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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 am sitting on a 31% loss in Photon Control in my Margin Account. I am considering harvesting the tax loss and re-purchasing in my TFSA after 30 days. Does this seem a reasonable strategy especially since PHO will likely take some time to turn around in this market? Alternately, if I don't sell the shares but move them to my TFSA will that trigger a tax loss? This only seems fair since if I had an unrealized capital gain I would have a deemed disposition and a tax liability.
Read Answer Asked by Ross on December 07, 2018
Q: Hello. My question may not be about Evertz per se, but a transaction.
I had a bid in for Evertz at $15.50 per share. The market closed with Evertz at 15.89 (I think). After 4pm a large volume was traded 19k vs 52k total as the daily total.
My order was filled at 4:09 at $15.11 per share. There were subsequent orders filled at higher prices. I’m not complaining, but what the heck happened? Was there a huge dump at $15.11 that scooped up my order? How late can orders be processed, particularly on a reporting day?
Well, while we’re at it.... could you comment on the reported results please?

Read Answer Asked by Danny on December 06, 2018
Q: The ROR for your Balance Equity Model Portfolio is -7.57% YTD. Does this include dividends (ie is it total return)?

Read Answer Asked by Greg on December 06, 2018
Q: I have a question regarding GSY asked by Stephen on Nov 28 about convertible debentures 5.75% at $ 43.99 a share until July 29,2022 could you explain to me how these work in regards to the following
- how often are you payed
-the tax implications
- how does the share price $ 43.99 come into play
- how is your principle tied up if you needed the money is there a penalty if you had to withdraw it,or if that is even possible
-can these be purchased at any bank online with your discount brokerage
-in your opinion how safe are these and any negatives about them
I realize this is a lot to ask and use as many credits as needed thanks a bunch
Read Answer Asked by Greg on December 06, 2018
Q: I really can't understand DOO.
I have been investing for 15 years and have never seen this. DOO has beating earnings 9 out of the last 9 times and the stock, after reaching
$51 on Monday is now below $41.
I know there is no news to account for this drop.
Can there be something we do not know about that is the reason?
Can that sale of stock in September still have an effect on this stock?
Maybe Trump has plans to only tax Ski-Doos?
Read Answer Asked by Herm on December 05, 2018
Q: The removal of the 2 major overhangs,at least for the short term--The Fed is now data dependent & close to neutral rate.2)US/Sino 90day truce for 90days(though US & Chinese versions differ in a lots of way)-- are very positive for the markets.resulting in big increases.even in oil price tonight.Other favourable factors are indication that Russia & S Arabia may cut oil production @ next OPEC meeting ,later this month & 2) normal y/e rally(historical data shows 70% rally in Dec)A question is,will the FAANG recover from bear territory? In view of the above,this appears time to buy.If so.please provide the best names from u 3 portfolios.Thanks for u usual great services & views
Read Answer Asked by Peter on December 04, 2018