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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: I hold the shares in the following companies, (ATD.B, CCL.B, CSU, L, NFI, OTEX,PEO, PHO, SHOP) but need to sell to free up some cash. NFI is the only one in the red at this point in time based on my purchase dates. Can you order them - first to sell to last to sell - for me. Thinking of future potential.
Thanks
Michele
Read Answer Asked by Michele on February 15, 2019
Q: Appreciated your answer about the liberty checks. Now on to part two. Why were the liberty checks directed and sent to individuals rather that directed to the health care system and the education system in the United States? The whole thing looks like a casino to me.
Thanks,
Capreol
Read Answer Asked by Richard on February 15, 2019
Q: Hello team,

What is wrong with FDA wanting to review CorMedix's "full data set including secondary endpoints from the LOCK-IT-100 study to facilitate FDA's consideration of CorMedix's request to file the New Drug Application (NDA) for Neutrolin on the basis of the LOCK-IT-100 study results."

Why the 27% drop after the meeting with FDA and willingness of the company to provide the data and fully cooperate?

Hold, Sell, or Average down on CRMD?

Thanks as always.
Read Answer Asked by Saeed on February 15, 2019
Q: I am looking to add half a position of another tech company [currently I hold only Constellation. What would you recommend for a conservative investor [aged 72] with a pension and balanced/income portfolio.
Read Answer Asked by Ellen on February 15, 2019
Q: I am just starting to research bonds as I don't own any and think it's probably a good way to diversify, especially when the recession hits. Is it a good time to start purchasing bonds? Which bonds would you recommend? Please recommend some reading materials to get up to speed on the subject.
Read Answer Asked by Grant on February 15, 2019
Q: which is a better buy - TFII OR SJ OR MX at this time based on overall return perspective over 3-5 yr time frame. thanks r
Read Answer Asked by RUPINDER on February 15, 2019
Q: hello Peter, can you please advise which stocks pay dividends in USD (from our model portfolios or otherwise solid names). Also, do most brokerages will keep in USD or convert to cdn. I noticed in my DISNAT RRSP account, dividend from BAM were in cdn dollars. \not sure if they converted to cdn, if so then, may move account to BMO INVESTORLINE or INT BROKERS.
Read Answer Asked by RUPINDER on February 15, 2019
Q: Hello 5I Team, Thanks for the great service that you provide.
I'm getting quite impatient and nervous about TSGI missing the 2019 bounce and suspect that USA potentially clamping down on gambling will remain a strong headwind for the foreseeable future. Would it be a better idea to get sell my position 4% total portfolio and re-invest in one or more of SHOP, GSY or CSU? If so, what would your order of preference be.

Thanks

Read Answer Asked by Abhishek on February 15, 2019
Q: I was just about to buy CSU when I noticed a good report and it shot up 12%! Is it too late? I'm looking for two long term holds, minimal volatility, for a 2.5 % position each. What two do you like and why?
Read Answer Asked by Graeme on February 15, 2019
Q: I am wondering about the appropriateness of your Balanced ETF fund being held in either RRSP or TFSA from a tax perspective.
Read Answer Asked by Steven on February 14, 2019
Q: Want to give the ETF and Mutual Fund Newletter prepared by 5iR is well worth the read. I'm a long time subscriber but never seriously read it as I'm focused on stocks. Of late, I am burrowing into this Newsletter as
I discovered that there are good points that carry over to equities. Just want to share this with you. And feel free to post it on the Q&A 5iR web site or elsewhere.....Tom
Read Answer Asked by Tom on February 14, 2019
Q: Re: your answer on FCR today "The move will lower the company's cost of capital (probably). It makes sense, and most investors have likely been treating like a REIT anyway. It is a real estate company with a portfolio of assets, with a high dividend. Similarities exist already. It will be similar to others, but with a retail focus, but at least anchored by grocery stores and drug stores. It will 'probably' be a taxable conversion, so this may annoy some long term shareholders with embedded gains. "

On your last paragraph saying "will probably be a taxable conversion" that means holding FCR on non register a/c
may get taxable conversion.
I hold 1013 shares in cash a/c and have 28% gain, so should I sell before the conversion?
Thanks as always,
Tak
Read Answer Asked by Tak on February 14, 2019
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