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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: Further to Cal's question on taxation of the BAMR to BAM.A exchange: the BAMR website states the following:

The exchange would be considered a disposition of the Class A Share of BAM Re. A Canadian resident shareholder who disposes of a share of BAM Re via an exchange would recognize gain or loss equal to the difference between the fair market value of the BAM shares received (at the time of the exchange) and the adjusted cost basis (“ACB”) of the BAM Re Class A shares exchanged.
Read Answer Asked by Stephen on February 14, 2022
Q: how can i tell how many credits i have left? Do they roll over or is it use em or lose em
Read Answer Asked by Rob on February 14, 2022
Q: DND has taken on debt for acquisitions. Is there a legitimate concern that anticipated profit may not materialize, setting up a potential death spiral for the company? Quite separate from the general tech meltdown, would this concern explain some of the profound share weakness in the past few weeks? We have seen this scenario play out with other Canadian companies that over-payed for acquisitions that did not generate the anticipated profit, costing equity holders dearly.

Thanks.
Read Answer Asked by Joel on February 14, 2022
Q: Further to Denise's question, and Patricia and 5i's comments on flow-through shares, I thought I would add that there's a place called Bertov Capital Corporation and MLC Financial that sell flow-through shares that purport to eliminate all investment risk by disposing of the flow-through shares in a relatively short period of time and guarantees their tax benefits. I have no affiliation, and have never bought flow-through shares, but I thought that was interesting and was worth sharing.
Read Answer Asked by Christopher on February 14, 2022
Q: Why do some companies issue general statements prior to the release of their quarterly reports? EGLX and SIS, among others, have recently done this. I can understand if there is something material (usually negative) that is happening people should know but I get suspicious when it is just to announce good news on what is a usually lagging stock price. The negative side I see to this is that if they announce good news when their stocks are down if next time they don't make a special announcement (and the stock is still down) then should we infer a bad new quarterly report is coming?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 11, 2022
Q: Hi!

I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?

Thanks,
Jason
Read Answer Asked by Jason on February 11, 2022
Q: Hi Peter and team,

Do know where I can find institutions, such as Canadian Pension, etc, are buying LSPD or any other stock at current level? I heard some institutional buying LSPD, could you please confirm and have more information and list a few of such buying?

Thanks a lot
Read Answer Asked by Jinlong on February 11, 2022
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