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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 receive a e-mail lattely to sell Alcanna, dhigh Artic Energy and Versabank that are part of the Growth Portfolio. Theses names are part of the grow portfolio, and when I look at the Growth model Portfolio, the name are still there. Any reason why?
Read Answer Asked by Martin on August 19, 2019
Q: In regards to joint accounts, we joined our accounts 10 years ago. All tax information has both our names and the recipient type box is marked as 2 recipients.The sin number is the number of the account that the transferred account was transferred too, and is the first name on the account. Just split all statements for tax purposes. There was no disposition of stocks in the transfer account, just transferred in kind when we combined our accounts.

Mj
Read Answer Asked by M J on August 19, 2019
Q: So, the goons over at Motley Fool Canada having been hyping up a recent Canadian tech IPO, with the usual comparisons to Amazon, Netflix and Shopify.

Travis over at Stock Gumshoe speculates that they're talking about LightSpeed POS (in this blog https://www.stockgumshoe.com/reviews/stock-advisor-canada/whats-the-shopify-2-0-teased-by-motley-fool-canada/), a company I was already familiar with thanks to your growth portfolio.

I'm was wondering if I could get your take on this enormous hype - obviously this is Motley's bread and butter, but since you just issued a report on Lightspeed back in June I'm curious.
Read Answer Asked by Amanda on August 19, 2019
Q: I hold some Just Energy Convertible Debentures (JE.DB.C) as part of my fixed income allocation. With the recent setback they have fallen from about $95 to $80. If the company restructures I assume they will go to zero, but if the company survives or gets bought out they should return close to par. What would you recommend at this point and are there any signals to look for that would scream get out now no matter what the loss?
Read Answer Asked by Steven on August 19, 2019
Q: as the Oaktree Financial deal looks imminent,will it be immediately accretive?
Thanks
Bob Rose
Read Answer Asked by Robert on August 19, 2019
Q: I am currently overweight the financial sector. I am concerned about the trend to negative interest and the risk of a recession. The odds of market declines are increasing in my opinion.
Protection of capital is more important than income.
We are not supposed to time the market.
Should I put this group in cash ?
The group will be hurt by negative interest rates or am I wrong on this.
Read Answer Asked by Doug on August 19, 2019
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