocks, but I am also looking for a way to automatically invest 10% of my monthly income into some sort of index fund. Do you know what’s the best option for this? Is there a way to achieve this without having to pay a $9.99 transaction fee each time I buy something (RBC direct investing)? Many thanks and happy holidays! Love your service!
Read Answer Asked by Hua on December 21, 2020
Q: Do you think Brookfield Renewable has as much chance for growth as a CAE or WELL in the next 6 months to a year?
Read Answer Asked by Dennis on December 21, 2020
Q: Hello, this is in regard of Roy’s comment about the share splits of BEP.UN. I had the exact same situation with a calculated odd number of shares. In my case it has not been rounded up, so I phoned my online broker and they told me that the 0.5 missing share of BEP.UN would be paid in cash. I just check my account and an amount of $24.95 has been deposited. Gervais
Read Answer Asked by Gervais on December 21, 2020
Q: I would like your opinion on these 3 stocks. I know HAI has just IPO on Toronto Exchange but has been around for a few years. I notice AT has just had a good run and wonder if I should hold off or if it is a good company, just bite the bullet it shouldn't matter.
Also I notice MGNI is similar to the other 2 is that right?
Could you please rank them in order best to worst. if you were to buy 2 which and why?
Thanks John
Read Answer Asked by John on December 21, 2020
Q: Hi
I want to have your outlook on both IIP.UN and CAR.UN post pandemic.
How are their balance sheet during the pandemic? Are they badly impacted during the pandemic or were they able to still get the renters pay their monthly rents.
Which one would you buy between these two now?
Do you think IIP.UN will reach its new high of 18$ in 2021?

thank you
Read Answer Asked by Kristelle on December 21, 2020
Q: Greetings and perpetual thanks 5i - TEC is approximately 40% concentrated in the FAANGs and trades in Cdn dollars. Is there another Cdn dollar ETF that has an even higher concentration than TEC?
Read Answer Asked by Ken on December 20, 2020
Q: Holders of the above shares I would like to draw your attention to a quote from the notice of share splits . Quote “Any fractional units/shares to be issued to registered holders as a result of the unit/share splits WILL be rounded up to the nearest whole unit/share” unquote. One could quibble over the words WILL and SHALL.
If you have an even number of shares of the above , your account should show the correct number of shares after the split.
However if you have an odd number of shares you might want to check that the rounding up has been done. For example if you held 201 shares of either of the above you should now have 302.
Calculation:
201 x 1.5 = 301.5 , rounded up gives you 302 shares.
If this isn’t happening for you, you should contact your dealer. Thousands of half shares can amount to a lot of missing shares.
Roy
Read Answer Asked by Roy on December 20, 2020
Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.
Read Answer Asked by Dan on December 20, 2020
Q: Hi,
Following the Dec18 question of Carl on BEP.PR.M, I have a remark about BEP/BIP preferred shares. These are not pure dividend plays. As for BEP/BIP common stock, revenue is a mix of ROC (30%-40%) /dividend and some interest. Could make a difference where you want to hold them, coming tax time…. FYI : Tax links are available for BEP/BIP common and preferred shares at https://bep.brookfield.com/stock-and-distribution/tax-information and https://bip.brookfield.com/stock-and-distribution/tax-information . Cheers to all.
Read Answer Asked by Denise on December 20, 2020
Q: Hi Team,
I am looking to raise cash to buy CRWD. I need to sell/ trim something to raise cash to do this. Out of the following stocks, which would you recommend selling to do this: KXS, DSG, FB, Docu? Or...would you recommend this at all? Note that I currently hold KXS/ FB / Docu in 2 seperate accounts so I would probably only sell half positions in those ones. Thanks for your help!
Read Answer Asked by Shane on December 20, 2020
Q: I am overweight in the Utilities sector and underweight in Materials. I am considering selling some BEPC and using that cash to add to Materials. Is NTR recognized as belonging to Materials in the Portfolio Analytics ? What other suggestions would you have for Materials stocks at this time?
By the way I have found the Portfolio Analytics a great tool for following and planning my investments -Thank you for your great services .
Read Answer Asked by Elizabeth on December 20, 2020
Q: Alimentation Couche-Tard:

In a past question you had indicated that you did not feel this would become a "yield stock" in the future. So I am assuming there is still plenty of runway for this company with their present business model. Or do you think they will need to expand on this model to continue growth ? I know they've entered the Asian market. Perhaps this is their answer (?).

Final question. If shareholders are anxious for an acquisition, do they have an acceptable balance sheet at this time to pull one off in the near term?
Read Answer Asked by James on December 20, 2020
Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.
Read Answer Asked by Curtis on December 20, 2020
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