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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: Peter,

I am confused. The major banks have a year end of October 31st. I can go to Morningstar and the financial statements are already posted. Are these tentative numbers? It would take a lot longer than two months to have final numbers Taxes are not even due until 180 days after year end. As a general rule, how many months after corporate year end do companies release their final financial statements?

Happy New Year and many thanks for all the work this year !

Paul
Read Answer Asked by paul on December 31, 2018
Q: Dec 21- Bad day for US & Can markets 2) Triple Witching Day & maybe Mo/yr end port. rebalancing. 3)Tax loss selling The big 6 can banks especially BNS dropped sharply on above average volume & near/at 1 yr low.Your take please on BNS.Txs for u usual great services & views.Merry X'mas & All the Best for the New Year
Read Answer Asked by Peter on December 27, 2018
Q: Can you please provide analysis on TD, RY, and CM in the current economic /political environment, and your recommendation of which Canadian Bank would be best to purchase at this time based on price, dividend and opportunity?
Read Answer Asked by Linda on December 24, 2018
Q: I am looking for a sanity check. I am a retired income investor so I like covered calls like BMO's ZW series. However I believe the market is at or near a bottom so owning covered calls ETFs is significantly less appealing than owning the underlying stocks, especially since I can claim some capital losses. So, for example, yesterday I sold ZWB and bought RY. Am I making sense? I do realize I am a bit less diversified and I realize I would need to buy a few companies to replace say ZWC.
Thanks
don
Read Answer Asked by Don on December 19, 2018
Q: You answered a question on ECN.PR.C I would like to ask a similar question about ECN.PR.A. It has dropped a further $3 since last Thursday. Do you see any particular weakness other than the general conditions you have answered on previous preferred reset questions? Is the share buyback of ECN common shares weakening the company's position of paying interest? Most of my resets have been called back at reset date and new stock issued at lower rates so I have not replaced them. Is that a possibility here and with the C's? (deduct what you feel appropriate)
Thank you and Best wishes for the Christmas Season
Read Answer Asked by Paul on December 19, 2018
Q: Looking at adding a 2% position of Blackstone (BX) to my RRSP Portfolio. Started following the company in October and has since dropped 25% - close to it's 52 week low. Dividend is now at 8% - seems to fluctuate. Is it okay to buy at this time and is the dividend safe.
Read Answer Asked by JOHN on December 18, 2018
Q: Could I get your opinion on POW? On any length of chart this blue-chip dividend (growth??) company looks poor. Why? Perhaps this Europe exposure? I have had a position for 10+ years and and am back to the starting line. Like the dividend but wonder about future growth of both the company and the dividend.
Read Answer Asked by Ronald on December 17, 2018
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