Investment Q&A

Q: Hi,
I have shares of Equinox Gold in my TFSA and a few months ago they separated their copper assets into a company called Solaris Copper Inc. There was no value assigned to the shares, I'm not sure if they are even a public company yet.
Regardless I assumed the shares will just sit there until a value is assigned and they could be traded publicly. Recently I received a letter from iTRADE informing me that the shares of Solaris are a non qualified security and all income earned and all capital gains derived from the non-qualified investment will be reported to Canada Revenue Agency on a T3RET trust return . Any tax payable on this amount will be levied directly against the TSFA account.
Can you explain this to me? The shares have no value so I can't see that I am on the hook for any penalty. 50% of $0 is $0. Secondly I am angry at Equinox for putting me in this position.
Thanks,
Charlie

Q: Can you comment on why Organigram has not yet listed on a more senior exchange?It seems to me this would expand its attractiveness to a wider shareholder base and perhaps given its size from a market cap perspective allow the company to be included in indexes.Do they have any plans to apply to either Nasdaq and/ or TSX exchange listings?

Q: With the LNG project moving forward,and even talk of expansion, what are thoughts on the sector over the next five years?
Which companies stand to gain the most?
Are there other options (ie drillers and camps) such as Trinidad, Precision, Black Diamond etc that are worth considering at this point.
Thanks
Phil

Q: What seems to trigger the NFI dumping since the last results were released? On a TA basis NFI is way oversold. Is this a bottom fishing opportunity, or we should just stay away from this "falling knife"? Thanks.

Q: T-mobile is acquiring sprint. When is the acquisition date to be official. I believe both parties are agreed at price for sprints shares @ 6.35 US$ Can you confirm this price.

Q: Could you give me your opinion on this micro cap as far as any near term catalysts,earnings growth,cash burn rate and management,any info would be appreciated....thanks

Q: I run a concentrated portfolio, holdings are between 5 and 10%, when it works, it works well, and vice versa. Currently have a large position in GC, down 6%. My concern it will be dead money for the short term. In my position would you move on?

Q: Hello 5i. Medical facilities corp reported this past week. IMO this was a hoo humm quarter but the reporting and management sentiment seems to have placed a floor on the stock and stability on the dividend. Whats the 5i opinion ?
Respect

Q: what would be you top five CAD equities that you would purchase that have a significant dividend and some growth that do not include the financial or energy sectors

Q: Hi Peter,
I've just become a member of 5i Research so trying to determine a few stocks to start buying into. TOY has always intrigued me and based on the recent weakness and your answers to recent questions on the company seems good for new money for a long term horizon. What other 2-3 names would you consider for new money. 3 year term horizon, don't mind short term volatility. Thanks
Aleem

Q: This company has a a rocket trajectory to the upside over the past few months. I currently have a 1.5 % positinm thanks to a 156% gain. Do I sell, or would you let it ride?
I don’t need any cash for the medium

Thanks
Karim

Q: Hello
Could you comment on new shareholder positions: Bluescape Energy Partners/Cove Key Bluescape?

Do you know of this private equity firm? Are they passive type shareholders like "Warren Buffet'' or are they more aggressive like ''Nelson Peltz/Carl Ican'' type.

Thank you
Stephane

Q: How much cash/share does Knight Therapeutics have? Thanks.

Q: Other than VFV , can you please recommend a US etf that you like ,that sells in Canada
What are your thoughts on XUS.
Thank you

Q: what is your opinion about hbm? The stock continues to move up. Is it time to buy?

Q: would you know anything about this co. a friend is exited about it.its listed both tsx and u.s thank you brian w

Q: I currently have money invested in CBO and XBB and I am considering investing an additional $400,000 in fixed income. Would you add to these two securities or do you have any other suggestions? I am getting old and have to be more conservative.
Thanks, Bill

Q: When does BRP report? Do you have estimates?

Q: I have read your recent ETF and Mutual Fund Update with great interest. The forecast growth numbers for the ETF industry are truly impressive. On the surface, ETFs would appear to be a magic bullet for individual investors who wish diversification at low cost.

Over my lifetime, I have seen a number of financial trends/theses, which start with very strong growth. However, after a period of time, these trends invariably collapse and end badly for the "buy and hold" investors. Do you see any possibility of this occurring for ETF investors? What risks do you see for (conservative, retired) investors who have a portfolio of ETFs as opposed to a basket of diversified, dividend aristocrats? Have you seen any analyses which look at the long-term impact of this trend (i.e. what will happen in the markets if most people buy ETFs and not individual stocks? What risks does this trend pose to individual investors?). Thank-you for your insightful advice.

Q: Lots of press this morning on calls for a much weaker CAD going forward - some forecasting into the low 60's. In the case of prolonged weakness would it be safe to assume that Canadian companies that generate most of their income from foreign operations are "hedged" (companies like MG and BIP.UN for example). In other words - as CAD weakens their CAD translated income and cashflow increases which should lead to higher share prices on the TSX.
Thanks