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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: When recommending CROX 5i makes it crystal clear that volatility is to be expected.
That has certainly been true.
i like the company, less so the stock given most of the vol has been down since my purchase.
it is now showing some decent upside M.

Does 5i expect 6 month to one year M to be more biased to up than down.

I am inclined to hold and add if the risk reward justifies it…. otherwise I would look for an opportunity to sell it and move the money into one of your current higher conviction suggestions.

Thanks yet again for your advice.
Read Answer Asked by Donald on January 11, 2024
Q: Hello,
I have built up a TRI position in a registered account since 2006, and it has now grown to become just under 10% of the portfolio. I plan on continuing to hold for many more years unless something changes.
Bearing in mind your usual advice about position sizing and over concentration, and understanding that you can't provide personal recommendations, is TRI a company that you would be more comfortable holding in an 8-10% weight, or a 6-8% weight?
Thanks.
Read Answer Asked by Roman on January 11, 2024
Q: I am overweight in financials with BNS, TD, SLF, POW, Visa and underweight in Utilities. I was thinking of letting POW go. Thoughts on this?

For Utilities, I looked at TA with its very low P/E but it is still stuck in non-renewables at the moment. Thoughts on this? What utility (ies) would you suggest?

I am just asking for thoughts/suggestions.
Your advice is greatly appreciated.
Read Answer Asked by Danny-boy on January 11, 2024
Q: Have you any knowledge or information about the Bank of Canada injection of 30 Billion into the repo market this month?
Read Answer Asked by Danny on January 11, 2024
Q: Hi fellows,

These are big loosers in my TFSA, more than 50%. Do you see any chance of a significant upside for these stocks in a reasonable time frame or further deterioration ? I am tempted to liquidate them and recover a bit of cash for a better investment. What would you do if you were in my shoes ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 11, 2024
Q: I took a position in ZRE, I also try to avoid office REITS and a to high proportion of retail REITS in the present market..I noticed that ZRE fact sheet shows 68% retail REITS,and no residential REIT in its sector allocation ! Among the 23 holdings, at least 9 appear to be residential REITS.Could you please indicate the "real percentage" of retail REITS and of residential REITS in this ETF.Are sector allocation % calculated from the number of REITS or by the cumulative NAV in each category?
Read Answer Asked by Jean-Yves on January 10, 2024
Q: Hi 5i Research team,
Not a question:
the larger drop in price of TD yesterday was possibly due to the fact that “TD Bank executives knew about US probe six months before disclosing it” revealed by a report from The Capitol Forum yesterday. See G&M article for more details.
Thank you for your good work,
Eric
Read Answer Asked by Eric on January 10, 2024
Q: Which are the best U.S. & Canadian mortgage companies from a financial stability and dividend continuity perspective?
Read Answer Asked by David on January 10, 2024
Q: Are either of these high dividend funds worth investing in? Each has had rapid price appreciation recently but seem relatively impenetrable per dividend safety and long-term growth prospects.
Read Answer Asked by David on January 10, 2024
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