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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: Is it a red flag when a company has a consistently much higher depreciation and amortization costs on the cash flow statement than it has CapEx spending? I have been researching a small UK company involved in online fraud detection. It is in a good space but this is one thing which worries me, together with rather low cash return on invested capital. Any comments appreciated.
Read Answer Asked by Andrew on July 12, 2021
Q: https://www.google.ca/amp/s/finance.yahoo.com/amphtml/news/biohaven-bhvn-q2-nurtec-preliminary-152303082.html

Could you please comment on the recent results and based on these updated results have your previous concerns that you’ve mentioned in past comments changed for the better…would Biohaven be a take out candidate and with all the higher price targets, the insider buying by the CEO, what a your future thoughts on the company and their balance sheet if they keep this up. Would you buy, sell or hold here? and how would they be able to compete with other big pharma companies in the migraine space going forward?
Read Answer Asked by James on July 12, 2021
Q: Like a number of other members I own a full position in BAM. Wondering if you could share your thought on BAMR.
1. What type of insurance company is it
2. Is it worth adding more money to
Does it have the same potential as TSU

Appreciate your opinion Thanks. Chris
Read Answer Asked by christopher on July 12, 2021
Q: Hello 5i Team,
Which will be your first choice for a long term hold? Thank you
Read Answer Asked by Nhung on July 12, 2021
Q: This is more of a "HOW TO" type question. There are 2 strategies that I've been thinking may help me react to the next down event like Covid 19, 2023. One is to sell everything early and buy back in once the markets level out. The other is to just buy dividend paying stock and get paid while waiting for the inevitable return of the market.

So, if I adopt strategy 1, how would I actually go about it? It seems obvious there would be more sellers than buyers so would you simply sell at Market and hope you recoup enough $ to rebuild your portfolio, or would you use Limit (ie you feel the market will fall 20%, so set a low limit where you feel below it maybe to damaging or to low $$ with which to rebuild, but low enough where you may get more buyers than sellers using Market.

In strategy 2, the assumption would be No Economy could ever go to zero, there is always some companies who make it through black swan events. So how would I identify those dividend payers who could maintain their dividends or a portion of their dividend in dire market conditions?
Read Answer Asked by Phil on July 12, 2021
Q: Hi team,

Grateful for your views on these companies. Are the strong growth and dividend sustainable ?
Which is the best buy now ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 12, 2021
Q: Re: IPl takeover. I already have a full position in Pembina ,and am ,at this point quite reluctant to trigger any capital gain. In looking at both offers, it seems that the Brookfield offer could be the best for me. Is there anything that I might be missing ? Thank you for your help.
Philip
Read Answer Asked by Philip on July 12, 2021
Q: Hi Guys,

These two companies, are quite similar in terms of total market cap, and both are in payment processing sector. are they overlap with each other or serve different industries? Could you help me to understand them? How would you rank them over all, future growth, and risk/reward, respectively. If to buy now, which one to start with? or divide the funds to buy both at the same time. Thanks.
Read Answer Asked by Lin on July 12, 2021
Q: In a flat or a rising interest rate environment which ETF is preferable i.e XHY, PFIA, MFT, ZHY OR PYF?

Thanks for your service!
Read Answer Asked by Ozzie on July 12, 2021
Q: In my self directed margin account I have two calls:
1)50 calls of CPG C 21 JAN22, $3.00 that I paid .61c.
2)75 calls of CPG C 21 JAN 22, $4.00 that I paid .81c.
These calls don't expire till January and I have lots of room in my account to either cover them with margin, or sell another stock to cover, or sell the Calls outright. Of the choices listed, or something I am missing, is there any strategy to maximize my capital gains and/or minimize my taxes owing?
Thank you, Gord
Read Answer Asked by gord on July 12, 2021
Q: Hi I have this etf in my account . Should i sell some and buy stocks or add some i am looking for dividend income.

Thank you
Read Answer Asked by Francis on July 12, 2021
Q: HI
I am reviewing my current portfolio and like everybody else i have winners and losers . Should I be patient and hold on to the stocks I have listed for the long term .

Thank you

Howard
Read Answer Asked by Howard on July 12, 2021
Q: Say the capital gains inclusion rate increase from 50% to 75%. Does that mean it doesn't matter how long you've held the stock when you sell it gains are taxed at 75%? I'm not sure how the last rate changes were implemented but you may recall.
Read Answer Asked by Brenda on July 09, 2021
Q: Hey guys - I thought your answer posted on 7/9/21 on your investing philosophy was fantastic and very informative for a new investor. The one piece that I struggle with is not averaging down. If you like ABC at X the price and buy it, and 2 months later it is down 30% without any specific negative business developments, why would you not want to add (aside from a portfolio weighting perspective). MRS is an example of this and to me the price is dropping because people are impatient and want to see a large contract now, however the business risk appears the same today as when I bought it.
Thanks
Marc
Read Answer Asked by Marc on July 09, 2021
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