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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: Assume that Company A buys out Company B and included in that transaction are shares in Company A.

1 - What is a typical lock-down period for these shares?

2 - Would these new holders of Company A shares need to report on SEDI, even if the holding is as little as 4%? Does it matter if these new shareholders are part of Company A's regular operations?

Thank you.
Read Answer Asked by Richard on January 20, 2020
Q: Today on BNN, David Burrows suggested using the 150-day moving average to determine a stop loss point. Would he be referring to a "Simple 150-day Moving Average" and over which period of time on a chart does one apply the 150-day M.A.?
Read Answer Asked by David on January 20, 2020
Q: Hello team, I am considering taking a position in the 5G evolution. I can't decide between telecoms or wireless equipment mfg. What are your thoughts for highest growth? And can you recommend a few stocks ?
Thanks for your help,
Carlo
Read Answer Asked by Carlo on January 20, 2020
Q: Hi- what taxes (both American and Canadian) do you encounter for US equities regarding capital gains in a TFSA and Canadian non-registered account?
Read Answer Asked by Cliff on January 20, 2020
Q: I work for a fintech company and we use the services of the above company. Thoughts on them as a group? want to add these as they fit buy what you know thinking

thanks
sal
Read Answer Asked by Sal on January 20, 2020
Q: From a tax perspective, does it make a difference where I hold XUU? I'd like to put it in a non-registered account but I'm wondering whether there is a tax benefit to put it in my RSP.

Thanks,
Read Answer Asked by Robert on January 20, 2020
Q: hi there, currently own Dollarama and CSH.UN in my TFSA and was thinking of switching out and purchasing XEG for some energy exposure and HMMJ as both ETF's seem to be exhibiting some upside after a down year. What are your thoughts on this switch (based on your examination of where DOL and CSH.UN seem to be going from here)? Note, this only effects approximately 1.5% of my total portfolio so neither will represent a significant weighting. Thank you.
Read Answer Asked by Patrick on January 20, 2020
Q: I want to get back to just one Canadian bank, planning on 3-5 years. I traded BNS for BMO last fall. BMO is up about 12%, and BNS is back to par. I did not intend to be trading the stocks again, but now I am thinking I should take the 12% BMO profit, and put it in BNS. BNS has a slightly higher dividend, and long-term, both are good, stable stocks. I have about 1% in TD, which I plan to sell. BMO IS about 3% of my portfolio. US banks another 2%.
Is this a good idea, or do you have one Canadian Bank you prefer for 3-5 Year. Thanks
Grant
Read Answer Asked by Grant on January 20, 2020
Q: You noted a couple of days ago that you (almost) always put a limit price in place when buying/selling. The few times that I have done this I find it to be very cumbersome because I then often have to wait or even check back an hour or two later to find out if I was able to purchase the stock at my chosen price. I have even missed out on a purchase because I went in too low. While it is nice to get the lowest price I am a bit confused as to your comments because you often state that it is best to purchase a stock without trying to time it too carefully because in the long run (and I am a long term holder) a few cents here or there isn't going to be material. So when do you suggest we place a limit on the buy - always, only with small caps, only when it is a lightly traded stock or just when the bid-ask is rather large? And if using a limit, how do you know what price to go in at?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 20, 2020
Q: Hi Team
I dodged a bullet with hbc , I was so fed up with the gong show I decided to keep the stock, knowing if the deal feel through it would go way down, but I figured the clowns behind it were going to suffer a lot more than me, I did sell at $ 10.80, just glad to be out with a little profit. Next up is ret, not sure what to do it......avergae down and hope for a recovery, or hand on or just sell. It is in a non tax account. Trying to get my head around it, they have lots of cash, not sure the value of their properties, can not find out what they own and what they lease. What do you feel about this one, does it go down the drain like woodwards, Eatons Sears......etc.....look forward to your opinion
thanks
Tar
Read Answer Asked by auftar on January 20, 2020
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