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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: I use the BTSX system in two of my portfolios. Its soon time to adjust for the new year. I have held PWF for a number of years due to its higher yield over POW.
I understand PWF will be merging with POW-any idea when?
Will that mean no more PWF? Will all shares be now be POW at the lower yield?
Will there be a premium for PWF shares?
Would you suggest a switch if there are still going to be two companies? Why?
Thanks
Jeff

Read Answer Asked by JEFF on December 30, 2019
Q: I know you don't follow many US co. but wondered if you might have anything on this co.Thank for your great service and happy and prosperous New Year. Jim
Read Answer Asked by jim on December 30, 2019
Q: On Dec 23 Acst delayed Phase 3 results to mid/end Jan 2020 resulting in big drop from $3.75 to $2.94.On Dec 27 recovered 0.49(17.07%)to $3.36.On Market Call on Dec 27 Robert McWhirter,who closely followed the co.opined that the results will be good & if all goes well,he sees a $10 target price.Please provide your opinion as thinking of starting a position. Txs for u usual great advices &services. All the best for 2020
Read Answer Asked by Peter on December 30, 2019
Q: What is the cost of the ETF news letter for a year?
Thanks
Dave
Read Answer Asked by Dave on December 30, 2019
Q: 5I Team,
I own IHI etf, I like it's limited number of stocks (10 top stocks 70%)
Can you please suggest few ETF that have limited number of stocks (any sector, US, Can, Global) ?
Thanks
Best regards
Read Answer Asked by Djamel on December 27, 2019
Q: Bgi recently announced a change to the fund manager. Is this a good or indifferent change? Also, the fund has done quite well recently is there a reason such as recent buy back of shares or us this increase sustainable. Along with Bgi I also own Bip.un In the same riff account ( as a result of the Enercare takeout) I wonder if I should own both or is there an overlap?
Read Answer Asked by Maggie on December 27, 2019
Q: I'm a bit confused. Rumors say SHOP may be taken over by ??? Ebay, or others.
SHOP may be interested in acquiring FEDEX.
What is an investor to believe in any of this. On one hand if taken over there might be a 40% premium on their shares. On the other hand there will be a big hit on the shares if they buy FEDEX. How can there be such conflicting opinions/views/rumors/thoughts on this company?
What are 5i's opinions/views/rumors/thoughts?

Thanks
Jeff
Read Answer Asked by JEFF on December 27, 2019
Q: If it's not too late, these books don't address all Jame's questions but are excellent books:

Retirement Income for Life, Frederick Vettesse
and
Your Retirement Income Blueprint Daryl Diamond

Cheers,
Michael
Read Answer Asked by Michael on December 27, 2019
Q: Hello, I'm looking to sell Vermilion for tax loss purposes and am looking to maintain similar sector exposure by replacing it with Whitecap. Do you think this a reasonable move or is there a name you would prefer over Whitecap in this scenario? Or would it be better to simply wait the 30 days and repurchase Vermilion? Thanks and Happy Holidays!
Read Answer Asked by Nick on December 24, 2019
Q: Hello:
Can you explain to me the difference between
ATD.A & ATD.B. I am looking for a low dividend
payer that has capital gains potential. Any other
suggestions that might fit this criteria. Thanks &
Happy Holidays.
Jerry
Read Answer Asked by Jerry on December 24, 2019
Q: URGENT: Hello Peter. I hope that this question is timely enough for you to address today or tomorrow, because I need something else for my wife's Christmas stocking! My wife has just retired, will have some significant money coming in soon from the sale of a property, and has a developing interest in investing and the markets. I'm hoping to find a good, 'reader-friendly' investing book to give her, but most (e.g., Wealthy Barber) are geared to lifelong investing habits and not for retirement. I'm hoping to find one that also focuses on things like: investing from a retiree's perspective, annuities, strategic use of RRIFs, how to best draw down from different types of accounts to minimize tax, travel and related issues (insurance; retaining OHIP or non-residency issues, etc), charitable giving, insurance for unexpected health issues, etc. Are you aware of any that you might recommend? Thanks!
Read Answer Asked by James on December 24, 2019
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