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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: So, when you give us an update on a particular stock and give it a rating, what am I suppose to do with the stock…. Buy ?
Read Answer Asked by Philip on September 30, 2022
Q: Can you explain how Canadian depository receipts work?
Read Answer Asked by Paul on September 28, 2022
Q: Retirement and tax planning to maximize net dollars during retirement are of interest to me. Can you suggest a few resources that do a nice job with strategies on these subjects. Thank you
Read Answer Asked by Chris on September 22, 2022
Q: A few stocks I own.....junior explorers moz, ske, lio, have fallen dramatically after recently announced pp's that are handsomely lower than where the stock had been trading, much to the chagrin of current shareholders.
Why do you think management is thinking "get the money now" to advance the project even though current shareholders are being punished.
Larger cap companies like eif and neo have also had recent large placements only to see the sp diminish considerably.
What do you think is going on...thank you for ur comments
Read Answer Asked by JACK on September 22, 2022
Q: I regularly read the Q and A section. Several questions mention being down 50% or more on an investment. I too have had similar losses in the past on a couple of stocks. Aren't these losses a result of inadequate risk management? In order to avoid such big losses, can you suggest a selling strategy or point readers to a discussion of selling strategies?

In the past I have employed a stop-loss but isn't that akin to showing the market your hand? In other words, as soon as you enter a stop-loss price doesn't that price then become another data point for algorithms to hunt down?

Any advice/information you can offer regarding selling strategies to minimize losses would be appreciated. No rush to get this answered. Thank you as always for your expertise.
Read Answer Asked by Richard on September 21, 2022
Q: When a company vests rsu, restricted stock units, does that have an effect on the value of a stock.
Read Answer Asked by steven on September 21, 2022
Q: If you sell a stock on the day it pays it dividend,who gets it,the buyer or the seller?
Read Answer Asked by terry on September 21, 2022
Q: I find your Watch List very useful and especially the weekly email of all the questions on the list. However, I can't find a way to delete companies I am no longer interested in. Adding companies is easy but I don't want an ever-growing weekly email. Please advise.
Read Answer Asked by Joanne on September 20, 2022
Q: Is the MoneyShow virtual or in-person only?
Read Answer Asked by Dave on September 16, 2022
Q: Hi, I apologize if this question gets asked a lot but I'm wondering if you could provide me with your thoughts on where you see the market heading. It seems inflation is persisting, although Kevin O'Leary I think made a good point the other day when he commented on how the USA inflation numbers stats don't reflect recent price declines in housing (there is apparently a 6 month or so delay on these stats). I keep hoping to see a recovery getting started but there seems to be little reason for optimism. Thank you.
Read Answer Asked by Jason on September 16, 2022
Q: A few weeks ago, you answered a question about your new approach to INVESTMENT MODEL SUMMARY that will be a part of REPORT analysis. I somehow lost that answer, and would appreciate a rerun.......thanks, Lionel
Read Answer Asked by Lionel on September 14, 2022
Q: TV recently announced:

Trading of the Company's shares has been suspended since August 22, 2022 as a result of the Company filing for protection under the Companies' Creditors Arrangement Act ("CCAA") and this suspension will continue until the delisting takes effect. In addition to the TSX delisting, the Company expects its common shares will also be delisted in due course from the other exchanges on which the common shares currently trade.

Shareholders retain their legal rights and equity interest and are advised to contact their brokerage where shares are held regarding retention policies for unlisted shareholdings and potential for shares to trade in over-the-counter markets.

Can you please guide me as to what my options are.
1) are the shares I hold virtually worthless or is there a decent possibility that if I hold onto them I will receive something? what would you put the odds of getting something at and what do you think it would be relative to their last closing price of $.205
2) If I wanted to sell the share in the "over-the-counter" market they refer to, how do I do that
3) if it were you, what would you do?

Thank you for your advice

Scott
Read Answer Asked by Scott on September 14, 2022
Q: Hi there. In light of last week's BoC's decision to raise interest rates by 75 basis point I was hoping you can help me understand why the banks have yet to raise the rates they offer on their 1-5 year GICs. When I look at the rates that were offered last month vs. now they are basically the same. I was hoping, maybe naively, that I'd see at least a 50 point increase across the board but nothing yet.



I know when the BoC raises rates the banks will increase their variable mortgage rates the next day so what gives? Did the banks already raise their GIC rates in anticipation of the announcement, is there a lag and they’ll raise rates in a few weeks or will they gauge market demand and offer the lowest rates they can get away?


I'm looking to create a 1-5 year ladder and I'd hate to do it now only to see the rates offered on GICs go up 50-75 basis points in a few weeks. Thanks for your insight.
Read Answer Asked by Clinton on September 14, 2022
Q: Interactive Brokers has a program called "Stock Yield Enhancement Program". I do not see this being offered by all brokers. Assuming the criteria is met to participate in the program, why wouldn't everyone be doing this - what would be the major risk participating in the program?
Read Answer Asked by Craig on September 12, 2022
Q: Hi Peter
A followup to Stanley’s question on % of covered call ETFs in a portfolio.
Do you have a recommendation on max percentage of covered call ETFs in a diversified portfolio?

Thanks
Read Answer Asked by Greyhair on September 09, 2022
Q: Is there a site which lists the preferred share reset dates for the TSX. If not is it possible for you to list a few that reset after October 1 and rank them from best to worst?
Thanks as always, Bryan
Read Answer Asked by Bryan on September 08, 2022
Q: Golly this is something that I wrestle with - as there are 4 members in the family, I spread a holding position across more than one of the four accounts. But now I'm questioning the appropriateness of this approach. I'm lending to holding such a stock position in one account while at the same time, doing my best to have a diverse mix in each account. What is your take on this??? Much appreciate your input....like get another point of view.........Tom
Read Answer Asked by Tom on September 06, 2022