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: Leon's pays a regular dividend of $0.16/share/quarter and has also announced a special dividend of $1.25, both effective Sept 08/21 (DOR).

All else being equal, my understanding is that on the ex-div date the share price should drop $0.16 due to the regular dividend. Is the same true for the special dividend....in other words should we expect the share price to drop $1.25 as well?

Thanks...Steve
Read Answer Asked by Stephen on August 18, 2021
Q: Based on the companies contained in the two portfolios above, which of them are you most impressed with, having gone thru the pandemic, which would lead you to expect even better results as the economy moves past the stimulus provided by the feds?
Read Answer Asked by Kelly on August 18, 2021
Q: What can you tell us about Technavia? Are they a reliable info source? I came across a news release this morning wherein they purported to show likely growth over the next few years in the stairlift market, with Savaria apparently well down the list of significant players in the field. Boy, their report prices sure seem high-priced!? How coincidental is it that this news release coincided with a fairly big drop in Savaria price?
Read Answer Asked by Lotar on August 17, 2021
Q: Hi
I've got a 3% position in CAE currently in my RRSP. It's done well for me over time, but I'm thinking about selling it. If I do, I'm considering TFII as a replacement, if I stay in the industrial sector. However, I'm also considering GSY as an alternative. I'd like more momentum and a bit of a dividend, and without too much risk. What is your opinion on selling CAE and replacing it with either TFII or GSY? Which of TFII or GSY would you prefer at this time?
If you have another suggestion I'd appreciate hearing it. Thanks!
Read Answer Asked by Lois on August 17, 2021
Q: I have a hypothetical question regarding the $7,50 distribution that will take place later this year. Assume that I bought the shares at $10 and that the distribution was a return of capital. The ROC would reduce my cost base by $7,50 to $2.50. So if the market price of the shares dropped by $7.50 to $2.50 and I sold the shares at that price I would not have any gain or loss on the sale. Apparently, if my logic is correct, I would be pocketing the $7.50 with no tax consequences. Am I missing something? Or is this the logic that would preclude this distribution from being considered a return of capital?
Read Answer Asked by John on August 17, 2021
Q: Hi 5i,
QST's results announced this morning look dismal to me and I'm not seeing much cause for optimism going forward. I hold a few thousand shares in my TFSA and I'm down 30% before market open today. No reason to sell for tax loss purposes and don't need the money right now, but I don't want to just sit and watch things get worse for a year or two.
Is my pessimism justified and should I just take my lumps now, or am I missing some reason for optimism such that hanging in there through at least the next quarter might be warranted?
I look forward to your thoughts - thanks.
Petere
Read Answer Asked by Peter on August 16, 2021
Q: I sold my position in XBC almost 30 days ago, and I am eligible to re-purchase with a crystallized loss on Aug. 19 (next Thursday). XBC has dropped about 20% since my sale, but after reading their comments from their recent quarerly results, it does seem that they are executing on their strategic plan on multiple fronts (e.g. demand for their BioStream products, progress on their HyGear initiative for hydrogen production). I plan to ultimately re-purchase XBC: would the current discount be favourable enough to re-assume a position, or should I hold back and wait through a purchase of another proxy? You had suggested GRN in my last question, and to my detriment, I was too slow to act. I see my alternatives as follows:

- Purchase XBC on the 19th, and hold
- Maintain the cash position liberated by the sale and observe XBC for the time being
- Purchase a proxy (either GRN or alternative, possibly CMC) with the cash position, and continue to watch XBC to determine where price consolidation is ultimately established

As always, I appreciate your thoughts, even if I am slow to act upon them at times. Membership has definitely made a substantial and positive impact on my portfolio! I have already recommended your service to friends who have since become new members, and I continue to do so. I have not come across another service that rivals yours, and I feel that your company is a shining example of how capitalism creates opportunity for enterprising people to enrich the lives of others through ingenuity and dedication to their endeavours. For those who are wondering, yes, I always sound like this! :)

Thanks again!
Read Answer Asked by Domenic on August 16, 2021
Q: On Aug 13, you answered questions regarding Well as " As WELL stock did well, the stock price set in the equity component of the deal was $11.80 (up from $9.80). Circle had very strong growth. " What did that mean? Can you provide some background about above statement? What is equity component in the sentence mean and where did the $11.8 price came from?

Thanks,
Read Answer Asked by Adam on August 16, 2021
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!