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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: Hello Folks:
My question is Canadian Banks such as TD (which we own) compared those in America such as JP Morgan, Morgan Stanley (which we also own). We have owned TD for a number of years which has not produced much of a return (except dividends); similar to BNS. would you suggest continuing with TD or feel their are better Canadian options than our banks?
Thank you for your great service!
brian
Read Answer Asked by Brian on January 17, 2020
Q: I'm surprised that at 1 PM eastern time, that there have been no questions about BAD on a day the stock is up 4.2%. So here goes: the only news so far is of a dividend of 57 cents per share. No news of 4th quarter results yet. Is this enough to move the stock over 4%? According to Scotia iTrade, earnings are on a downward trend with 4th quarter expected at 29 cents and 1st quarter at 25 cents. I'm not sure why I would buy BAD at this point.

Many of the fundamentals are better than the industry but how important is that if there is still limited capital gains available for now. The stock is trying to break above the 20 day and 50 day MAs and is bouncing off a support established last February. But so far, momentum indicators lack enthusiasm.
Read Answer Asked by Fred on January 17, 2020
Q: Does the annualized return on these funds include the dividend?
Also, if they are purchased and held for say 5 years in a non registered account,is there any tax paid other than tax on the dividend?
Finally, if one chooses to go with the DRIP, does dividend tax still need to be paid annually?
As always,thanks for the great service.
Phil
Read Answer Asked by Phil on January 17, 2020
Q: I bought TCL.A for my TFSA. For arguments sake I bought $8000 worth and now, 1 year later, it is worth $4000. If I bought a further $8000 of TCL.A outside of a TFSA today. For whatever reason I have to sell these shares tomorrow and realize a flat trade. Would I be able to claim a $2000 loss?
Read Answer Asked by Gerald on January 17, 2020
Q: Hello Peter and Team,
Wondering if you think this may be a good entry point for an investment in Greenbrook TMS. The company claims that its electromagnetic treatment for clinical depression is 68% effective with no significant side effects. This would make it more effective than any single depression drug on the market. With depression being so prevalent and insurance companies looking to save LTD payouts, it seems likely that the popularity of this treatment modality could quickly become widespread. Although it may be an effective treatment, what do you think of the company’s business model?
Thank you.
Brad
Read Answer Asked by Bradley on January 17, 2020
Q: Hi,
I have the above stocks in my wife's account and I'm looking to diversify further. Ultimately, I'm looking to build my own ETF through individual stocks. What else would you add here to fully diversify?

Thanks
Robert
Read Answer Asked by Robert on January 17, 2020
Q: I am interested in buy some shares of Brookfield Properties or Brookfield Asset Management. What are you thoughts on the various Brookfield companies. Thanks.
Read Answer Asked by Nancy on January 17, 2020
Q: On several occasions when responding to questions about WELL you mention risk - an excellent point as it is a relatively small company. 

But in comparison to many other smaller companies there are important aspects that in my mind mitigate the risk somewhat. For example:

- the quality and reputation of management and its obvious ability to attract investors

- founded first and foremost on the ownership of health clinics (relatively stable recurring revenue, insulated somewhat from recessions)

- disciplined/focused in its choice of foundational corporate software platform (i.e. OSCAR).  OSCAR is open source and free of royalties - think of RedHat's success.  OSCAR is its singular software focus - think Westjet and the cost savings by limiting maintenance to only one type of  aircraft. And then the cost/effort when it comes to adding new functionality (e.g. telemedicine) to your product like all software products must do. 

None of this guarantees unqualified success in the marketplace of course but what additional risks should an investor in WELL consider?   Thank you.  
Read Answer Asked by Richard on January 16, 2020
Q: My question is on energy as I do not hold anything in this space. I have been looking at this company for awhile producing a high yield that the company says it will not cut. From what I understand this is holding the stock price as fears of a dividend cut. yet on the other side it is said if the dividend was cut it would probably help the stock price. My question if the stock is purchased you get the dividend and if the dividend is cut the stock price would most probably increase. any comments on this thesis.

thanks Dave
Read Answer Asked by Dave on January 16, 2020
Q: Hi 5i team,

As you know, on Monday Visa bought Plaid, a private fintech company, for $5.3 billion. Plaid has been described as the “plumbing” that connects the fintech companies. Do you know how that valuation compares to SQ or if they are directly comparable? SQ is trading at 7x sales. That is a low valuation compared to peers such as PYPL, V or MA. I do not know what Plaid’s annual sales are, as I don’t think it was revealed in the purchase transaction. I have always kept a basic position in SQ, thinking that one day it would be a nice fit for a big bank or tech company. Is that day more likely with the Plaid acquisition by V and how do the valuations compare?

Thanks again.
Dave
Read Answer Asked by Dave on January 16, 2020
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