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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 interested in the ZWH or ZWH.U for a registered account. Is effectively the only real difference in these 2 the fact that distributions are paid out and converted to CAD for ZWH whereas the distributions for ZWH.U are paid in USD? While ZWH is "held" in CAD it would be fully impacted by FX movements. Thanks
Read Answer Asked by Gary on September 21, 2017
Q: Good morning Peter
In the next month I will receive US$50,000 which is available for investment. I would like to keep these funds in low risk but growing investments. I have considered putting half into each of BRK.B ( currently own 250 shares ) and BAC ( currently own 1,000 shares ). Another consideration is a broad based US ETF, such as VTI. I would very much appreciate your thoughts.
Read Answer Asked by doug on September 21, 2017
Q: If I sell a stock in a non registered account for a loss and want to buy it back in my RIF account do I have to wait the 30 days to be eligible to claim the capital loss?
Thank you Ian.
Read Answer Asked by Ian on September 21, 2017
Q: How do I purchase Altagas subscription receipts? I cannot find the proper ticker with my direct broker. Only the stock ticker for the regular stock and the privilege stocks are shown. Is there a special section of the broker to purchase the subscription receipts.

Thank you and congratulation for a great job
Read Answer Asked by Jean on September 21, 2017
Q: Home Capital Group (HCG) - Recent news show that the company is back to normal operations and investors were confident enough to vote against Warren Buffet's 2nd tranche beliving that the confidence is already in place and reasoning equity dilution was not necessary. Is HCG still a good buy at current levels (say $13 to $15 range) ? Please advise.
Read Answer Asked by Sridhar on September 21, 2017
Q: Hi 5i,
Just a follow up on the first part of my previous ALA question. Thank you for your response to it. I understand that according to the release you quoted, any receipt reimbursement necessary would be "plus any unpaid Dividend Equivalent Payments owing to such holders of Subscription Receipts (the "Termination Payment")." What I had in mind was the part about the reimbursement being 'in full' unless there were insufficient funds available in the cash pool for paying the reimbursement. What I was thinking was that the dividend equivalent payments issued to receipt-holders are likely being drawn from that same cash pool, so a shortfall relative to 'in full' reimbursement might be reasonably foreseeable. The unused pool may well be invested in short term instruments in the meantime but I wouldn't think that could fully offset the 6.77% yield of the receipts (on the $31 issue price). Thanks again!
Read Answer Asked by Lance on September 20, 2017
Q: Each of the above stocks I have owned for a number of years and am enjoying a good profit. However, in the past year they have just drifted and are simply no longer growth stocks. I am considering selling all or parts of these positions. Could you rank order them for me in terms of what would you sell first and what % of the position. I understand you might also suggest not to sell any of them and in fact add to them. This type of reassurance would be welcome as clearly I have lost conviction in these names. There is no rush here and I don't need to raise capital for other purchases.
Read Answer Asked by Chris on September 20, 2017
Q: Any comments on the current excitement at ACR.UN? Sandpiper seems to be making some noise about shaking up the board to increase the value of their investment. The Company's response is negative as expected.

Is ACR.UN's move to internalize management "Opportunistic" (per Sandpiper) or is Sandpiper just taking advantage of Agellan's "completion of its thorough due diligence process... to internalize". There always seems to be a big number attached to this process that is offensive on the surface.

So far, management's response seems more professional that Sandpiper's sensationalist press releases. Is Sandpiper for real?

Thanks for your thoughts!
Read Answer Asked by Robert on September 20, 2017
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