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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: BEP's recent share split announcement indicated, if I read it correctly, that any fractional shares resulting from the split would be rounded up to the nearest whole share. I owned, pre-split, an odd number of shares. My broker rounded down, and I think I've been cheated out of a share. Is my understanding correct and do I have grounds to go after the broker? Not a huge amount on an individual basis, but if a broker does it to hundreds or even thousands of investors . . .
Read Answer Asked by Lotar on December 18, 2020
Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks
Read Answer Asked by JOHN on December 18, 2020
Q: I note that Covid has ignited a lot of demand in modular construction throughout the world. Today's New York Times has a nice article spotlighting the increasing usage and it appears this is a long term upward trend. Dexterra is about the only pure play stock in Canada and it also pays a nice dividend. Fairfax is the largest holder. I think a long term holder will be amply rewarded.
Read Answer Asked by Murray on December 18, 2020
Q: Could you tell me when they report next and do you think they could possibly be a take over target with their new technology illumin is as great as they say it could be appreciate any other comments i am long on this stock with a price average of 5.20
thanks
Read Answer Asked by Greg on December 18, 2020
Q: Hi,
I have some questions about investing in a taxable account (non-registered) vs a registered account?
1) when to use registered vs non-registered accounts assuming money is borrowed (LOC or HELOC) where the interest can be deducted in personal income tax (high bracket)?
2) what is preferred (to lower tax) to use in case of non-registered account investment assuming one spouse (X) is in the top income tax bracket and the other spouse (Y) is low tax bracket? X and Y joint account or Y only account or X only? Again investment money is borrowed under HELOC (joint).
Thanks,
Read Answer Asked by Kapil on December 18, 2020
Q: If we were to see rotation into value and cyclical stocks in 2021, which 5 Canadian value stocks and 5 Canadian cyclical stocks would you recommend. And what are the probabilities of such a rotation happening? Tnx
Read Answer Asked by Jacques on December 18, 2020
Q: Hello Peter,
From what I have been reading: The cash positions within pension and other investment funds is at historically low levels. The trend over the past few weeks has been a shift from growth and technology to cyclical and value stocks.
On the flip side, the technology sector generally does well to start the new year.
I have done well with growth stocks mostly in the tech sector and have a couple of holdouts such as DXCM, AYX GH that have not performed. And I am also fully invested.
Should I look to raise cash by trimming my gains, which would be in tech, mostly US except for some CAD such as DSG, LSPD OTEX etc? Or, should I sell the growth holdouts for cash? Should I even raise cash and invest in cyclicals and value such as TT, RTX, US financials or any other you may suggest. Or should I just ride the growth portfolio into January and spring of 2021?
Looking for your magic eight ball answer.
Regards
Rajiv




Read Answer Asked by Rajiv on December 18, 2020
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