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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: I am writing in regard to a question posed by John on Jun 25th regarding alternatives to mutual funds that his TD adviser had invested in for he and his wife. We too (my wife and I) WERE invested with a TD adviser up until a year ago. We also had a TD Direct Investing account that we use for investing in stocks. The final straw for remaining with the adviser came in 2017 when TD started charging a yearly fee over and above their MER's when investing in a TFSA. They also stopped allowing us to invest in D series units of mutual funds. We transferred all of our assets to the Direct Investing account and haven't looked back. We are now able to buy any type of mutual fund, ETF, stocks or fixed income product like GIC's that are sold through Direct Investing.
Also, when answering John I believe you may have replied with alternatives to a couple of wrong mutual funds. I believe he was asking about CIF843 (not 842) and FID231 (not2312).
Read Answer Asked by Richard on July 16, 2018
Q: I held about a 3% position in Ruf, and sold half shortly after the potential buyout offer a couple months ago. The stock is now down and seems to be settling in around $9. As the current price is lower, I am considering buying back what I sold, hoping for a better offer and collecting the dividend in the interim. Do you have any updated information about the offer, your opinion of what might happen, and if buying it back makes any sense.
Thank-you
Read Answer Asked by grant on July 16, 2018
Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.
Read Answer Asked by Les on July 16, 2018
Q: Hi, I was wondering if you had any advice on the following companies which I own but am down significantly on. Should I sell, hold, or increase holdings, I would like to have some cash on hand, and what would you recommend I replace the sold companies with?

ALA -10%, CLS -15%, WCP -15%, EIF -20%, KWH.UN -28%, HWO -29%, TV -38%, RRX -38%,
Read Answer Asked by Ben on July 16, 2018
Q: Is there a financial ratio or ratios that can give an indication of the risk in a stock price to changes in sales? I have been looking at operational gearing which tells you how sensitive profits are to reduction in sales. I also read that a high debt to shareholders equity means that changes in profits have a large influence in share price. Not sure I understand why that would be the case. Could you comment on both these measures please and maybe suggest others.
Read Answer Asked by Andrew on July 16, 2018
Q: This may be the dumb question , but further to Murray l2/7 cannot locate any heart beside question in order to save. Thanks
Read Answer Asked by Laverne on July 16, 2018
Q: Hi team:
I have some both in RRSP and non-RRSP acount

due to the rise of interest rates and the lack of interest in oil
and gas (until recently)
it is both down from 17-20%)
should I hang on due to the recent interest in oil from investors
or should I replace them with other pipelines
I already have some TRP, PPL and for utilities, I have AQN, FTS and EMA
many thanks
Read Answer Asked by Michael on July 16, 2018
Q: Hi peter i was wondering if you ever write about new ipo s coming on the market that you think are good or if you could start thx
Read Answer Asked by Kim on July 16, 2018
Q: Focus: Forestry Sector. No tax implications. One position: IFP.
5i compared/ranked:
- 2018-05-21: CFP vs WEF (Tim)
- 2018-02-05: WFT, CFP, OSB, IFP, WEF, CAS (Victor)
Today, in terms of overall 3-5 year total return including dividends, with some growth, please rank referenced stocks, with basic reasoning.

As usual, thank you for continued wise advice.
Read Answer Asked by Paul on July 16, 2018
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