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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: On June 10 you answered a question on portfolio weights,saying that you would generally consider a good portfolio as having 25 stocks, making 4 percent a full position. How would etf’s figure into this scenario? I know that you have often said that one should have at least a 5percent position in an etf. Is that suggestion for a portfolio of 25 stocks?
Thanks again for the excellent site
Read Answer Asked by joseph on June 10, 2019
Q: Two general questions:

My ACB on RPI is approaching zero. When I eventually sell, will Revenue Canada consider zero as the minimum possible ACB or am I expected to continue to calculate an ACB once it goes into negative territory?

This is likely more of an issue for my eventual estate, as I assume once one gets to ACB one just collects dividends unless management does something really silly. Is there any other reason to consider selling a reliable dividend payer once ACB gets to zero?
Read Answer Asked by David on June 10, 2019
Q: When viewing bid & ask lots under quote details for a particular stock: how many shares equal a "lot"?
Read Answer Asked by James on June 10, 2019
Q: Hello 5i I was hoping you could help me evaluate iep. It seems to have a low p/e of around 5x, but the growth prospects over the next 1-2 yrs dont look positive. Has a big dividend with a yield of around 10%. This company seems to have done well for its shareholders over the years. Wondering what you think. Thanks
Read Answer Asked by pietro on June 10, 2019
Q: What's your current position on Beyond Meat? Is there any "moat" around this thing to protect it from competition? It seems like any company in the food processing industry could compete. What's the short position like?
Would you advise subscribers to even consider a short position or could that just result in being trampled by the herd?
Read Answer Asked by Larry on June 10, 2019
Q: Following up John's question on preferred shares. Can you recommend your top 3 picks for preferred shares. Thanks
Read Answer Asked by Curtis on June 10, 2019
Q: Trying to decide what to do with this company which has done very well recently and is now selling above analysts one year target. After being under water for a couple of years I'm now up 30%. It's grown to 50% of my TFSA tho' less than 3% of my overall portfolio. Should I stay the course? Reduce? Sell outright and hope for a dip?
Appreciate your comments, please.
Read Answer Asked by David on June 10, 2019
Q: How do companies decide on which exchange to list their company?

I see many questions on 5i specifically regarding Canadian companies listed only on the Canadian exchanges (eg. LSPD) sometimes both Canada and the US (like SHOP), or possibly only on the US market (LULU). And recently SDX going off to England, I believe.

Many of those questions relate to portfolio re-balancing thanks to PA.

So, all of this leads me to wonder what goes into deciding where to list a new company.

What would a “checklist” look like for making this decision? (Canada vs USA vs both).
As a general rule and given the size of the American market wouldn’t they be better off listing right from the get-go on the NASDAQ?

Thanks for the “lesson”.

Read Answer Asked by Donald on June 10, 2019
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