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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 have some US$ and want to buy BEPC:US. I held BEP:US and a few years ago and faced higher taxes on dividends and maybe capital gains from the US with a partnership - can you confirm this will not be the case with BEPC:US? I also just bought BCE:US - can you please confirm that I will still get the Canadian dividend tax credit for with BCE:US and BEPC:US.
Thanks!
Read Answer Asked by Grant on October 18, 2023
Q: Peter,

Excellent presentation on Oct 17th re the things to look for in financial statements!


Paul
Read Answer Asked by paul on October 18, 2023
Q: Hi, I just missed Peter's webinar. I wish you guys would consider doing these after work like 4 pm so our time is more flexible.

Mid day creates a lot of uncertainty.

Can you please give me a link to here the replay of it.

Thanks


Sheldon
Read Answer Asked by Sheldon on October 18, 2023
Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?
Read Answer Asked by Chris on October 18, 2023
Q: My discount broker commented that DIR.UN "is running out of steam" and that the largest shareholder sold 800,000 shares last week at $13.02. It is significant to note that the said shareholder now owns no units of the REIT.
Recently you indicated that this REIT is one of your top 5 favourites.
Can you please comment whether this is still your favourite REIT ? Is the insider selling significant? I will appreciate further if it is a hold, sell or a buy.
Thanks
Read Answer Asked by Terry on October 18, 2023
Q: Dear 5i,
DYN3361, Dynamic Premium Yield Plus Fund.
This fund uses leverage, uses Call and Put option strategies for US stocks.
At the moment they seem to have an overweight with cash-covered Put options.
In general do both Call and Put strategies work in markets that are choppy and there is no trend either up or down? What would you attribute to it's good performance over the last few years?
Read Answer Asked by Ian on October 18, 2023
Q: I am interested in increasing my Health holdings through the purchase of CDRs. I am considering LLY, UNH, ABBV and PG. I favour LLY but note that it has been on a tear lately. Would you recommend it at these levels? I would appreciate your opinion on these companies. Thank you.
Read Answer Asked by Dennis on October 18, 2023
Q: What are your thoughts about this as a US/CDN high yield income portfolio? Any ideas would be appreciated. Please take as many credits as needed.
Read Answer Asked by Gregory on October 18, 2023
Q: hello 5i:
We've held a small position in PFFD for quite some time, with a significant loss (glad its small position).
But: the Fed narrative has changed from raising to pausing and the next step is inevitably lowering. Yes, there may be another small raise and yes, I know the higher for longer argument.
PFFD pays out over 7% in our RRIF, in an investment that appears to have very little risk of more downside and even a large amount of upside if things were to return to pre-covid levels.
Summing up and being a bit of a contrarian (skate to where the pucks going?), would you agree with my assessment? Can you see any reason for anything but limited downside with new money in the preferred space? What am I missing here?
thanks
Paul L
Read Answer Asked by Paul on October 17, 2023
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