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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: Want to give the ETF and Mutual Fund Newletter prepared by 5iR is well worth the read. I'm a long time subscriber but never seriously read it as I'm focused on stocks. Of late, I am burrowing into this Newsletter as
I discovered that there are good points that carry over to equities. Just want to share this with you. And feel free to post it on the Q&A 5iR web site or elsewhere.....Tom
Read Answer Asked by Tom on February 14, 2019
Q: Re: your answer on FCR today "The move will lower the company's cost of capital (probably). It makes sense, and most investors have likely been treating like a REIT anyway. It is a real estate company with a portfolio of assets, with a high dividend. Similarities exist already. It will be similar to others, but with a retail focus, but at least anchored by grocery stores and drug stores. It will 'probably' be a taxable conversion, so this may annoy some long term shareholders with embedded gains. "

On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
Read Answer Asked by Tak on February 14, 2019
Q: Re your answer to Kim today on this company and its earnings.

Pre market the stock was up 5% or so. Then the retail sales announcment came out and in real time the stock is down 10%.

Does the terribly weak retail sales announcement overshadow the great earnings, because the market feels this weakness will breach GOOS earnings in the future?

Should this change my investment outlook on the stock? Would you recommend holding at this point?

Thanks

Sheldon
Read Answer Asked by Sheldon on February 14, 2019
Q: Very interesting!!
WHY DOLLAR COST AVERAGING BEATS BUYING THE DIP!
A Josh Brown YouTube.
https://www.youtube.com/watch?v=4dswzb-8nHk&t=311s
Read Answer Asked by Joseph on February 14, 2019
Q: Greetings,

I am currently reviewing holdings as i have taken over management of my own US 401K. I generally prefer to hold the individual stocks over paying management fees, however, as I research this fund, the fees seem to be worth it in this case and i certainly like the monthly dividend as i head into retirement in the next couple of years. Your thoughts on this one?

Thanks
Read Answer Asked by kelly on February 14, 2019
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