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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: A follow up to my previous question. When I receive the stock dividend for this security the cash value of the shares show as $0.00. Only the CIL has a value which varies from payment to payment. This value is deducted from the total book value of the security and there is no adjustment made for the additional shares purchased. I questioned my broker (TD) regarding this and was told that this is the correct way of calculating the book value of the security. This means they are treating the CIL as a return of capital but I’m still not clear if what they are doing is correct. Do you have an opinion?
Read Answer Asked by Richard on September 09, 2019
Q: Bought Cineplex a little over a year ago in my TFSA at around $29; watched it go up to $35, down to $23, and now is settling in around $26. Over a 5 year time horizon, do you believe the company has more or less potential upside than NFI at this time?
Read Answer Asked by Kelly on September 09, 2019
Q: Good day team i read that a number of gas and oil companies will betaken off the tsx exchange like Bir pey and a few others how do you feel it will affect these companies I own some of them and LSPD has dropped considerably today, do you think it is a buy at this point.Thank you Norman
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Read Answer Asked by Norman on September 09, 2019
Q: I often scan the insider trading reports for clues as to buying and selling in equities that I have an interest in. I am wondering if you could explain the rules surrounding reporting trades. I have seen that trades need to be reported within a certain time frame- but I have also seen very outdated trades reported in the filings. Is there a penalty for insiders who are "tardy" in their reporting?
Read Answer Asked by Robert on September 09, 2019
Q: I notice that this company pays a monthly stock dividend plus CIL(cash in lieu). I have been told that there is no taxation in a non-registered account until the security is sold. I have never seen this with any other stocks I own. Can I get your opinion on the advantages or disadvantages of this type of dividend payment?
Richard
Read Answer Asked by Richard on September 09, 2019
Q: hello 5i .. I have the following REITs (and % of my portfolio): BPY.un (1.5%), CAR.UN (3%), CHP.Un (2%), CRT.UN (1.5%), IIP.UN (1.7%), .. for a 60-yr-old dividend investor, does it make any sense to simply life by selling these and buying an ETF like XRE or VRE? ... or is the status quo the way to go? thanks!
Read Answer Asked by Patrik on September 09, 2019
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
Read Answer Asked by john on September 09, 2019
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