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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 recently saw a list of Div Stocks with Discounts via a DRIP. How do I avail of the Discounts? e.g. BTE with a Div of 6.4% + a 3% Disc.

Thanks, Austin
Read Answer Asked by Austin on November 16, 2014
Q: Peter; In todays Globe , pge.B10, there is a article by Tim Shufelt on active management VS ETF showing why ETF's still are the best route. Rod
Read Answer Asked by Rodney on November 16, 2014
Q: Where can I find the TMX sector category for a given company? And would you consider giving your categories when you do a company report? Thanks.
Read Answer Asked by M.S. on November 14, 2014
Q: Good morning,

When will be the last day to sell some shares for tax loss?

Thank You
Paul
Read Answer Asked by Paul on November 14, 2014
Q: Hi, This is more of a trading comment to supplement your response to Steven's question about Cineplex weakness at the open, yesterday. I did not like the results too and sold half of my longtime position at open. But bought back 0.75 higher within a few minutes when noticed strength. I usually place a counter Buy order at a slightly lower price and watch, if I like a co. long term (like Cineplex). It has helped many times. Thanks
Read Answer Asked by rajeev on November 14, 2014
Q: What is the best way or method for keeping track of your adjusted cost base when using a drip program - one that is the least time consuming or is there such a thing.
Read Answer Asked by donald on November 14, 2014
Q: How on earth does a 7 year old get an rrsp ??
Read Answer Asked by michael on November 14, 2014
Q: When would you expect "tax loss selling season" to take place? Thanks for the great service.
Read Answer Asked by Doug on November 13, 2014
Q: In regards to a question from Mike about there being no category for Bio Stocks, I would suggest using the "Search by Symbol" box and enter/type in BIO, but from the drop down below this box select "Search by Text". This will filter any questions/answers that contain the letters BIO within them.
Read Answer Asked by Scot on November 13, 2014
Q: Hi 5i team
I am managing through a direct investing account a 35 year olds small (9K market value)RRSP account. Monthly contributions $100, once or twice a year lump sum contribution. So far made up of CDZ 29%,T 22%,BEP.UN 19%, SYZ 11%, SGY 9% DHX 6%. I have about $500 in cash but cannot decide whether to add to current or perhaps TMA or QST. Also my theory has been to stick to smaller per share valued stocks that you recommend and buy in when have about $500 cash otherwise the fee adds too much cost per share. Is this a good strategy or should I wait until having $1000? What would you recommend that I do with the $500? Thanks K
Read Answer Asked by Kathy on November 13, 2014
Q: Hi Peter & 51 Team,

Thank you for so much for the amazing/unparalleled service you provide to the small individual investor.

You have been recommending PLI as a high risk small cap stock. However, on Oct 9, you mentioned ... "for a high risk stock we think there could be potential but we are not huge fans of the valuation and balance sheet" but on Nov 11, in response to a question on "which stocks remind you of Amaya when it was $2" you mentioned "PLI has good potential".

Can you elaborate on your negative comments on the valuation/balance sheet of PLI and yet comparable to Amaya.

Thanks in advance

Francis
Read Answer Asked by Francis on November 12, 2014
Q: Hi
I've look on the site and I might have missed it, where would one find what that "Ratings" mean. I know its been mentioned that a 'D' is stay away, "A+" means it doesn't exist so far. Apparently a "C" is not a buy. But is it a hold? How about a "C+".

Could you put something on the "Reports Page"?

Thanks for the great service.
Al
Read Answer Asked by Alvyn on November 12, 2014
Q: Hi I can not seem to find in where it says " View by category" anything on Bio- stocks. Is it under another name??

Thanks..
Read Answer Asked by Mike on November 12, 2014
Q: Hi Team!

Would it be wise to drip whenever possible? Even if one is trying to duplicate your growth or income portfolio.

Thank you
Read Answer Asked by Rino on November 12, 2014
Q: I like CPG for a long term hold but am currently significantly under water due to the falling oil prices. I have Capital gains in other stocks that I would like to offset. I am considering selling CPG for the tax loss and buying it back 31 days later. In the meantime I will buy a energy ETF with the funds to protect me if oil rebounds in the short term. If all stays the same or worse, I will sell the ETF after 31 days and buy back CPG. Your thoughts?
Read Answer Asked by Ken on November 12, 2014
Q: Hi Peter and team, could you please comment on the debt/equity ratio? What is the ideal ratio for a company? Is a ratio of 1.5 too high? Thanks, Gervais
Read Answer Asked by Gervais on November 12, 2014
Q: Hi folks: I like to find stocks prices that are consolidating. Is there any info available regarding stock consolidation on the web, or do we have to check stock charts one at a time?
Read Answer Asked by Charles on November 11, 2014
Q: The US dollar has risen substantially lately. The S&P 500 has risen 50% in 3 years. I understand that both of these have climbed due to the foreign influx of capital seeking the haven of the reserve currency of the world. Can the U.S dollar and markets continue in this manner alone while other countries languish? Do you have any concerns regarding the strength of the U.S. dollar or the strength of the S&P 500?
Read Answer Asked by Clarence on November 11, 2014
Q: Following up on your recent answer re H&R distributions. You note that 58% of the return is "return of capital". I have always considered "return of capital" as giving me my own money back in the sense that it changes my adjusted cost base by the same amount so that I end up paying tax on it when I sell the shares. ie it is giving me my own money back because the company did not earn enough to fully cover the dividend and is therefore not a real earning.
Can you enlighten me on this? ie is "return of capital" really a benefit in the long run?
Thanks
Read Answer Asked by Elliott on November 10, 2014
Q: Re the trading of etfs which typically consist of a NUMBER of stocks, what factors dictate a rise/fall in price? Plz compare with the rise/fall of an individual stock.
Thanks
Read Answer Asked by roger on November 10, 2014