Investment Q&A

Q: Regarding today's question about form t1135, I've read elsewhere that you do NOT have to fill this out if the foreign stocks/ETF's are in a registered account, such as an RRSP or TFSA. You would need to do it if they are in a cash account. Is this correct? Thanks for clarifying.

Alan

Q: Hi 5i team, Am I right in thinking that with new US legislation, a Canadian citizen will have to file a form if owing more than 100K's or more's worth of US stocks; even if this is held in a Canadian account, indeed, in Canadian $?
Thanks as always. Henry

Q: What do you think of holding the Pimco PGI.UN as an alternative to cash? They seem to have a strong yield and little volatility. Thanks.

Q: I am a share holder of Elk Water Resources (ELW), now I have some rights that are also in my account. My broker has informed me that for every 4 rights I can buy one new share at $0.1/share. I have never seen this before, is this info correct and it seems to good to be true buying the shares for $0.1/share when they are trading at $0.78/share? Why would a company do this and does it also mean that there is additional dilution coming to all existing shareholders because I assume the additional shares will be issued by the company??

Darcy

Q: If I remember correctly, did you ever mention that bloomberg had a feature that showed how companies reported earnings over a certain number of quarters? If so, is there any way it could be incorporated into the site? For example, include it in the monthly portfolio updates?
Thanks again

Q: Hi Peter, Ryan & Co.,

I came across this in a Rob Carrick column; you, and many of your members, might already have seen it but I enjoyed and thought that it might put a smile on a few faces for those who haven't yet seen it.
http://www.fool.com/investing/general/2014/08/12/an-honest-stock-market-update.aspx

Publish at your discretion, no reply necessary.
Have a great weekend!!
Cheers,
Mike

Q: I have a number of old stocks that are defunct.Is there a website that can provide info on these stocks. I need to track down some info for the cra. Thanx Robbie

Q: Further to Marios question regarding comments on Q&A section for a specific symbol, I was not able to find them neither.

The link you posted resulted in a "Page not found" either logged in or logged out.

Clicking "Members" then "Investment and Company Questions" take us back to the general Q&A section, exactly the same as clicking on "Read Question" under "Latest Questions" (Link = https://www.5iresearch.ca/questions)

I was looking for comments on top of the symbol search result page or something like that.

Did you mean you posted comments to similar questions and want us to search the symbol and read the comments so you do not have to repeat it?

Thanks

Q: A comment on Badger BAD. On Market Call Tonight on Monday evening Aug 11, John O'Connell of Davis Rea responded to a question on Badger by saying "I had a quick peek at their earnings when they came out this morning...." then proceeded to say revenues were up but margins were down etc., basically describing the results that were released this morning.(The video is available on the BNN.CA web site.) What do you make of this? Is it possible Badger gave Mr. O'Connell an early look at their results?

Q: Hi,

Just a quick question, You mentioned a few times that answers have been posted in the Q&A section. For some reason I can't find that section.
If you are so kind would you please post the direct link.

Thanks

PS also for the last few days the right column (search and categories) is pushed down bellow the content. Same browser as before (FF)

Q: Hi folks:
I can only find 9 stocks on your site with ROE greater than 20 percent. Most of these are quite expensive. Would an A+ stock with ROE around 15 % offset the need for a 20 % return?
Charles

Q: A couple of my holdings have been punished for reporting weak quarterly numbers, namely Parkland (PKI) and Newalta (NAL). Here's my question: I hear some people say that one weak quarter is often followed by another, while others say that one quarter is too soon to decide on a stock. Could I have your comments on PKI and NAL, as well as on how to decide whether a bad quarter is a harbinger or a blip. Thanks very much.

Q: Just a comment supporting your article about increasing dividends. I bought Canadian Energy Services (CEU) in 2007. Since then the dividends have grown to the point where I am currently earning at an annual rate of 48% of my original purchase price! Keep up the great work.

Q: Hi - can you please let me know of any website where I can enter a share symbol and the date I purchased it and the overall gain or loss will be calculated? Some of my shares go back 15 years or so and I would like to see the overall return with dividends.
Thanks!

Q: Hello: Further to the August 06, 2014 question asked by Paul about the recent market declines... If someone has cash to invest, what would you recommend? Wait till close to the end of Sep.? Wait x weeks to see if the markets "settle down"? And, please tell us where and how to look for the volumes you mentioned? (Total market or individual stocks or etf's?)

Just a few days ago, I invested about $100K in some US etf's. They are, of course, now down about 1.5% to 2.5%. I have a further $275K to invest. Is it best to wait?

Q: I want to find the short position of a particular stock trading on Toronto. I think this info is available somewhere on the TMX website but all I've come up with is the top 20 biggest positions for the Exchange. Help? Thanks, J.

Q: Some discount brokers (e.g. IB) do not make currency conversion at the time of purchase of US$ denominated stocks or funds, and return money when you sell in any denomination (USD or C$)you choose. Since there has to be conversion some where. My question is; Is there possibility of being ripped off? Where is the best place to convert currency; Bank or brokerage? My TD banker advised me that I will get better rate at TD Brokerage.

Q: I want to have more of my portfolio in US $. Some Canadian stocks trade on both the NY and Toronto exchanges (e.g. Magna). Can I avoid all the hassle of US holdbacks and other tax issues that apply to a non registered US$ account by simply buying a good quality Cdn stock on a US exchange? If so what stocks would fall into this category that you would recommend with a bent towards growth?

Q: Hi Peter & Team,
What is the way to calculate an estimate to a target price based on: forward P/E or Price/Cash Flow or Price/Sales or any of "per share data".
Is there any other data I need? or where can I get this info?
Thanks,
Morris

Q: Hello Peter & 5i Team
As a Canadian expat living in Europe, my current equity portfolio includes (in order of magnitude) European, Canadian, US and Australian equities. Given your experience in the industry, I would be interested in your views of international markets. More specifically, would North American markets provide better/worse growth/income etc than European markets or vice versa. I appreciate this is a very broad question that includes currency risk among others but I was wondering whether there is a "common knowledge" within the investment industry of the pros/cons of investing in the various markets with respect to quality of company reporting, dividend issuance, growth potential etc.

Your insight is always appreciated and I am constantly learning from your replies and reports. Thank you.