skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I would ask for some clarification re your response to my question re a custodial issue . Brokers note that "These securities are held in segregation and cannot be used in the conduct of our business " . Given that the securities are registered in the broker's name , how does " held in segregation " protect the investor ( the beneficial owner ) from a loss , as a direct result of insolvency of the broker , it's parent or affiliate ? Again , I refer only to a loss which exceeds the limited CIPF coverage . My question relates to a loss , not the probability of a loss . Also would you shed some light on the basics involved in registering shareholdings ? Thanks .
Read Answer Asked by michael on December 18, 2019
Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?
Read Answer Asked by Steven on December 18, 2019
Q: The 7% CVD is being called early. It is in my RRIF and converts to 121 shares per thousand.

Do you suggest converting into the common shares which are now selling at $12.53 or would you sell the CVD for $151?

In other words, do you like TVK as a RRIF holding or do you think I could do better.
And if so what would you suggest with the proceeds?

Sheldon
Read Answer Asked by Sheldon on December 18, 2019
Q: Which 4-5 beaten up stocks do you feel most comfortably will rebound in 2020, in order?
Read Answer Asked by Eric on December 18, 2019
Q: When will the buying of stocks begin for 2020. Most of the stocks that I hold have traded below their averages for more than two weeks.
Appreciate your service.
Clayton
Read Answer Asked by Clayton on December 18, 2019
Q: From your balanced and income portfolios, can you pick the top 5 names that you think are down due to tax loss selling and have growth potentials?
Read Answer Asked by Mahdi on December 18, 2019