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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: According to their latest annoucement Athabasca is going to hedge 75% of their production at $66 for the next 18 months. With oil prices rising does this seem like a good idea and what would this do to the leverage of the company in the future? Also this was one of the highest leveraged companies for it size, is it still when compared to other similar sized companies.
Read Answer Asked by Jerry on October 27, 2021
Q: I have been holding BIP.UN for several years. Does it make to sell it and buy BIPC to get tax advantage. BIPC is about 3.5% more expensive than BIP.UN, which has narrowed down significantly in the last couple of years. Why did the difference narrow down so much and can it narrow down even further? Thanks.
Read Answer Asked by Dev on October 27, 2021
Q: I own these 3 REITs in my RRSP. I have done extremely well on them and I have reduced my positions. Given that they are REITs and have recovered nicely from the Covid lows, I am debating exiting the positions completely since their upside potential has been reduced. They will never have explosive growth and since they are no longer depressed does it make sense to exit the positions and look for opportunities elsewhere where there is more upside. The dividends are not that large so I don't feel I am missing out from an income perspective.

Thanks,
Jason
Read Answer Asked by Jason on October 27, 2021
Q: Hello Peter,
Are there any issues with having BEP,UN in a TFSA? Is it similar to investing in any other dividend paying stocks in a TFSA ( in terms of receiving dividends ): there are no extra forms to fill out as it is a limited partnership.. Also, if the company is not profitable, what is the thesis of investing in it: great cash flow, part of BAM, and the right sector such as renewable energy. From a fundamental basis, is it better than investing in AQN or NPI?
Read Answer Asked by umedali on October 27, 2021
Q: WPT Industrial REIT was bought by Blackstone on Oct 22, and I was surprised to see the breakdown of purchase details. Of the $22.00 purchase price, approx 19% was paid as disposition price and 81% as a giant dividend. This seems very unusual and costs the holder a chunk of money reflecting difference between dividend and cap gain taxation. I must say this seems unfair. Any comments?
Read Answer Asked by richard on October 27, 2021
Q: Dear 5i team.

May I please have your recommendation for exposure to Materials and Industrial ETFs please.

Thank you.

Read Answer Asked by Arthur on October 27, 2021
Q: I bought the dip in MED after their last earnings call. I am currently down around 20%. It looks like it has stabilized somewhat, and might be on an uptrend. I was thinking of adding to my position, although I'm a bit hesitant to do it before their earnings call on Nov 4.
What's the best thing to do in this situation? Buy some now, and possibly add more after earnings come out? I know you like the stock. This is for my TFSA.

Thank you for all that you do.
Read Answer Asked by Ed on October 27, 2021
Q: BAM.A is up 45.5% YTD. Is there anything you know of that would push BAM.A higher in the next 6 months?

This is one of those tricky / annoying timing questions! BAM.A is currently 8% of all our accounts, so I was thinking of selling 1% to boost our dividend income in an unregistered account. We have some losses from previous years to soften the capital gains.

Thanks!
Read Answer Asked by Robert on October 27, 2021
Q: Can you give me analysts expected revenue and earnings for the upcoming quarter for the following:
Topicus
Lightspeed
Docebo
Thx
Read Answer Asked by Michael on October 27, 2021
Q: I need to raise some cash which one can be trimmed today? Thanks.
Read Answer Asked by Charles on October 27, 2021
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