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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: You didn't really answer Ian's question about how brokers make money.


When I started trading the commissions were 3% with a minimum of $50. They have slowly made their way to zero with some brokers up here in Canada. How are these brokers making their money?
Read Answer Asked by Rob on December 14, 2021
Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?
Read Answer Asked by David on December 14, 2021
Q: Good Saturday morning 5i Team. I've held Expi for approx 18 months it started out like a rocket but seems to be in the penalty box since the split. I see a new real estate play REAX-Q gaining some early traction. Do I stay the course with Expi, own both or move on. My position is in a TFSA, do I buy REAX as a Canadian or U.S. holding? Best of the season and as always thanks for your good council. David
Read Answer Asked by David on December 14, 2021
Q: My TFSA has too many holdings (with various weightings from 3 to 13%), and there appear to be some good buying opportunities at the moment with some of these. I quite like all of these stocks and need some help identifying which 5 or 6 to sell and which 5 or 6 to buy with sale proceeds (those which have been most punished for no good reason and fundamentals are still sound).

AAPL, ATA, BAM.A, ENPH, GSY, KXS, MMX, PBH, SIS, SHOP, TFII, VEEV, WELL, WSP

So far all I’ve come up with is

One on the chopping block: cleanup small position: MMX – also it strikes me as neither a growth nor income stock.

Definite keepers: ATA, ENPH, TFI, WSP (all seem to be thriving)

Thanks

Jim
Read Answer Asked by Jim on December 14, 2021
Q: Is there a Canadian Dollar equivalent to the
US I Savings Bond?
Read Answer Asked by Sue on December 14, 2021
Q: Hi
I am having difficulty knowing when to cut my losses and sell my shares or hang on and hope they go back up. Can I please have some advice regarding when to sell shares at a loss? I have included my four biggest losses and wondering if I could get some advice on which of the following I should cut my losses and sell.
Thank you
APLI purchased in Sep 2020 for $1.21, now down 90%
DYA purchased in Feb 2020 for $1.23 now down 80%
MRS purchased in April 2021 for $0.65 now down 56%
FVI acquired for $6.90 when Fortuna Silver merged Roxgold (ROXG) jul 2021 now down 40%
Thank you
Read Answer Asked by fiona on December 14, 2021
Q: I recently sold my full positions in both of these banks and realized significant capital gains to use as income in my RRIF. Most big banks stocks have climbed since increasing their dividends so I'm not sure which one or two to buy next. I have done well over the years by buying the laggards, collecting dividends and waiting for conditions to improve. Which relatively poor performers would you suggest I consider next and why?
Read Answer Asked by Jean on December 14, 2021
Q: Can you please comment on these 2 REITS.
How do you see them performing in the next 3 years?
Do you see them as good holdings?
They have been trading sideways compared to TCN.

Thank you
Read Answer Asked by Kristelle on December 14, 2021
Q: Hi, I am interested in learning more about options trading. While I’ve dabbled with it for years, (selling puts and calls and buying calls), I have a very superficial understanding in this area. Are there any courses you could recommend excluding those that require prerequisites. Thank you.

Jason

Jason
Read Answer Asked by Jason on December 14, 2021
Q: If the ECN dividend is setup as a DRIP, how is the price of the new purchased shares determined? Is it end of day value or is there a price guarantee of some sort? I guess what I'm wondering is, will the automatic purchase of new shares from the special dividend effect the market value of the shares on the dividend payout date?
Read Answer Asked by Robert on December 14, 2021
Q: Hi 5i Team,

I toyed with doing this on the Forum but didn't know how to start a new discussion thread.

I would like to ask if any 5i member has experience (anecdotal or otherwise) with US probates. Since so many of us hold US stocks in our portfolios, and it's almost certain they will be considered US property in our estate when the time comes, I'm quite keen to know what the ramifications are and if it is as big a headache as I imagine.

Perhaps you could also tell me how to move any further discussion onto the Forum. Thanks a lot.

Molly
Read Answer Asked by Molly on December 14, 2021
Q: Pardon my ignorance if I’m missing something with this question. I understand that the market worries about leveraged companies in an inflationary environment, and that is a legitimate concern with real consequences. But at the same time, as the price (in dollars) per unit of value increases, so must the price of those same companies that have a tangible value. Holding a company whose stock price might decline in the short to medium term due to market worries but whose fundamental value will eventually be measured in more dollars (ie a higher share price) due to that same inflation seems a whole lot better than holding cash whose buying power erodes as the price per unit of value increases. Is that a fair argument?
Read Answer Asked by Rick on December 14, 2021
Q: This has gotten increasingly confusing.

Can you please confirm how the due bill works?

If shareholders were to sell when would be the last day they could and not receive the dividend?

If shareholders were to sell and want to be still paid the dividend what is the earliest date one could sell?
Read Answer Asked by James on December 14, 2021
Q: Both companies are trading at roughly a third of their 52 week highs. Being such you have answered recent questions saying they are expensive. I assumed they wouldn't be. At what price are they not expensive and what metric do you use for this. I'm trying to improve my investing skills and make some sense of this.

Thanks Steve
Read Answer Asked by Steve on December 13, 2021
Q: wondering about pins and your thoughts about them.
Can you give some compelling reasons to buy it here.Looks like it came down to a good entry price.
Or would you prefer Roku,gh or U?
Read Answer Asked by Josh on December 13, 2021
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