skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you also make a list of all the companies that trade on both US and Canadian exchanges making them good candidates for stock journaling?
Read Answer Asked by Raymond on November 25, 2019
Q: Hello Peter and Ryan,

Saw three big volume trades crossed right at the opening bell,in which Scotia Capital crossed 3.75 million shares at $9.81, while RBC Capital Markets did two crosses at the same price, one for 2.5 million shares and the other for 1.25 million. Just wondering the implication of doing this since the buyer and seller are the same broker? Thanks!
Read Answer Asked by yun on November 25, 2019
Q: My parents have a long forgotten quantity of shares now trading on the Venture exchange. They do not/are not able to remember anything about them. Where would I start to find the holder of these shares and sell them to at least realize the capital loss? Thanks.
Read Answer Asked by Terry on November 25, 2019
Q: Where do you find ready available free cash flow statement ? Is it better then pe ratio ?
Read Answer Asked by terrance on November 22, 2019
Q: Could you please provide a link again to your list of 2019 tax-loss candidates?
Read Answer Asked by chris on November 21, 2019
Q: I understand there are tax benefits to donating stock (that has appreciated) to charity. Can you tell me, is the actual ownership of the stock transferred (which I assume means the charity would need a brokerage account) or can the brokerage sell the stock and send the proceeds to the charity? I'm considering a small charity, which likely does not have a brokerage account. Thanks.
Read Answer Asked by Brad on November 20, 2019
Q: I read an article earlier this week about convertible debt in the cannabis industry. I think the company was Canopy. The exercise price on the convertible debt was reduced considerably to entice the bondholders. I assume creating more potential downside for the shareholders. In any case, my question relates to the management rights to proceed with such a move. Is it voted by the shareholders ? What would the alternative be ? Borrowing at higher cost ? If no event of default has occured on the bond (maybe there was a default?), why give a better deal to the bondholder ? Can you please provide general comments about debt holders rights vs management/shareholders rights. Thank you.
Read Answer Asked by Pierre on November 20, 2019
Q: 1. As I approach retirement I am looking for options to at least slightly improve the dismal returns from the fixed income portion of my portfolio (currently in bond funds, PSA, GICs, returns 2.2-3%).
I am wondering what you think of market linked GICs? The 5-year TD Canadian Banking & Utilities GIC offers an annual guaranteed minimum interest of 2.75%, and maximum total return 25.00%. The 5 year Oaken GIC rate is 2.85%. With 100% principal protection, a competitive minimum interest rate and the potential for a modestly greater return I cannot see any downside to the TD product which makes me think I must be missing something.
Read Answer Asked by Randy on November 19, 2019
Q: I notice that when asked 5i is able to give the payout ratios to members seeking companies(reits banks pipelines utilities etc) that provide. yield but more importantly the sustainable payment of their dividend/distribution. .. the payout ratio for me is a key metric when making an investment decision. it would be most useful if 5i could include payout ratios as a regular part of their metric checklist thanks Richard
Read Answer Asked by richard on November 19, 2019
Q: In yesterday's update there is a reference to an article featuring Peter..." five sins investors should avoid" (click here to read full article)." but the link takes you to an advisor only section of the Globe. Do you have another link?
Read Answer Asked by David on November 19, 2019
Q: Two questions: One, would you consider ZMI as "fixed income" for that part of my portfolio? Or is there too much of an equity component? Second, so many ETFs have a return of capital; when the fund reports a yield, does this include the roc? If so, isn't that reported yield misleading? Is there a way to learn what the actual yield ( ie without my own capital) being included? Thanks for your excellent service.
Read Answer Asked by Leonard on November 19, 2019
Q: Hello Peter and team,

Is there a tax efficient way to have US exposure in a taxable account? Would you recommend a ETF? Trying to get more US exposure in my sons portfolio and the taxable account is quite a bit larger than the RRSP's and TSFAs (both maxed) so if we want more US exposure, it has to be in the unregistered.

Thank you,

Wes
Read Answer Asked by Wes on November 18, 2019
Q: With reference to Thomas' unfortunate friend who has 92 absurd positions he should check to see it the account is charged trading fees. In some cases with a million dollar account the fees area percentage of the face value and no other charges i.e. trade fees apply. If so he could consolidate without costs.
Read Answer Asked by gary on November 18, 2019
Q: When donating securities to a charity where there is a capital gain that will not be applied, is there any restriction on replacing these shares? Can I buy them right away or is there a 30 day wait period?
Read Answer Asked on November 18, 2019
Q: hi guys thinking about buying an etf would like a clarification on the fees that are charged and when and how they are paid and to whom thanks as always
Read Answer Asked by michael on November 15, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!