Investment Q&A

Q: When reporting capital gains/losses on schedule 3 of the income tax return, would you know whether one must report DLR/DLR.U transactions? There would be no gains or losses, after all, when the two are carried out together.

Q: Hi Team,
What do you think of the research report published this morning by Spruce Point Capital on CTC.A. Anything relevant or just another short attacking a Canadian company. Thanks!

Q: Hello team,

Do you see today as a good buying opp for LSPD? Does a takeover rumor of SHOP really justify a drop in LSPD? To me, it doesn't seem like it, and the notion that it would , would be based on a lot of presumptions that the sale of SHOP would hurt Lightspeed in any meaningful way. I have seen days like this before and more often than not prove to be good buying opportunities in a short period of time. Your thoughts please, thanks.

Q: Hi Peter, Ryan and team,

What is your opinion on LIF at the current price for income and some growth? Would the share price go down significantly if there is a global economic slowdown?

Thanks for your insight.

Q: Would you recommend any "need to own" (or close to it) precious metals companies at this time? Looking primarily for long term capital gain and leaning toward a junior with a nice outlook. Not worried about risk on this one.

Thanks,

Dustin

Q: Quarterhill has decided to discontinue their listing on the Nasdaq... they have indicated that this will save them about $1,000,000. annually.
Was the U.S. listing that beneficial to them and do you believe that this will affect their long term growth opportunities? Also, have you heard of any rumbling in the market place regarding their lawsuit with Apple?
Ed in Montreal

Q: I split a full position between these 2 recently. I was wondering if you preferred one to the other and if so, for what reasons?

Q: According to the efficient markets theory, a stock should reflect all publicly known information about a company. Given the advances in AI, technical analysis, computerized trading, etc., under what circumstances do you see individual investors being able to beat the markets, or more specifically, being able to beat the computers?

Are there specific types of stocks, or specific market conditions or circumstances, where individual investors have an advantage over computers? Under what circumstances is it better for an individual to hold a diversified basket of ETFs as opposed to individual stocks?

Are you aware of any research in this regard?

Many thanks for your excellent advice, and for this wonderful service!

Q: What do you think about Timbercreek 203 as an investment in a RRIF account? Would it be suitable for a non registered account or a TFSA?

Q: HI 5i, The market seems to like the joint venture with USD. Can you please provide your view on the JV and why it is so favourable?
Thanks
Rob

Q: I also have to reduce my weighting in SHOP, but what I am doing is donating the shares to a charity and adding the cash that I was going to donate to my portfolio.

Q: Hi,
I'm looking for income and hopefully a little growth as well. I currently own GRT/UN.TO, CAR/UN.TO and have some of DRG/UN.TO from before the buyout. Would you be able to rate these choices in order of preference? What % weight would you recommend for this sector at the moment, and do you foresee that weighting being changed as we head into Q1 next year? These will be held in a cash account, so should I be considering the potential tax implications? Deduct as many credits as you need. Thanks for all your hard work,
Dawn

Q: Could you please give your current opinion on blockchain companies in general? Is it too early to invest in a basket of companies with this future theme? Are there any companies you are interested in at this time?

Q: Looking to increase my fixed income exposure. Currently hold CBO, XBB, and CPD (preferreds). Thinking of adding XHY in addition to these, would you recommend additional ETF's in this space to help diversify?

Q: Gentlemen; Lightspeed has disappointed me (-22%) and causes me to wonder if my patience is misplaced. Would I be better taking my loss and moving on or wait for some good news?

Q: Hi,
I was looking through past questions that you have answered on PTQ and note the following comment.
"It is a US company listed in Canada, which can raise some red flags..."
Could you explain what the red flags would be? Thanks.

Q: Any reason your team is aware of why ECN has surged 10% the last few days? Seems a bit out of the norm.

Q: Hi,

With Boyd becoming a corporation on January 01, 2020, will it be required to provide more disclosure as to acquisitions, etc. I note that previously, that it is very muted in press releasing ongoing changes in the business or to even comment on quarterly results.

Thanks,
Kelly

Q: Once again I have to contemplate reducing my weight in SHOP as it is again at a 10% weight. (Okay I understand this is a good problem to have.) I reduced shop before a few months ago and I find myself regretting it. A couple of years ago I reduced my CSU weight by 75% at $700 in order to stick to a lower risk portfolio theme and have a proper weighting, and yes I really regret that (now that it basks in the $1,400 range). Both these stocks I have a really strong belief in, as I know you do. I guess my question is, should not balancing be tempered by the confidence in the stock? I mean one of the reasons I go diy is because I believe no advisor can take a big risk on my behalf in good conscience yet it might be one that I would be willing to take for myself, hence no advisor. As you say, any stock can go down 50% (in a day even), but really, CSU and SHOP? My total portfolio is otherwise pretty well diversified. Am I being completely reckless here by not divesting some of SHOP or do you think that this falls under your concept of one's personal preference realm? Again, thank you for all your help.

Q: No debt, generating strong cash flow. Any specific reason for -7% today? Thank you