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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: Not a question, I came across this site that is useful for some research on pref shares
If you think it is worthy to pass on to the group
please do. I have zero interest in the site.

https://canadianpreferredshares.ca/category/primer/beginner/
Read Answer Asked by Leon on February 11, 2020
Q: Another solution for Kyle is to give trading authority on that account to a Canadian resident before leaving the country. The Canadian can then place orders via telephone still at a discount rate. That is the practice at one major brokerage; I have found that practices and rules can vary widely even among major brokerages.
Read Answer Asked by Peter on February 11, 2020
Q: I have a general question on the Energy sector. To state the obvious this has been a very weak sector to invest. More recently, we had Jim Cramer come out and say investing in energy stocks is no longer attractive and fund flows are coming out of them as it does not "look good" to have these stocks in a fund. The extreme opposite is a well known Canadian manager who touts 2020 is the start of a new bull market in energy. However, when looking at performance of this fund it has a negative compound over 10 years and since inception.

I like taking a contrarian view, and can be patient, however, I am going back and forth on this but continue to side more with the view of Cramer as you can almost "feel" the shift in sentiment away from energy.

What are your views, and is it worthwhile to have any exposure here?
Read Answer Asked by David on February 11, 2020
Q: hi there,

Often see questions about how to invest in AI - thought i would pass this article on - interesting perspective and investment portfolio:

https://seekingalpha.com/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments
Read Answer Asked by kelly on February 10, 2020
Q: As a follow-up on a question re investment information - my favourite by far is barchart.com, especially for momentum investors although others may find it useful as well. The US site is a bit more detailed than the Canadian one, but that is not much of a drawback. So much easily available information, handy tools, screeners, etc. I used to like the globe.com/investing site, but much of it is behind a paywall.
Read Answer Asked by Walter on February 10, 2020
Q: For members who want to see short interest, the website https://ceo.ca/ displays it. Search by ticker or just add the ticker to the URL, e.g. https://ceo.ca/LSPD. The current short interest is shown upper left and if it is up or down from last report. A two-year short interest history is available by clicking on the current number or the short history icon. Their number for LSPD matches the one you provided in your answer to Bruce earlier today. I assume the 1.1% short in your answer is percentage of the float, not total share count. This site shows only total share count.
Read Answer Asked by David on February 10, 2020
Q: Many thanks to Chris for his very helpful comments on the capital gains/loss issues I was struggling with. He is quite right that these were old losses. Was so focused on not breaking the rules that I completely missed the fact that it was only selling at a loss (not a gain) and re-buying before 30 days that was a concern. Great to have extra back up ! Although on any future government regs change issue, I always assume the worst. Still remember clearly the nasty Halloween surprise about the Unit Trust policy change (which gvt previously assured us wouldn't happen) and the subsequent overnight drop of 30% in those kind of holdings !!
Read Answer Asked by Alexandra on February 06, 2020
Q: Further to my recent question about crystallizing gains to apply against capital losses, how would you implement this ? There will be 5 stocks that I will sell but will re-buy after 30 days, i.e. syz, engh, kxs, wsp, cjt.
In this market,
1) what strategy would you use for selling in terms of timing ,
2) would you temporarily replace with something else and if so, what would that be, and
3) would you do all 5 or just one at a time ?
Thanks again.
Read Answer Asked by Alexandra on February 04, 2020
Q: Investing in companies that are directly involved in the climate change space seems to be a big investment growth theme and that may explain the good performance of these stocks over the last while. New Flyer is included because of their electric bus component. Successful companies ought to see growing valuations.
Read Answer Asked by Murray on February 04, 2020
Q: Have a small position in UTX(US). The company has declared a spin-off of Otis and Carrier which ( I assume??) will leave me with shares in three companies as opposed to one company. I tend to not like small positions as it is now three times more work to moniter. What would you do? Sell UTX now or just accept that I now have two additional companies to watch? Thanks Ron
Read Answer Asked by Ronald on February 04, 2020
Q: Stocks will sometimes issue more shares to raise capital. Does this ever happen with ETF’s ?
When an ETF is born I presume the promoter will take a percentage and institutional investors the rest , is this so ?
I ask because I notice some ETF’s are very small, does this mean they will remain illiquid ?
Read Answer Asked by Luc on February 04, 2020
Q: Hello 5i,

I sold my holding in MX on January 16 for a tax loss to help offset my gains in BYD. I also sold NFI for the same reason. I’ll need to find one more by the end of the year to even it all out.

I intend on buying them both back after the 30 day waiting period.

My question, as it pertains to both, if the SP has fallen substantially, does one invest the same dollar amount and buy more shares, or would one buy the same number of shares and keep the cash left over for other purchases? I’m leaning to reinvesting the whole amount back in to each Company. I respect that that is a personal decision on weighting’s, but I would prefer your personal opinion based on experience.

PS, I picked up TRI yesterday after selling TOY. Trying to be prescient.

Thx for providing the service, to date, based on the Balanced Portfolio, my holdings are about to eclipse my wife’s, who uses a service that clocks in at 700/month, For her LIRA, RRSP, and TFSA’s. PSA, that!

Best regards,

Kelly
Read Answer Asked by Kelly on February 03, 2020
Q: Hi,
Just a quick comment on after hours trading from the question from Barry on AMZN. Publish if you think it night be helpful. TD allows this for all. There is no club. Day orders only. On the order entry screen, you just tick a box for a day order and after hours. I tried it once with a small order just out of curiosity really. It is essential you place a limit order to protect yourself. Never enter a market order. There are wide swings with thin trading. My bid was off the normal range. It did get filled and I felt pretty good. Then the CEO said something negative on the conference call. The next morning the stock opened lower than my fill and I did not feel as good then. I never did it again. You want a market with full liquidity and all the public information disclosed.
Dave
Read Answer Asked by Dave on February 01, 2020
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