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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: Greetings 5i,
I currently hold half positions in both BCE and RCI.B (BCE for stability and RCI.B for growth). I am a fairly conservative investor, and like the telecom sector for its ability (at least in my opinion) to be somewhat defensive in more volatile markets.

In your opinion, is it worth it to hold both of these companies, or would you recommend a single holding at a full position? If the latter, which would you recommend I keep?

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Greetings, guys.

First few lines from Scotia's new nvu.un report:

"PSP Investment Board, one of NVU's largest unitholders (owned ~9% of NVU) has agreed to sell ~4.92M units via a secondary offering (designated trade) at $22.85/un for gross proceeds of ~$112.5M, equating to a 3.7% discount to yesterday's
closing price".

John
Read Answer Asked by john on August 23, 2017
Q: Buy the dip. I hear this all the time. I understand and accept the concept of buying a stock which is down temporarily. But as a conservative investor, I look at the long lists of stocks on my watch lists and in a sea of red, my eyes are drawn to the green, to the stocks which keep chugging forward even on a day when the markets are way down. Unless there is some immediate news driving that stock, my inclination is to think "This is a stock with strong demand, and whose owners don't want to sell. I should buy that, not the ones which are dropping like rocks." What do you think?
Read Answer Asked by John on August 23, 2017
Q: hi Peter, out of these which ones would you recommend for adding onto with new money to add onto the existing positions. which ones are ok to let go.
thanks
Read Answer Asked by RUPINDER on August 23, 2017
Q: A graph comparing ENF and ENB ( TMXmoney.com) shows that they have tracked
each other very closely for every time period for the last ten years.Is there really any advantage in owning one over the other? Joe
Read Answer Asked by Joseph on August 23, 2017
Q: Greetings 5i,

My question is fairly long-winded, so please deduct as many credits as you deem appropriate.

I currently hold a half position in both STN and WSP. Do both need to be held in this space? Do you favour one over the other for a long term hold (5 years plus)? Moreover, if you do favour one, would you recommend dropping the other completely, folding the capital from one into the other, or trimming each slightly to maintain diversification while redeploying some capital elsewhere?

I have a fairly long term horizon (I am 35 years old), and, in the industrial sector, also hold a full position in CNR.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Greetings 5i,

I currently have a half position in REI.UN. They offer a nice yield, have strong anchor tenants, and I am intrigued by their plans to diversify into the residential space. However, it's recent performance has been less than stellar, and I am concerned that the traditional shopping centre may not have a particularly bright future in the age of the online marketplace.

I am 35, fairly conservative, and have a preference for long-term holds with strong fundamentals. My only other exposure to the REIT sector is CSH.UN (also a half position)

Would you recommend REI.UN as a long-term hold (5 years plus), or do you feel as if this capital would be better deployed elsewhere?

Thank you.
Read Answer Asked by Lucas on August 23, 2017
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