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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 Peter/Ryan and team:
Two questions if you would be so kind to consider.
I have read numerous times your or members use of the term 'half position' Could you explain in layman's terms what is a half position and what is a full position. Maybe an example would clear it up for me.
Question #2 is about A&W's declared dividend.
"A&W Revenue Royalties Income Fund (the Fund) (TSX symbol AW.UN) today declared a cash distribution of 13.3 cents per trust unit for the period April 1 to April 30, 2017. The distribution will be paid to unitholders of record at the close of business on May 15, 2017, and will be payable on May 31, 2017. This distribution will be taxed as a non-eligible dividend, as the source of funds to pay the distribution is a dividend from A&W Trade Marks Inc." What and why is it they state the distribution will be taxed as a non-eligible dividend. Will this then be taxed like interest? If held in a Non-Registered account will this still be taxed at the preferred dividend rate, assuming a T3 slip is issued? Thanks again for all your answers to the many questions you receive. Ken ... :-)
Read Answer Asked by Ken on May 11, 2017
Q: What do you think is the potential impact of the following? Thanks.

SHAREHOLDER ALERT: Brower Piven Commences An Investigation Into The Proposed Sale Of Span-America Medical Systems, Inc. And Encourages Investors To Contact The Firm For Additional Information

Details: http://www.businesswire.com/news/home/20170510006321/en/SHAREHOLDER-ALERT-Brower-Piven-Commences-Investigation-Proposed
Read Answer Asked by Robert on May 11, 2017
Q: Please provide your view on the deal for Peanuts and Strawberry Shortcake announced today. It would appear to be potentially transformational for the company: C$475 deal as against current market cap of C$630. I initiated a small position over the last few months at current prices. Would you suggest stepping up to a 1/2 position on this news?
Read Answer Asked by David on May 10, 2017
Q: Reading through the quarterly report I see on the cash flow statement that finance costs are considered an item not affecting cash. The note dealing with it does not explain just itemizes the individual charges. This is also the same for others in the industry, EXE and SIA. How is it that this is true? My head hurts when I try to justify it. My financing costs, mortgage interest, car loan etc affect my cash flow. Thanks

Kenn
Read Answer Asked by Kenneth on May 09, 2017