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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: Growth stocks
I am retired and using the investment income from my high-dividend stocks. I have a few clunkers which are going nowhere fast. I am thinking of substituting these (a modest amount) in Canadian growth stock, which I interpret as small/mid cap. Not wanting to make a choice myself or, or that matter, betting on one horse, I am thinking of the Pender Value Fund or a growth ETF. Comments on above?

Also, as I would buy this through my full-service broker (with whom I have a flexible arrangement), is there a transparent information source for the sales and management fees applicable to the various classes of mutual fund products - class A, class F etc?
Read Answer Asked by Carl on November 28, 2016
Q: TIME OF REPORT RELEASE
Do you have a policy on the time of day reports are issued? Specifically, are reports ever issued during the trading day? I noticed mid afternoon yesterday there was a report on QST. The report stated coverage was being terminated and the final rating was 'C'. The stock declined yesterday. If not done already, can I suggest that all reports be released 'off hours' so all members have an equal chance to review their contents and decide what they want to do with their holdings. When reports are issued during a trading day, it's a crap shoot whether you just happened to scan the reports section and if you were inclined to sell the stock, got lucky and beat the rush. If there was a policy, all members would feel they were on an equal footing.

If there already is a policy and I'm unaware of it, please re-state what it is.

thank you
Read Answer Asked on November 23, 2016
Q: Hi!

I have a portfolio that has a few names I have held for some time that could be described as laggards and I'm not sure which of the group I should get rid of and deploy proceeds into something else. From the following list which stocks should I sell and move on from: CVE,TOU,SGY,AVO,G,ECA,QST,ALV ???
Read Answer Asked by Ian on November 23, 2016