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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've been trying to find a Canadian based ETF that includes Canadian "growth companies" to no avail. There's a small cap one (XCS I believe) with volume that is too low for me and isn't really growth oriented in any event. Are you aware of anything that is similar in structure to your own growth portfolio (ignoring mutual funds which are way too greedy fee wise for my liking)?
Dave from Montreal
Read Answer Asked by DAVE on November 10, 2023
Q: To purchase this fund, a warning appears saying TD my receive a trailing commission. They refer you to the offering documents, but i cannot find clarification on this trailing commission. Can you please clarify for me.
Read Answer Asked by kathleen on November 10, 2023
Q: Hi Peter, Ryan, and Team,

In order to keep the real estate sector balance more or less the same, would you endorse a sale of TCN to use the proceeds to purchase more DIR.UN (which we already hold in this investment account) ? TCN has been a frustrating stock, but I believe that DIR.UN has more upside. Alternatively, are there other stocks in the same sector that you would suggest instead of DIR.UN?

Thanks as always for the pertinent guidance.
Read Answer Asked by Jerry on November 10, 2023
Q: Good morning 5i team, MKSI seems well positioned to participate in our world of Internet of Things, AI and miniaturization, with chips in high demand. The Atotech acquisition added significant debt just as rates started rising. MKSI has disappointed and is down significantly. Geopolitics and a cyber attack don't help. I would appreciate your assessment of management and the company's prospects. Would you recommend selling it to generate a tax loss? Thank you. Edward
Read Answer Asked by Edward on November 10, 2023
Q: I bought CSU way back at $400 or so and (despite your advice), hate the idea of selling any more of a stock that seems to do so well month after month. At some point however, I need to reduce CSU again, and am wondering about putting some into LMN which you like as well. I have very small positions in both TOI and LMN, but so far neither has done much in comparison to CSU.

My question is, if CSU has "an event" that drags it down really badly, will the sister companies also get tarred with the same brush? Would I be better looking at something completely different like HPS.A?

Thanks for your advice - I have done well by it!
Read Answer Asked by David on November 09, 2023
Q: What are your thoughts on the quarter?
As well reading the quarterly report, I notice they are looking to list on the NASDAQ next year after approval from shareholders and the SEC. Is this going to be a dual listing or are they delisting from the TSX? If delisting what will happen to our holdings-transferred at the current exchange rate or having to sell and repurchase if desired?
Thanks
Jeff
Read Answer Asked by JEFF on November 09, 2023
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