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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 am 68 year old married male. We are not pinched for money. I have been involved with the stock market and we doing OK due in part to 5i’s influences. Thank you. I / we have never borrowed money from the broker to buy any stock. I am thinking of buying either AEM or KL. One option would be to sell SYZ which we have held for years and is our smallest Tech position. Sort of hate to give up the dividend. Another option would be to sell some of our CSU which we have also held for years and is our largest weighting. Sort of hate to sell CSU because it is such a good company and the weighting increase (while always high) is partly due to the decline in other sectors. I am wondering if you think if going on margin should be considered or is it just too risky? Are there rules on what triggers a margin call? Does it happen when the purchased company declines or is the call triggered when the collateral stocks decline? We have accumulated lots of capital losses over the years to offset any capital gains coming from the sale of either SYZ or CSU.
Thanks,
Jim
Read Answer Asked by James on May 13, 2020
Q: My question is a general one on dividends. For example during these times companies are keeping the dividend and in some cases raising it. But most are stopping the DRIP. What is the purpose of this? Only reason I could think of is they don't want to give me stock at such cheap prices? What else am I missing?

Jimmy
Read Answer Asked by Jimmy on May 13, 2020
Q: Why do you prefer insurance companies over banks? Thanks Ron
Read Answer Asked by Ronald on May 13, 2020
Q: I sold shares from the stars group in my tfsa but kept my rrsp shares because I real like their longer term prospects. Now I am unable to see the share trading and this is the unreasonable answer that I got from Td’s back office.
“Thank you for your inquiry, based off the information we have with our depository CDS, the combination of the entities will result in a foreign incorporation in Dublin, Ireland. We will most likely have to hold the position through BONY/CREST (foreign Depository)

As per our processing team, the timelines to have the shares settled will be longer than normal due to the pandemic impacting the normal operations of delivery of physical certs. The settlement is expected to be within a few months due to the process involved to settle the physical certs and the transit time for the certs coming from overseas.“
Does this make sense? Do you know how I can now follow the flutter shares on a timely basis. The thank you for your valuable service.
Read Answer Asked by mike on May 13, 2020
Q: Looking for insider ownership for SYZ .
Total shares about 29 M.
Mene insider ownership is 81%. But the float is still I think about 40 M, please correct me.
Is there such a thing as too much insider ownership ? What is the best percentage for insider ownership or is this something worth considering ? Please comment.

Read Answer Asked by Luc on May 13, 2020
Q: Now that both have been take over by foreign companies is there any online gaming stocks that you would recommend preferably listed on an exchange that can be followed.
Read Answer Asked by andrew on May 13, 2020
Q: I understand the concept of selling a portion of your winning stocks when they go up such that their weighting becomes, for the sake of argument, let’s say around 10% of the overall portfolio. In the current situation we seem to have a slightly different scenario where some sectors (Financials and Industrials) have gone down while a company like CSU has been stable. However CSU’s weighting (and Tech in general) has gone up due to the decline of the other sectors. Would you still recommend reducing the weighting of the winners when the increase is mostly due to the decline of the others?
Thanks,
Jim
Read Answer Asked by James on May 13, 2020
Q: I am considering an appropriate asset mix, and I am leaning towards a minimum 40% US by acquiring VFV, HXS, a minimum of XQQ, and HXQ. For Canadian stocks I am aiming at 15% Tech, 15% Utilities, 10% Industrials, and 15% REITs. I would appreciate your opinion, thank you.
Read Answer Asked by Dennis on May 13, 2020
Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille
Read Answer Asked by Camille on May 13, 2020
Q: Hi, I am looking to invest a new half position in SLF or add to a half position in PBH. Would you favour one over the other today? I don’t mind risk, I favour growth, but am slightly light weight in financials.

Also, I currently hold VUN in my RRSP. After reading the ETF fund update, would you recommend switching to ZSP or ZUQ? I recognize the withholding tax advantage of the other two over VUN. Is that alone worth the switch?

Thank you.
Read Answer Asked by Dave on May 13, 2020
Q: Which do you currently like better for growth. I must admit hearing that SHOP has started down the POS road makes me slightly nervous about LSPD. On the other hand LSPD has a lot of cash DSG a little debt. We also own SHOP, KXS,TEAM,NVDA,CSU,AYX in the tech space. Would be selling LSPD for a tax loss if you think DSG is better.
Read Answer Asked by Paul on May 13, 2020
Q: AX.UN,BEI.UN ,CUF.UN ,EXE, ,IIP.UN, PLC, This are my big looser,What is your opinion
and if sell which one or all?
Read Answer Asked by Nizar on May 13, 2020
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