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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: Sis is down 0.38 now. It is moving its CFO function to Ont. from Laval & CFO is leaving at a later date.Any other news Real.As per earlier Q,CEO is selling 750k shares(15%) starting Aug 4 over a year period 9lus donating his balance of 2.9m shares to charities.The big Q here is we do not know what the charities will do with the shares.Possibility they will sell as cash is more important than equities.Ceo does not have to pay capital gain on the donation Txs for u usual great services & views
Read Answer Asked by Peter on June 03, 2020
Q: Hi guys,

Regarding Ronald's question today, what percentage of a balance portfolio should be in technology?
Thanks,
Jim
Read Answer Asked by jim on June 03, 2020
Q: I have just $10,000 U.S. to purchase something with. I heard Brookshire Hathaway is sitting on a whack of money and that the valuation was pretty good. This will be my only US holding currently and wondered if an ETF would be better? Not worried about risk and could get 100 Roku, if you think that might be rewarding? Thank you so much for making the stock market fun and interesting for an amateur.
Read Answer Asked by Jill on June 03, 2020
Q: Why is this company's stock under pressure? What type of minerals so they mine? Insider ownership? Debt levels?
Read Answer Asked by Cory on June 03, 2020
Q: Is SYZ a potential take over candidate? I’m thinking about adding to a half position. Any particular reason why it trades at a p/e multiple (q1 annualized) that is significantly lower then the other software companies in Canada. Any reason you think one of those consolidators hasn’t looked at it (constellation, open text, enghouse etc)? Thanks
Read Answer Asked by Scott on June 03, 2020
Q: Hi Team,
I have recently bought roughly an equal amount of holdings in both CAE and REAL. Currently I am up approx 4% with CAE, and down 9% with REAL. I was wondering if it would be a good move to perhaps trim say 1/3 of my CAE and use it to average down some on REAL at this time. Or, should I just hold the course? I bought CAE as a recovery play, and REAL for its growth its currently experiencing. Which do you see as having more upside in the next year or 2? Thanks

Shane.
Read Answer Asked by Shane on June 03, 2020
Q: I hold a 5.9% position in ZWU in a registered account. I have surplus US cash in a non-registered account to put to work and was thinking of XLU which yields approx 3.4%. I realize this distribution will be treated as income by CRA [I am retired - low tax bracket] but it seems better than letting the funds just sit. If you could offer other suggestions I'd appreciate them. Thanks.....
Read Answer Asked by Ronald on June 03, 2020
Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC
Read Answer Asked by Ellen on June 02, 2020
Q: What sector of the TSX would you invest new money and why?
Read Answer Asked by Ronald on June 02, 2020
Q: Hi
Would it be a wise to replace the 4 mentioned above with ITOT in my RRSP.

Thank you Mike.
Read Answer Asked by Mike on June 02, 2020
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