Investment Q&A

Q: Where can I get the TSE yield and price per earnings as the Report on Business, Globe and Mail no longer provides this info?
Tax loss selling-Is it 30 calendar days or 30 trading days before you can repurchase?

Q: Hello Peter/5I
Why are the Tech sector declining with the new US tax cut ?
Thanks
Claudio

Q: It seems to me that the ability to pass tax reform in the US is a significant event. Could you please comment on the impact of this event with respect to market valuation as well as benefiting sectors.

Q: When is the next Technical Analysis report?Did not see one in Nov. Just renew this great site for another 2 years

Q: My wife's adviser is recommending the following mutual fund for her RRSP. Could I get your opinion on the Edgepoint Global portfolio Mutual fund. Fund code- EDG100. MER around 2.13% about 6 billion under management- past returns have been strong. I am always cautious when I see such high MER's. Do you think this is a good one fund solution, if you went with ETF's instead of this mutual fund which ones would you recommend?
Thank you!

Q: Is it possible to get your 2 favorite names for each sector? One balanced and the other one more growth related? Thanks for great service.

Q: Like it or hate it, the GOP has passed their tax cuts. I have been doing some research about where to invest if this happens. It seems that US banks, both the big ones as well as the regional players stand to gain. Do you think this becomes a good time to invest in the US bank stocks? Is there another sector that you think benefits as a result?

Q: I don't know if this is within your scope, but I am inquiring about the tax consequences of investing in a US public limited partnership such as KKR in:
1) a taxable account; and,
2) an RRSP.

Thanks,

Q: Hi there,

I currently follow the BE Portfolio with a slight growth tilt. I have about 25 positions on, each starting with a 4% weighting. I have done very well few names such as SIS, SHOP, PBH, TOY etc. At what weighting would you recommend that I trim back positions?

Thanks!

Q: Hi 5I Your thoughts & any information you could give regarding Sprott-Tec Private Credit Fund, and Sprott Bridging Income Fund LP. The funds if bought would be invested in a managed portfolio.We are seniors in our late 70s.
Thanks MF
Just renewed for another year.

Q: I have used the Financial Post site for convertible debenture quotes for many years. It was an awesome site that providing me with all the info I needed for convertible debentures trading on the TSX. About 4 weeks ago it went away and I have been unable to find another site that was comparable to this one? Does anyone know another site that provides a summary of quotes for Canadian convertible debentures?

Q: If I purchase 100 shares of stock A in either my TFSA or my wife's margin a/c and a few days later sell 100 shares of stock A at a loss in my margin a/c will the loss be acceptable to the CRA?

Q: Hello Peter & team, does one know what the TFSA 2018 contribution limit will be? Regards, Gervais

Q: With Web Broker I have US stocks in my RRSP account. I also have US Stocks in my US open account.
In my US account itself my overall cost for stock purchases is just below the $100,000 level so I don't need to fill out the T1135 Foreign Property form.

I now have cash building up in my US open account. To avoid going over the $100,000 cost level, yet still wanting to receive increasing dividends in USD, would it make sense to purchase Canadian stocks listed on the NYSE that pay dividends in USD? My goal is to have USD dividends coming in for travel south during retirement. I am assuming I would receive the dividend credit for Canadian-based stocks listed on the NYSE (?)

Q: Markets have been pulling back the last few days. Do you attribute this to tax loss selling or something else? When would you suggest deploying cash?

Q: I have about 150k in ETFs. Is there a specific dollar value where it's better to start looking at an equity-type portfolio?

thanks,

Q: I am trying to understand the bitcoin / cryptocurrency frenzy. Particularly, I see articles talking about the bitcoin "trade" taking away from the gold trade. With my limited understanding of the bitcoin, it seems like it is a currency that trades with the volatility of a junior miner. So, why would it be suggested that, in times of uncertainty in the markets, money would possibly flow into bitcoin trades vs the historical "safe" haven of gold and thereby form another headwind for the price of gold?

Q: I am in my 30's and have a fairly diversified portfolio both geographically and by sector. Currently i own 100% equities with roughly a 70/30 split of growth to value companies. This money is for retirement and i don't plan on touching it for the unforeseeable future. I don't want to do anything drastic but i would like to get slightly more defensive going into next year. The bubbles i see in cannabis/bitcoin at the moment as well as i see many friends/family who normally don't invest or talk about investing starting to put money into the market (mostly in weed/bitcoin stocks) scares me slightly and i feel we could have a minor or slightly larger pullback at any time. Which of the following would you suggest. Add a 10% weighting in fixed income? Trim some of my growth winners (TOY,KXS,SHOP,etc) and add to some of my value names (XTC,OTC,WPK,etc)? Trim some winners to have my cash position move from 5% to 10-12% and add to positions when i see more value? I realize these can be personal questions but i am looking for your feedback anyways.

Q: Hi,
Thanks for your help, in the next 1-2 weeks I will have a amount of 100K
to invest in US stocks because now I am only 8% in US.
Please could you recommend 5 to 8 US stocks for Grow and Dividends.
Thanks
Jean Guy

Q: Where can I get information on convertible debentures. I used to use this link:
www.financialpost.com/markets/data/bonds-debentures.html
but it no longer works.
Thanks. Peter