Investment Q&A

Q: Is the trade date or settlement date used for tax purposes? Can I sell a stock on Dec 29 and claim the loss on my 2018 taxes even though it settles in 2019?
Bryan

Q: Market was doing OK till Noon and all of a sudden
started going down.Warren B SAID BE GREEDY WHEN EVERY ONE IS IN FEAR AND BE FEARFUL WHEN EVERY ONE IS GREEDY,Is this overreaction under fear or wise move to get out?.

Q: Is Canada out of favor by International Investors. WE Can't get anything done. No Pipelines. International Oil Companies have pulled their funds out of Oil Sands. I listen to BNN Market Call and the majority of Fund Managers say that 2019 will be good year for stocks with a 10 % upward move in earnings. Are we ( retail Investors ) getting suckered in by these slick Portfolio Managers ?
Are you expecting a good rally in early 2019 after all the tax loss selling is over. What will turn International investors on to Canada. The Conservative Party winning next years Election or something else / RAK

Q: Hello, according to the company profile of TCL.A, the price-to-cash-flow ratio (P/CF) is 4.70. When one looks at the P/CF ratio of any company, above what ratio would you say that this is a good P/CF? In your opinion, what would be the top 5 utilities company right now? Thanks, Gervais

Q: Could you tell me how the market reacted during the time of
Clinton's impeachment? About how long did the confusion last?

Q: With the possibility of an impending recession, what would be 5I 's approach in managing the 3 Portfolios? Thanks, Bill

Q: Each of these companies have a 2% weighting in my rrsp.I have losses of 20% for TOY,4% for SIS,11% for GSY and 13% for KXS.
Buy,sell,hold?
Your recommendations please.

Q: Please could you let me know the payout ratio of MX?

Thanks!

Q: Hello
Is ALA.PR.U in danger of a dividend cut? Do preferreds cut ?
I like the dividend tax credit on such a high USD yielding pref.
Any comments or warnings are welcome..
Thanks

Q: I have a position of about 4% in JNJ, which is still showing a return on investment of 52% even after last week's plunge. It's in a regular account so is liable for tax. In view of the current litigation concerns, would you recommend that I hang tight and see if it comes back, sell the lot and get out while I am ahead, or hedge and sell half. I am what most people would consider to be elderly - I don't have twenty years to wait for a recovery.
B.

Q: Regarding EFN.PR.C - assuming interest rates stay the same would you expect, all things being equal, that the price will go up or down on the re-set in March 2019?
Thanks

Q: Is there a possibility for us to know Upgrades &Down grades to take the timely benefit such as ENGH today?
More than growth stocks may be we should sell the looser and keep or concentrate on high dividend paying stocks with minimum chance of cut such as bce,,telus, Td please help naming a few good in your opinion

Q: this is a market beatdown of epic proportions, furthermore the speed with which it happened was astonishing.
every stock you guys like gsy, tsgi, cov, lgo, doo,toy, dol, pho,mx,cjt,pho, have been decimated some as much as 50% from their highs and i could go on and on.
its true if the fed does not raise wed at 2pm or raises but gives a very dovish statement the market could rally 1500 points until year end,MAYBE.
my question were you a little too optimistic at the beginning at the end of september, yes or no—personally i think so,in your answers too questions the last 10 days you seem to be getting much more cautious, and really why enter any stock right now, just wait until a direction is established, better to pay a couple dollars more. dave

Q: Would you recommend taking a position in NVDA at this time?

Q: Looking at adding a 2% position of Blackstone (BX) to my RRSP Portfolio. Started following the company in October and has since dropped 25% - close to it's 52 week low. Dividend is now at 8% - seems to fluctuate. Is it okay to buy at this time and is the dividend safe.

Q: The market is again very vicious today,hitting all,including the above 5 darlings (& RAY.A)of 5I,Any reasons? Buy/add or hold or sell.Please rank them starting with best for buy Txs for u usual great services & views

Q: Can you see why ENGH is up in such a volatile market?

Thanks

Sheldon

Q: Hello -
There are two recent articles on Seeking Alpha regarding each of BEP.UN and BPY.UN by the same respected contributor.

Although I wouldn't expect you to necessarily read the whole articles, do you generally agree with their bullet points?

Three other points within the articles that jump out at me for both are:
- long runway / future growth - BEP.UN (good),
- good current valuation - BPY.UN (good)
- large amount of debt - Both (not so good).

He states however that much of the debt for both is non-recourse which he claims is less concerning. Would you agree with that statement -especially if we were to run into some sort of global debt crisis?

https://seekingalpha.com/article/4228344-brookfield-renewable-partners-king-global-green-energy?ifp=0

https://seekingalpha.com/article/4227404-brookfield-property-partners-berkshire-real-estate?ifp=0

Thanks.

Q: Hi Peter,
Please deduct as many credits as you see fit. I have some losers (some big) as per below:

Margin account
CLIQ down 52%
PHO down 37%
MX down 20%
TFII down 23%
ECN down 13%
NFI down 11%

TFSA
GUD down 17%
CLS down 20%
DOL down 38%
TSGI down 47%

RRSP
DOO down 43%
COV down 26%

Here are my questions.
1- Should I claim the capital loss with CLIQ and PHO and repurchase in 30 days?
2- Are there any names there that I should just sell and move on to something else? What would be your top 3 replacements for the removed names in that case?
3- My initial thought was to inject new money in CLIQ, PHO, DOL, TSGI, DOO and COV to bring these names back to my initial weight. Would this be a good move in your opinion?
These names are part of a diversified portfolio and don’t need the funds for another 10 years minimum.
Much appreciate your service. Your responses to this market volatility have kept me from panicking as I did in 2008. I thank you for that.

Q: I am trying to consolidate my U.S. TFSA into ETF's. On the tech side I own AMZN( nice profit) NVDA ( down 38%) and SPOT (down 4%) I am thinking of selling them and buying QQQ ETF instead.
On the financial side I own JPM (down 2.7%) V (down 1%) and SQ (down 6%) Thinking of selling these and buying DGRO ETF.
Your thoughts on this? Also if there are other ETF's that you think would be better for tech and financials, please let me know. Please deduct two credits if you deem it necessary.
Thanks for your great advice,
Jen