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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: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 19, 2021
Q: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!
Read Answer Asked by Tim on August 18, 2021
Q: NPI has recently stumbled but is still likely a takeover candidate while BEP.un is a great all-around company. For new $, would you choose one over the other or a bit of both? Thanks!
Read Answer Asked by Michael on August 18, 2021
Q: Morning... you mentioned XYL as on of your 4 favourite industrials. Could you update the other 3 for us.

Where would BA fit? Would you consider it a buy? Why or why not...

thanks, Mark
Read Answer Asked by Mark on August 18, 2021
Q: I would like to hold a S and P 500 ETF for a long term hold in a non registered account

Between HXS AND VFV

1. Are there any tax advantages one over the other.
2. VFV seems to hold the American ETF NOT THE stocks themselves. What impact does this have for me?
3. please confirm for each their respective MER, AUM and daily trading volumes.
4. if either is held in a TFSA does it change anything?

thanks
Ernie
Read Answer Asked by Ernest on August 18, 2021
Q: I would like to hold a NASDAQ 100 ETF long term in a non registered account.

1. is there a tax / bookkeeping advantage for holding one of the above over the other? (some websites imply that you have to keep records closely for American dollar ETFs, I believe they are referencing adjusted cost base at time of future sell.)

2. Is there an alternative to HXQ.CA that you would recommend? Or do. you think this is the best one at the present time?

3. Do any of your answers change if held in a TFSA?
4.Do any of your answers change if held in a RRSP?

Thanks
Ernie
Read Answer Asked by Ernest on August 18, 2021
Q: Good morning 5i team,
I am researching a few beaten-up Canadian stocks. Can you please let me know how I can research the terms and conditions of a public company's common shares. Specifically, I am interested in knowing whether a takeover offer can be made to the majority shareholder(s) and exclude the minority shareholders for the companies I am researching. Thank you for any suggestions you may have on this.
Edward
Read Answer Asked by Edward on August 18, 2021
Q: Is buying ECN shares considered “dividend shopping” in light of the $7.50 special dividend announced recently.If I remember from the answers to the questions on ECN, 5i mentioned that the stock may drop by $7.50 ex-dividend. If that is the case, although not guaranteed, why would anymore consider buying ECN shares other than for the special dividend and unloading the shares a few days after unless 5i believes that the stock has some growth potential groins forward. Thank you for shedding light on this matter.
Read Answer Asked by Gilles on August 18, 2021
Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave
Read Answer Asked by Dave on August 18, 2021
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