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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: Morning 5iTeam, During the 1918 pandemic, how big of a hit did the financial markets take in Canada and the States? And how how long did it take for both markets to recover to pre-1918 pandemic levels?
Cheers and your great work is much appreciated.
Read Answer Asked by Harry on April 27, 2020
Q: Dear Team,
Of all the Mawer funds, which one or two would be your preferred choices?
And yes, your information and services have been excellent in these uncertain times!
Thank you for that!
Read Answer Asked by Sigrid on April 27, 2020
Q: We have had 10,000 shares at an avg cost of .58 cents of Medmira sitting in our portfolio for years - assuming it was pretty much a dead duck In the last few days, however, it has sprung to life quacking with an announcement of now providing C19 testing kits . I've read the news info but cannot determine if this is just a flash in the pan and we should grab the money and run. Or, is there something really here that might be a business that can bring the share price up to or past our average cost. Would appreciate your experienced eye in looking at this situation and hearing what your thoughts might be.
Many thanks as always.
Read Answer Asked by Alexandra on April 27, 2020
Q: In response to the question about DowDupont's splitting into 3 entities and the subsequent tax handling, the spin out is recognized by CRA as an
Eligible spin off and you can elect to defer tax implications and restate the ACB of the 3 spin offs to accurately reflect this. Below are some links that may be of use to you.

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/eligible-spin-offs.html



Defering tax

https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/information-canadian-shareholders.html

Cheers
Scott
Read Answer Asked by Scott on April 27, 2020
Q: For an investor in there 60's , what percentage of cash would you recommend should be in a portfolio. And if one is to reduce is exposure to equities at this time, how would you recommend reducing, i.e. a percentage across the whole portfolio or picking individual stocks,

thanks, Jean
Read Answer Asked by Jean on April 27, 2020
Q: I have room in my TFSA for one of DSG, ENGH, or KXS. Which would you choose and why. I'm in my late 80's so my time frame is 3 to 5 years.
Read Answer Asked by George on April 27, 2020
Q: Hi Team,
I am wanting to buy both VEEV and DOCU as both long term growth plays, and to play into their current momentum. I don't have any free cash right now, so have to trim from a couple other stocks to do this. I was considering trimming half of my SQ holdings to buy DOCU, and trimming half of my TWLO holdings to by VEEV. Do you see any issues with these moves? Also, being that VEEV and DOCU are in high momentum right now should I wait for a pullback or would it be OK to buy these at current levels? Also...do you see VEEV and DOCU holding up after this covid scare is gone, or do you see risk of these momentum stocks falling on their face once the virus scare diminishes? Thanks for your advice!

Shane.
Read Answer Asked by Shane on April 27, 2020
Q: Which of these 3 companies have the type of business that will thrive post COVID 19 and would it be a buy recommendation?
Thank you
Read Answer Asked by Larry on April 27, 2020
Q: TFI just reported it's latest quarter. Could I get your comments please and how would you rate it, still at a B+ ? Thinking of averaging in to a small position over the next 3 months, thoughts on this plan?.....but always open a better suggestion. Primary objective is dividend growth with some capital appreciation. Thanks Ron
Read Answer Asked by Ronald on April 27, 2020
Q: Been following SUP for sometime & am puzzled ? What I know : NDG recently purchased 10% of shares for $1.27 M. Board members also recently added $ 705000 buying shares. None of this made much movement in the price. It has been moving up slowly for the past 3.5 months from $0.07 to $0.30. Then this Friday , it jumped $0.075 ( 23.8%) = $0.39 on a volume of 197657 shares ( barely nothing.) Question :the injected $ from NDG and the board members hardly made the stock move ? Are these preferred shares ? Question : Friday, I can assume maybe 50 people bought 4000 shares each at $0.35 = $1400 = total $70,000 and that made the stock jump 23.8 % . Do you see anything happening in this company ? Appreciate your input. Thanks.
Read Answer Asked by Frank on April 27, 2020
Q: Hello,
I own shares of Clarke Inc. They recently spun out Terravest, which I know little about. Terravest seemed to be about half of the value of my original Clarke investment. Clarke a few years ago provided 2 large $2 per share dividends but has not paid any dividends since. I haven't looked into any details of the spinout, though Terravest has dropped about 10% since then. It is holding up better than the market. Can you give me further insights into these 2 positions and whether either are worth holding or adding to? Each represents about 1% of my portfolio. Use as many questions as needed. Thank you.
Read Answer Asked by Tulio on April 27, 2020
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