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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: If a company gets taken out are you better owning A shares or B shares
Read Answer Asked by lynn on July 12, 2024
Q: How should one employ the forward price to sales multiple to determine value? What Iím trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,

Jason
Read Answer Asked by Jason on July 11, 2024
Q: Hi. What is the benefit of purchasing a U.S. corporate CDR? Breifly, what is the process for doing so?

Dave
Read Answer Asked by DAVE on July 09, 2024
Q: I have a stock that's gone to zero in my TFSA; I assume this is the one my brokerage is referring to when they say "You hold some securities that may be subject to CTO...etc etc.. you may apply to gift each security to TD Direct Investing".
The stock's already been delisted. What do they want with it and how does it help the account holder? In this case, it doesn't help me at all, does it?
Read Answer Asked by Molly on July 08, 2024
Q: My teenage daughters have some extra cash from grandparents and odd jobs. I currently maximized their RESPs but would like to see them invest the money in some stocks to have them learn first hand about investing. I realize you arenít tax experts but wondering if you could point me to how best to do this. I understand I have to be account holder so for them to get the stocks I would have to sell them when theyíre 18 and I pay capital gains or is there a way to transfer it to them and they pay capital gains tax? Any help on this would be appreciated.
Read Answer Asked by Everett on July 05, 2024
Q: Follow up on your SBC comment on HPS:
there is nothing in the SBC situation that should be of any surprise here. If options are granted then there are consequences.
My point is: management is fully aware already of SBC impact so why would they wait for quarterly results with disclosure?
Donít they have a duty to disclose material information impact ahead of the results?
Read Answer Asked by JR on July 05, 2024
Q: My question is about "keeping cash", I read that prudent professionals like to keep between 10% and 20% on portfolio. Can you share your view on this? Thanks
Read Answer Asked by Fernando on July 04, 2024
Q: Robo-advisor's.

What is your opinion?

Would you recommend the best one?

Thank you.
Read Answer Asked by Ross on July 03, 2024
Q: Jean asked about converting USD to CDN and you replied with Questrade steps. For TD I use the following: https://creditcarrots.com/norberts-gambit-td-direct-investing/ It is important to follow exactly i.e., when selling click the sell button on top right NOT the sell button beside the DLR shares. Or just call TD when ready to sell.
Read Answer Asked by Dan on July 03, 2024
Q: I would like to bring back some money from my US direct account to my CDN direct account, what is the best method and how would I do it?
Read Answer Asked by Jean on July 03, 2024
Q: Hello 5i, Could you explain when a stock on the TMX trades and states the day volume was - Volume:630.59K Consolidated Volume:1.13M. What do you go by to accurately know the volume of shares traded that day and the price range.
Read Answer Asked by Michael on July 03, 2024
Q: iTrade, In my RRSP/TFSA/Margin accounts, If I transfer US securities on my CAD side to my USD side, are there any charges?, I'm thinking not, since they are just moving it (journaling).
Can you please clarify it for me.
Read Answer Asked by Fernando on July 02, 2024
Q: Hi,
I'm curious about a listing for Intel on the CBOE Canada (formerly NEO) exchange. Can you please tell me if it is the economic equivalent of INTC on the NASDAQ, and can it be bought in a Canadian dollar RRSP account? Are there currency implications an investor should be aware of?
Thank you very much. Michael
Read Answer Asked by Michael on July 02, 2024
Q: Where would I look to find yearly historical AUM numbers for ETFs and Mutual funds traded in Canada? Thanks
Read Answer Asked by Raymond on June 28, 2024
Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbertís Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.
Read Answer Asked by Julie on June 28, 2024
Q: Everyone, I have been investing since 1981 and during that time very few people are interested in talking about investments. My two adult children are the same. Any ideas how I can get people talking about investing money? Clayton
Read Answer Asked by Clayton on June 25, 2024