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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: Are we approaching a bear market? Tim Shufelt, in Sunday's Globe and Mail, Quoted Denis Mark of the National Bank, and others, who pointed out that while the indexes might not have fallen off, that is largely because of the movement of money into large cap stocks. The 'average' stock, he said, was down 10-12%-27% on S&P-TSX-NSQ from its highs, depending on the index. He called it a stealth correction, and said it would soon spread to large caps too. Any advise? The TSX has fallen 8 of the last 10 sessions now.
Read Answer Asked by John on May 21, 2014
Q: Hello - I would like to swap stocks between my self directed RSP and US cash accounts. To do this, I would like to sell company A in my SDRSP and buy it back in my US account. I would like to sell company B in my US account and buy it back in my SDRSP account. The market value is about the same for both.

My question is about the 30 day rule. Company B would trigger a capital gain so I would have to pay that tax. Since there is no capital loss, does the 30 day rule apply in any way for repurchasing the stock?

Thanks
Read Answer Asked by James on May 21, 2014
Q: I would appreciate your comments on the article in this morning's Globe and Mail on K Bro Linen which for the most part was negative. Could I please have your comments and your thoughts on the stock going forward. Thank You. Brian

Read Answer Asked by Brian on May 20, 2014
Q: Could you please comment on K-Bro's recent results. The Market doesn't appear to be impressed as the stock is off the earlier highs. It's in my RSP and am in mainly for income with longer term growth to the dividend with some capital appreciation. Does this thesis still hold. I am slightly below a full position in my account and am looking to use this weakness as an opportunity to average up.
Read Answer Asked by Bruce on May 20, 2014
Q: Hi

Could you share your favorites in these categories of ETFS

Canadian bond index
Preferred share index
Canadian equity index (large cap)
US equity index (large cap)
International equity index (large cap)
REIT index (Canadian)
Read Answer Asked by Behrouz on May 20, 2014
Q: I play the small cap stocks. Too often I find the price open up the next day down 20% because of refinancing. I will run my ideas by you before making any more buys. They are KLS Kelso and RCL Riley recently both down, QST Questor recent digest pick and NCU Nevada Copper. I also hold Canola CNE. What is your opinion on that? That's four potential buys and one I am holding.
I have to get on a winning streak.
Thanks,
Dennis
Read Answer Asked by Dennis on May 20, 2014
Q: What do you think of Difference Capital's earnings? Nav seems to be going up. Is it a good time to jump in? Thanks!
Read Answer Asked by Michael on May 20, 2014
Q: Good afternoon 5I, Re: CBO, laddered bond ETF, Rob Carrick has an article on Globeinvestor saying that the actual yield is only 1.6% and not the 4+% shown on the stock charts. He seems to claim we are being
hoodwinked by just about everyone on the actual returns on these ETF's and that a ladder of GIC's would beat the ETF's hands down. Your opinion on this would be appreciated. Thank you
Read Answer Asked by Alayne on May 20, 2014
Q: Hi Peter, I own both RX.v & DND and they both reported solid Q1 earnings results. Is the significant difference in the P/E multiple justified by quality/sustainability of the earnings.
Read Answer Asked by David on May 20, 2014
Q: I would like to add Real Estate in my portfolio,

i am looking at FCR first capital realty with a p/e of 18.3, a book value of 15.93 (below its trading value and Dream Properties D.un which is trading at less then book value, has a p/e of 9.6 , which would you recommend and why, it seems D.un is well underpriced at this time. thanks for the service, Jean
Read Answer Asked by Jean on May 20, 2014
Q: Hello,

I have 30K in my RRSP account in ISHARES CDN S/T BOND ETF XSB . Are there better options to invest the money?

Thanks
Read Answer Asked by Marios on May 20, 2014
Q: At any given time I have between 10-20% of my portfolio in cash to take advantage of dips in the market . I do worry about this cash sitting "idle". Several years ago a broker recommended I keep the funds in a money-market fund but I found it actually lost money... Not sure what I should do with the cash. I need quick access to it and would be happy with anything beyond a 0% return! Looking forward to hearing your advice. Thanks
Read Answer Asked by Chad on May 20, 2014
Q: Hi Peter and Team,

Quick thoughts on Ligand Pharmaceuticals, LGND.
Read Answer Asked by Graham on May 20, 2014
Q: Hi Peter/team,could u please comment on Q results smart sma/t and especially their guidance,stock had been on tear but hammered today,I was lucky and had sold a while ago but would be interested on re-entry at today's level depending on your view; buy/hold/sell. thanks as always,jb
Read Answer Asked by John on May 20, 2014
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