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 I take a tax loss selling a stock at RBC direct and buy the same at CIBC investors edge inside 30-days? Both accounts are margin accounts in joint names?
Thank you, J.J P, Burlington
Read Answer Asked by Joseph on October 18, 2015
Q: Hi peter
I took a half position of Vnr As I have trimmed a overweight position in another stock.
Can I have your comments on this move
Kind regards
Stan
Read Answer Asked by Stan on October 16, 2015
Q: What are your current thoughts on RUS? I’ve owned it for many years. Largest holding the avg cost is below $15. However, in one account the avg cost is above the current market and I’m thinking of averaging down. They announced that they are redeeming $174.34M of 7.75% debentures (all). What does this do to their overall debt situation? “The redemption of the debentures will be financed through Russel Metals' existing credit facility.”

I assume the market thinks that a dividend reduction is in the works. Currently yielding 7.21%.

This has been a good holding and the management was/is well respected. What am I missing? China syndrome!

Thanks.
Read Answer Asked by Dean on October 16, 2015
Q: More a question about strategy. It seems my discount broker charges me around 2.5% for the exchange conversion when I buy a US stock, and probably the same for dividend payments and sells. Is there any way I can reduce these charges? Thank you.
Read Answer Asked by Kurt W on October 16, 2015
Q: Hi Peter,

Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.

Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.

Read Answer Asked by David on October 15, 2015
Q: Peter and Team,

I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.

Keep up the good work!
Read Answer Asked by Marc on October 15, 2015
Q: I own share of Regal. What is procedure to cash out on recent purchase of company ?
Tks
Jean
Read Answer Asked by Sherrill on October 15, 2015
Q: Did you have the opportunity to listen to this company's conference call yesterday and if so what are your thoughts on the sudden resignation of the Chief Financial Officer. How do you think that this event will affect the company going forward? Thanking you in advance. Brian
Read Answer Asked by Brian on October 15, 2015
Q: If you had to buy either AYA or CXR tomorrow for one year, which would you choose? If the time period was 3 years would your answer change?
Read Answer Asked by James on October 15, 2015
Q: Can you tell me CBL's book value per share? And the dividend payout ratio?
Do you see it being taken private like CIBC has speculated? Thanks.
Read Answer Asked by Michael on October 15, 2015
Q: Dear 5i
I currently don't have any financial stocks in my portfolio and feel that now be a good time to do so .
I'm considering efn , sbny and the much larger bns . If I was to invest in one or two in this sector would it be one or two of the above or something different ? Assume a 3-5 year time frame .
Thank you
Bill C.
Read Answer Asked by Bill on October 14, 2015
Q: HI Peter,
I understand that the patient home story was a foolish mistake by the executives, but do you think it deserves a drop from @2 down to 60 cents, especially when the dust has settled? With respect to Nobilus Health, the article from midas letter clearly shows the intent of the Alpha writer but there seems to be no recourse from SEC. In the future, what chance does an average investor have when there are folks trying to manipulate the stock without repercussions. This is not an easy issue, but any comments would be appreciated as it seems the small cap space is just to vulnerable regardless of how well the companies are doing. Also, do you have a link to check shorts on a stock. Lastly, Constellation is on a roll without much news. Any comments. Thanks again.
Read Answer Asked by umedali on October 13, 2015
Q: GIL-Quite a lot of insider selling especially by the co's ceo since Sep 1. On Oct 6 BNN reported that as a result of either Trans-Pacific Partnership or IMF downgrade of Canada's growth( to 1% from 1.5%) & global growth,the following 4 stocks are victims:-1)CCL.B(was down to $183.49 & closed @ $169.23 on Oct 9) 2)GIL $38.72 & $39.13 on Oct 9) 3)ITP & 4)DH. Your comments on GIL & CCL.B.Appreciate your usual great services & opinions.Thanks
Read Answer Asked by Peter on October 13, 2015
Q: I see that SPB has a bought deal of common stock to cover the CUS acquisition. When I look at this comp. I see very inconsistent earnings, huge debt., very low ROE and crazy Payout Ratio. Unfortunately I own 2500 shares of CUS and will be getting a co. with a poor balance sheet and poor fundamentals: price taker subject to commodity prices like CUS. I realize it is too early to do the math; but, how can they sustain their dividend and make consistent dependable profits?
Read Answer Asked by James on October 13, 2015
Q: Lumber made some excellent gains the past few days, and OSB is also climbing well. Do you think it is time to get into either WEF or NBD for a medium to long term hold? Which would you prefer?
Read Answer Asked by Jim on October 13, 2015
Q: I bought this stock for safety waiting for oil to stabilize so I could get back in. I am even incl. the dividend - so, treading water so to speak. According to my trading site CIBC IE they never seem to publish Q EPS? I know they are expanding in the USA - so, probably incr. costs and no special dividends this year - has been a common practice. Any info you could give me on this co. would be appreciated. Trying to decide whether to keep as a diversifier or sell?
Read Answer Asked by James on October 13, 2015
Q: Dear 5i
First Service so far seems to be doing better than colliers at least in share price . Should I drop cig and top up on fsv or continue to hold both .
Thanks
Bill C.
Read Answer Asked by Bill on October 13, 2015
Q: Rajeev asked a question today about CCL.B in which he stated the RSI is now 14. On TD Waterhouse the RSI is currently listed as 55. So the natural question is to ask you what you would use a reliable source for RSI? Thank you.
Read Answer Asked by Dennis on October 13, 2015
Q: Hello 5i team. Suspect you've been asked this before, but wasn't able to locate the topic on the Q&A part of your site.

Are you (or any of your subscribers) able to provide a reliable source of information on current payout ratios for Canadian dividend stocks? I've been relying on the Globe Investor 'Watchlist' tool, but sometimes the ratios quoted don't seem right e.g., TransAlta at 27.30% compared to latest edition of Money Magazine at 720%. Lots of dividend-focused websites out there, but the ratios quoted seem all over the map.

Any suggestions would be appreciated. Thanks.
Read Answer Asked by Thomas on October 13, 2015