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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: Hi, I just read the updated report on Wispak Ltd. In the report card section you've noted the debt/equity as being 0. Can you list the names of some other companies that have a debt/equity of 0? Are there others? Thank you.
Bashir
Read Answer Asked by Bashir on June 01, 2014
Q: Hi Peter and Team, Please advise the implication of YGR's share consolidation.

Thank you.
Read Answer Asked by CONNIE on June 01, 2014
Q: I asked a ? the other day about where to access insider trading info on companies & 5i did not have an answer other than to say call my investment bank, which I did. Sedi.ca, click on no. 5 option-takes you to another page where in top left you click on the info you want to access. FYI..JP
Read Answer Asked by James on May 30, 2014
Q: Hi Peter and team, what are the 2 or 3 best Canadian investment conferences you would recommend to attend? Thanks, Gervais
Read Answer Asked by Gervais on May 30, 2014
Q: Where can I go to get info on insider trading at companies and reporting dates-thank you...JP
Read Answer Asked by James on May 28, 2014
Q: Sector Allocation Question: In addition to your great service, I use RBC's Direct Investing to analyze and balance my portfolios. The sector Categories RBC uses seem to line up nicely with yours,with one exception, namely Real Estate. Where would you place stocks like HR.un, DIR.un, CWT.un, AP.un,AAR.un,RUF.u, RIO.un?

Thanks.
Read Answer Asked by Donald on May 28, 2014
Q: What would the benefits to a company and shareholders be that it would get share buy-back approval, understanding it needn't be done, and then announce a 2/1 split? It seems that the 2 actions are contrary. Thanks, Gayle
Read Answer Asked by Gayle on May 28, 2014
Q: As a beginning investor what would a good resource be for looking up the data behind the acronyms and phrases commonly used when discussing stock evaluations: EBITDA, P\BOOK, PAYOUT RATIO, P\E, ROE, P/CASH, debt levels, etc. I know what they mean but where can I go to research the information on specific companies so that I can invest wisely, with a long term plan.
Read Answer Asked by Jeff on May 28, 2014
Q: As a new member I have a question to ask. What are your thoughts on using technical analysis and seasonal analysis in your investment decisions. This concept has come very popular with Don Vialoux and Brooke Thackray. They feel it is superior to buy and hold. I know your service mostly does it from a fundamental perspective but would like your opinion on this subject.
Read Answer Asked by Kevin on May 27, 2014
Q: Hi Peter,

My condo is for sale; Any thoughts on where/how to invest the proceeds in the most tax efficient way? Right now I have a decent income. Should I still be in dividend paying stocks/etfs? Are growth stocks too risky at this point? Thanks for any ideas!
Read Answer Asked by Boyd on May 27, 2014
Q: Peter

You were going to provide a link to the online dividend presentation that you gave This was going to be under the media section I have looked several times and have not been able to find it Could you please send me the link Thanks Paul
Read Answer Asked by Paul on May 25, 2014
Q: Dividend reinvestment gives impressive returns for a stock like Royal Bank. But after 20 years, how do you calculate the adjusted cost base foe tax purposes? Would it be easier to buy more stock periodically on the open market with the dividends. Do you pay tax just the same even if you are in the company's reinvestment program? In the example given by one of your subscribers on Royal Bank, were taxes paid taken into account? Thank you.
Read Answer Asked by Francis on May 25, 2014
Q: This question is about adjusted cost base. Say I own the same stock in 2 accounts (one unregistered, the other an RRSP), purchased on separate occasions. If I want to sell the non-registered stock, would my ACB be the average of both purchases?
Thanks for clarifying!
Read Answer Asked by chris on May 25, 2014
Q: Hello again 5i,
Another question regarding my intention to sell stocks in my RRSP and buy fixed income. I have wondered, since I already have the stocks, whether I wouldn<t be better to simply put a stop loss on the security and let it ride, rather than selling it outright. That way I would still have the income from the stock and would be protected in case of a downturn. If the stop was triggered, then I could buy fixed income. What are your thoughts on this stragegy? Am I missing something?
thanks
Read Answer Asked by joseph on May 23, 2014
Q: Hi Peter and all,
I have been purchasing flow through shares for a few years and overall, I don't think I am ahead. Have been letting some roll over into the associated mutual fund which have zero cost base and like the idea of temporarily using the 1/2 that is otherwise taxable for my own account. Do you have any advice on what to look for when selecting the best issuer of flow throughs and secondly is there any good way to decide if the shares should be allowed to roll over at the end of the holding period or should the flow through be sold immediately? Thanks Will
Read Answer Asked by WILLIAM on May 21, 2014
Q: Hi Peter &team, Could you explain what is Subscription Receipt Offering? Is it offering of new shares with favorable term to the debt holders of the company? I am referring to here is financing of SWY's diamond mining construction. MN
Read Answer Asked by Motoi on May 21, 2014
Q: Hi Peter: My husband and I who are both in our mid 70's have sold our house and so have a lump sum to invest. We are retired so looking at fairly conservative investing. We are considering investing in ETF's and would appreciate your guidance as to the percentage diversification between Equity ETF's, Bond ETF's and cash equivalents. Thanks Judy
Read Answer Asked by judy on May 21, 2014
Q: Are we approaching a bear market? Tim Shufelt, in Sunday's Globe and Mail, Quoted Denis Mark of the National Bank, and others, who pointed out that while the indexes might not have fallen off, that is largely because of the movement of money into large cap stocks. The 'average' stock, he said, was down 10-12%-27% on S&P-TSX-NSQ from its highs, depending on the index. He called it a stealth correction, and said it would soon spread to large caps too. Any advise? The TSX has fallen 8 of the last 10 sessions now.
Read Answer Asked by John on May 21, 2014
Q: Hello - I would like to swap stocks between my self directed RSP and US cash accounts. To do this, I would like to sell company A in my SDRSP and buy it back in my US account. I would like to sell company B in my US account and buy it back in my SDRSP account. The market value is about the same for both.

My question is about the 30 day rule. Company B would trigger a capital gain so I would have to pay that tax. Since there is no capital loss, does the 30 day rule apply in any way for repurchasing the stock?

Thanks
Read Answer Asked by James on May 21, 2014
Q: Preferred Shares
Why do some companies use "Series" and "Letters" thereby making the nomenclature very confusing?
Thanks
Read Answer Asked by David on May 18, 2014
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