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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: Hello,
I have my accounts with Investorline. I have access to research reports from both S&P Global (quantitative stock reports) and Morningstar Equity Research as part of their service. Are these a good source of information or would you have any red flags that I should be aware of before using these as part of my research?
They also provide analyst ratings and target prices which I always take with a grain of salt. I know in past comments 5i doesn't view these favorably but do these offer any value to investors or should we just ignore these?
Reason I ask is there are always guests on BNN that do not view analysts very favorably for independence and other reasons. After hearing this many times, it gives one pause.
Thanks,
Dan
Read Answer Asked by Daniel on May 28, 2018
Q: Thanks for the great service. I have a general question I hope you can answer for me. My understanding is that when a person passes away, their investments are deemed to be sold on the date of their death for tax purposes. However, can these investments, (stocks, mutual funds, ETFs, etc.) be transferred directly to the beneficiary (not a spouse) without being sold? And would this be true no matter what type of account? (Cash, RRIF, or TFSA)
Thanks for your help.
KEN
Read Answer Asked by KEN on May 25, 2018
Q: Regarding questions on SIS and other companies that announce earnings release dates. Some announcements are made before the market opens while others are after market close. Do you think there is a tendency to announce after market close if results aren't stellar and to force share holders to sleep on it rather than announcing before market open and having a knee jerk panic sell off? Although some may worry until market opens in the morning and selling could be just as bad. Have you ever pondered release time frame versus good/bad results?

Thanks
Dave
Read Answer Asked by Dave on May 09, 2018
Q: Hi 5i,

This is a general question but I listed Tesla as an example. I am curious about the influence of shorts on a company's stock movement. I have a friend who says that the price of, say Tesla, is held back by a large number of outstanding short positions. And, ... if the shorts start to be removed, Tesla stock will take off. My own belief is that there are many significant factors on what a stock moves up or down, and I would say, shorts play only a minor role in the price movement. So my question, how significant are the short positions in price movement ?
Read Answer Asked by Jim on May 09, 2018
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