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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: Good morning,

There seems to be a lot of opinions about excess shorting by U.S hedge funds that is causing considerable disruption to stocks in the Canadian markets. I have never been an advocate of shorting as it is destructive by nature, but it is what it is.
My main concern is that there may be a return of excessive naked shorting and there is little defense against this activity.

What are your views on this? and how can we protect ourselves against this.

Is the uptick rule still in place or has that gone the way of the Dodo ?

Thanks Peter



Read Answer Asked by Peter on October 21, 2015
Q: Hello, and sorry for the very general question. Are there any financial actions we could do before the change of governments?
We are retired but find the TFSA very useful. Should it be topped up before the change ? Any other things that could come from left field?
Read Answer Asked by Deborah on October 21, 2015
Q: Orbite has recently redeemed all its 2012 debentures. Forgetting Orbite past history, Can redeeming debentures ahead of time be considered a good sign ?
Read Answer Asked by Terry on October 21, 2015
Q: Hello 5i,
Regarding your response to Kenneth today: Not quite like that. The adjusted cost base is the AVERAGE cost of ALL the shares owned, in all non registered accounts.

Does this include tfsa accounts and corporate accounts?
I would think corporate accounts would be separate and as there are no capital gains or losses in tfsa accounts I would think they are separate as well?
Read Answer Asked by Randy on October 21, 2015
Q: Peter
I know this question is asked with some regularity, but it remains a great one to hear your thoughts on periodically - what would be your 5 picks today for stocks that might be 10-baggers, in 1-3 years?
Read Answer Asked by CAMERON on October 21, 2015
Q: What is causing the general spike in the prices of rate-reset preferred shares and is this a good time to buy? I was expecting selling pressure as we approach year-end to pick up good value (lock in spread vs GoC 5-yr in a 5 year ladder) but now I am fearful of both the potential for losses from currently elevated prices and of letting the opportunity slip away if they keep rising.
Read Answer Asked by Benjamin on October 21, 2015
Q: What is your opinion of Dundee corp. down at these levels. What is their book value and is it realistic.
Thanks
Read Answer Asked by Doug on October 21, 2015
Q: Hi 5i,
In adding 2% to the Tech sector of my portfolio (currently around 10%) I am considering two small cap names: Kinaxis and Shopify.
Would you please give me your thoughts on both and if you would have a preference of one over the other at their current prices.
Or is there another stock in the Canadian Tech sector that you prefer (I already have ESL, and OTC plus AAPL, GOOGL, QCOM and CTSH).
This would be for a 2 to 3 year hold.
Thanks very much.
Read Answer Asked by Brian on October 21, 2015
Q: If I move a stock (in kind) from my unregistered account into my TFSA when I am underwater on that stock can I claim a tax lose for the "disposition" of the stock or how do I treat it at tax time. Thank you.
Read Answer Asked by Edward on October 21, 2015
Q: I was hoping to have your views on this company. The cash value seems to be reasonable and sales all over the board. I am having difficulties coming up with a accurate book vale minus the cash portion. I also note that the company just announced Sandvine Officer Cancels, Initiates Automatic Securities Disposition Plans. Mr. Siim's ASDP provides for the sale of up to 625,000 common shares of Sandvine from the date hereof until April 14, 2017, subject to certain limit order prices and volumes. Does this stand out as a major red flag??? Thank you Jason
Read Answer Asked by JASON on October 21, 2015
Q: I would like to get dividend income from non-Canadian sources to diversify. Is this possible, I am not sure how that works from a tax point of view. Do you have an opinion on the above Global X SuperDividend ETF. Am I right to think that in a low growth period moving forward, that dividend income will become even more attractive. Thanks, Kristine
Read Answer Asked by Kristine on October 21, 2015
Q: Do you think that the fundamental profit drivers of Concordia have changed? CXR has borrowed lots of money to make acquisitions based on the assumption that they can increase drug prices. The CEO of Valiant seems to be suggesting this pricing power might be gone. Since CXR is a highly leveraged play, maybe the fundamental are not nearly as good in this new drug pricing environment?
Read Answer Asked by Kent on October 21, 2015
Q: not too sure if you can respond to this however - which of the
precious metal streaming companies would you recommend...
there appears to be a good possibility for a move in gold and silver and I believe the streaming companies might be a safer alternative to individual stocks.
ed in montreal
Read Answer Asked by edward on October 21, 2015
Q: Hi Peter and Team,
I am holding financial stocks: TCN plus US holdings JPM, AIG and City Group.

I am planing to add one more and thinking to buy either Canaccord Genuity or Element Financial. At the current price level, which one would you suggest in terms of upside potential?
Thanks as always. Pui
Read Answer Asked by Pui on October 21, 2015
Q: Brookfield claims this company has a total return on equity potential of between 12-15% per year. It is paying about a 5% dividend. Do you think this return target is realistic in the future with slowly rising rates? Thank you.
Read Answer Asked by Michael on October 21, 2015
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