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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: Hi, Sorry to belabour the point, but further to my question on this topic today and to clarify the tax implications (if any) of buying/selling stocks in non-registered and TFSA accounts. I had noted from your answer to Chris in his question of March 29th of this year that you had implied that if a stock was sold in a non-registered account and then bought in a TFSA account that one should wait 30 days since this was an 'associated' account. Did I misunderstand the implication, or are there any situations where purchases in the TFSA account could have tax implications with respect to selling in the non-registered account?

Geoff
Read Answer Asked by Geoffrey on October 20, 2015
Q: Hello,
Starting out here and great to see all this information. One question that I could not find in the archives was regarding software. I would like to follow one of your model portfolios and is there an online program that would be best for managing the allocation and reinvesting dividends, especially since my portfolio is currently small (50-75K)? Ideally, this program would also derive holding percentages from my multiple accounts. I am currently using bmoinvestorline.com for TFSA and RRSP accounts in Canada; vanguard.com for a ROTH IRA account in the US. Also, about your question-answer service, do you provide responses to questions I might have pertaining to cross-border investment taxing/strategy?
Read Answer Asked by Henry on October 20, 2015
Q: Latest update from CXR:

http://www.newswire.ca/news-releases/concordia-provides-update-on-term-loan-financing-and-reconfirms-blended-interest-rate-of-approximately-725-post-amco-acquisition-534766791.html

The loans in connection to the financing of AMCo have been fully allocated and CXR has reaffirmed the 7.25% blended interest rate.
Read Answer Asked by Arneh on October 20, 2015
Q: As a follow up to Kenneth's question today regarding tax gains/losses in different accounts: if the same stock is held in a non-registered cash account and a TFSA account and a stock is sold from the TFSA, are there any implications if the stock is then bought or sold in the non-registered account?

Geoff
Read Answer Asked by Geoffrey on October 20, 2015
Q: The Liberal government plans on running a deficit and increase spending in infrastructure. Can you list any names that should be able to take advantage of the new government?
Read Answer Asked by justin on October 20, 2015
Q: Good Afternoon,
I read your recent report on TNC, the company sounds interesting but I'm not sure I really understand what it is they do? Don't most of us use online banking. I can access my online banking via home, the office or my cell phone to make my bill payments to the phone company, utilities etc.. I'm not sure why I would access one of their kiosks in a retail location to pay my utility bill? I must be missing something here?
Thank-you
Read Answer Asked by Chris on October 20, 2015
Q: A follow-up regarding the senior notes announced today at 9.5%.

Per http://concordiarx.com/concordia-provides-update-on-amco-financing-and-capital-structure-post-amco-acquisition/ , the maximum blended interest rate (including the new $790m of senior notes) is 7.25%. Therefore, if I'm understanding correctly, the senior notes announced today aren't priced any higher than CXR was expecting them to be on Oct. 15.
Read Answer Asked by Arneh on October 20, 2015
Q: Hello Team,
there have been more than enough inquiries about this company, here is another. Today, a 'Marketwatch' article indicated that the company has now determined the issue of unsecured senior notes of US$790m at 9.5%. There appears to be a negativity about the company and its difficulties in financing the acquisition. Would you be able to find out with respect to short sellers whether the stock suffers from serious manipulation? And if so, why is there no news from the company?
Communication should be key!
Thanks
Read Answer Asked by Sigrid on October 20, 2015
Q: What's your take on the recent press release by Concordia regarding the offering of senior notes?

http://concordiarx.com/concordia-healthcare-announces-pricing-of-offering-of-senior-notes/

CXR seems to be conducting business as usual, getting deals done and closing the AMCo acquisition. The continued hammering of the share price is baffling.
Read Answer Asked by Arneh on October 20, 2015
Q: CXR hit $35. I have two questions. First, Jason Donville said that he called brokers and was told that a lot of the shares were owned on margin. Can we trust it is true and can we verify this using a bloomberg terminal or website? If not, it seems like a good way for a portfolio manager like him to encourage us to buy the "bag holders". Secondly, there is news today about Concordia offering "senior notes". Is there something not to like there? I don't know what "senior notes" are. Thank you!
Read Answer Asked by Matt on October 20, 2015
Q: Is CXR a compelling buy yet or stay away? I have been holding off adding to have a full weighting in my position. The financing terms were obviously unfavorable based on the plunge today but at least it's done. My cost is substantially higher. what are your thoughts?

Thank you
Read Answer Asked by Douglas on October 20, 2015
Q: Hello , Do you have a suggestion for a long shot on a marijuana stock/ in view of last nites results THanx. Too old to e a user but might buy some spec. shares ?C
Read Answer Asked by cliff on October 20, 2015
Q: I do not yet own BIN looks like an opportunity today. Should I wait it out.I like to buy stuff on sale.

Thx
Read Answer Asked by blake on October 20, 2015
Q: Hello Peter,
This is just and example but wanted your opinion. If you had 20k and the amount represented 5% of the portfolio, how much would you put into the 4 stocks: cxr, vrx, phm, nhc. I was thinking 10k cxr, 5k vrx, 2.5k phm, and 2.5k nhc. Appreciate your comments.
Read Answer Asked by umedali on October 20, 2015
Q: Hi,
I'm looking for ETF with some yield, like BXMX, QQQX ans SPXX, all the 3 with 7-8% interest.(US)
Is there any canadian ETF managed like these (in $CAN)
Thanks in advance.
Francois
Read Answer Asked by FRANCOIS on October 20, 2015
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