Investment Q&A

Q: I like to check on insider ownership of stocks (I use INK research) but do not understand a lot of the below listed terms. Could you tell me how I can tell exactly what they mean or where I can look up such terms?

Convertible Debentures A (Sept 2014) Options
Rights Deferred Share Units (DSUs) Rights Executive Share Units
Rights Performance Share Units
Subscription Rights
Units Restricted Share Units

Q: Hi, It was nice to watch Peter's BNN appearance on Wednesday. Very thorough and objective !! And, yes a US stock pick was interesting. Enjoyed the show.
It was also very reassuring to see Constellation Software as a Top Pick, even with the recent bounce. Clearly shows your conviction in this superb company, from the early days. Your comment about memebers' questions, which is the next comparable company with similar attributes - " The next Constellation Software is Constellation Software, itself" confirmed your confidence. We have a large position across all family accounts and have benefitted tremendously over time. Thank You.
My question is - How do we ascertain, if there has been institutional interest/buying of a stock, over certain time period ?
Yesterday, Canaccord Technical Analyst repeated Constellation as a Top Pick and mentioned that they have seen institutional buying and volume going up over past 6-8 weeks, which is healthy and a strong positive indicator.

Thanks again for your insight.

Q: Hi where would I find a source showing institutional buying/selling please? thanks Rick

Q: about the question for a stock screen for Relative Strength Index.....
Stock Trend is a Canadian site that analyses RSI for each stock on Cdn and US stocks
https://www.stocktrends.com/main.php

Q: Hi there,
I use VectorVest which is great for a lot of things but it does not allow to sort/filter based on RSI. I can't find a function anywhere that allows me to identify the most oversold stocks (aside from the Globe's once a week article). Do you know of a tool that can be used to sort and identify stocks based on RSI?

Thanks!

Q: to what extent should novice investors use price alerts or price targets to monitor their holdings? It's kind of like asking when to sell?

Q: My question is to do with more general knowledge of the products available, especially in some ETF's. My question is regarding Hedged to Canadian ETFs. When they say "Hedged", does that mean the Canadian Dollar is Hedged to the US $ in both directions, up and down? In effect, does the Canadian dollar become a US $? We would then not get the benefit from a Canadian $ that is dropping in relation to the US$, nor would a rise in the Canadian $ in relation to the US$ hurt us?

I hope you understand my meaning in this question and I thank you for your answer.

Q: Good Morning

According to my broker's website IPL insiders performed the following transactions on December 31, 2018:

NATURE OF TRANSACTION SECURITY PRICE
Rights Exercise Rights Restricted Share Units $19.18

Over 140,000 share units were involved

Can you please explain as to what these transactions are all about ? Are they rights not exercised? Further are these transactions positive with respect to the activities of the insiders?

In general what is your opinion with respect to the activities of the IPL insiders?
Thank you as always for your insight.

Q: A warning to Jim concerning moving his shares in the Brookfield Co to his USD account because of dividends paid in USD: I called Qtrade (my broker) to find out if the USD dividends paid by my Canadian companies (including BEP) were deposited directly in my USD account. They actually convert the dividends to CAD and then reconvert them to USD before depositing the cash in the account (I moved all these shares back to my CAD account). I would advise you to check with your broker if they charged conversion fees twice.

Q: When Is Peter or Ryan next scheduled to be on market call, if anything has been set up yet?
Thanks

Q: Hello -
I currently own BIP.UN, BEP.UN and BPY.UN in a CAD RRSP account. These three stocks pay dividends in USD. I do already have a USD RRSP account that holds American stocks. Would it make sense to move these three Brookfields to the USD account to avoid the exchange conversion fee when I receive quarterly dividends? I don't believe there is any issue in holding Canadian stocks in a U.S. account.

Thanks.

Q: Canadian BT global growth fund is up 11% this year, rose 15% last year, and has beaten the S&P/TSX Composite on an annualized basis since inception in 2006.
What are your thoughts on this fund? How has it performed so well?
E.g. Versus the 5i managed portfolios down by 10+% last year, how did it manage to rise +15% last year?

Q: Hi guys,
Your thoughts on Forex trading?
thanks,
Jim

Q: Hello! I have identified a Canadian small cap mining company that would be a good allocation fit for my TFSA. It trades on the TSX and NYSE. As it happens, I don't have enough capital in my CAD TFSA account to make a meaningful purchase. I do have enough in my USD TFSA account, however.

My options would be:
- transfer the cash from the USD to CAD account
- raise the capital by triggering a CAD account sale
- buy the US listed shares

Is there anything to be aware of when buying the US listed shares in this case?

And, more generally, where would one exercise caution? I'm thinking of a situation I've seen where US listed shares trade at significantly lower volumes.

Thanks for your consideration.

Q: https://www.theatlas.com/charts/S1mAAANEz

Warren Buffet has not outperformed the S and P 500 in years.

He is nice, loves TV appearances but buy the S and P 500.

Q: In my usa dollar rrsp account I would like to sell some of the holdings (all funds received will remain in the account) . I will re-purchase 2 of the same stocks in the future. What will the tax consequences be if the purchase is made prior to 30 days? Thank you for your time. jane

Q: This is in reference to Grant's Feb 15 question on reading materials in relation to bonds and fixed income investing. I found Hank Cunningham's "In Your Best Interest" to be a very good and useful book. It has the advantage of having a mainly Canadian focus. He also helpfully answered a question for me when I cold-emailed him, which was very nice of him. I also liked the parts of Benjamin Graham's "The Intelligent Investor" that dealt with managing a balanced portfolio of investments and using strategic rebalancing between fixed income and equities to good effect and for risk management.

Q: This may be of interest to some members:
https://www.bloomberg.com/news/articles/2019-02-14/energy-companies-perform-better-when-ceo-pay-isn-t-tied-to-production

Q: Regarding IPL’s Q4 results. I do not understand how they determine their payout ratio as 60.2 % when their dividends are $1.68 per share and their earnings are $1.53 per share.

thanks
Don

Q: Some (including Phil Town) are concerned that this is at or above 30. I believe the historic average is about 15. I am also told that an increased Shiller has preceded market crashes historically. I would appreciate your comments in particular as to whether a market crash is in the cards after such a prolonged bull market - a record at 10 years if I recall. Thanks! (Publish this question if you wish)