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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 bought Home Capital before it ran into trouble with some of the lenders. I hung on and then I got a notice about a Dutch auction. How is that different from a company just buying it's own shares on the open market? Do you see a benefit to this auction? I read that Home Capital will soon have insured lending. Could these two events move the stock out of the dump?
Read Answer Asked by Deborah on April 27, 2016
Q: I have sold a holiday home in the US and have $150,000 that I want to keep in US funds until later in the year when I think the exchange rate will be better to change to CDN. Can you recommend an ETF or other reasonably safe way to get some dividends on these funds for 6 to 8 months
Read Answer Asked by KENNETH on April 27, 2016
Q: Prior to subscribing to 5I, I bought Jan 2018 call options in TWTR. At the time I figured that they had a large user base with a lot of ad potential, particularly with Periscope. I bought 2 year options knowing that tech moves fast and hoping that would give the company lots of time to turn things around.

Now, having read many of your reports, I feel that I'm a more educated investor and probably wouldn't buy this type of company again. In particular, your reports have helped me to appreciate the negative effects of share dilution which is a big problem for TWTR.

Today's earnings don't look good.

Is there any hope for this stock? I'm not afraid to take a loss and move on if that's the best thing to do.
Read Answer Asked by Andrew on April 27, 2016
Q: Morning Team,
I am interest in Fintech (Financial/Technology) public companies. Would you happen to know some of them is investable ?
Thank you for your great service.
Tak
Read Answer Asked by Tak on April 27, 2016
Q: DH just released its 2016 Q1 results. It looks good to me but nowadays companies are evaluated on a quarter by quarter basis against the mysterious "expectations" by the market, which seldom care about anything long term. Good results are not necessarily rewarded with pops in share price, but bad results will definitely be punished.

With that said, how do you interpret the DH first quarter? I'm somewhat disappointed that there is no dividend increase since it's been set at $0.32 for a long time. Thanks.
Read Answer Asked by Victor on April 27, 2016
Q: To clarify an answer to an earlier question re: tax treatment of the distribution. You mentioned that distributions are not eligible for the dividend tax credit - which is not entirely correct. I have held a large position in BEP.UN for a few years. In 2015 58% of the distribution were eligible for the dividend tax credit. Another 28% of the distribution was a return of capital and only 14% of the distribution will be subject to the full tax rate. In 2014 29% of the distribution was taxed at the full rate. This of course will change from year to year. For historical taxation - have a look at their website which has a good breakdown of the tax treatment of all distributions. Hope this is helpful.
Read Answer Asked by Gary on April 26, 2016
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